Resourceful and innovative education professional with experience in e-learning and curriculum development for variety of higher education courses. Cultivates insightful analysis of content and design to create value-added learning programs that achieve desired learning outcomes. Successful project manager with 20 years of client project management in financial services. Strong communication and interpersonal skills to build relationships with stakeholders and assess learning needs.
Responsible for all aspects of degree program management.
Fulfilled faculty teaching requirement by teaching classes in general education and finance.
Led innovative curriculum development and course revision through continuous improvement process.
Manage degree program accreditation process and KPIs, including
University and Industry Service
Professional Development
Taught multiple classes each semester including:
Curriculum Development:
College Service:
Professional Development:
Financial advisory firm specializing in transaction advisory analysis and business valuations for privately held companies. The firm provided fairness opinions and solvency opinions for corporate transactions. Business valuations performed for various purposes, including employee stock ownership plans (“ESOPs”), estate and gift taxes, litigation and expert witness, and corporate planning.
Client Project Management. Managed client valuation projects from engagement, through execution, to final quality control and product release. Client valuations ranged from $20 million to $1 billion, with primary focus on “middle market” private companies of $50 - $250 million.
Supervisory. Supervised flex team of analysts/senior analysts/managers on training, development, project management review, and annual evaluations.
Technical Leadership. Provided public speaking for education and sales generation. Led client presentations for client education and client engagement & retention.
Group Leadership. Generated new sales for ESOP group. Reviewed and analyzed overall group profitability and project profitability
SRR Results and Accomplishments:
Financial advisory firm specializing in business valuations for privately held companies. Valuations performed for various purposes, including employee stock ownership plans (“ESOPs”), estate and gift taxes, litigation and expert witness, and corporate planning.
Consulting firm specializing in compensation analysis for Fortune 500 companies.
Financial advisory firm specializing in business valuations for privately held companies. Valuations performed for various purposes, including employee stock ownership plans (“ESOPs”), estate and gift taxes, litigation and expert witness, and corporate planning.
Prolific speaker and published author on technical topics.
Education Presentations:
Professional Presentations:
Publications:
Education Publications:
Coffee, Critical Thinking, and Finance. UAGC Faculty Blog. November 22, 2021.
Professional Publications: