As one of the founding partners of BMT, John has been providing financial consultation, both domestically and internationally, for religious and not-for-profit organizations for 40+ years. With his extensive experience in Public Accounting, his areas of specialization include financial management, planning, real estate and reconfiguration. John earned his Masters in Organizational Behavior from Iona College in New Rochelle, New York
Having joined BMT in 1991, Kelly currently serves a number of clients as their Director of Finance and is also the firm's representative for several European clients. Kelly is actively involved in a variety of long-term planning and reconfiguration projects for clients across the country and internationally. She is a graduate of Bryant University in Smithfield, Rhode Island.
Chris joined BMT in May of 2016 after 29 years in the financial services industry. Prior to joining BMT, she was VP Client Services/Marketing and spent twenty one years working for an independent investment advisor in New York City with attention focused on portfolio management compliance to socially responsible client guidelines. She received her MBA in Finance from Hofstra University and BA in Economics from Fairfield University.
With over 35 years of investment management experience, Eileen joined BMT in 2017 to support the manager research process and the needs of BMT’s investment consulting services client base. Having worked in an institutional asset management firm for 24 years, Eileen has also been a longtime member of a number of Investment Committees for Catholic institutions. Eileen earned a B.S. in Finance at St. John’s University as well as the Chartered Financial Analyst designation.
Karen serves as Controller and Director of Finance for several religious institutes and their sponsored ministries, including a Catholic High School. In addition, she is the Coordinator of RESAMP, a self-funded medical program for eight religious institutes. Karen worked in several finance-oriented positions before joining BMT in 1994. She received her BSA from Newbury College in Taunton, MA.
Lorraine joined BMT in 2015 to serve religious institutes in the area of Human Resources. She has over twenty years of management experience in employee relations, policy and procedure manuals, benefits administration, compensation, and recruitment among other functional areas of Human Resources. Prior to joining BMT, Lorraine served as Director of Human Resources for twelve years for the Sisters of St. Joseph of Springfield and Mont Marie Health Care Center, where she was responsible for all human resource functions for 250 staff members employed in an 84-bed skilled long-term care facility, Sisters’ retirement residence, HUD independent living housing, Child Care Center, and Congregational Offices. Lorraine is a graduate of the City University of New York and is certified as a Senior Professional in Human Resources (SPHR).
While Randy's key role in BMT is providing financial management services to clients in the Mid-Atlantic region, he also assists with investment return analysis and the preparation of income taxes. Before joining BMT in 1993, he gained valuable experience in the banking industry. Randy earned his BBA from Loyola University, Baltimore, MD.
Clare has considerable experience in long-range planning, financial forecasting and reconfiguration. A partner since 1996, she joined BMT in 1992 after serving as Treasurer for the Sisters of Saint Joseph of Springfield, MA for nine years. As a former President of the National Association of Treasurers of Religious Institutes (NATRI), Clare also served as Acting Executive Director of NATRI from 1992 to 1994 and was a NATRI/NRRO consultant. She authored the section titled, "The Role of the Treasurer" for the NATRI financial management and accounting manual. Clare holds a Doctorate in Business Administration from Boston University.
With over 20 years of investment management experience, Dana joined BMT in October, 2018 and is responsible for implementing and maintaining fixed income strategy in the oversight of BMT’s client base with management of their liquidity needs. Dana has worked in institutional fixed income at asset management firms for over 10 years then was the Director of the Treasury and Investments at the Trinity Church in New York City. Dana earned a B.S. in Finance and Investments at Babson College in Wellesley, MA
Since joining BMT in 2005, Connie has supervised BMT's Benefit Eligibility Management team in administering government program eligibility for 70+ religious institutes; provides consulting services to over 200 religious communities; and speaking regularly at the annual RCRI conference, as well as at gatherings of members of religious institutes, and CORT workshops. Her previous employment included 8 ½ years as a Medicaid caseworker, and five years as Benefit Eligibility Coordinator for the Sisters of Providence at St. Mary-of-the-Woods, IN. She is a Licensed Social Worker in Indiana, and is the primary author of the Government Programs Resource, published by RCRI. Connie is a graduate of Spalding University in Louisville, Kentucky.
Began working with BMT part time 1991. Karol earned her Bachelor of Science in Accounting/Finance from Mercy College, and received her MBA in Accounting from Long Island University. Karol has served over 30 religious congregations in various capacities from Business Manager to Controller, and is currently serving several clients in the capacity of Controller with responsibilities which include accounting and computer software setup & implementation, financial reporting and analysis, budgeting, forecasting, insurance reviews and audit preparation.
Ginny joined BMT in 1989 and is currently serving as Director of Finance or Treasurer for several New England clients. She has developed a specialty in individual tax returns for religious, preparing and presenting financial statements, budgeting and forecasting. Ginny is a graduate of Bryant University in Smithfield, Rhode Island.
