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Senior finance executive with over 25 years of financial services industry experience.Strong business partner, with an excellent balance of analytical, client relationship, and people management skills.Organized and effective.Demonstrated ability to assess challenging situations and make immediate improvements to enhance reporting, strengthen controls, and reduce costs.Member of Board of Directors of Equity Methods, a Merrill Lynch subsidiary.Georgetown BS – Business.  CPA.

Work experience

May 2008Present

First Vice President, CFO - Retirement Group

Merrill Lynch

Merrill Lynch's Retirement Group is an industry-leading provider of integrated retirement and benefits solutions to institutional and private clients.

Jan 2003Apr 2008

First Vice President, Controller - GWM

Merrill Lynch
Merrill Lynch's Global Wealth Management (GWM) is the largest wealth management business in the United States and is comprised of over 16,000 financial advisors globally.
Aug 1998Dec 2002

Director, Planning & Analysis - IPC

Merrill Lynch
Merrill Lynch's International Private Client (IPC) business provides its industry-leading wealth management services to private clients outside the U.S. through over 50 legal entities operating in over 30 countries globally.
Jun 1995Jul 1998

Vice President, Corporate Reporting

Merrill Lynch
Responsible for accounting policy, external reporting, legal consolidation, and Board of Directors reporting.
Nov 1986May 1995

Principal, Corporate Controller

Responsible for Corporate and SEC reporting, as well as a diverse group of business unit controllerships: Equity and Debt Capital Markets, Investment Banking, Asset Management, and Merchant Banking.
Aug 1980Nov 1986

Audit Manager

Price Waterhouse Coopers
Securities Industry Practice Member New York State Society of CPAs Stockbrokerage Accounting Committee



SEC Reporting





Georgetown University - The McDonough School of Business
Magna Cum Laude, Dean's Citation

Christian Brothers Academy