Position:
Managing Principal: Financial Business Consulting, CFO Services, Strategy and Meeting Facilitation at Clarity FI, LLC
Location:
Greater Philadelphia Area
Work:
Clarity FI, LLC
since Jun 2008
Managing Principal: Financial Business Consulting, CFO Services, Strategy and Meeting Facilitation
PA Consulting
- US and Canada May 2006 - Jun 2008
Managing Consultant - Finance Services Practice
ActionAIDS
Jun 2005 - May 2006
Chief Financial Officer
Clarity FI, LLC (Previously FI - Performance Consulting, LLC)
- Greater Philadelphia Area Nov 2001 - May 2006
Director, Profitability and Business Insights
Wells Fargo (Previously First Union)
Apr 1998 - Oct 2000
Vice President Enterprise Business Solutions
KPMG Peat Marwick LLP
Dec 1994 - Apr 1998
Senior Manager/ Manager
Price Waterhouse LLP (Now IBM)
Jul 1990 - Dec 1994
Manager / Senior Consultant / Consultant
Maryland National Bank
1989 - 1990
Analyst / MBA Intern
Education:
Villanova University 2012 - 2012
Review Course for the Certificate of Management Accounting (CMA), Certificate of Management Accounting Review
Landmark Education 1997 - 2010
University of Maryland - Robert H. Smith School of Business 1988 - 1990
MBA, Finance, Accounting and New Venture Creation
Ithaca College 1982 - 1986
BS, Economics and Management
Bullis
Skills:
Management Consulting, Financial Analysis, Analytics, Strategic Planning, Profit & Loss Management, Business, Small Business, Business Intelligence, Entrepreneurship, Financial Management, Spotfire, Expense Management, Banking, Accounts Payable, Community Banking, Profitability, Profitability Analysis, Profit Improvement, Profit Maximization, Cost Reduction Strategies, Cost Savings, Pricing Strategy, Pricing Analysis, Small Business Development, Business Management, Business Process, Performance Measurement, Performance Analysis, Crowdfunding, Executive Management, Managerial Finance, Strategy, Project Management, Strategic Financial Planning, Profit, Chief Financial Officer, Facilitators, Expense Audit, Cost Recovery, Workshop Facilitation, Business Development, Management, Income Statement, CRM, Business Process Improvement, Change Management, Financial Services, CO-PA, Leadership, Risk Management
Interests:
Gardening, Leisure Travel, Skiing, Alternative and Folk Music, Hiking and Art