Certified Treasury Professional with an MBA-Finance and 20+ years of experience as a CFO. Skilled and experienced in designing and implementing financial for high net worth individuals. Substantial experience in writing investment policies, creating suitable asset allocations, and evaluating portfolio performance. A people-oriented manager with analytical skills who enjoys clearly communicating financial issues to audiences of widely varied sophistication. Significant experience in pension plan administration as a TPA.
Skills Summary
- Treasury Management- all areas
- Budget Development & Variance Administration
- Multi-year Financial Modeling & Forecasting
- IT & HR Management
- Change Management
- Asset Allocation
- Team Building/Personnel Management
- Portfolio Creation and performance evaluation
- Project Administration
- Financial Planning
- Service Oriented
- Logical Problem Solving