President and Owner of business consulting, computer training and business process re-engineering service. Clients include a wide variety of businesses, from health professionals and economists to publishers, retailers, graphic designers and photographers. For a more comprehensive list of industries, click here.

Manager, computer and business consultant for a group of family restaurants. Duties included government correspondence and requirements, office, expenses, purchases, accounts payable, payroll, promotion, cash flow, as well as the preparation of computerized financial records for review by accountants for annual financial statements.

Executive Compensation Consultant responsibilities included the research of executive compensation strategies of North American corporations and the providing of compensation and benefit advice to clients.

Senior Financial Analyst responsibilities included the costing of various vaccines and the compilation of financial statements.

Positions held were Financial Analyst, Senior Financial Analyst, and Senior Marketing Analyst at the Xerox Canada Head Office. Company expenses and revenues were analyzed and projected, and business plans were prepared.

The duties of this contract position included the study of various industries as well as the development of the financial database for the very first issue of the ROB 1000. Findings on those industries resulted in research bylines in that magazine which made its debut June 1984. In addition, the position required studying and analyzing hundreds of annual reports, as well as calculating various financial performance ratios and returns for inclusion in the database.

Teaching Assistant for Finance Professor during second year of MBA.

Summer position as marketing analyst included the study of a particular food group sold in the supermarkets, their pricing, physical positioning, and their promotion.

Summer position duties included the calculation and preparation of employee pension statements for various clients.

Full time summer and part time school year position involved the brief cataloguing of a backlog of books in various languages.

All Windows operating systems, DOS, spreadsheet, word processing and other office essentials, Simply Accounting, ACCPAC PLUS, Quicken, all versions of QuickBooks, MYOB, PC Law, Business Vision, NewViews, and many other Windows-based programs;

Experience in use of MacIntosh versions of many of the above-named programs;

Extensive use of the Internet for research and communications purposes; Computer networking, configuration and setup experience; HTML coding and File Transfer Protocol usage;

Programming in several languages; Xerox Star and 6085 LAN systems; SAS usage; VAX computer.

1984: Master of Business Administration, York University - Marketing and Finance

1982 Bachelor of Science, University of Toronto - Actuarial Science and Mathematics

1998: Nominee, Caldwell Partners "Top 40 Under 40" Award

1982: Graduated University of Toronto with high distinction

1981 & 1982: Faculty Scholar, University of Toronto

1981: Rhea V. Scott in-course scholarship, University of Toronto

Certified QuickBooks ProAdvisor, Canada and United States

Member, Intuit Canada Voice of Advisor Council

Member, Intuit Canada Voice of Trainer Council

Speaker, Intuit Canada Discovery Conference, Vancouver, B.C., October 2005

Monthly Contributing Author, ProConnection, published by Intuit Canada

Monthly Contributing Author, Advisor Advantage, published by Intuit Canada

Business Vision Parter

Certified Spinning Instructor, Reebok University

Mentor - Woman to Woman Mentoring Project, Jewish Immigrant Aid Society

CMA Pre-Professional Candidate - all courses completed

GMAT score - 99th percentile (700).

Passed first examination set by the Society of Actuaries.

Passed Canadian Securities Course.

Past member of MENSA.

C programming course, Seneca College.