EMPLOYMENT:
Tailored Technologies, LLC , New York, NY
Consultant July 2009 to Present
• Wrote membership and donor system evaluation questionaire for non-profit organizations.
• Conducted staff interviews regarding system and organizational needs.
• Currently reviewing the alternative donor and membership systems.
Securities Industry and Financial Markets Association, New York, NY
Managing Director Information Services November 2006 to October 2008
• Staff of 15 Departmental Budget: $3.4 millionCapital Budget: $1.1 million
• Led merger of accounting systems, email platforms, web infrastructures, telephone and membership systems.
• Reoriented IT department practices to create a responsive customer service approach for the support of six offices in New York, Washington, London and Hong Kong.
• Conducted presentations, briefings, town meetings and training sessions regarding new system projects and initiatives.
• Evaluated, recommended and supervised the installation of an integrated Voice over IP (VoIP) telephone system in five locations in the U.S. and Europe.
The Bond Market Association, New York, NY
Director Information Services Novenber 1996 to October 2006
• Staff of 9 Departmental Budget: $2.25 million
• Capitalized on strong understanding of accounting to convert accounting systems, recast chart of accounts, and improve timeliness and usefulness of financial reports.
• Supervised the specifications, design, build out, maintenance, and decommissioning of data centers in the US and Europe.
• Led implementation of an award-winning web site (InvestingInBonds.com) the only free, real-time source on municipal bond and corporate bond trades.
• Designed and managed the creation and implementation of an association management system. Resulted in greatly improved data quality and reduced database administration costs by 60%.
• Wrote, tested, and maintained business continuity plans and facilities. Resources accessed via Citrix.
Public Securities Association, New York, NY
Director Information Services July 1987 to October 1996
• Staff of 7 Departmental Budget: $1.2 million
The Council on Foreign Relations, New York, NY
Computer Projects Manager April 1983 to July 1987
TECHNICAL SKILLS:
• Operating systems: Windows, Citrix, Novell, Unix and Unidata (a variant of the Pick Operating System).
• Accounting Packages: Microsoft Dynamics SL accounting package (AKA Solomon IV), Datatel’s Colleague fund accounting system, Fund Accounting by Computer Applications, FRx Financial Report Writer and Microsoft SQL Reporting Services
• Membership and Fund Raising Systems: WebLinks, Datatel’s Benefactor, MEI’s Association+ and Computer Applications’ Name Management packages.
• Standard Packages: Microsoft Word, Excel, Access, PowerPoint, MS Project, Exchange/Outlook, Drupal.
• Languages: Expert in Access, also qualified in SQL, VB, .NET, COBOL.
EDUCATION:
Masters of Business Administration, Finance
Western Michigan University
BA, Philosophy/Logic
Kalamazoo College
LANGUAGES: German, limited working proficiency
CURRENT VOLUNTEER AFFILIATIONS:
White Plains Library: Investigating moving email infrastructure to the “cloud”.
Board member for the White Plains Library Foundation
Founding member of Y’s Guys, a crack-of-dawn swim club at White Plains YMCA.
Keywords: MBA Manager IT Manager of Information Technology Project Manager Information Technology IT Project Manager Systems Manager CIO, Chief Information Officer MS Word MS Excel MS Access MS Dynamics SL Solomon IV FRx MS Outlook Microsoft Outlook MS SQL Reporting Services MS Exchange Datatel Benefactor Datatel Colleague MEI Association+ MEI GoMembers MS SQL SQL Server 2000 SQL Server Cobol Windows NT Windows 2000 Windows XP Windows Vista BCP DR, Drupal |
