
Timeline
About me
Financial Aid Specialist at Porter and Chester Institute
Education

Northeastern university
1986 - 1989Bachelor of science - bs business administration-concentration in finance 3.8
Experience

General reinsurance corporation
Jan 1990 - Jan 1992• Managed all aspects of reinsurance treaty accounting for 24 clients that generated $34 million in premium volume. • Calculated and prepared profitability statements for all clients. • Provided support to the Marketing Department. • Planned and implemented the automation strategy roadmap that streamlined the client premium reporting function. • Reviewed accounts, posted to the general ledger, applied cash. • Processed premium payments and posted unearned premium to general ledger.
Treaty Accountant II
Jan 1991 - Jan 1992Treaty Accountant I
Jan 1990 - Jan 1991

General re financial products
Jan 1992 - Jan 2003• Managed all aspects of cash flow with a primary focus on structured finance management, securities settlement, liquidity and collateral management for 15 legal entities that are engaged in derivative products trading, structured finance and international brokerage. • Mitigated counterparty risk on bilateral fixed income repo governed by a MRA/GMRA.• Serve as senior advisor on IT projects development, implementation and testing. • Conducted negotiations of ISDA CSA terms with legal and credit departments.• Calculated monthly Cash Liquidity reporting for senior management.• Managed settlement of US Equities.• Managed transfer of international security settlement function to London office, including training staff. Show less
Assistant Vice President – Cash Management/Global Clearing
Jan 1997 - Jan 2003Assistant Treasurer – Cash Management/Global Clearing
Jan 1996 - Jan 1997Cash Manager
Jan 1994 - Jan 1996Assistant Cash Manager
Jan 1992 - Jan 1994

Gen re securities
Jan 2003 - Jan 2017Assistant vice president – financial operations• Ensured requirements of large structured deals were met by parties involved. • Reviewed, analyzed and monitored effective claim handling on life insurance portfolios. • Established operating procedures, calculated monthly funding requirements and administration costs for structured transactions.• Assisted General Counsel regarding ISDA termination and novation documentation.• Responsible for all Agency back office functions: Confirmation of derivative payments, reconciliation of swap discrepancies with counterparties, and generation of rateset notices.• Transitioned collateral, documentation and cash flow derivative back office operations to parent company. • Managed outsourcing of Life Settlements portfolio function. Show less

Porter and chester institute
Nov 2018 - Jan 2023Financial aid specialistWork closely with the recruitment staff as a financial aid consultative professional with diverse and underserved populations.• Provide assistance to prospective and continuing students (or their parents) in completing the appropriate financial aid forms (FAFSA), explaining their financing options, guiding them through the financial aid process, and addressing their needs and concerns.• Calculate financial aid awards, perform verifications, and resolve any conflicting applicant information on a daily basis.• Provide the necessary Educational Funding support for reinforcing a collaborative enrollment manage model at the campus level.• Ensure that superior customer service is provided to all financial aid applicants and recipients on an ongoing basis. Show less

Retired
Sept 2023 - nowRetired
Licenses & Certifications

Mastering inventory
American institute of professional bookkeepersJan 2016
Mastering internal controls and fraud prevention
American institute of professional bookkeepers (aipb)Jan 2015
Volunteer Experience
Grant Review Committee Volunteer
Issued by New Canaan Community Foundation, Inc. on Jan 2017
Associated with Janet AdamsBoard Member, Finance Committee, 2018 Gala Committee, Chairperson - Silent Auction Subcommittee
Issued by Laurel House, Inc. on Nov 2017
Associated with Janet AdamsVolunteer
Issued by Connecticut Humane Society on Jan 2016
Associated with Janet AdamsBoard Member, Finance Committee, Special Events Committee
Issued by Human Services Council on Jan 2005
Associated with Janet AdamsBoard Member and Finance Committee
Issued by Norwalk Senior Center, Inc. on Jan 2006
Associated with Janet AdamsPresident, Secretary, Properties Chairperson, Playreading Committee, Producer, Stage Manager
Issued by Westport Comunity Theatre, Inc. on Jan 2006
Associated with Janet AdamsTreasurer, Board Member, Playreading Committee, Producer, Box Office, Volunteer of the Year Award
Issued by Town Players of New Canaan on Jan 2008
Associated with Janet AdamsAdministrative Volunteer
Issued by U.S. Naval Sea Cadet Corps on Jan 2016
Associated with Janet AdamsVolunteer
Issued by Books For Soldiers on Jan 2012
Associated with Janet Adams
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