Experience

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  Alliance Theatre

  • Atlanta, GA

  • Advisory Board Member

    • Sep 2016 - Aug 2019
    • Atlanta, GA

    The Alliance Theatre is a regional Tony Award winning theatre offering new productions for all age groups and education programs from K-12, acting classes and professional work related programs. ($14 million annual revenues)Member of Leadership Council and New Work Committee

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  FEI -Atlanta

  • FEI Atlanta Advisory Council

    • 1998 - 2019

    FEI is the leading advocate for the views of corporate financial management. More than 10,000 members hold policy-making positions as chief financial officers, treasurers and controllers at companies from every major industry. FEI enhances member professional development through peer networking, career management services, conferences, research and publications. Members participate in the activities of 65 Chapters in the U.S. and a Chapter in Japan. FEI is located in Morristown, NJ. Served as chapter Director and Program Committee Chair through June 20018. Advisory Council member as of July, 2018.Chapter service included past president, New Mexico chapter and Atlanta chapter Academic Relations Committee Chair, national roles on professional research steering committee and Benefits Finance Committee Chair

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  Suntrust Banks Inc

  • Atlanta, GA

  • Goup Vice President, Senior Audit Manager

    • 1998 - 2014
    • Atlanta, GA

    SunTrust is a publicly registered banking organization, with total assets of approximately $206 billion, headquartered in Atlanta. Serving southeastern and national consumer, commercial, corporate and institutional clients, by providing businesses including retail services, credit products, broker-dealer, investment banking, and wealth management services.Relationship management responsibilities in Corporate Risk Management, Treasury, Human Resources, Corporate Tax and various financing subsidiaries.Monitored subsidiary board activities for captive insurance companies and several tax strategy subsidiaries.Audit strategy planning, project management, reporting, implemented continuous monitoring activities, process improvements, risk assessment, including technology control evaluation.Briefings to the General Auditor for Allowance for Loan and Lease Loss Committee meetings

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  Scitrek

  • Atlanta, GA

  • Controller

    • Nov 1994 - Jul 1998
    • Atlanta, GA

    Scitrek was a science and technology museum with approximately $4 million in assets and $2.4 million operating revenues obtained from retail, facility leasing, development and educational programming operations.Controller functions including: financial accounting and reporting, human resource management, cash processesAchieved annual operating expense reductions for employee benefits of 30%

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  New Mexico Mortgage Finance Authority

  • Albuquerque, New Mexico Area

  • CFO/Deputy Director of Finance/ Controller

    • Sep 1983 - Oct 1992
    • Albuquerque, New Mexico Area

    The MFA is a quasi-governmental, corporate and body politic entity that functions as a financing conduit, primarily issuing tax exempt mortgage revenue bonds in the capital markets. Assets totaled approximately $950 million consisting primarily of mortgages producing $50 million in annual revenues. Performed financial reporting, control, treasury administration and human resources functions as member of 3 person executive management team.Performed CFO, controller, treasury administration and human resources functions.Capital markets issuance of over $1billion in complex public finance transactionsLead financing team of attorneys, investment bankers, staff, rating agencies, insurers and bank trusteesTrained two CEOs and worked closely with audit committee chairLead efforts in major contract negotiations

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  Kirtland Federal Credit Union

  • Albuquerque, New Mexico Area

  • Member Supervisory (Audit) Committee

    • 1982 - Sep 1984
    • Albuquerque, New Mexico Area

    One of the largest and most successful credit unions located in the greater Albuquerque area in New Mexico Founded in 1958 by ten airmen from Kirtland Air Force Base, it expanded the field of membership over the years to grow to over $746.5 million in assets and serve over 46,600 members. As a financial cooperative, members are both owners and customers.