Jose Oaks

Education/Professional Certification

• M.B.A., Finance & Computer Applications & Information Systems, New York University
• B.S., Accounting, Fordham University
• C.P.A, States of Connecticut and Florida
• Certified Economic Development Professional

Expertise

• Financial & Management Reporting Systems
• Cash Flow and Working Capital Management
• Forecasting

Current & Prior Positions

• Instructor in-Residence of Accounting, University of Connecticut, 1996 – present
• Adjunct Professor of Accounting, University of Connecticut , 1979 – 1995
• Practitioner in-Residence, University of New Haven, 1981 – 1989
• Director, Business Investments, State of Connecticut Department of Economic Development
• Manager, Investment Analysis, United Technologies Corporation
• Financial Manager, Corporate and International Operations, Exxon Corporation
• Senior Accountant & Investment Analyst, R.J. Reynolds Industries
• Financial Analyst, Petroleum Exploration, Amerada Hess Corp.
• Senior Partner, Legal, Financial, & Tax Matters, Multiple Partnerships in Broadcast, Real Estate, and Food Service industries
• Practicing C.P.A., Financial, Management & Tax Accounting
• Litigation Consultant