East Meadow, New York
Specialties
Accounting
Auditing & Compliance
Banking, Loans & Insurance
Corporate Finance
Investments
Risk & Quantitative Analysis
Sep 2011 – Present
Business Manager, 529 Investment Operations
Dec 2001 – Sep 2011
Manager, Corporate Financial Planning and Analysis
Apr 1999 – Nov 2001
Institutional Communications Team Leader
Mar 1995 – Apr 1999
Senior Institutional Account Representative
Jan 1993 – Feb 1995
Institutional Account Analyst
Apr 1992 – Jan 1993
Senior Annuity Issue/investment Contract Assistant
MBA, Financial Management
Pace University
BS, Business Administration Finance
New York Institute of Technology