St. Matthew's Episcopal Day School 2012 - 2017
Board Member and Committee Chair
Sacred Heart Schools 2012 - 2017
Co-Chair Annual Fund
Polaris Financial Services Dec 2007 - Jul 2011
Founder, Managing Member, Chief Compliance Officer and Certified Financial Planner Professional
Episcopal Church of St. Matthew Dec 2007 - Jul 2011
Volunteer
Systematic Financial Associates May 2007 - Dec 2007
Financial Planner
Education:
Saint Joseph's University 2004 - 2006
Master of Science, Masters
Hood College 1990 - 1992
Master of Business Administration, Masters, Finance
Purdue University 1986 - 1989
Bachelors, Bachelor of Science, Management
Skills:
Strategic Financial Planning Process Improvement Business Analysis Insurance Risk Management Financial Analysis Project Management Forecasting Financial Modeling Management Finance Business Process Improvement Financial Reporting Analysis Management Consulting Strategy Leadership Budgets Cross Functional Team Leadership Business Planning Change Management Business Strategy