Senior Consultant-Organizational Change Management (OCM) Management Analyst-SME Change Manager

• Mar 2023 - Present

Department of Homeland Security (DHS) Joint Project Management Office (JPMO) Provide guidance and oversight on designing and implementing Organizational Change Management (OCM) tools and activities. Collaborate with the JPMO component project teams, other Financial System Modernization (FSM) program Integrated Project Teams (IPT)’s, working groups and support contractors to successfully achieve program goals and milestones in implementation of a new Financial Management… Show more Department of Homeland Security (DHS) Joint Project Management Office (JPMO) Provide guidance and oversight on designing and implementing Organizational Change Management (OCM) tools and activities. Collaborate with the JPMO component project teams, other Financial System Modernization (FSM) program Integrated Project Teams (IPT)’s, working groups and support contractors to successfully achieve program goals and milestones in implementation of a new Financial Management Solution. Guide Components in their planning development and implementation of OCM strategies and activities as well as lessons that enable components to continuously learn. Apply and industry standard OCM framework to support successful OCM execution in the following areas: • Business Process Engineering-to achieve significant improvement in critical performance measures such as cost, quality, service, and efficiency by standardizing and aligning business processes with the chosen financial system. • Stakeholder engagement-define the OCM strategy that equips and prepares key stakeholders for effectively sponsoring and advocating for the new financial management system ensuring adoption, use, and sustainment by end users • Communications-to develop strategic communications materials and products that enhance awareness of, and reinforce performance in, the new financial management system. • Participate in Lessons Learned Meetings and prepare Lessons Learned Summary Analysis. • Manage the Lessons Learned Confluence Board and Knowledge Registry. Assign and ensure resolution of assigned Lessons Learned Jira Tickets tickets. Show less Department of Homeland Security (DHS) Joint Project Management Office (JPMO) Provide guidance and oversight on designing and implementing Organizational Change Management (OCM) tools and activities. Collaborate with the JPMO component project teams, other Financial System Modernization (FSM) program Integrated Project Teams (IPT)’s, working groups and support contractors to successfully achieve program goals and milestones in implementation of a new Financial Management… Show more Department of Homeland Security (DHS) Joint Project Management Office (JPMO) Provide guidance and oversight on designing and implementing Organizational Change Management (OCM) tools and activities. Collaborate with the JPMO component project teams, other Financial System Modernization (FSM) program Integrated Project Teams (IPT)’s, working groups and support contractors to successfully achieve program goals and milestones in implementation of a new Financial Management Solution. Guide Components in their planning development and implementation of OCM strategies and activities as well as lessons that enable components to continuously learn. Apply and industry standard OCM framework to support successful OCM execution in the following areas: • Business Process Engineering-to achieve significant improvement in critical performance measures such as cost, quality, service, and efficiency by standardizing and aligning business processes with the chosen financial system. • Stakeholder engagement-define the OCM strategy that equips and prepares key stakeholders for effectively sponsoring and advocating for the new financial management system ensuring adoption, use, and sustainment by end users • Communications-to develop strategic communications materials and products that enhance awareness of, and reinforce performance in, the new financial management system. • Participate in Lessons Learned Meetings and prepare Lessons Learned Summary Analysis. • Manage the Lessons Learned Confluence Board and Knowledge Registry. Assign and ensure resolution of assigned Lessons Learned Jira Tickets tickets. Show less

