Supplementary Information
PROFESSIONAL EXPERIENCE
InterArt (Sunrise)
As one of the most senior members of the company’s executive team, I led a department of seven that included an MBA and a CPA. The team had company-wide access and was involved in advancing all strategic and operational functions. One member later became the CFO, a position I held on an interim basis.
ADDITIONAL EXPERIENCE
Recycled Paper Greetings
As Sales Assistant to the Regional Manager, I supported our region in achieving $1 million in sales during the first year.
Philip Morris International
As an International Account Manager in the company headquarters, I performed logistical product forecasting for most countries of the world. This analysis involved billions of cigarettes.
Matisa
As an Assistant to the Chief Executive Officer, I managed public relations activities and edited technical and public relations publications. My responsibilities included acting as the company’s liaison to the press at a difficult time for this mid-size, international railway track construction and maintenance company.
Timex Watches
As an International Account Manager in the company’s international headquarters, I forecasted watch sales to most countries of the world and managed obsolete inventories, including design selection for inventory reduction. This analysis involved millions of watches.
Union Bank of Switzerland (UBS)
In a 500-employee branch of Switzerland’s largest bank, I was chosen for one year of comprehensive banking training then given responsibility for heading the administrative group (consisting of five employees) of the Commercial Relations Department.
EDUCATION AND ADDITIONAL AFFILIATIONS & CERTIFICATIONS
CFP® Certification, the industry standard, is awarded after successful completion of a ten-hour examination covering comprehensive financial planning. Certification typically requires 18-months of study and five years of experience.
ChFC® Certification covers more materials but in less depth than the CFP® Certification.
PERSONAL
Married. One adult daughter. U.S. citizen since 1984, of Swiss origin.