Apply4Me
Boston, Massachusetts
Specialties
Accounting
Auditing & Compliance
Banking, Loans & Insurance
Corporate Finance
Investments
Risk & Quantitative Analysis
Tax
2018 – 2019
Mutual Fund/SEC Reporting Contractor; Regulatory Reporting; Final Assurance (Daley AA & Aerotek)
SEC Reporting Contractor (Daley AA & Aerotek)
2018 – 2018
Interim Chief Financial Officer
2017 – 2017
Financial Reporting Consultant
2013 – 2016
Executive Vice President and Chief Financial Officer
2010 – 2012
Chief Financial Officer
2008 – 2010
Senior Vice President and Chief Financial Officer
2007 – 2008
Senior Consultant
2004 – 2007
Senior Vice President; Senior Operations Officer; Compliance & Chief Information Officer
1998 – 2004
Senior Financial Officer and Treasurer
Aug 1996 – Mar 1998
Financial Services Specialist, TotalPlus Division
May 1985 – Jul 1996
Senior Vice President and Chief Financial Officer (final position)
Bachelors, Economics
State University of New York At Binghamton
CFA Institute
education
Nichols College and New England College of Business and Finance