Principal Owner

• Sep 2007 - Jul 2023

Provide technical knowledge and expertise in business process, finance, and accounting to achieve project strategic and performance objectives. Guided clients on the development of process maps, roadmaps, and detailed project plans. • Served as a Business Process Consultant on a large project for BAE systems (2007-2010), participated in the deployment of enterprise solutions, assessing the current and future state, influencing leadership to implement changes, and staff training, while… Show more Provide technical knowledge and expertise in business process, finance, and accounting to achieve project strategic and performance objectives. Guided clients on the development of process maps, roadmaps, and detailed project plans. • Served as a Business Process Consultant on a large project for BAE systems (2007-2010), participated in the deployment of enterprise solutions, assessing the current and future state, influencing leadership to implement changes, and staff training, while becoming familiar with Federal Government defense audit requirements. • Key contributor in the Defense Contract Audit Agency, improving the procurement and preparation process in anticipation of the contractor purchasing system review. • Developed implementation models for the contract and procurement group • Managed the configuration and design of contract procedures, including best practices, training material, and methodology to support requirements gathering. Show less Provide technical knowledge and expertise in business process, finance, and accounting to achieve project strategic and performance objectives. Guided clients on the development of process maps, roadmaps, and detailed project plans. • Served as a Business Process Consultant on a large project for BAE systems (2007-2010), participated in the deployment of enterprise solutions, assessing the current and future state, influencing leadership to implement changes, and staff training, while… Show more Provide technical knowledge and expertise in business process, finance, and accounting to achieve project strategic and performance objectives. Guided clients on the development of process maps, roadmaps, and detailed project plans. • Served as a Business Process Consultant on a large project for BAE systems (2007-2010), participated in the deployment of enterprise solutions, assessing the current and future state, influencing leadership to implement changes, and staff training, while becoming familiar with Federal Government defense audit requirements. • Key contributor in the Defense Contract Audit Agency, improving the procurement and preparation process in anticipation of the contractor purchasing system review. • Developed implementation models for the contract and procurement group • Managed the configuration and design of contract procedures, including best practices, training material, and methodology to support requirements gathering. Show less

Senior Consultant

• Sep 2022 - Mar 2023

Perform a financial review of the client’s cash forecasting process, asses the current NetSuite implementation, and develop an overview of the current/future operational and financial processes. • Share insight with Senior Management on key cash forecasting, operations, and financial processes walkthroughs • Assist Managers and Staff in understanding and preparing for upcoming transitional change activities • Perform a high-level gap analysis on the financial and operational NetSuite… Show more Perform a financial review of the client’s cash forecasting process, asses the current NetSuite implementation, and develop an overview of the current/future operational and financial processes. • Share insight with Senior Management on key cash forecasting, operations, and financial processes walkthroughs • Assist Managers and Staff in understanding and preparing for upcoming transitional change activities • Perform a high-level gap analysis on the financial and operational NetSuite implementation, processes, and policies • Prepared Inventory analysis, Operational and Financial reviews • Develop the current and future state of the NetSuite financial and operational implementation Show less Perform a financial review of the client’s cash forecasting process, asses the current NetSuite implementation, and develop an overview of the current/future operational and financial processes. • Share insight with Senior Management on key cash forecasting, operations, and financial processes walkthroughs • Assist Managers and Staff in understanding and preparing for upcoming transitional change activities • Perform a high-level gap analysis on the financial and operational NetSuite… Show more Perform a financial review of the client’s cash forecasting process, asses the current NetSuite implementation, and develop an overview of the current/future operational and financial processes. • Share insight with Senior Management on key cash forecasting, operations, and financial processes walkthroughs • Assist Managers and Staff in understanding and preparing for upcoming transitional change activities • Perform a high-level gap analysis on the financial and operational NetSuite implementation, processes, and policies • Prepared Inventory analysis, Operational and Financial reviews • Develop the current and future state of the NetSuite financial and operational implementation Show less

Specialist/Change Manager

• Aug 2021 - Sep 2022

Develop and research Change Management policies and procedures to improve the Change Management function within the Department of Information Technology (DIT). Oversee risk analysis, documentation, and communication. Conduct assessments, and establish metrics to track and manage the effectiveness of Change Management operations. • Identify performance gaps and develop, recommend, and implement corrected action improve many of the internal Change Management processes to align with ITIL… Show more Develop and research Change Management policies and procedures to improve the Change Management function within the Department of Information Technology (DIT). Oversee risk analysis, documentation, and communication. Conduct assessments, and establish metrics to track and manage the effectiveness of Change Management operations. • Identify performance gaps and develop, recommend, and implement corrected action improve many of the internal Change Management processes to align with ITIL standards, and develop and propose key performance indicators. • Design change management analysis and presentations for executive leadership, and managers using ServiceNow • Serve as the Chair of the Change Advisory Board, reviewing change requests and consulting with board members to create sustainable solutions for high-impact change requests. • Documented the Configuration Management function and identified best practices to enhance the function within DIT. Show less Develop and research Change Management policies and procedures to improve the Change Management function within the Department of Information Technology (DIT). Oversee risk analysis, documentation, and communication. Conduct assessments, and establish metrics to track and manage the effectiveness of Change Management operations. • Identify performance gaps and develop, recommend, and implement corrected action improve many of the internal Change Management processes to align with ITIL… Show more Develop and research Change Management policies and procedures to improve the Change Management function within the Department of Information Technology (DIT). Oversee risk analysis, documentation, and communication. Conduct assessments, and establish metrics to track and manage the effectiveness of Change Management operations. • Identify performance gaps and develop, recommend, and implement corrected action improve many of the internal Change Management processes to align with ITIL standards, and develop and propose key performance indicators. • Design change management analysis and presentations for executive leadership, and managers using ServiceNow • Serve as the Chair of the Change Advisory Board, reviewing change requests and consulting with board members to create sustainable solutions for high-impact change requests. • Documented the Configuration Management function and identified best practices to enhance the function within DIT. Show less

