Bio
Experience
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City of Worcester
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Worcester, MA
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Treasurer & Collector
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2010 - 2017
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Worcester, MA
Treasurer for second largest city in New England. $620 million dollar financial municipal operation. Responsible for over 300,000 payroll disbursements annually, all vendor and retirement system disbursements and both issuing and receipting over 600,000 bills annually (all City revenue). Issuanc...
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United States
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Higher Education
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700 & Above Employee
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Director of Development & Special Projects
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2009 - Jul 2010
Budget development, investment management, scholarship administration, development initiatives, financial activity, foundation board reports & material, public relations, events, and special projects.
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Director of Financial Planning & Investments
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2007 - 2009
Strategic planning, forecasting, cash management, risk management, investments, contracts, special projects, best practice research and implementation, sustainability practices.
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Director of Financial & Treasury Operations
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2003 - 2007
Treasury and cash management, accounting, state financial interface, reconciliations, policies & compliance
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Director of Business Operations
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1999 - 2003
Accounting, operations, treasury, cash management, reconciliations, state financial interface, investments, payroll and tax filings.
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Cash Receipt & Disbursement Manager
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1996 - 1999
Revenue management, accounts payable and check disbursement, grants, state financial interface, payroll and tax filings.
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Revenue & Accounts Payable Manager
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1995 - 1996
Cash management and revenue oversight, accounts payable, treasury and cash management, reconciliations, grants, state financial interface.
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Executive Director
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1993 - 1994
Executive Director of the Mount Wachusett Community College Foundation, Inc. Development activities, president's council, grant oversight, reporting, financial activities, public relations and all board activities.
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Vice President
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1993 - 1994
Vice president at an investment management company providing advice and guidance to individuals and businesses. Conducted presentations, research, and consultations for indivuduals and businesses.
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Assistant Vice President & Director of Human Resources
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1987 - 1993
Bank officer and a member of the senior management team responsible for all human resource activity, professional development, affirmative action, payroll, and wage and benefit administration.
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Operations Officer
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1984 - 1987
Bank Officer responsible for bookkeeping, proof, transit, adjustments, courier, mailroom, switchboard & maintenance
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Business Manager (CFO)
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1978 - 1984
Business Manager (CFO) at a healthcare facility providing skilled nursing services, speech, occupational and physical therapy, and adult day health services for 250 patients. Responsible for all financial activities pertaining to the business, all external audits & interim management of the f...
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Principal Municipal Bookkeeper
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1972 - 1978
Principal Bookkeeper for the city. Maintained records and reconciliations of all city funds, monthly reports to the city auditor, investment activity, debt, and trust fund management.
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Education
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1985 - 2017Lee Institute and annual Real Estate certification schools
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2004 - 2004National Association of College and University Business Officers
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2003 - 2003National Association of College and University Business Officers
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2001 - 2002Boston University
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1999 - 2000Antioch University New England
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1998 - 1999Wellesley College
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1997 - 1997Cornell University
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1997 - 1997National Association of College and University Business Officers
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1990 - 1990University of Colorado Boulder
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1984 - 1984Fitchburg State University
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1975 - 1975Mount Wachusett Community College
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