NAF Academy of Finance

National Academy of Finance logo

The NAF Academy of Finance at Monticello High School provides a flexible four year program that students can first enroll in at the end of eighth grade. It welcomes all students, regardless of future career interests. The skills acquired through participation in the NAF Academy of Finance are beneficial in any career path. Additionally, through the Volunteer Income Tax Assistance “VITA” program, juniors and seniors learn about contributing to their community.

This program is a member program of NAF, which was founded in New York City by a partnership of schools and the financial services industry. There are over 600 NAF Academies in the United States.

Our Academy collaborates with local businesses to create and provide financial education opportunities for Monticello High School students. Opportunities within NAF Academy of Finance include paid internships, IRS tax preparer certification, job shadowing, guest speakers, field trips, event planning, and senior year mentoring among others. To learn more about the NAF Academy of Finance please contact the AOF program director through the main office of Monticello High School at 845-794-8840.

Academy Opportunities

To maximize the benefits of the Academy of Finance’s program, we advise students to enroll in courses beginning in grade 9. These classes run concurrently with the standard academic curriculum mandated by New York State for graduation from High School.

 

Internships

After successfully completing their junior year, students are eligible to apply to a paid internship at a local business. Through our internship program, students gain valuable opportunities, explore real-world experiences, investigate career interests, and develop essential skills.

Recent (Past) internships include summer employment at:

  • Kristt Kelly Office System Corp.
  • M.L. Zager P.C.
  • Pasta D’Oro
  • The Center for Discovery
  • Sullivan County Government Center
  • Sullivan Renaissance
  • Town of Mamakating Day Camp
  • Wechsler Pool Supply

Photo of four Academy of Finance students giving a "thumbs up."College Credit

Students are required to take at least one SUNY Sullivan course. Financial assistance is available to those students who qualify.

Community Service

Group photo of Academy of Finance students gift wrap table at mall.Students develop personal growth, participate in civic engagement, build connections, and enhance their college application by participating in community service activities.

Field Trips

NAF Academy of Finance students enjoy a range of field trip opportunities. Past visits have included financial landmarks such as the New York Stock Exchange, the Federal Reserve Bank, the 911 Museum and other interesting financial sites. Not to mention our local ‘landmarks’ such as SUNY Sullivan Community College, and Bethel Woods, just to name a few.

Academy of Finance students standing for a group photo together.

The benefits of the Academy include:

  • Paid internships
  • Scholarships
  • IRS tax preparer certification
  • Job shadow opportunities
  • College courses
  • Alumni and community member guest speakers
  • Advisory board mentor program
  • Field trips
  • Event planning, including fundraising experiences
  • College tours
  • Participation in extracurricular club activities
  • Opportunity to become a student leader
  • Resume preparation and mock interviews
  • Career exploration and informational interviews
  • Business dress, behavior and etiquette training
  • Potential to earn national certification
  • Access to a growing network of business professionals as an AOF alumnus
  • Become part of our family of students

Meet Our Board

The AOF currently has nine board members. Each board member makes valuable contributions to the Academy of Finance whether that is by overseeing or participating in the Mentor/Mentee program with AOF Seniors, supporting our VITA program, bringing in local businesspeople to speak to our students or assisting with summer internships.  Each advisor plays a valuable role and brings years of experience to benefit our program and  students.

Christine Borelli

Headshot of Christine BorelliChristine has served at Apple as the K12 Education Regional Manager for twelve years, working with school leadership teams in support of their goals.  She currently leads an extended team of fifty people across several functional roles in the Northeast Region responsible for Apple’s education customers.  
Prior to joining Apple, Christine worked for the Hewlett-Packard Company and lived in Manhattan for more than twenty years. She led sales and services teams dedicated to enterprise accounts in various coverage models across the Americas.   Christine has won sales leadership awards including the HP President’s Club award and the Apple Education Region Manager of the Year award.  
Christine is originally from Connecticut and graduated from Cornell University with a Bachelor of Science in Electrical Engineering.  She resides in Roscoe, New York with her husband, where they enjoy hiking and fly fishing.  Christine is a champion for women in business, and mentors many. She is also the Treasurer for the Catskills-based Woman Fly Fishers Club.  

John Camera

Headshot of John CameraJohn was born and raised in Staten Island, NY before moving to Rock Hill in 2006. He started attending the Monticello School District in 2008, starting at the RJK Middle School. John is an alumni of the Monticello Academy of Finance and graduated from MHS in 2014. He went on to attend SUNY New Paltz, where he graduated with a BA in Journalism in 2018. Shortly thereafter, he began working at Spectrum News as a news assistant, gathering stories and shooting video. In 2021, John began a new position at Spectrum as a multi-media journalist, using his video editing, interviewing, and voice tracking skills to put together stories while being on-camera. He covers a wide variety of topics in the Hudson Valley but most enjoys covering the subjects of housing, education, and LGBTQ+ issues. John joined the Academy of Finance board in 2023 and works as a mentor with students. Outside of work, John is an avid football and basketball fan and enjoys collecting sneakers.  

