CVS Health

- Finance lead for all aspects of the Aetna Analytics business, including business case development,
forecasting, planning and monthly variance reporting and ad hoc analysis.
- Partner with Analytics and other Transformation business leads to develop strategy, prioritize investments, meet budget requirements and execute short and long-range strategic plans.
- Accountable for the effective implementation and monitoring of financial functions that supports the business units' financial plans

Director

Columbia University in the City of New York

Adjunct Faculty

Cornell University

eCornell Course Facilitator

American Express

American Express is a multinational financial services corporation best known for its charge and credit payment card products. 

Leading member of the Modeling Calculation Engine (MCE) team of Investment Management responsible for designing, implementing and testing new and improved investment models across GCSG, GMS and GCS to enable enterprise-wide investment optimization through automated, standardized and sophisticated modeling.

Manager, MCE Design Team, Corporate Planning & Analysis

- Designed, developed and maintained Card Member Value models (CMV) for US Consumer Products and OPEN, responsible interactions with Risk and Marketing groups, financial  inputs, ad hoc analysis and investment optimization

- Maintained and enhanced the Card Margin process for CPS and OPEN, managed model validation efforts including terminal value analysis and co-brand methodologies

Manager, Investment Optimization, Global Consumer Services Finance

-	Provided detailed analytics on for real estate transactions in the US, Canada and Latin America 
-	Created detailed metrics and financial analysis for broader real estate strategies including BlueWork, North American Service Center Strategies, and World Financial Center long term strategy

Manager, Global Real Estate, GBS Finance

- Provided detailed analytics on trust performance under various scenarios, short and long-term forecasting, valuation of residual interests and accounting treatments
 - Responsible for the maintenance of $40+ billion of securitized card member receivables in both on and off balance sheet trusts, including internal and external reporting, accounting and reconciliations 
 - Staffed on various interdepartmental projects including six sigma based projects, software implementation and new card products

Manager, Securitization, ABS Operations, Controllership

Butler, Chapman & Company

Butler Chapman & Co. LLC was an investment banking firm offering services including sale advisory, acquisition advisory, private debt, equity financing, and valuation of equity and debt securities to both middle market companies and private equity groups. 

-	Executed exclusive sale advisory transactions in the middle market from the pre-marketing stage through final negotiations and closing
-	Identified and evaluated acquisition candidates, wrote selling memoranda, performed due diligence, negotiated confidentiality agreements and analyzed bid proposals
-	Prepared board presentations and fairness opinions for distressed loan portfolios
-	Created detailed computer models employed in the financial analysis of transactions
-	Successfully completed nine sale transactions and securitization of over $2 billion in assets.

Vice President

Goldman Sachs

The Goldman Sachs Group, Inc. is an American investment banking and securities firm that engages in global investment banking, securities, investment management, and other financial services primarily with institutional clients. 

-	Focused on valuation model automation and database integration; additionally acted as liaison between bankers and the Systems Group regarding technical specifications for application development
-	Supported the Real Estate Banking team in both transactions and supervision
-	Introduced and developed internal control and staffing models using Excel and VBA to the German Region Office

Associate

Ladenburg Thalmann

Ladenburg Thalmann is a diversified financial services company engaged in investment banking, equity research, institutional sales and trading, independent brokerage and advisory services, asset management services and trust service.

 - Provided interpretation and commentary on technical indicators to accompany fundamental investment decisions for institutional client base

- Developed fundamental investment analysis and commentary for institutional client base supporting Semiconductors, Desktop Computing and Networking

Associate Market Technician/Research Associate

Martin Simpson & Company

Martin Simpson & Company was an equity research boutique focused technology and health care industry for an institutional client base. 

-	Provided fundamental investment analysis and commentary for institutional client base supporting semiconductors, Desktop Computing and Networking

Research Associate

High-performing finance professional with 20+ years of experience in financial modelling, data mining, analytics, marketing, project and program management. Strong ability to work with all levels of leadership in all sizes of company (Fortune 100 to start-ups) to effectively develop strategies, implement solutions and resolving complex business problems.

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