Business Management

- Productively built and managed a team of 5 Accounting Administrators that were responsible for the accuracy of the Consolidated Financial Statements (U.S. and Canadian GAAP, Statutory and Tax basis) for over $12 billion of securities

- Saved the company over $7 million by completing the department’s accounting system conversion ahead of schedule

- Established and maintained the lowest expense per asset ratio in the industry

- Established and authored policies and procedures in Securities Accounting, MBS Dollar roll financing, Securities Operations, Investment Policy and Advanced PC skills

- Created the yield and pricing models used to monitor investment strategies for externally owned funds

President/Chairman – Board of Directors: Chugiak Youth Sports Association 1998 – 2000

- Effectively implemented management, employee and volunteer systems for the largest non-profit sports association in Alaska and increased youth participation by 25%

- Standardized the accounting, budget and marketing processes

Software/Technical Expertise

- Microsoft: Excel, Word, Visio, PowerPoint, Access, SQL, Visual Basic

- Advent/Other: Moxy, DTCC Interface, Rex, Axys, Dataport, SWIFT ISO15022, XML, CMS BondEdge, Bloomberg, Reuters, Telerate, Princeton Financial-PAM, Thomson Financial-Paragon, M&I Trust