Business Process Manager

• 2011 - 2014

Served as a Business Process Manager and management analysis expert in the Office of the Provost, Chief Strategy Officer, and Chief Operating Officer, providing research-driven solutions for degree program creation and effective management • Consulted with client teams on the implementation, configuration, and enterprise deployment of the P2P process • Delivered strategic assessments requiring rapid investigation, analysis, and presentation to executive management • Identified $10M… Show more Served as a Business Process Manager and management analysis expert in the Office of the Provost, Chief Strategy Officer, and Chief Operating Officer, providing research-driven solutions for degree program creation and effective management • Consulted with client teams on the implementation, configuration, and enterprise deployment of the P2P process • Delivered strategic assessments requiring rapid investigation, analysis, and presentation to executive management • Identified $10M in cost savings through a redesign of processes for the procurement function. • Acted as the liaison between Pearson Learning Strategies and the Provost Office, to ensure online university programming followed state regulatory agencies. • Managed the $400K Blackboard Analytics Implementation Project, implementing a performance metric dashboard, allowing cross-executive collaboration to enhance university operations. Show less Served as a Business Process Manager and management analysis expert in the Office of the Provost, Chief Strategy Officer, and Chief Operating Officer, providing research-driven solutions for degree program creation and effective management • Consulted with client teams on the implementation, configuration, and enterprise deployment of the P2P process • Delivered strategic assessments requiring rapid investigation, analysis, and presentation to executive management • Identified $10M… Show more Served as a Business Process Manager and management analysis expert in the Office of the Provost, Chief Strategy Officer, and Chief Operating Officer, providing research-driven solutions for degree program creation and effective management • Consulted with client teams on the implementation, configuration, and enterprise deployment of the P2P process • Delivered strategic assessments requiring rapid investigation, analysis, and presentation to executive management • Identified $10M in cost savings through a redesign of processes for the procurement function. • Acted as the liaison between Pearson Learning Strategies and the Provost Office, to ensure online university programming followed state regulatory agencies. • Managed the $400K Blackboard Analytics Implementation Project, implementing a performance metric dashboard, allowing cross-executive collaboration to enhance university operations. Show less

Business Process Consultant

• 2007 - 2010

Led Business Process and Change Management projects for various business functions. Provided business consulting, technical knowledge and expertise in strategic performance management methodologies, process assessment work, and the application of technologies to business. • Employ knowledge of how people experience change to manage a change experience for Users on various projects and implementations. • Utilizes change management principles, methodologies, tools and to implement… Show more Led Business Process and Change Management projects for various business functions. Provided business consulting, technical knowledge and expertise in strategic performance management methodologies, process assessment work, and the application of technologies to business. • Employ knowledge of how people experience change to manage a change experience for Users on various projects and implementations. • Utilizes change management principles, methodologies, tools and to implement successfully implement Change Management projects. • Analyze key business processes utilizing process mapping (BPM 2.0) and documentation Integrated Purchasing and Subcontracts Processes Project The project focused on documenting and improving the procurement processes in preparation for the Defense Contract Audit Agency (DCAA) contractor purchasing system review (CPSR) audit. Assisted in the creation of a single set of processes and to support the Subcontracting and Procurement elements. Assisted in developing process training for all Subcontract Admin’s and Project Managers. Contracts Transformation Project The project was an enterprise-wide effort aimed at improving the infrastructure of the Contracts function. Developed the content draft for the Contracts functions Online Contracts Manual. Finance Control Framework Completed operational reviews and analysis and to assess the control environment, process effectiveness and efficiency for various Finance functional areas. Business Development/Finance Integration Project Prepared process maps and narratives that illustrated the business development process lifecycle enhancements used in the Integration of key BAE Systems Business Development and Finance Departments. Show less Led Business Process and Change Management projects for various business functions. Provided business consulting, technical knowledge and expertise in strategic performance management methodologies, process assessment work, and the application of technologies to business. • Employ knowledge of how people experience change to manage a change experience for Users on various projects and implementations. • Utilizes change management principles, methodologies, tools and to implement… Show more Led Business Process and Change Management projects for various business functions. Provided business consulting, technical knowledge and expertise in strategic performance management methodologies, process assessment work, and the application of technologies to business. • Employ knowledge of how people experience change to manage a change experience for Users on various projects and implementations. • Utilizes change management principles, methodologies, tools and to implement successfully implement Change Management projects. • Analyze key business processes utilizing process mapping (BPM 2.0) and documentation Integrated Purchasing and Subcontracts Processes Project The project focused on documenting and improving the procurement processes in preparation for the Defense Contract Audit Agency (DCAA) contractor purchasing system review (CPSR) audit. Assisted in the creation of a single set of processes and to support the Subcontracting and Procurement elements. Assisted in developing process training for all Subcontract Admin’s and Project Managers. Contracts Transformation Project The project was an enterprise-wide effort aimed at improving the infrastructure of the Contracts function. Developed the content draft for the Contracts functions Online Contracts Manual. Finance Control Framework Completed operational reviews and analysis and to assess the control environment, process effectiveness and efficiency for various Finance functional areas. Business Development/Finance Integration Project Prepared process maps and narratives that illustrated the business development process lifecycle enhancements used in the Integration of key BAE Systems Business Development and Finance Departments. Show less

Senior Manager/Team Leader

• 2005 - 2007

Providing interim accounting assistance, financial analysis, internal auditing, and special project implementation. Worked with several companies on financial restatement and financial management projects. • Managed five firm employees, leading projects and managing project work streams for firms such as Bearing Point, Apollo Capital, and Fannie Mae, and lending technical experience to ensure key objectives were met. Providing interim accounting assistance, financial analysis, internal auditing, and special project implementation. Worked with several companies on financial restatement and financial management projects. • Managed five firm employees, leading projects and managing project work streams for firms such as Bearing Point, Apollo Capital, and Fannie Mae, and lending technical experience to ensure key objectives were met.

Finance Manager

• 2003 - 2005

Fuel Vapor/Mirror Controls Division, Reynosa, Mexico-$84M in annual sales Engine Air Management Operations-Supercharger Division, Athens GA $100M in annual sales Developed strategic financial plans and pricing models. Collaborated with US and European teams to integrate product lines into existing operations. Prepared financial reporting, analysis, and forecasts on a monthly and annual basis. Financial Analysis and Reporting • Prepared the monthly/annual financial… Show more Fuel Vapor/Mirror Controls Division, Reynosa, Mexico-$84M in annual sales Engine Air Management Operations-Supercharger Division, Athens GA $100M in annual sales Developed strategic financial plans and pricing models. Collaborated with US and European teams to integrate product lines into existing operations. Prepared financial reporting, analysis, and forecasts on a monthly and annual basis. Financial Analysis and Reporting • Prepared the monthly/annual financial reporting, analysis, and forecasting for the Supercharger Plant. Sarbanes Oxley/Cost Savings • Led the documentation/evidence collection for various control procedures. Evaluated plant cost savings Business Process • Prepared flowcharts and analyzed the process flow to identify deficiencies in the customer deductions process to reduce outstanding customer deductions by 40%. Profit Planning/Strategic Planning • Developed the strategic financial plan and pricing models for the Fuel Vapor and Mirror Control divisions. Project Manager-New Product Line Integration • Worked with cross-functional teams in Europe and Michigan to integrate the mirror controls product lines into the current fuel vapor operations and prepared an operational/financial impact assessment. • Won approval from senior management for $5M appropriation for new mirror manufacturing lines/tooling. • Prepared pricing models and business scenarios analyzing sales mix, currency, and pricing impacts. Show less Fuel Vapor/Mirror Controls Division, Reynosa, Mexico-$84M in annual sales Engine Air Management Operations-Supercharger Division, Athens GA $100M in annual sales Developed strategic financial plans and pricing models. Collaborated with US and European teams to integrate product lines into existing operations. Prepared financial reporting, analysis, and forecasts on a monthly and annual basis. Financial Analysis and Reporting • Prepared the monthly/annual financial… Show more Fuel Vapor/Mirror Controls Division, Reynosa, Mexico-$84M in annual sales Engine Air Management Operations-Supercharger Division, Athens GA $100M in annual sales Developed strategic financial plans and pricing models. Collaborated with US and European teams to integrate product lines into existing operations. Prepared financial reporting, analysis, and forecasts on a monthly and annual basis. Financial Analysis and Reporting • Prepared the monthly/annual financial reporting, analysis, and forecasting for the Supercharger Plant. Sarbanes Oxley/Cost Savings • Led the documentation/evidence collection for various control procedures. Evaluated plant cost savings Business Process • Prepared flowcharts and analyzed the process flow to identify deficiencies in the customer deductions process to reduce outstanding customer deductions by 40%. Profit Planning/Strategic Planning • Developed the strategic financial plan and pricing models for the Fuel Vapor and Mirror Control divisions. Project Manager-New Product Line Integration • Worked with cross-functional teams in Europe and Michigan to integrate the mirror controls product lines into the current fuel vapor operations and prepared an operational/financial impact assessment. • Won approval from senior management for $5M appropriation for new mirror manufacturing lines/tooling. • Prepared pricing models and business scenarios analyzing sales mix, currency, and pricing impacts. Show less

