Experience

CASE Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2019 - Present

  Functions as a member of the Senior Executive Team, participates in establishing, implementing and analyzing major goals and objectives of the Credit Union. Serves as a member of the Credit Union’s Strategic Direction Committee, Merger Committee, Asset/Liability Management Committee, and Business Loan Committee. Functions as a member of the Senior Executive Team, participates in establishing, implementing and analyzing major goals and objectives of the Credit Union. Serves as a member of the Credit Union’s Strategic Direction Committee, Merger Committee, Asset/Liability Management Committee, and Business Loan Committee.



Sovita Credit Union (FKA Flint Area School Employees Credit Union)

• Flint, Michigan

• Chief Operating Officer/Vice President of Support Services

  • Mar 2017 - Feb 2019

  Expanded communication and effectiveness of the Branch Operations and Business Development Teams to implement strategies that lead to enhanced member value, greater competitiveness, and sustained profitability, through sales and business development activities. for the Branch Operations, Business Development, Accounting, Technology, and Marketing departments. Served as a member of the Credit Union’s Business Loan Committee. Expanded communication and effectiveness of the Branch Operations and Business Development Teams to implement strategies that lead to enhanced member value, greater competitiveness, and sustained profitability, through sales and business development activities. for the Branch Operations, Business Development, Accounting, Technology, and Marketing departments. Served as a member of the Credit Union’s Business Loan Committee.



Flint Area School Employees Credit Union

• Vice President Of Operations

  • Feb 2014 - Mar 2017

  Responsible for embodying the competency and capacity to link together the diverse disciplines of finance, operations, risk management, business development and consumer needs to create a thriving and profitable organization by providing leadership to the Accounting, Sales & Service and Branch Operations, ensuring that the credit union’s operational and systems infrastructure supports the execution of its current programs and services. Charged with being a true innovator who see today’s… Show more Responsible for embodying the competency and capacity to link together the diverse disciplines of finance, operations, risk management, business development and consumer needs to create a thriving and profitable organization by providing leadership to the Accounting, Sales & Service and Branch Operations, ensuring that the credit union’s operational and systems infrastructure supports the execution of its current programs and services. Charged with being a true innovator who see today’s reality and business initiatives, envisioning future possibilities and implementing strategies to achieve organic growth through loans and membership. Show less Responsible for embodying the competency and capacity to link together the diverse disciplines of finance, operations, risk management, business development and consumer needs to create a thriving and profitable organization by providing leadership to the Accounting, Sales & Service and Branch Operations, ensuring that the credit union’s operational and systems infrastructure supports the execution of its current programs and services. Charged with being a true innovator who see today’s… Show more Responsible for embodying the competency and capacity to link together the diverse disciplines of finance, operations, risk management, business development and consumer needs to create a thriving and profitable organization by providing leadership to the Accounting, Sales & Service and Branch Operations, ensuring that the credit union’s operational and systems infrastructure supports the execution of its current programs and services. Charged with being a true innovator who see today’s reality and business initiatives, envisioning future possibilities and implementing strategies to achieve organic growth through loans and membership. Show less



CP Federal Credit Union

• Chief Financial Officer

  • Jan 2009 - Jan 2014

  As the financial strategist for the credit union, responsibilities include driving the credit union’s strategic plan, managing financial performance and spearheading operating efficiency initiatives through branch and technology based delivery channels. As a strategic partner to the President/CEO, this position is accountable for executing key strategic initiatives through collaboration with the senior management team and aligning the credit union’s risk appetite with overall business… Show more As the financial strategist for the credit union, responsibilities include driving the credit union’s strategic plan, managing financial performance and spearheading operating efficiency initiatives through branch and technology based delivery channels. As a strategic partner to the President/CEO, this position is accountable for executing key strategic initiatives through collaboration with the senior management team and aligning the credit union’s risk appetite with overall business strategies. Additional responsibilities include analysis and interpretation of competitors' activities, asset liability management, financial forecasting and analysis, investments, project management, budgeting, product profitability, disaster recovery and for providing vision and leadership to the Accounting and Information Technology departments, as well as the Project Management Office.

• Vice President - Finance

  • Oct 1999 - Jan 2009

  Responsible for developing and maintaining the financial reporting system that allows CPFCU to monitor its goals and objectives. Responsible for the management of credit union’s investment portfolio, asset/liability management system and other credit union financial activities. Oversees and participates in the overall financial and strategic planning for the credit union. Responsible for providing vision and leadership in the planning, development and implementation of the information… Show more Responsible for developing and maintaining the financial reporting system that allows CPFCU to monitor its goals and objectives. Responsible for the management of credit union’s investment portfolio, asset/liability management system and other credit union financial activities. Oversees and participates in the overall financial and strategic planning for the credit union. Responsible for providing vision and leadership in the planning, development and implementation of the information systems to support credit union operations and achieve a more effective and cost beneficial enterprise-wide IT operations. Responsible for managing and directing all operations related to the Credit Union’s wholly-owned CUSO, CP Financial Services, LLC.

• Director of Human Resources

  • Oct 1998 - Oct 1999

• Loan/Member Service Representative

  • Sep 1997 - Oct 1998



CU Rx

• Jackson, Michigan

• Vice President, Sales & Service

  • Mar 2011 - May 2012

  Primary responsibilities focused on leading a team motivated by listening to and serving clients’ needs and accountable for the success of all CU Rx business development activities, including the strategic planning and direction for the sales team’s business development, marketing and communication efforts. Primary responsibilities focused on leading a team motivated by listening to and serving clients’ needs and accountable for the success of all CU Rx business development activities, including the strategic planning and direction for the sales team’s business development, marketing and communication efforts.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Credit Manager

  • 1996 - 1997