Project management Leadership/communication skills Client account management Planning & Analysis Business Development Budget Development & Implementation Core Accomplishments Growth in assets from $381 million to over $2 billion and membership from 165 to 292 from 2007 to present at the Illinois Metropolitan Investment Fund.
Achieved the Government Finance Officers Association's prestigious Certificate of Achievement for Excellence in Financial Reporting award for the past three consecutive years.
One of the American Bankers Association's top fifty most profitable, risk free and well-managed National Banks in the United States in 1999.
Growth in assets from $285 million to more than $500 million from 1997 to 2007 at First National Bank.
accounting, Asset Management, agency, auditing, banking, benefits, budgets, budget, Business owner, community relations, consulting, contracts, conversion, database, event planner, finance, financial, financial reporting, fixed income, government, human resource, investment management, IT management, layout, legal, marketing, marketing materials, payroll, presentations, programmer, Quickbooks accounting, relationship management, reporting, research, retail, RFP, sales, strategic, systems development, tax, employee training
Illinois Metropolitan Investment FundJune 2007 to CurrentExecutive Director Oak Brook, IL
Report to the Board of Trustees consisting of six finance directors and two municipal managers.
Responsible for all aspects of organization management.
Oversee and develop the fund providing investment assistance through banking and fixed income investment providers Developed and analyzed multiple RFPs for investment advisory, accounting, transfer agent, auditing, and banking services Created executive analysis reports and detailed financial models to facilitate trustee review of operations Developed and implemented annual budget Managed financial reporting and audit, including comprehensive annual financial report Negotiated and reviewed business contracts working closely with corporate legal counsel to ensure compliance with State investment requirements Managed internal staff of 1.5 and external business partners including relationships with JPMorgan Asset Management, JPMorgan Chase Bank, BMO Harris Bank, Associated Bank, The Private Bank, Inland Bank, First Tennessee, Smith Barney, BNY Mellon, Standard & Poors, Moody's Investors Service, etc.
Extensive presentations to numerous public agency governing bodies and intergovernmental groups across the State of Illinois and handle all aspects of relationship management and organization events Actively participate in systems conversion and IT management Create and implement the strategic plan recommending innovative solutions to achieve goals.
First National BankNovember 1997 to June 2007Executive Vice President Chicago Heights, IL
Managed staff of 11 direct reports and combined staff of 50 including all aspects of human resource management Developed and established training, sales, and marketing programs for bank-wide implementation to retail staff Utilized asset and liability management analysis and competitor data to set retail rates Acted as corporate spokesperson, community relations manager, and corporate event planner Managed key customer relationships and RFP responses Oversee and develop bank-wide marketing and marketing budget Managed sponsorship and contribution budgets Developed and implemented strategic plan collaborating with commercial lending and operations to achieve key business initiatives Developed new products and services Actively involved in all phases of FIS system conversion, training on online banking systems development.
APCO Builders, IncorporatedApril 1994 to April 1998Corporate Treasurer and Secretary Chicago Heights, IL
Developed and implemented sales and marketing programs Completed all monthly, quarterly, and annual government and tax reporting Performed all accounting functions and payroll Utilized Quickbooks accounting system Business owner.
Playboy Enterprises, IncorporatedMarch 1988 to April 1994Plan Administrator Chicago, IL
Developed and conducted employee training sessions and presentations explaining the benefits of investing and saving for retirement for 520 participants and increased plan participation level to 80% Provided investment management assistance to the plan and employees Processed quarterly plan valuations and handled trust accounting functions Automated 401(k) function utilizing Control Data Repertoire and Orchestrator software systems Collaborated with Revelations programmer to create a customized plan database including creating data elements, setting default requirements, and screen design and layout Assisted in the development of four PC-based interface disks to communicate participant information to various benefit consulting firms, decreasing quarterly processing costs by $40k per quarter Actively contributed to all phases of system conversion Processed discrimination testing and reconciled employee deductions to payroll system Worked with plan auditors and completed quarterly and annual government and tax reporting Assisted plan Trustees in the selection of investment options for the plan through research and analysis of options Developed department budget and plan marketing materials Updated the plan description and employee handbook for 401(k) plan changes.