Senior Financial Analyst/Group Consolidator

• 2001 - 2002

Led the planning, forecasting and analysis activities for the Finance and Enterprise Service business unit. Supervised one direct report and coordinated the activities of four divisional analysts. • Prepared the monthly close results, quarterly estimates, and variance analysis. • Managed $1.5B in annual spending and developed and negotiated cost targets • Prepared business unit allocations reconciliations and negotiated allocations with business unit controllers. • Developed… Show more Led the planning, forecasting and analysis activities for the Finance and Enterprise Service business unit. Supervised one direct report and coordinated the activities of four divisional analysts. • Prepared the monthly close results, quarterly estimates, and variance analysis. • Managed $1.5B in annual spending and developed and negotiated cost targets • Prepared business unit allocations reconciliations and negotiated allocations with business unit controllers. • Developed and implemented process improvements to the management reporting process/structure. • Streamlined internal/external group reporting to reduce cycle time by 25%. • Conducted Lessons Learned for all reporting groups.to improve future financial management decisions and actions. The Lessons Learned were incorporated into financial policies and guidance. Show less Led the planning, forecasting and analysis activities for the Finance and Enterprise Service business unit. Supervised one direct report and coordinated the activities of four divisional analysts. • Prepared the monthly close results, quarterly estimates, and variance analysis. • Managed $1.5B in annual spending and developed and negotiated cost targets • Prepared business unit allocations reconciliations and negotiated allocations with business unit controllers. • Developed… Show more Led the planning, forecasting and analysis activities for the Finance and Enterprise Service business unit. Supervised one direct report and coordinated the activities of four divisional analysts. • Prepared the monthly close results, quarterly estimates, and variance analysis. • Managed $1.5B in annual spending and developed and negotiated cost targets • Prepared business unit allocations reconciliations and negotiated allocations with business unit controllers. • Developed and implemented process improvements to the management reporting process/structure. • Streamlined internal/external group reporting to reduce cycle time by 25%. • Conducted Lessons Learned for all reporting groups.to improve future financial management decisions and actions. The Lessons Learned were incorporated into financial policies and guidance. Show less

Strategic Consultant-MBA Internship

• 2000 - 2000

• Assisted in refining the global business strategy for the International Division of Sintokogio, Ltd. • Developed international marketing and enhancements for future business models. • Formulated web promotion solutions and an annual report draft consistent with the firm’s global focus. • Assisted in refining the global business strategy for the International Division of Sintokogio, Ltd. • Developed international marketing and enhancements for future business models. • Formulated web promotion solutions and an annual report draft consistent with the firm’s global focus.

Associate Manager

• 1998 - 1999

Performed monthly reporting/analysis as well as the financial management for a $13M project. • Evaluated, summarized, and presented monthly financials to the practice controller. • Directed a financial statement and operational review of the international units, which led to recommendations for changes in the Asia Pacific reporting procedures. Performed monthly reporting/analysis as well as the financial management for a $13M project. • Evaluated, summarized, and presented monthly financials to the practice controller. • Directed a financial statement and operational review of the international units, which led to recommendations for changes in the Asia Pacific reporting procedures.

