Work History

Work History
Mar 2013 - Jan 2015

Business Manager

Traficanti Family Businesses - including real estate, forestry products, agricultural, and manufacturing food products
  • Establish books for the business including a complete inventory of products and assets

  • Prepare tax returns along with necessary schedules and supporting evidence

  • Marketing support for EBAY and Craigslist, pricing, and establishing customer payment arrangements and shipping

  • Establish procedures for monitoring product inventory and interim financial reports

Mar 2012 - Sep 2014

Editor and Abstractor, Independent Contractor

CFA Institute, CFA  Conference Proceedings Quarterly & CFA Digest
  • Write articles regarding CFA conference presentations

  • Write abstracts summarizing the key points of CFA industry publications or research papers

  • Publication portfolio available upon request

Jul 2010 - Sep 2013

Valuation Manager, Financial Advisory Services

Crowe Horwath LLP
  • Consulted with clients to conform to the Market Risk Rule regarding model risk management for various asset classes

  • Valuation of privately held companies for tax, business planning, and financial reporting purposes with specialization in the financial services industry

  • Managed 1-7 staff people depending on project needs. Responsible for on-the-job training of immediate staff, mentoring, and providing timely and effective performance feedback

  • Managed client relationships and accountable for managing project budgets

  • Authored valuation reports for IRS and regulatory review

  • Prepared client proposals

  • Provided continuing education training seminars

  • Experience using Calypso, Bloomberg, Riskmetrics, Oracle-based systems (SQL), and S&P Capital IQ valuation models

  • Received six excellence awards for exemplary client service

Oct 2008 - Jun 2010

Senior Staff, Risk Consulting

Crowe Horwath LLP
  • Internal control testing for companies in the financial services, technology, and health care industries

  • Prepared audit reports summarizing findings, and made presentations to management and Board of Directors

  • Prepared risk assessments

Dec 2007 - Oct 2008

AVP, Operational Risk Management

Swiss Re Financial Products Corporation
  • Performed reviews and detailed analysis of the following areas within Swiss Re: the Treasury Department, the Market Risk Department, and the Product Control Department

  • Performed internal control testing in accordance with Sarbanes-Oxley testing on company-wide controls. Key areas were Treasury, Product Control, Trading, Market Risk, Credit Risk, Accounts Payable, Operations, and Internal Audit

  • Prepared narratives describing the processes and systems within each department, risk assessments, key audit findings and their implications, documentation of control specific testing processes and conclusions including overall presentation to end-users

Jun 2004 - Dec 2007

Senior Auditor, Investment Management Focus

Deloitte & Touche LLP
  • Supervised financial statement audits of public and privately held financial institutions in accordance with GAAP and GAAS. Clients included investment management, broker-dealer, insurance companies, and SEC filings including an initial public offering

  • Rotated in the Transaction Services Department as a collateral analyst reviewing residential mortgage-backed securities deals and private placements

  • Rotated in the Financial Advisory Services Department to perform consulting services evaluating records of clients involved in litigation


Sep 2002 - May 2004

Bachelor of Science

New York University, Leonard Stern School of Business
  • Double major in Finance and CPA Accounting

  • Founders Day Award Recipient

Sep 2000 - Aug 2002

84 Credits

University of Connecticut, Storrs
  • Concentration in Engineering Mathematics and Economics

  • National Honors Society