Joined BMT in 1993, having served for four years as a Senior Staff Accountant with the accounting firm of Pannell, Kerr, Forster in New York. A Certified Public Accountant, Noreen also holds a Bachelor of Science in Accounting. Noreen's primary service area is in the preparation and presentation of internal financial statements. Noreen co-supervises BMT's completion of client's tax returns.
Dave joined BMT in February, 2020. He is a dedicated accounting professional who spent the past last eighteen years working with religious nonprofits. Prior to that, Dave held a number of management positions with companies in a fast-growth, pre-IPO environment. He believes the opportunity to serve in a religious setting was the answer to a call. He is pleased to further his service to the Catholic community with his BMT colleagues. Dave graduated from the University of Notre Dame with a Bachelors of Business Administration in Accounting. An avid fan of Fighting Irish football, he remains confident a championship year awaits.
Kate joined BMT on a part-time basis in 2006. Prior to her BMT employment, Kate worked in public accounting for fourteen years. She has developed a specialty in auditing religious institutes and secondary schools. Kate also performs operational reviews of finance offices.
Beth joined BMT in 2000 after serving four years as the Director of Finance for the Sisters of the Cenacle, North East Province. She holds a Bachelor of Science in Accounting from CW Post-LIU. Beth serves as the Controller for her BMT clients and her responsibilities include: financial reporting, budgeting, forecasting, insurance review and audit preparation. In addition, she is responsible for the preparation of individual tax returns for many BMT clients as well as assisting them with applying for government benefits.
Nadine joined BMT in 2004 after spending nine years with a New York CPA firm as an audit manager. A Certified Public Accountant, Nadine holds a Bachelor of Science in Accounting. Nadine's primary service responsibilities include preparation and presentation of financial statements for a number of secondary schools and service as controller for several BMT clients. She also performs operational reviews of finance offices.
Holly began working with BMT in September of 2019. Prior to working with BMT, Holly worked with a Religious Congregation for 15 years. As Director of Finance, Holly was responsible for all aspects of Finance and Accounting as well as maintaining government benefits for the Religious and financial forecasting with TRENDS. She was a TRENDS trainer through RCRI. Holly earned her BS in Accounting from Dominican College in Orangetown, NY. She also serves as the current President of the Conference of Religious Treasurers for New York State.
Father Jim joined BMT in June 2020 after a diverse background that included parish ministry, missionary work in Latin America and most recently as the General Bursar of the Montfort Missionaries in Rome, where he served for seven years. Jim’s tasked with deepening BMT’s work on properties owned and utilized by religious institutes and assess how these resources impact an institute’s mission and long-term needs. Fluent in English, Spanish and Italian, Fr. Jim will assist present and future BMT clients regarding real estate management issues. He received his BA in history from St. Louis University, a master’s degree in pastoral and theological studies from the Washington Theological Union and is among the first to earn a Master of Science in Church Management from the Villanova Graduate School of Business.
Joined BMT in 2002. His primary responsibility is investment portfolio performance reporting and attribution analysis. He also performs information technology work for BMT and its clients and serves as office manager for a number of BMT clients. Richard received his BBA from Loyola University in management information systems.
Serving several religious institutes as a Director of Finance or Controller, Mark joined BMT in 2014. Prior to joining BMT, he held several Senior Management positions in banking, public consulting, and finance management for religious institutes. Mark completed his formation and graduate theological studies at St. Meinrad Seminary and School of Theology and is a Permanent Deacon for the Diocese of Wilmington (Delaware).
Joined BMT in 2019 to serve religious institutions in the area of Human Resources. She has over twelve years of human resources experience in benefits administration, employee relations, recruitment, development of polices and job descriptions among other areas in Human Resources. Prior to joining BMT, Patricia was the Benefits Administrator for Stamford Health and Stamford Health Medical group where she was responsible for all benefit functions for about 3,500 employees. Patricia holds a double Master of Science degree in Management and Human Resources Management from Lesley University in Cambridge, MA.
Cindy joined BMT in 2005 after spending ten years with the Vigo County, Indiana, Division of Family and Children, working as a Medicaid caseworker. Cindy spent several years as a specialist in Institutional Medicaid. Cindy is a Senior Benefit Eligibility Consultant of the BMT Indiana office of Benefits Eligibility Management for Religious, serving a number of religious congregations. Cindy holds a Bachelor of Science in Secondary Education from Indiana State University, and also has training in accounting and tax preparation.
Nick joined BMT in January 2019, bringing thirteen years of experience working in Public Assistance within the Indiana Division of Family Resources, holding positions of State Eligibility Consultant and State Eligibility Manager. Previously he worked for four years as a Recreation Leader and Counselor in the Indiana Department of Corrections. Nick is a graduate of Indiana State University with a B.S. in Recreation and Sport Management.
