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  • MBA, Computer Systems - Baruch College City University of New York
  • BA, French Language and Literature, University of Michigan


  • Resident Life Producer, Michigan


  • Series 6
  • Series 63
  • Microsoft Certified Systems Engineer
  • Microsoft Certified Systems Administrator
  • Microsoft Certified Professional

Verify Licenses and Certifications


Continuing Education


  • Ethics in the Insurance Marketplace - 9/2017
  • Retirement Income Distribution and Planning - 9/2017
  • Medicare and Long Term Disability - 9/2017
  • Annuity and Life Principles - 9/2015
  • Health and Life Concepts - 9/2015
  • Uncovering Social Security Secrets - 9 /2015

Detroit Wayne County Community Mental Health Agency and the Virtual Center of Excellence

  • Recipient Rights - 6/2010
  • Medicaid Fair Hearings, Local Appeals and Grievances - 12/2010
  • Person Centered Planning with Children, Adults and Families - 12/2010
  • Health Insurance Portability and Accountability Act of 1996 - 12/2010

Industry Experience

Healthcare:   Medicare Part D claims, Medicaid billing, CMH encounter reporting, ICD9, HCPCS, CPT Codes, transaction sets (270, 271, 834, 835, 837, 5110), insurance verification, health insurance plans, retiree drug subsidy program, HIPAA, JCAHO, CARF

Information technology:  data and voice networks, SQL reporting, database design, mail and web server administration, website development, desktop application support, user technical support

Finance:  securities, life insurance, mortgages, loan and lease portfolio valuation, bookkeeping, accounts receivable, financial planning, tax preparation, billing

Software Knowledge

Accounting, Finance and Real Estate

Abra, Peachtree, QuickBooks Pro 2001, Great Plains, Manager Gold, Peoplesoft, Raiser's Edge, Pro-Ject, Timberline, Yardi

Databases and Programming

Crystal Reports, Foxpro, Paradox, ASP, JavaScript, SQL Server Management Studio, Visual Basic, VBScript

Networking and Firewalls

Exchange (5.5, 2K, 2K3, 2K7); IIS 3.0+, ISA 2000, Proxy Server 2.0, SQL (7.0, 2K, 2K5), Novell Netware (2.0, 3.11, 3.12, 4.11, 5.0, 6.0), Microsoft (NT4, 2K, 2K3), Barracuda, Checkpoint, Juniper Netscreen, Superscout, WatchGuard, WebETC


Audix Intuity, Definity G3SI, Microcall Call Accounting, Toshiba Strata CIX, Toshiba Stratagy ES

User Productivity

Access, Excel, Outlook, PowerPoint, Publisher, Word 

Web Design and Graphics

DotNetNuke, Dreamweaver, Flash, FrontPage, Joomla, OS Commerce, PhotoShop, SWiSH, Visual InterDev, Visual Studio, WordPress, ZenCart

Work experience

Aug 2012Present

Business Analyst

RDS Serviices, LLC

A private company specializing in administering the CMS Retiree Drug Subsidy Program

1/2013 – present:

Primary focus shifted to providing supporting documentation for reopening requests.  My key role is to find as many eligible members and eligible claims as possible.  I do that by:

  • Systematically applying a proprietary process which utilizes SQL queries , Excel pivot tables and vlookups()
  • Interacting  with clients, vendors, and application developers
  • Working with application developers to support custom applications and staff requests
  • Analyzing current business processes and systems to provide business process improvement ideas. 
  • Gathering requirements and develop detailed documentation related to systems requirements and conceptual solutions.

8/2012 –12/2012:

As a Robert Half Technology contractor I began documenting the proprietary process of data validation and data mining to support the administration of the retiree drug subsidy program.  The goal is to reimburse municipalities, school districts, health systems and private employers for expenses related to prescription drugs – Medicare Part D claims

Dec 2003Aug 2012

IS Manager / Business Analyst

Northeast Guidance Center

A medical facility specializing in mental health disorders, also a partner of a managed care provider network

Business Analyst, 10/2009 - 8/2012

Primary focus shifted to Medicaid billing / encounter reporting of mental health

services provided in Wayne County as well as executive and statistical reporting of agency services.  Major duties:

  • Medicaid billing / encounter reporting of mental health services
  • Executive and statistical reporting of agency services

As Business Analyst, my key role was to make sure we got paid for the services we provide.  I did that by:

  • Systematically billing services and utilizing Excel pivot tables to perform quick logic checks
  • Generating and researching error reports
  • Compiling data from various sources and presenting findings to committees
  • Identifying error trends and providing hands-on training
  • Chairing a committee that makes recommendations for changes to the electronic medical record and billing application
  • Participating in a committee that looks at company performance and makes decisions that support business objectives

Manager of Information Systems, 12/2003 - 9/2009

Major duties:

  • Supervise the technology department, resolve technical issues and provide third-level network and

    help desk support

  • Create and review technology policies and procedures


As Manager of the Information Systems department, as it relates to healthcare systems

  • Lead the implementation, testing and training of new electronic medical record and billing system
  • Trained Medical Records staff on the imaging system for archived patient records
  • Trained doctors and nurses on electronic prescription writing software


  • Electronic Clinical Record Information System: Chair
  • Business Analysis Team: Member
  • Total Quality Management: Member
Jan 1997Jan 2003

Network Systems Administrator

Managed voice and data networks at six locations in metro Detroit.

Dec 1996Apr 2000

Tax Preparer

Prepare and amend federal, state and local income tax returns

Aug 1992Jan 1993

Funding Coordinator


Processed healthcare receivables to ensure funding

Jan 1989Apr 1992

Job Bank Manager

Research Foundation of CUNY

Managed a Novell network that housed employment opportunties for trainees in Continuing Education at Bronx Community College

Sep 1988Jan 1989

Administrative Support

Apr 1987Jun 1988

Technical & Administrative Support

College of Engineering, College of Nursing

Sep 1986Feb 1987

Data Specialist / Recordkeeper

Bloomsbury Health Authority
Sep 1983Aug 1986

Support Specialist

University of Michigan

Technical support of computers and AV equipment in the Learning Resource Center at Taubman Medical Center (1983 - 1985) Data entry and recordkeeping at Occupational Safety and Environmental Health (1985 - 1986)

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