Accounting Life Insurance
Resume:
Joel A. Lieff
Wappingers Falls, NY 12590
**********@*****.***
Objective
A position that will use my experience and education to best serve the interests of the business.
Experience
Alfa International, Armonk, NY 2000 - 2013
A member of the accounting staff of this commercial food equipment company. I was responsible for collections, reviewing daily
invoices, scanning checks for deposit, handling cash applications including recording of client payments, responding to client
queries, and identifying and resolving payment discrepancies. I produced a series of monthly reports for executive review, was
responsible for bi-weekly inventories, and called delinquent accounts for payment.
Transamerica, Purchase, NY 1995 - 2000
A member of the accounting staff of this insurance company. I was responsible for cash applications.
Boatmen’s Trust Company, Kansas City, MO 1989 - 1995
As a member of the accounting staff, I was responsible for producing trust statements that included specific pricing of assets,
accrual of income, recording of contributions and distributions, purchases, sales, and gains and losses on the sale of assets.
Connecticut National Bank, Hartford, CT 1984 – 1989
A member of the probate accounting team I was a unit leader in the completion of pension, profit sharing, 401k and Keogh
employee benefit trusts.
Yardstick, New Britain, CT 1973 – 1984
Managed family owned business.
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Education
Boston University, Boston, MA 1965 – 1969
Bachelor of Science in Business Administration. Accounting Major.
Suffolk University Law School, Boston, MA 1970 – 1973
Juris Doctorate. Member of the Connecticut Bar.
American Institute of Banking, Hartford, Ct 1984 - 1986
Foundations in Banking Certificate
Manchester Community College, Manchester, Ct. 1986- 1990
Advanced courses in mathematics.
LOMA, (Wharton School of Business Curriculum). Kansas City, MO 1999 – 2000
Certified Employee Benefit program. Defined benefits, defined contributions, life insurance and social security.
Skills
Microsoft, Word, Excel, and Microsoft Query.
Military Service and Organizations
United States Army Reserves, 1970 – 1976
Connecticut Philatelic Society, Men’s Fellowship Treasurer
References Available Upon Request
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Joel A. Lieff
163 Hillside Lake Road Wappingers Falls, NY
845-***-**** **********@*****.***
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