Experience

National Energy Improvement Fund LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Oct 2017 - 6 years 3 months

  Allentown, Pennsylvania



Renew Financial

• United States
• Financial Services
• 100 - 200 Employee

• Vice President, Financial Operations

  • May 2016 - Sep 2017

  Allentown, Pennsylvania

• Vice President, Quality and Business Optimization

  • Oct 2015 - May 2016

  Allentown, Pennsylvania



AFC First Financial Corp

• Chief Financial Officer

  • Jul 2011 - Oct 2015



AFC First Financial Corp.

• Controller, Program and Secondary Market Administration

  • Feb 2011 - Jul 2011



Vandeventer

• Retail
• 1 - 100 Employee

• Senior Group Leader

  • Apr 2003 - Dec 2010

  Marketed and operated a successful home-based business, providing high quality home accessories and design advice.



Olmstead Associates

• United States
• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • May 2004 - Dec 2004

  Provided consulting services to major investment firm implementing a Corporate Actions processing system. Provided guidance in the design and implementation of new workflow to improve processes. Analyzed processes, identified gaps and overlaps, established procedures and controls, prepared and executed test plans, and suggested increased operational standards.



DWS Group

• Germany
• Financial Services
• 700 & Above Employee

• Vice President, Corporate Actions Department Manager

  • 1999 - 2002

  Re-designed Corporate Actions Department workflows and structure, implemented increased operational standards and developed staff. Implemented database system that increased efficiency and reduced risk.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Account Manager

  • 1995 - 1999

  Managed and supervised two separate line groups supporting the mutual fund accounting corporate actions processing. Also held Fund Accountant and Senior Fund Accountant roles.