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I graduated from high school in 1998, then enrolled in Dutchess Community College while working a 12-hour night shift at IBM. In 2000, I transferred to Rensselaer Polytechnic Institute where I would ultimately earn a Bachelor’s Degree in Management in 2003.

 

This section illustrates my formal education. My work experience and other activities are outlined separately (links at the top of the page).

 

 

 

Bachelor of Science in ManagementAugust 2000 - May 2003

 

 

 

Associate of Science in Management

August 1998 - June 2000

(did not complete – transferred to RPI)

  • Attended full-time while working night shift at IBM
  • 3.65 GPA
 

 

 

This is my education. You can also view my work experience and
other activities by clicking the links at the top of the page.

Education

I worked in a corporate environment for fifteen years, with companies such as IBM, AFLAC, and Bank of America.  I retired from my large company life in August 2011 to start small companies, non-profit ventures, and work on personal projects.

 

This section illustrates my full time employment experience. My education and other activities are outlined separately (links at the top of the page).

 

Me in a nutshell:

  • Financial Models and Projections
  • Process Creation and Automation
  • Excel Guru (No, reallypivot tables, if-then statements, conditional formats, complex formulas, automation, error-checking, VBA, macros, repairs, design, charts, reporting, and 'holy cow, I didn't know Excel could do that!')
  • Logical Analysis, Stats & Data
 

 

OWNERDecember 2011 - Present

  • Startup company; real estate service business
  • Partnering with local agent to list FSBO homes on MLS for a flat fee
  • Currently testing Charlotte market
  • Depending on test results, plan to expand nationwide by June 2012
 

 

PROCESS CONSULTANTAugust 2011 - February 2012

  • Built financial system (budget, tracking, and forecasting)
  • Moved processes to the cloud; reduced paper, helped efficiency
 

 
 

 

VICE PRESIDENT – FINANCE MANAGERDecember 2009 - August 2011

  • Responsible for projecting and reporting $743MM of in-year insurance businessesHigh Deductible Healthcare (HSA, FSA, HRA), Credit Protection, and Mortgage Protection
  • Managed a team of three Senior Financial Analysts for the Financial Protection Services (FPS) division
  • Built a complex, single-source system for all financial data managed by FPS finance
  • Improved job satisfaction from a high turnover rate to 100% retention during my tenure
 
 

ASSISTANT VICE PRESIDENT – SENIOR FINANCIAL ANALYSTAugust 2006 - December 2009

  • Built predictive financial models and reports for bank executives
  • Automated processes and reports to save 90% of manual Excel work
  • Consolidated insurance financial data; allowed for uniformity across reports and minimized errors
  • Developed sales incentive tracking system which saved the company $100K in time and resources
 

 

 

RESEARCH AND DEVELOPMENT ASSOCIATEMarch 2004 - August 2006

  • Created 50-state workers’ comp self-insurance feasibility study
  • Assisted in meetings with various states’ insurance regulators
 

 

This is my work experience. You can also view my education and
other activities by clicking the links at the top of the page.

Experience

I’m including this section of my other activities to add a little color and give you a better idea of who I am outside of my work and schooling.

 

My work experience and education are outlined separately (links at the top of the page).

 

 

 

ONLINE CHAIRMANOctober 2007 - Present

  • Active member of event planning committees responsible for raising $1.3MM over five years
  • Participant in the Purses with a Purpose fundraiser
 

 

 

THINKER, BLOGGER, WRITERDecember 2011 - Present

  • Blogging website of my thoughts on various topics
  • Designed to give a perspective of motivation, inspiration, and personal growth
 

 

 

These are my other activities. You can also view my work experience and
education by clicking the links at the top of the page.

Other Activities