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Work experience

Jul 2007Present

Assistant Treasury/Cash Manager

Yale University - Central Treasury

Purpose: Supervise all cashier functions in Treasury Services and provide back up coverage and assistance to the Treasury Manager.

Supervision Duties:

·Manage staff responsible for deposit functions, lockbox deposit and petty cash tellers.

·Train, cross train, develop, guide and mentor staff in University policies and ensure adherence.

·Schedule and time entry for staff making sure there is adequate coverage.

·Audit, research and analyze disbursements by cashiers from petty cash funds and also auditing travel advances and travelers check disbursements.

·Provide system expertise and troubleshooting to cashiers and help desk assistance for some Oracle system functions.

·Assist in managing University credit card processing systems.

·Manage office supplies inventory for department.

Assistant Cash Manager Duties:

·Perform all daily cash management functions and coordinate cash requirements with the investments office.

·Initiate outgoing wire transfers, foreign and domestic, and record the incoming wire transfers to the general ledger.

·Familiar with all bank accounts, their purposes and maintain relationships with banks.

·Proficiency in the use of banking software.

·Assist in managing the University’s petty cash system and perform daily reconciliations.

·Assist in analyzing monthly web statements; reconcile and monitor the general office budget.

Sep 2001Nov 2008


Starbucks Co Inc

·Know and enforce company process and policies to maintain and enhance customer satisfaction.

·Responsible for store operations during shift, including cash management, staffing, customer relations, training new partners in Starbucks process and safety policies.

·Well developed team building skills, work with varying situations and people to get results the company seeks.

May 2006Jul 2007

Financial Assistant III

Yale University - School of Med Treasury

Treasury Services: School of Medicine Financial Assistant III, (05/2006 to 07/2007)

·Developed knowledge of University’s financial policies and guidelines to execute expenses and deposits.

·Ability to work and think independently, able to handle a large volume of work easily and efficiently.

·Highly organized with accurate data entry and money handling skills.

·Work well with varying personalities on various levels with excellent attendance.

Jan 2006Jun 2006

Assistant Store Manager

Walgreens Co Inc

·Manage daily operations of the store, both open and close with complete scheduling flexibility.

·Develop and gain customer and employee respect while working through adverse circumstances.

·Management responsibilities included:

-Balancing cash funds and daily deposits

-Assist with inventory management and reconciling the inventory

-Manage and train employees, assigning daily tasks

-Be able to fill in for positions when needed


Jan 2007May 2008


Southern Connecticut State University

·Strong background in Finance and Economics within the program.

·Worked full time while completing MBA and maintained a 3.80 GPA.

·April 04, 2009 – Connecticut State University Academic Forum

oPresented research paper “A Global Exploration of MBA Programs” (attached) in forum held at Southern for the CSU system.

·November 2009 - Publish and Presentation of Graduate Research Paper

oMy research paper "A Global Exploration of MBA Programs" was used as the basis for the following publication and presentation: Robert A. Page, Henry Hein, Jacob Altland, "The Global MBA: Strategic Options for Going International." published in the Business Research Yearbook. vol. 17 (Beltsville, MD: International Graphics); presented at the Annual Conference of International Academy of Business Disciplines, Las Vegas, Nevada, April 2010.

Aug 2003May 2005

Bachelors of Science

• Solely responsible for financing education with multiple jobs while taking heavy course loads.• Substantial background in math, sciences, and computers.


Data Warehouse Portal 9
Work with Data Warehouse and use Yale's system to research information and use Brio BUG Library to run finanacial reports and analysis.
Oracle Database Systems
Well developed abilities with Yale's Oracle system.  
Microsoft Office Suite

MBA Research Portfolio



·Passionate about flawless, on-time delivery of services in compliance with process.

·Highly motivated ethical leader, personable, perceptive, and team building.

·Excellent at evaluating processes and determining the most efficient method to accomplish a task.

·Customer oriented, strong consensus building, problem resolution skills and know how to convey rules and regulations in an understandable way.


·Great with people, leading and developing rapport.

·Excellent ability with computers and very good at learning new computer applications.

Courses and Skills Training

May 3rd & 4th, 2010 – Yale University Learning CenterSeven Habits of Highly Effective People by Franklin Covey• The key to an organization’s success is the people. The program gave the foundation to achieve higher levels of effectiveness in life at work and at home.

October 18th to 22nd, 2008 – The Association for Financial Professionals (AFP)

Annual Treasury Management Conference (Los Angeles, CA)

• Training included overview courses of ACH transactions, SWIFT Net updates, Fx Risk Overview, NACHA update and RFP transactions.Courses gave a great overview of what is going on in Treasury management today.

December 10th & 11th, 2007 – The Association for Financial Professionals (AFP)

Cash Management Fundamentals Seminar (New York, NY)

• AFP Member

• Course Covered: Cash Management Objectives, Financial Accounting and Liquidity Measurements, Liquidity Management, Payments, Disbursements, Collections, Concentration Methods, Short Term Investing and Borrowing, E-Commerce, and Risk Management.

• Great overview course for treasury functions with many useful takeaways and training materials.

October 02, 2007 – Treasury Management Association of New England (TMANE)

Cash Management Fundamentals Course (Boston, MA)

• Course went over: Managing Corporate Cash Flow Timeline, Understanding the Payment System, Managing the Cash Position and Bank Relations including services and compensation.

June & July 2000 – Microsoft A+ Certification Course

• Successfully completed a two month in-depth course focused on the Microsoft A+ Certification (Computer Hardware and Software integration courses).


General Interest:

  • Family
  • Leisure Sports
  • Personal development and reading
  • Volunteer work:
    • Currently Work with local youth group
    • Work with local non-profit as Assistant Treasurer
    • Throughout High school and College I volunteered in the Dayton and Cincinnati Ohio Public Schools and worked with children on character development.


Sep 2013

CT State Notary Public

State of Connecticut