 

Susan Horton

Headshot of Sue Horton

Sue currently co-owns an architect company, Horton Malone Architects and had a career as a CPA. She is retired from SUNY Sullivan, where she was the CFO. She currently is a member of Sullivan County BOCES Board of Education and is the Treasurer for the Garnet Catskill Foundation Board. She has been a mainstay in the community, has held leadership positions at a number of organizations including SC Chamber of Commerce, SC Partnership for Economic Development, SC School Boards Association, NYS Society of CPAs, MCSD Board of Education, and Community College Business Officers Association (CCBOA).

Sue enjoys spending time with her 7 grandchildren. She is an avid reader; volunteers actively. Sue loves to travel, especially her annual family trip to Lake George for the Adirondack Balloon Festival.

 

Bradlyn Matican         

 
Bradlyn Matican is the founder of Insight Cipher LLC, an accounting advisory firm providing tailored solutions to help businesses succeed since 2019. A proud alumnus of Monticello High School’s National Academy of Finance, he began his accounting career at 17 and has since held executive financial roles, including CFO and Controller positions for companies with eight-figure revenues. Bradlyn holds a Master’s degree in Forensic Accounting and Valuation from SUNY Polytechnic Institute.
Committed to community service and financial literacy, he serves on the Board of Directors for the Rotary Club of Monticello, the Advisory Board of the National Academy of Finance at Monticello High School, and as Finance Committee Chair and Treasurer for the Sullivan County Chamber Foundation. His contributions have been recognized with the Emerging Leader of Sullivan County award, honors from the New York State Senate and Assembly, and he is a recipient of the Paul Harris Fellow recognition from Rotary International. He has also been featured in publications highlighting financial literacy initiatives and accounting expertise.

 

Rahsheeda McRae

Rahsheeda McRae headshotRah is a multi-disciplinary data professional inquisitive about & skillful in leveraging technology to build data-driven solutions. With a B.Sc. degree in finance and international business from Binghamton University School of Management, many of Rah’s pedagogical successes & accolades were influenced by their time in the Monticello School District. Rah
embodied their Academic Excellence as a conscientious student whilst maintaining high- quality work – a few of the driving forces that have propelled them to date. For leisure, Rah has varying Artech-driven pursuits, so they are eager to see how their curious blend of analytical & technical skills and business acumen can contribute to the greater efforts of MHS
AOF.
They’re currently an Analytics Engineer III at Fetch (fetch.com) finishing year four with this leading rewards mobile app company. With nearly a decade of professional experience post under-grad, Rah has been an influential contributor within the COOP community (coopcareers.org), where they have served as an Executive Career Coach and leveled up to Senior Data Analytics Instructor during their tenure. Rah is currently engaged in independent pro bono consulting, as they are drawn to supporting the needs of marginalized individuals within the varying communities of which their intersectional identities fall.
Beyond the professional realm, Rah’s true aspiration is to contribute to the pursuit of collective liberation despite systemic oppressive systems. They believe in the power of mentorship and economic empowerment to make this vision a reality. In addition to their professional endeavors, Rah enjoys outdoor activities, exploring different creative outlets, community building, traveling, and being a multi-pet parent.

Laura Quigley

headshot of Laura QuigleyLaura Quigley is the Commissioner of Community Resources for Sullivan County. She oversees four county departments: Center for Workforce Development, Office for the Aging, Veterans Services and Transportation. Her long career in public service has allowed her to create programs and services that positively impact people’s lives.
Prior to becoming Commissioner she was the Director of the Center for Workforce Development where she was responsible for bringing people and organizations together to create workforce solutions for youth, recipients of public assistance, adults, displaced workers and business customers. She believes strongly in partnering wherever possible to maximize the positive impact on the community. Laura has brought the rural voice to numerous regional and statewide workforce related efforts focused on building partnerships that will meet the changing needs of businesses and workers.
She is honored to serve as the President of the Monticello High School Academy of Finance Advisory Board. She is also Chair of the Sullivan County Child Care Council Board, and a member of the O&W Rail Trail Advisory Board.
In her free time, Laura is a voracious reader, loves to cook and is an amateur photographer.

Chris Schmidt

Christ Schmidt headshotChris was born and raised in Monticello, graduating MHS in 1995. After graduating from the Western New England College, he came back to his hometown and started a series of businesses. After taking over the family business Schmidt’s Wholesale, he launched Schmidt’s Rentals and started Catskill Property Management where he owns and manages commercial, residential and apartment buildings. 
In his free time he is an avid crossfit member and competes all over the tri-state area. He enjoys cooking, entertaining and has a passion for hunting and spends the fall season hunting deer and elk.

Jane Sorensen

Jane Sorenson headshot

Jane Sorensen is the Family Engagement and Program Manager for Every Person Influences Children (EPIC) at Monticello Central School District. She brings a wealth of knowledge in Family Engagement and Community Outreach. It is in this role that she is actively involved in outreach to parents, community members, school administrators, and students to encourage greater participation of parents in their children’s education.