Financial Analyst

• 1997 - 1998

Prepared revenue estimates for 1-800-Collect and the business markets division. Analyzed the financial and market share impacts of proposed rate and surcharge increases. Prepared revenue estimates for 1-800-Collect and the business markets division. Analyzed the financial and market share impacts of proposed rate and surcharge increases.

Senior Accountant

• 1994 - 1997

Executed/supervised financial audits of brokerage, banking, healthcare, and not for profit clients. • Led financial audits for clients such as NY Hotels Assoc., White Plains Hospital, and Mitsubishi Bank. Internal Controls/Special Projects Engagements • Bank of New York-Performed an overview and evaluation of internal controls per FIDICIA. • Barclays Bank-Swaps and Options group- Made recommendations to enhance bank operations and efficiencies in the brokerage accounting… Show more Executed/supervised financial audits of brokerage, banking, healthcare, and not for profit clients. • Led financial audits for clients such as NY Hotels Assoc., White Plains Hospital, and Mitsubishi Bank. Internal Controls/Special Projects Engagements • Bank of New York-Performed an overview and evaluation of internal controls per FIDICIA. • Barclays Bank-Swaps and Options group- Made recommendations to enhance bank operations and efficiencies in the brokerage accounting systems and operational policies. • Robin Hood Foundation-Led a team to evaluate and recommend operational enhancements in the accounting and internal control systems of small and midsize charities in New York City. Show less Executed/supervised financial audits of brokerage, banking, healthcare, and not for profit clients. • Led financial audits for clients such as NY Hotels Assoc., White Plains Hospital, and Mitsubishi Bank. Internal Controls/Special Projects Engagements • Bank of New York-Performed an overview and evaluation of internal controls per FIDICIA. • Barclays Bank-Swaps and Options group- Made recommendations to enhance bank operations and efficiencies in the brokerage accounting… Show more Executed/supervised financial audits of brokerage, banking, healthcare, and not for profit clients. • Led financial audits for clients such as NY Hotels Assoc., White Plains Hospital, and Mitsubishi Bank. Internal Controls/Special Projects Engagements • Bank of New York-Performed an overview and evaluation of internal controls per FIDICIA. • Barclays Bank-Swaps and Options group- Made recommendations to enhance bank operations and efficiencies in the brokerage accounting systems and operational policies. • Robin Hood Foundation-Led a team to evaluate and recommend operational enhancements in the accounting and internal control systems of small and midsize charities in New York City. Show less

Municipal Finance Associate Intern

• 1993 - 1993

• Participated in debt modeling and the financial analysis used to structure bond transactions • Evaluated debt capacity and profile analysis for issuer clients • Assist bankers in evaluating client solutions and understand the day-to-day activities of an Analyst • Assist in the preparation of client presentation materials and responses to Requests for Proposal • Participate in the execution of “live” transactions • Interacted with all product and sales teams in the… Show more • Participated in debt modeling and the financial analysis used to structure bond transactions • Evaluated debt capacity and profile analysis for issuer clients • Assist bankers in evaluating client solutions and understand the day-to-day activities of an Analyst • Assist in the preparation of client presentation materials and responses to Requests for Proposal • Participate in the execution of “live” transactions • Interacted with all product and sales teams in the Municipal Public Finance group Show less • Participated in debt modeling and the financial analysis used to structure bond transactions • Evaluated debt capacity and profile analysis for issuer clients • Assist bankers in evaluating client solutions and understand the day-to-day activities of an Analyst • Assist in the preparation of client presentation materials and responses to Requests for Proposal • Participate in the execution of “live” transactions • Interacted with all product and sales teams in the… Show more • Participated in debt modeling and the financial analysis used to structure bond transactions • Evaluated debt capacity and profile analysis for issuer clients • Assist bankers in evaluating client solutions and understand the day-to-day activities of an Analyst • Assist in the preparation of client presentation materials and responses to Requests for Proposal • Participate in the execution of “live” transactions • Interacted with all product and sales teams in the Municipal Public Finance group Show less

Corporate Finance Analyst Intern

• 1992 - 1992

Commercial Lending Intern

• 1991 - 1991

Finance and Accounting Intern

• 1991 - 1991