Bio
Credentials
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Certified Information Technology Professional (CITP) Credential
Association of International Certified Professional AccountantsJan, 2014- Jun, 2026 -
Chartered Global Management Accountant
American Institute of Certified Public AccountantsJul, 2012- Jun, 2026 -
Certified Public Accountant
Connecticut State Board of Accountancy
Experience
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General Manager
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Charter Oak Systems, LLC
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Palm City, Florida
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General Manager
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Jan 2010 - Present
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Palm City, Florida
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President and Founder
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Jan 2005 - Present
Developed a proprietary business operating system for mortgage banking and origination management which has now been updated to Windows 8 and Internet Access.Software is available for desktop, server or cloud (SAAS) implementation.Complete software development environment available.Developed a wo...
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General Manager and Chief Operating Officer
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Mar 1999 - Present
Earned over $1,500,000 of profits on $12,000,000 in Fees during 2000 to 2004 Managed over 100 originators, processors, underwriters and mangersManaged and controlled over 3,500 transactions with 99.99% accuracy Managed Lending operation with delegated underwriting and a $5 million warehouse credi...
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Author - "National Residential Mortgage Loan Originator"
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Nov 2010 - Oct 2017
Co-authored a new Text Book with teaching supplements to be used for nationwide training for Mortgage Loan Originators to meet the 20 hour eductaion requirement for licensing under the Federal 2008 S.A.F.E Act.**Publication date June 2011**Co-author Deb Killian
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Test Writer
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Jan 2010 - Dec 2010
Test Writer for Abacus Mortgage Traning and the Cram exam.
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Certified Public Accountant
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Jan 1979 - Jan 2000
Provided Compliance Services to 500 individuals and businessesServices included: Compilation and Review services, Corporation and Individuals federal and state tax returns, Auditing, Securities and Exchange Commission Filings,
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United States
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Higher Education
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700 & Above Employee
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Tenured Associate Professor of Accounting and Chairman of Accounting Department
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Sep 1979 - Sep 1999
Managed the instruction and curriculum for the Accounting program of 40 classes per semesterHired, managed and evaluated 7 fulltime professors and 15 adjuncts per semesterEstablished WCSU as a recruiting school for the Big Eight accounting firmsDeveloped and distributed Student Trial Balance, a educational accounting and reporting system
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Chairman of
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Jan 1979 - Jan 1999
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Senior Accountant
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Jan 1975 - Jan 1979
Serviced major SEC accounts including> United Parcel Service, Cott Beverages, Royal Bank of Canada, Major Retailers, and ManufacturersSpecialized in computerized auditing and was one of the first to implement computerized statistical sampling confirmations of 400,000 UPS customers using the fi...
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Education
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1980 - 1983Pace University
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1971 - 1975S.U.N.Y
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References
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