Kathy joined BMT in 2010. Kathy came to BMT after 19 years working for the Indiana Division of Family and Children / Division of Family Resources. Kathy held positions that included Public Assistance Caseworker, Supervisor, and State Eligibility Consultant. Kathy also previously worked as a Correction Education Coordinator for Indiana State University, overseeing onsite college instruction enrollments for inmates of the U.S. Federal Prison in Terre Haute, Indiana. Kathy holds a Bachelor of Science degree in Computer Science from Indiana State University.
Lisa joined BMT in 2012 after serving five years with Xerox (outsourced manager of Public Assistance in Indiana) in the capacities of Learning and Development Specialist and Quality Assurance Supervisor. Prior to the State of Indiana privatizing their public assistance model, she served seven years with the Vigo County Division of Family Resources in the capacities of Public Assistance Caseworker, Senior Public Assistance Caseworker, and Family Case Coordinator. Lisa has also previously worked in the fields of Property/Casualty and Life/Health insurance. Lisa attended Southern Illinois University.
Sue joined BMT in 2015 after serving 8 years with the State of Indiana/Xerox in the capacities of Subject Matter Expert and Quality Assurance Analyst, ensuring accuracy of caseworker implementation of government benefits. Prior to privatizing the State of Indiana public assistance model, she served 7 years with the Indiana Division of Family Resources as a Public Assistance Caseworker, Family Case Coordinator, and State Eligibility Consultant.
Kelley joined BMT in 2015. Kelley was previously a Quality Assurance Analyst with Xerox (the outsourced manager of Public Assistance in Indiana) for 7 years, and also spent 2 years as an Eligibility Specialist. Prior to the State of Indiana privatizing their Public Assistance, she served three years with the Vigo County Division of Family Resources, in the capacity of Public Assistance Caseworker, with a concentration in Institutional Medicaid.
Karen joined BMT in 2007. Karen was a Medicaid caseworker for five years with the Vigo County, Indiana, Division of Family and Children / Division of Family Resources. Prior to that, Karen worked for five years overseeing compliance with government regulations in the field of Developmental Disabilities.
Patti joined BMT in 2018. Patti came to BMT after working for three years as a Program Specialist II/Social Worker and Certified Case Manager at a managed care organization in Illinois. Prior to that Patti worked as an Individual Service coordinator for the Medicaid Developmental Disability Waiver at a non-profit in Illinois. Patti holds a Bachelor’s degree in Public Health, with an emphasis in Health Promotion, and a Master’s d egree in Social Work. She is a Licensed Social Worker in the state of Illinois.
Amy joined BMT in 2018. Amy has eight years of experience as a Medicaid Caseworker for the State of Indiana, Division of Family and Children. Amy also has nine years of experience working in Human Resources, where she ensured compliance with Occupational Safety and Health Administration (OSHA) and Federal Motor Carrier Safety Administration (FMSA) regulations. Amy has a Bachelor of Science degree in Health and Safety from Indiana State University.
Becky joined BMT in 2017. Becky came to BMT after 10 years working for WellCare Health Plans, in the Special Populations Department, where she held positions of Social Services Specialist, Supervisor, and Manager. Prior to that, Becky was employed with the Indiana Division of Family and Children / Division of Family Resources for 12 ½ years , as a Public Assistance Caseworker, Floating Caseworker, Claims Caseworker, and Medicaid Specialist. Becky holds a Bachelor of Science degree in Family Services from Eastern Illinois University, and a Master’s degree in Health Services Administration from Strayer University.
Cindy joined BMT in 2008. Cindy had previously worked for both the Vigo County and Parke County offices of the Indiana Division of Family and Children/Division of Family Resources, accumulating a total of 18 years of benefit assistance experience before joining the BMT team of Benefit Eligibility Management. Cindy also previously worked for a private contracting firm to screen hospital patients for various benefit programs.
Chrystal joined BMT in 2018 as a Benefit Eligibility Consultant. Prior to joining BMT, Chrystal worked as a Social Services Specialist / Case Manager for 15 years, serving people impacted by HIV with limited access to the health care services. Chrystal holds a Bachelor’s degree in Business Administration from Governors State University. In her spare time, Chrystal volunteers with Triple R Pets, a rescue organization that specializes in the care of unadoptable animals.
Carol joined BMT in 2006, having worked 20 years for the Vigo County, Indiana, Division of Family and Children / Division of Family Resources. Carol worked from 1989 to 2003 as a Medicaid caseworker, and then spent 2 ½ years working in Quality Assurance for the State of Indiana, ensuring accuracy of caseworker implementation of government benefits.