Bio
Credentials
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Notary Public
State of IllinoisFeb, 2020- Jun, 2026
Experience
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Corporate Staff Accountant
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Mar 2015 - Present
Reconciling investment accounts, bank accounts, issuing A/P checks, etc.
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Exxcel Management Services
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Oak Lawn, IL
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Owner
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Feb 1981 - Present
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Oak Lawn, IL
In performing income tax services for individuals and companies, have saved people thousands of dollars and often find mistakes that national well-known tax preparers have made.For a fledgling product brokerage business and vehicle rental business, set up their accounting systems using Quickbooks...
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Roseland Christian School
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Chicago, IL
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Accountant/Payroll Administrator
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Jun 2009 - Aug 2013
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Chicago, IL
Took on the role of onsite Accountant (20-hours weekly) for a school that previously used all volunteers to perform accounting as they had time to do so.Succeeded at challenge of condensing 9 bank accounts down to 6 accounts and all at one bank. Increased the accuracy of accounting for all of the...
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Sandridge Bank
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Schererville, Indiana
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Assistant Controller
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Feb 1996 - Nov 1997
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Schererville, Indiana
Assisted controller with regulatory reporting.Created an Access database to process short-term receivable lending which eliminated a $5 million processing backlog and decreased processing time by 75-80%, literally hours to minutes.
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Harris Trust and Savings Bank
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Chicago, IL
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Assistant Vice President
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1985 - 1996
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Chicago, IL
Began at bank as Unit Supervisor, promoted to Accounting Officer after 2 years, and promoted to Assistant Vice President after 5 more years.Supervised staff of 12 who reported the financial positions of the bank and the consolidated holding company to banking regulators.
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Assistant Controller
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1972 - 1985
Filing reports with the OCC & SEC, compiling board reports, assisting with application conversions
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Education
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2013 - 2014CPA Excel
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Loyola University of Chicago
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Bank Administration Institute-Graduate School of Management, Madison, WI
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Trinity Christian College
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1969 - 1973Chicago Christian High School
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