Education:
Occidental College, Los Angeles
Bachelor of Arts

National University of Mexico, Mexico City

Claremont Graduate University, Claremont, CA
Executive MBA - Finance/Accounting Emphasis

Experience:

1989 - 2000	Accounting Supervisor/Reinsurance Accountant
	Devonshire Group

Responsibilities included supervision of all financial and accounting services provided to domestic and international reinsurance clients as well as all internal accounting functions and management reporting. Specific client-related responsibilities included identification and recovery of ceded receivables; auditing and reconciliation of premium and accounting/financial records; research, preparation and negotiation of clients' claims on liquidating estates; and supervision of broker account reconciliation and settlement. Specific corporate responsibilities included supervision of all general ledger, payroll and internal accounting functions; implementation of time & billing system; benefits reporting; compliance testing; budget projections and management reporting.

1985 - 1989	Assistant Administrator
	Shernoff, Scott & Bidart

Responsibilities included accounting, personnel and administrative functions. Specific activities included special financial analysis projects, risk management, benefits and pension plan administration, strategic planning, analysis and redesign of workflow structures, and development of integrated accounting structure for firm and several subsidiary enterprises.

Offered accountancy, individual and corporate tax preparation, and financial and management consulting services to small businesses in rural resort environment. Specialized in residential construction and real estate industries.