Experience

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  Own Account

  • Brooklyn, NY

  • Accounting Consultant - Capital Markets

    • Feb 2012 - Present
    • Brooklyn, NY

    Available for consultation on the accounting for derivatives, securitizations, complex structured financial transactions, and other capital markets activities in a multinational or US environment. Subject matter expert on consolidation of variable interest entities and special purpose entities.Taught seminars for Center for Professional Education, Inc. on such topics as Derivatives Accounting and Disclosures, the Credit Crisis, and Financial Reform.Part-time Subject Matter Expert on VIEs and consolidations for Protiviti Inc..

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  Protiviti

  • Greater New York City Area

  • Senior Subject Matter Expert

    • Mar 2012 - Jun 2020
    • Greater New York City Area

    SME on VIEs and consolidations reviewing their clients' approaches to the establishment and potential consolidation of investment, securitization, and other such entities and providing advice on accounting for those entities.

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  The Center for Professional Education, Inc. ("CPE INC.")

  • Lecturer

    • Jan 2012 - Dec 2017

    Seminars on derivatives, both overview (1 day) and in-depth (4 days), credit crisis, fair value measurement, and other topics (all as independent contractor).

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  Retired

  • Brooklyn, NY

  • Retired

    • Dec 2010 - Jan 2012
    • Brooklyn, NY

    Retirement - It happens to all eventually, one way or another. I chose the easy way.

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  AIG

  • Accounting Policy, Director

    • May 2006 - Nov 2010

    Largest amount of time is spent on derivatives (all types - trading, economic & ASC qualified hedges), securitizations (ASC 810 & ASC 860), structured credit transactions, SPE and VIE analysis and related capital markets activities.

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  Goldman Sachs

  • Vice President - Accounting Policy

    • 2002 - 2006

    Capital markets activities.

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  Arthur Andersen - On Call

  • Principal

    • Feb 2001 - Apr 2002

    Consulted with investment bankers on derivatives, securitizations, SPE consolidation, leases, and other capital markets transactions.

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  Bankers Trust

  • Vice President - Accounting Policy

    • Mar 1988 - Jan 2001

    Capital Markets.

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  Chase Manhattan Corporation

  • Vice President - accounting policy

    • Dec 1980 - Feb 1988

    Capital markets transaction - derivatives, securitizations, etc.

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  Coopers & Lybrand

  • Senior Staff Accountant

    • Jul 1978 - Nov 1980

    Staff auditor, airline, investment bank/broker dealer, other miscellaneous clients.