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Experience

    • Jubilado Jubiloso
      • 2007 - Present

      Retired, Volunteer on NGO's - Fundacion Cristiana Medico Social (FCMS), Serves as Lay Eucharistic Visitors (LEV) in US is ( LEM) and Episcopal Church Boards; Enjoy Local, Regional and US Tourism.

    • Manager Adm., Finc. CFO
      • 1995 - 2007

      Reporting of Monthly Financial Statement to the Monthly Board Meetings.Prepared Quarterly / Annual Reports to Funding Agencies ( United Way ( U W ), USDA Meal Program, CDBG,). or Any other US Governmental Agency Reporting Requirement.Responsible for Annual Independent Auditors Report to the Treas...

  • HD Vest Financial Services
    • Dallas/Fort Worth Area
    • L.E. Atkinson & Assoc. - Self Employed - Financial Advisor., Tax Preparer...
      • 1986 - 1995
      • Dallas/Fort Worth Area

      Registered Financial Advisor - Licensed with SEC - with HD Vest Financial Services.Registered Representative with HD Vest Financial Services.Original of many stock holders in HD Vest Financial Securities - Irving, Texas.Personal Financial Planning - for Independent, Self Employed Clients.Tax Prep...

    • Senior Internal Auditor
      • 1980 - 1986
      • Dallas/Fort Worth Area

      Perform Internal compliance of systems and financial transaction for the Internal Audit Department on all subsidiary locations operations, within, the US, Canada and South America. Prepare audit reports which were reviewed by the audit Superv. and Mgr.; subsequently given to the President and Bo...

    • Treasurer
      • 1978 - 1980
      • Panama

      Responsible for all financial, banking transactions and that the bookkepper recorded all transactions according to Generally Accepted Accounting Principles and of the Episcopal Church USA, Financial Procedures Manual. Interacted with outside independent auditors. Reported too and advised the Dioc...

    • Financial and Administrative Manager
      • 1975 - 1980
      • Panama City, Panama

      Responsible - All day to day, monthly and annual financial requirements - Govermental Reporting, vendor obligation and payroll payments, Year end interaction with outside Auditors from Young & Young.

    • Senior Auditor
      • 1970 - 1975
      • Panama City, Panama

      Senior Auditor- Financial Audits field work and Financial audited Statement Reports, Tax Preparation ( Declaracion del Impuesto sobre La Renta) , Internal Control systems Evaluations and Recommendations. Industries Audited : Wholesale, Retail, Banks, Auto & Part Dealerships; Cane, Sugar and R...

    • Staff Accountant - Auditor
      • 1969 - 1970
      • Greater New York City Area

      Recruited from College as staff Accountant to Cooper's and Lybrand - at the time one of the BIg Eight Acoounting firms in the US and the world. Adquired all basic auditing principles and skills that has served me for the rest of my professional career.

Education

  • 1985 - 1985
    Texas A&M University
  • 1971 - 1975
    Universidad de Panamá
  • 1965 - 1969
    University of Nebraska-Lincoln

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