OVERVIEW

Experienced financial aid expert and functional consultant/project manager. Proven leadership capabilities in full life cycle Datatel implementations, and experienced in higher education management as a leader with both functional and technical expertise. Experience in providing workable strategies and solutions, as well as building teams for maximum effectiveness. Proven track record of achieving compliance with both Title IV and Title VII student financial aid regulations.

COMPUTER SKILLS

• Software:
  Datatel Financial Aid, Microsoft Project, Visio, and Microsoft Office 2007 suite
• Operating Systems:
  XP Professional

PROFESSIONAL EXPERIENCE

Program Manager
The Evans Consulting Group, Inc. (ECG)
2008 – current

• Design strategic project plans, work with staff to implement new initiatives, and create project plans for company deployment of new initiatives;
• Assist the President/CEO to ensure ECG deliverables are technically correct, supported with appropriate references, and meet the overall corporate requirements;
• Develop training materials from review of HEOA, ECASLA, CCRAA, and NASFAA and ED webinars, and deploy to staff and clients using WebEx technology;
• Functional lead on client training for usage of our secure client transfer site;
• Team-lead for Operational Review work group, which developed a series of tools to improve client deliverables that included: reports, presentation materials, a work plan to deploy each Operational Review; processing workflows, timelines for deliverables, and more;
• Team-lead on marketing and outreach to promote ECG’s interim management services for prospective clients;
• Managing director for Operational Review at Norwich University, resulting in continued consulting work and special projects for ECG; and,
• Functional consultant on Operational Review at Becker College, which created additional interim management work.
   
• Accomplishments
  • Successfully implemented Operational Review roadmap and accompanying toolkit to improve client deliverables

Director of Financial Aid
Albany Medical Colleg
1994 – 2000 & 2006 – 2007

• Management of the Financial Aid Office and its budget of approximately $21 million in federal, state, and institutional funding;
• Re-development of all computerized systems and interfaces with other AMC business entities;
• Team -lead for Datatel system development;
• Management of all AMC loan and scholarship funds with the Albany Medical Center Finance Office;
• Research and analysis of funding streams and cost analysis of all tuition and student aid revenue;
• Development and deployment of financial planning/debt management workshops for students and medical residents;
• Liaison with the Development and Alumni Offices to ensure development of new scholarship and loan funds;
• Research, evaluate, and update AMC community on federal and state legislative activity;
• Vice-chair and voting member of the AMC Financial Aid Committee; and,
• Chair of MEDPreferred Advisory Board.
   
• Accomplishments
  • Successfully brought live a new financial system (Datatel) converting all records to new format
  • Successfully trained staff in new operating system
  • Successfully created a series of in-service training programs for all students

Director of School Relations
Total Higher Education (T.H.E.) Loan Programs
2004 – 2006

• Management of sales/marketing area for New York, New Jersey and specific health professions schools;
• Development of debt management tools and presentations, and delivery for outreach events;
• Onsite delivery of educational outreach for school personnel and students;
• Production of debt management workshops for medical residents; and,
• Liaison to NY HESC for implementation of guarantee services in New York for T.H.E.
   
• Accomplishments
  • Successfully acquired guarantor services with NYS Higher Education Services Corp.
  • Increased New York volume by 75 percent

Director of MEDPreferred
College Loan Corporation
2002 – 2004

• Design, development, implementation and deployment of MEDPreferred program;
• Management of all sales areas for health professions schools;
• Development of debt management tools and resources for outreach seminars;
• Development of entrance interview tools and resources for outreach seminars;
• Production of financial planning debt management workshops for medical residents; and,
• Liaison with The Education Resources Institute (TERI) for alternative loan program production and development.
   
• Accomplishments
  • Grew market-share by 50 percent during first year
  • Retained 90 percent of market share when benefits had to change
  • Successfully delivered entrance and exit interviews to 30 schools

Assistant Dean for Academic & Financial Affairs
Albany Medical College
2000 – 2002

• Management of the Financial Aid Office, Academic Affairs Office and Audio Visual Department;
• Management of training programs for National Residency Match Process (NRMP);
• Management of academic training workshops for all medical students;
• Research and analysis of funding availability and cost projection of all student aid revenue streams;
• Production of financial planning/debt management workshops for family practice residents;
• Member of Academic Governing Council and Admissions Committee;
• Vice-chair and voting member of the AMC Financial Aid Committee; and,
• Member of Well Fargo Advisory Council.
   
• Accomplishments
  • Successfully combined operations of academic affairs and financial aid
  • Successfully implemented financial planning/debt management workshops

Senior Information Representative
NYS Higher Education Services Corporation
1990 – 1994

• Interpretation and application of laws, rules and regulations involving student financial aid for schools and lenders;
• Development of program content and training materials for high school counselor workshops about student financial aid programs;
• Primary writer and editor of student financial aid publications about the application process;
• Primary editor of all other financial aid publications;
• Member of Tuition Assistance Program (TAP) redesign team;
• Agency representative for central New York schools and lenders; and,
• Agency representative for the State University of New York Financial Aid Professionals (SUNYFAP) association.

ADDITIONAL EXPERIENCE

• School Partner with Health and Human Services, Health Resources & Services Admin, Div. Of Student Assistance
• Liaison w/HESC on variety of debt management initiatives and outreach events
• Northeast Representative to the Association of American Medical Colleges Committee on Student Financial Aid (COSFA)
• Vice President of the NYS Financial Aid Administrators Association (NYSFAAA)
• Chair of the North East Group on Student Affairs (NEGSA) Financial Aid Committee
• Professional Flutist and recording artist for Arabesque Records
• Adjunct Professor of Music at the College of St. Rose
• Veterans Affairs and VESID Coordinator at Bryant and Stratton College
• Chairperson of NYS Financial Aid Administrator’s Association (NYSFAAA) capital district region
• Guidance counselor liaison for the capital district region

EDUCATION

BFA (SUNY Purchase)

• Graduated with honors in music performance