Bio
Experience
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CPA Founder
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2009 - Present
Provide exceptional strategic business analysis, financial planning and tax research for non-profit organizations and privately held businesses.
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Treasurer
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2008 - Present
Maintains all the financial book and records for the church. Previously as Financial Secretary I was responsibility for all income items and founded FUNdraising Task Force.
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Treasurer
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2003 - Present
Initiated strategic planning for the next decade called PERFECT VISION 20/20. Responsible to oversee organization and its Executive Director to fulfill their mission.
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Director of Financial Analysis
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2006 - 2009
Working with CFO and SVP of Business Development of Corporate holding company on analysis, presentations and acquisitions.
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Assistant General Manager and Accounting Manager
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2000 - 2005
Their brand names include St. Regis, Sheraton, and Four Points by Sheraton, Westin, W Hotels and The Luxury Collection.
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Adjunct College Instructor
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1999 - 2002
Developed and taught business and accounting courses in Continuing Education Department.
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CPA Founder
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1990 - Dec 2000
Accounting and tax services to small businesses and individuals. Certified QuickBooks ProAdvisor and teacher.
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Assistant Controller
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1983 - 1990
Wholesaler and retailer of fashion shoes under the labels 9 West, Westies, Enzo Angiolini,Gloria Vanderbilt, J. J. Calico and 9 & Company with wholesale sales of $500 million.
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Chief Financial Officer
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1976 - 1984
Responsible for financial operations staff of five volunteers, member of the Board of Directors and coordinated external audit by CPA firm.
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Tax Specialist
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1982 - 1983
Prepared Federal Consolidated Tax Return and maintained MSA fixed asset database for an international airline
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Senior Accountant and Auditor
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1980 - 1982
Coordinated all tax preparation for the firm and managed tax compliance and audits for the firm's largest clients
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Financial Analyst
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1969 - 1980
Progressed through promotions working in Trust and Investment Bank, Metropolitan Bank, Security and Protection Department, Control Division, Auditing and Compliance Department.
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Education
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2009 - 2009NORWALK COMMUNITY COLLEGE
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1970 - 1976Pace University - Lubin School of Business
Suggested Services
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References
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