Public Securities Association
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Public Securities Association Employees
New York Liquidation Bureau February 2008 - Present
Guardian Life Insurance June 2006 - February 2008
Horizon Blue Cross Blue Shield of N.J. September 1998 - May 2006
HoMed Convalescent Equipment Inc, September 1996 - August 1998
HealthFirst Insurance Company October 1994 - August 1996
Public Securities Association October 1991 - September 1994
Health & Hospitals Corporation June 1989 - June 1991
KPMG Peat Marwick October 1985 - June 1989
Metropolitan Life Insurance Company, September 1979 - October 1985
Skills
Auditing, Financial Analysis, Accounting, Insurance, Financial Reporting, Finance, Tax, Account Reconciliation, Financial Modeling, Project Planning, Enterprise Risk..., GAAP, Risk Management, Forecasting, Banking, Analysis, Management, External Audit, Budgets, Team Building, General Ledger, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Statutory Accounting, Strategic Financial..., Executive Management, US GAAP, Mergers & Acquisitions, Financial Statements, Due Diligence, Managerial Finance
Education
Dowling College 2003 — 2005
M.B.A, Business Management
Pace University 1975 — 1979
BBA, CPA Preparation
SIFMA October 2009 - Present
Regional Bond Dealers Association (now known as Bond Dealers of America) March 2008 - October 2009
SIFMA November 2006 - February 2008
Bond Market Association September 1998 - November 2006
Public Securities Association May 1990 - September 1998
Skills
Public Policy, Bonds, Municipal Bonds, Legislation, Regulations, Regulatory Affairs, Legislative Relations, Legislative Research, Capital Markets, Financial Markets, Securities Regulation, Structured Products, Financial Regulation, Investments, Policy Analysis, Policy, Finance, Investment Banking, Hedge Funds, FINRA, Analysis
Education
University of Maryland School of Public Policy 1987 — 1989
Master of Public Management
University of North Carolina at Chapel Hill 1980 — 1986
BA
South Mecklenburg High School 1978 — 1980
High School
Anciebt Order of Hibernians, Beaufort, SC #2 June 2008 - Present
Beaufort Sportfishing and Diving Club January 2009 - December 2011
Public Securities Association April 1990 - June 1994
American Petroleum Institute May 1973 - March 1990
PwC June 1968 - May 1971
Skills
Management Consulting, Business Valuation, Financial Modeling, Finance, Financial Planning, Leadership, Public Speaking, Strategic Planning, Financial Analysis, Start-ups, Financial Reporting, Tax, Investments, Management, Venture Capital, Strategy, Business Planning, Due Diligence, Mergers, Budgets
Education
Mount St. Mary's University 1964 — 1968
BS, Accounting
Georgia State University - J. Mack Robinson College of Business
Management Development
Holy Trinity High School
Williams Mullen, P.C. July 2000 - Present
Sherman, Meehan, Curtin & Ain, PC December 1997 - July 2000
Cohen & Troxell, P.C. 1996 - 1997
Bulman, Dunie, Burke & Feld 1994 - 1995
Public Securities Association 1991 - 1991
Skills
Estate Planning, Trusts, Estate Administration, Wills, Estate Tax Planning, High Net Worth..., Tax, Estate Law, Litigation, Corporate Law, Elder Law, Courts, Civil Litigation, Tax Law, Appeals, Fiduciary, Art law, Legal Writing, Guardianship, LLC, Fiduciary Litigation, Arbitration, Bankruptcy, Torts, Dispute, Business Litigation, Powers of Attorney
Education
Georgetown University Law Center 1997 — 2000
LLM, tax
The George Washington University Law School 1992 — 1995
J.D., law, with honors
University of Maryland College Park 1988 — 1992
B.A., economics, magna cum laude
Rockville High School 1985 — 1988
H.S. Diploma
Cornell Cooperative Extension of Suffolk County November 2010 - Present
E. J. Heely Consulting January 2001 - Present
Port Jefferson School District November 2009 - June 2013
Rocky Point Union Free School District January 2009 - September 2012
Eastern Suffolk BOCES, Regional Alternative High School January 2010 - June 2010
Rainbow Media, Cablevision June 2000 - December 2001
HypoVereinsbank June 1997 - June 2000
Estee Lauder Companies March 1995 - March 1996
Fidelity Investments, NFSC September 1993 - March 1995
Public Securities Association June 1987 - July 1993
Skills
