Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Client Engagement Specialist II

  • Oct 2016 - Present

  Provide marketing materials and support for Financial Advisors at Addison Avenue Investment Services, a division of First Tech Federal Credit Union.Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with First Tech Federal Credit Union or Addison Avenue Investment Services. Investment advisory services offered through Raymond James Financial Services Advisors. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.



SAFE Credit Union

• United States
• Financial Services
• 500 - 600 Employee

• Senior Communications Specialist

  • Aug 2014 - Feb 2016

  Write and edit Web copy, financial marketing materials, member-facing marketing promotions, blogs, scripts, press releases, and more for the organization. Write and edit Web copy, financial marketing materials, member-facing marketing promotions, blogs, scripts, press releases, and more for the organization.



Golden 1 Credit Union

• United States
• Banking
• 700 & Above Employee

• Copywriter

  • May 2008 - Mar 2012

  Wrote and edited advertisements for newspaper, web, radio, TV and billboard campaigns, award-winning articles, newsletters, press releases, disclosures and more. Wrote and edited advertisements for newspaper, web, radio, TV and billboard campaigns, award-winning articles, newsletters, press releases, disclosures and more.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Licensed Financial Consultant

  • May 2007 - May 2008

  Held Licenses: Series 6, 63, Life & HealthGuided clients through banking, new account opening, and mortgage process ensuring important dates are met while updating parties throughout the transaction. Held Licenses: Series 6, 63, Life & HealthGuided clients through banking, new account opening, and mortgage process ensuring important dates are met while updating parties throughout the transaction.