Experience

Scottish Re

• Insurance
• 1 - 100 Employee

• Senior Vice President, Chief Accounting Officer, and Treasurer

  • 2010 - 2013

  Charlotte, NC Managed the STAT and GAAP financial accounting, financial reporting, accounting policy, and investment accounting for the Scottish Re Group entities.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Director

  • 2009 - 2010

  Columbus, OH Managed the Citi Fund Accounting for approximately 40 third party mutual fund complexes with over $600 billion in assets under management. Managed a staff of approximately 300 professionals, which included an offshore component of over 70.



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Vice President and Controller

  • 1992 - 2008

  New York, NY (1992-2004) and Charlotte, NC (2004-2008) Managed all financial accounting, financial reporting, accounting policy, and investment accounting for all TIAA-CREF entities, which represented over $400 billion of assets under management at that time. Managed a staff of approximately 200 professionals located in Charlotte, NC and New York, NY.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Manager

  • 1978 - 1992

  Managed multiple financial statement audits of private and SEC-registered clients, primarily in the financial services industry (i.e., insurance companies, mutual funds, banks, etc.). Worked in the New Orleans, Baton Rouge, and Manhattan offices of Deloittie & Touche.