Mrs. Sorensen collaborates with administrators and community members to implement numerous initiatives such as the “Parent University”, Sullivan Renaissance Garden Project, STEM Student Led Project of H2O EZ Water Fountains District Wide, Hospitality Green’s Waste Reduction and Recycling Program, and students after-school club such as the EPIC’s Creative Drama Club & Environmental Stewardship Club. The latest initiative is the Tiny Town Program, a program for parents of infants and toddlers. She has the leadership skills and knowledge to get programs up and running and to help provide excellent service.

Mrs. Sorensen sits on several advisory boards in Sullivan County: The Catskill Regional Medical Center @ Garnett Hospital, SALT, Sullivan Allies Lead Together Committee, the Districts Health & Wellness, Early Childhood Development Committee and Chairs the AOF Mentor Program and Co-Vice President of the Advisory board of the Academy of Finance.

She enjoys cooking, taking long walks, hikes and yoga. She also volunteers her time to work with students at St. Peter’s Religious Education Program in Monticello for Sunday school.

John Veleber

Raised in Ridgewood NJ and attended college in Indiana at Valparaiso University. Spent the first 15 years of my financial career on Wall St. with firms including Cantor Fitzgerald, Garvin Guybutler, HSBC and JP Morgan, primarily managing global interest rate swaps and electricity derivatives trading desks. Departed Manhattan 3 years after 9/11 to reside in my Beaver Mountain log home on top of a mountain in Roscoe NY. Returned to my banking roots, currently as Senior Vice President of Wayne Bank managing the southern tier of NY commercial lending division. Avid outdoorsman and sports enthusiast to include fishing, hunting, hiking, biking, golfing, canoeing, volleyball, etc. Favorite places to vacation include Key West, LBI, Montana and Alaska.
COMMUNITY AFFILIATIONS
Planning Board Town of Rockland
Advisory Board of Directors Walton Flood Commission
Board of Directors (former) Sullivan County Chamber of Commerce Foundation
Board of Directors (former) Delaware County Chamber of Commerce
Advisory Board of Directors Monticello Academy of Finance
Board of Directors-Secr (former) New Hope Community – Chair, Strategic Planning
of Directors Board-Treas (former) Sullivan ARC
Advisor (former) SCORE – Counselors to Americas Small Businesses
President Leadership Sullivan Class of 2008
EDUCATION
University of Pennsylvania ABA Stonier Graduate School of Banking & Wharton Leadership Program
Pennsylvania Bankers Association – Advanced Commercial Lending School
Valparaiso University – Bachelor of Science Degree in Business Administration. Major: Finance, Minor: Economics
High School Diploma – Ridgewood High School, Ridgewood NJ

2023-24 Classes

a circular graphic with the number 99% in the middleFor over 20 years, our NAF Academy of Finance high school graduation rate has been at or near 100%. Check out our classes below for the 2024 – 2025 school year. It is never too early or too late to sign up!

Grades 9 & 10

AOF Entrepreneurship
AOF Delivering Great Customer Service/Marketing

Grade 11

AOF Accounting*
SUNY Sullivan Computer Applications*

Grade 12

Financial Decision Making “FDM”*

*Required Courses for NAFTrack Certification

What can the AOF offer you? 

National Academy of Finance logo

 

Group photo of AOF organization.

Archives

Local business leaders visit MHS Academy of Finance (10/17/2024)

Academy of Finance students visit NYC’s financial district (5/13/2024)

Monticello High School Academy of Finance featured on Broadcast Retirement Network (3/7/2024)

Did you earn $64,000 or less last year? Get your taxes prepared for free through MHS’s AOF VITA program (1/25/24)

AOF students attend NYSSCPA’s annual career day in NYC (5/12/23)

MHS Academy of Finance students save community members $42K in tax preparation fees (4/20/23)

MHS Academy of Finance students complete a busy and engaging first semester (2/7/2023)

MHS NAF Academy of Finance students learn business dining etiquette during field trip (12/9/2022)

MHS NAF Academy of Finance Students Offer Free Tax Services (1/24/2022)

MCSD NAF Academy of Finance announces scholarship winners (7/1/2021)

Spectrum News covers the Academy of Finance’s VITA program (3/5/2021)

Join the AOF for Friday Kahoot Trivia Nights (2/23/2021)

Did you make less than $57,000 last year? Get your taxes prepared for free  (1/29/2021)

Build a snowman, win a prize from the AOF (12/15/2021)

Monticello students get hands-on experience and connect with department directors at the Kartrite Resort (1/16/2020)

Academy of Finance Seniors Offer Free Tax Services  (1/13/2020)

AOF students attend YEG symposium (11/22/19)

AOF accounting students head to the big apple (11/14/19) 

Academy of Finance students get interview crash course from LEGOLAND (10/2/19) 

Runners and restaurants collide at “A Taste of Sullivan County 5K” (5/24/19)

AOF students visit NYC (5/24/19)

AOF alumnus returns to visit with students (5/20/19)

Advisory Board member conducts student mock interviews (5/20/19)

Senior AOF students honored at annual reception (5/16/19)

AOF students celebrate FBLA day with Binghamton Devils (2/28/19)

Alumna Brasington visits MHS AOF (1/8/19)

Dress for success: Advice from a local businesswoman (10/16/2017)

AOF students visit Sullivan County farms (9/22/2017)