Experience

Governmental Accounting Standards Board (GASB)

• United States
• Accounting
• 1 - 100 Employee

• Vice Chairman

  • Jul 2016 - Present

  Norwalk, CT Member of the standard-setting Board authorized to establish generally accepted accounting principles for all state and local governments in the United States. Its mission is to establish and improve financial accounting and reporting standards that result in useful information in financial reports, and to educate stakeholders on how to most effectively understand and implement those standards. Appointed Vice Chairman effective July 1, 2017.



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Project Leader - Risk Program

  • Sep 2014 - Dec 2015

  New York, New York Co-led cross-functional global 30+ member team created to analyze and implement final SEC rules stemming from the Wall Street Reform and Consumer Protection Act (Dodd Frank). • Created long-term solutions that strengthened analytic processes in the key areas of rating disclosures, internal controls, rating reporting, conflicts of interest, data management, and analytical education • Solutions encompassed changes to technology, revisions to policies and procedures, and staff training to… Show more Co-led cross-functional global 30+ member team created to analyze and implement final SEC rules stemming from the Wall Street Reform and Consumer Protection Act (Dodd Frank). • Created long-term solutions that strengthened analytic processes in the key areas of rating disclosures, internal controls, rating reporting, conflicts of interest, data management, and analytical education • Solutions encompassed changes to technology, revisions to policies and procedures, and staff training to embed the changes in analysts’ daily workflow • Met aggressive externally-imposed deadlines while focusing on change management • Worked collaboratively across the entire organization—including Risk, Compliance, Legal, and Regulatory Affairs—to determine and implement appropriate improvements relating to regulatory requirements

• Managing Director, Lead Analytical Manager - U.S. Public Finance

  • Apr 2013 - Sep 2014

  New York, New York Co-managed the group responsible for all U.S. tax-backed ratings. Line manager for a 40+ person team of analysts in three different offices covering the eastern half of the U.S. • Member of senior leadership team determining business direction for the U.S. Public Finance Department • Fostered marketplace presence through outward-facing research and communications on high-profile topics such as direct purchase debt by banks, the Detroit bankruptcy, and the public rollout of the U.S… Show more Co-managed the group responsible for all U.S. tax-backed ratings. Line manager for a 40+ person team of analysts in three different offices covering the eastern half of the U.S. • Member of senior leadership team determining business direction for the U.S. Public Finance Department • Fostered marketplace presence through outward-facing research and communications on high-profile topics such as direct purchase debt by banks, the Detroit bankruptcy, and the public rollout of the U.S. local government general obligation bond criteria revision • Managed all aspects of the credit portfolio related to analytic quality, compliance and risk management, application of rating criteria, talent management, and organizational efficiency • Prioritized market outreach and media relations efforts, and interfaced with industry groups, major clients, investors, and advisors

• Senior Director, Analytical Manager - U.S. Public Finance

  • Oct 2010 - Mar 2013

  New York, New York Managed the group responsible for all U.S. tax-backed ratings in the eastern region. Line manager for a 20+ person team of analysts. • Provided leadership for the team to ensure analytic quality standards met, resources managed effectively, and market presence enhanced by outreach on credit and sector trends • Taken offline to become project leader for the development and implementation of U.S. local government general obligation bond criteria revision affecting a portfolio of over 4,000… Show more Managed the group responsible for all U.S. tax-backed ratings in the eastern region. Line manager for a 20+ person team of analysts. • Provided leadership for the team to ensure analytic quality standards met, resources managed effectively, and market presence enhanced by outreach on credit and sector trends • Taken offline to become project leader for the development and implementation of U.S. local government general obligation bond criteria revision affecting a portfolio of over 4,000 ratings. Implementation included overseeing the development of a web-based criteria-scoring tool using a team including analytic and technology employees in the U.S. and India • Member of committee with approval authority over rating criteria used in U.S. Public Finance Department

• Senior Director, Team Leader - U.S. Public Finance

  • Nov 2008 - Mar 2013

  New York, New York Provided leadership for the group responsible for municipal structured finance ratings within the U.S. Public Finance Department. • Managed team analyzing tender option bonds, credit and liquidity enhanced debt, and direct purchase bonds • Responsibilities included analytic quality, developing and implementing criteria revisions, and client interaction • Coordinated response to the credit crisis as it related to municipal credit and liquidity enhancement where ratings activity more… Show more Provided leadership for the group responsible for municipal structured finance ratings within the U.S. Public Finance Department. • Managed team analyzing tender option bonds, credit and liquidity enhanced debt, and direct purchase bonds • Responsibilities included analytic quality, developing and implementing criteria revisions, and client interaction • Coordinated response to the credit crisis as it related to municipal credit and liquidity enhancement where ratings activity more than doubled in one year

• Director, U.S. Public Finance

  • Jun 1994 - Nov 2008

  New York, NY and Chicago, IL • Held key roles and progressively greater responsibility within the tax-exempt housing and municipal structured group. • 1998–2005: relocated to Chicago to lead S&P’s efforts to develop a tax-exempt housing and municipal structured presence.



ABC News

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Desk Assistant - Off-Air Reporter

  • 1990 - 1992

  New York, New York • Assisted in the production of news programming for World News Now and NewsOne. • Covered breaking news stories for the network; material featured on World News Tonight, Business World, ESPN, and several ABC affiliates. • Researched source video and provided comprehensive support to daily broadcasts.



Grey Group

• United States
• Advertising Services
• 700 & Above Employee

• Assistant Account Executive

  • 1989 - 1990

  New York, New York • Supported accounts for Revlon, Lipton, and Procter & Gamble clients. • Developed and assessed advanced marketing, media, and creative strategies, as well as introduction of new products. • Involved in the introduction of new products and the production of joint media ventures.



Lintas: New York

• Media Planner

  • 1987 - 1989

  New York, New York • Developed and executed media plans for Sterling Drug and Citizen Watch accounts. • Used quantitative strategies to achieve efficient delivery of campaigns to targeted audiences. • Administered budgets, prepared client presentations, and presented media recommendations based on developed goals and strategies.