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Ron is an accomplished innovator in the banking industry. For the past 18 years, he has managed large banking projects in the areas of decision support, expert systems, money market deposit accounts, sweep and lock box. He has improved numerous bank operations by applying reengineering methodology through on-site consulting engagements.
A published author, Ron is the sole bank industry professional who tests, grades, and ranks technology products for the banking industry. The results of his evaluations have appeared in Bank Technology News, one of the industry's lea ding publications for applying technology to business.
Ron serves as a principal architect of strategies for consulting and software firms. Through a disciplined approach to research, he collects and analyzes data in a scientific way in order to reduce decision risk and find new opportun ities for target markets.
CONSULTING EXPERIENCE
Income & Expense Recognition
Immediately improved a client institution's bottom-line through recovery of unrecognized income from depositor interest computation methods and overpayment.
Bank, Branch & Back Office
From bank operations workflow analysis, identified and implemented improvements in the area of a client's ability to handle higher work volumes.
Financial Consulting
Performed procedural analyses of interest overpayments and undercollections through firm-devised methods. These accounting refinements permitted the institution to perform Activity-Based Costing (ABC).
Customer Profitability Analysis
Implemented an ROE (return on equity) evaluation method instead of the traditional ROA (return on assets) method.
Asset/Liability Management
Implemented an asset/liability management system for a $500 million institution.
Regulatory Compliance
Conducted special reviews to determine whether a client organization was in compliance with government regulations.
Bank Software Selection
Created a business requirements document, prepared a Request for Proposal (RFP) and performed a fit analysis of business needs for the client.
CREDENTIALS
Ron became a Certified Public Accountant in 1987 in the state of Florida and worked for the regulated industries group of a "Big 6" firm.
Ron served as the Co-Inventor & Development Manager of Implementation WorkbenchTM, a PC-based tool that aids in the reengineering of bank operational environments.
With top bank software vendors, Ron held the progressive positions of Client Support Representative, Client Support Supervisor and Senior Account Manager.
As Head Operations Officer, Ron was responsibile for five bank branches and the main office. He implemented a NOW account program, an automated ACH program and portfolio management software. He has held positions of Teller, Head Teller, Customer Service Representative and Branch Manager. | 