Employee Relations, Organizational..., Training, Policy, Staff Management, Staff Development, Leadership Development, Recruiting, Coaching, Career Development, Career Counseling, Conflict Resolution, Resume Writing, Organizational..., Human Resources, Onboarding, HRIS, Employee Benefits, Performance Management, Diversity Training, Instructional Design, Leadership, Deferred Compensation, Talent Management, Program Management, Workshop Facilitation, Management, New Hire Orientations, Personnel Management, HR Policies, Performance Appraisal, Employee Training, Temporary Placement, Hiring, Executive Coaching, FMLA, PeopleSoft, Strategy, Employee Engagement, Mentoring, Succession Planning, HR Consulting, Strategic HR, Talent Acquisition, Applicant Tracking..., Interviews
Education
Dowling College 2007 — 2008
24 Masters credits, Education, 4.0
Teachers College of Columbia University 1995 — 1997
MA, Org. Psychology/Org. Change & Dev., 3.80
Adelphi University
Bachelor's Degree, Business and Communications, 3.93
Resource Energy International, Inc. January 2011 - Present
Legg Mason July 1987 - October 2001
Public Securities Association 1982 - 1987
Federal Government 1971 - 1981
Skills
Alternative Energy, Program Management, Fuel, Business Strategy, Start-ups, Proposal Writing, Public Relations, Biomass, Sustainability, Strategic Planning, Energy Efficiency, Business Development, Financial Analysis, Investments, Strategy, Organizational...
Education
Oregon State University 1966 — 1970
BS, Political Science
US Senate Appropriations Committee 2004 - Present
Senate Energy and Natural Resources Committee 2003 - 2004
Mirant 2000 - 2002
U.S. Senator Mitch McConnell 1991 - 2000
Public Securities Association 1990 - 1991
Education
University of Michigan 1987 — 1990
B.A., Political Science, Economics
Georgetown's McDonough School of Business 2009 - Present
Securities Industry Association and its successor, SIFMA 1990 - 2008
Public Securities Association 1987 - 1990
Skills
Public Speaking, Nonprofits, Leadership Development, Strategic Planning, Organizational..., Public Policy, Management Consulting, Coaching, Teaching, Leadership, Policy Analysis, Staff Development, Workshop Facilitation, Research, Economics
Education
Harvard Law School 1968 — 1973
Doctor of Law (J.D.)
University of Oxford 1969 — 1971
M.Phil. in Economics
Princeton University 1964 — 1968
A.B., Public Policy
Hilton Grand Vacations July 2015 - Present
FDV Marketing Solutions June 2014 - May 2015
Summer Bay Resort November 2010 - June 2014
Orange Lake Resorts January 2010 - November 2010
Wyndham Vacation Ownership July 2005 - November 2009
Hilton Grand Vacations June 2007 - August 2007
Westgate Resorts May 2005 - July 2005
TKR Property Services, Inc. March 2001 - August 2004
The Jewish Heritage for the Blind May 1991 - September 1996
Public Securities Association October 1987 - October 1991
Skills
Direct Marketing, Online Advertising, Marketing Strategy, Email Marketing, Marketing, Timeshare, Real Estate Transactions, System Design, System Administration, Administrative..., Advertising, Office Management, Telemarketing, Sales, Teamwork, Direct Mail
Education
Kingsborough Community College 1992 — 1993
Systems Design and Management
Brooklyn College 1992 — 1992
Desktop Publishing, Graphic Design
City University of New York-College of Staten Island 1975 — 1977
Business Science, Computer and Information Sciences, General
Our Lady of Perpetual Help High School 1971 — 1975
The Mobius Company October 1999 - Present
The Highlands Program January 1997 - December 1999
Broadway & Seymour October 1993 - June 1996
Center for Improved Engineering and Science Education September 1991 - September 1993
Public Securities Association October 1985 - December 1990
Skills
Facilitation, Training,..., Instructional Design, Public Speaking, Leadership Development, Coaching, Teaching, Enneagram, Feminine Leadership, Strategic Planning, Whole Brain Thinking, Nonprofits, Executive Coaching, Small Business, Workshop Facilitation, Executive Development, Management Consulting, Emotional Intelligence, Leadership
Education
Columbia University - Columbia Business School
Master of Science (MS), Business Policy
Brooklyn College
Master of Science (MS), Education
Brooklyn College
B.A., Education