Experience

Vantage Bank

• United States
• Banking
• 100 - 200 Employee

• Chief Financial Officer (EVP)

  • 2010 - Present

  Manage the Accounting and Finance department for the entire bank with Total Assets of over $2.0B. Oversee Asset/Liability management, Capital requirements, and Liquidity positions to ensure the bank remains in compliance with regulatory policies. Chair the Asset Liability Management and Pricing meetings and actively participate in monthly Board of Director meetings. Also work closely with External Auditors/Examiners and lead strategic initiatives designed to enhance profitability and build market share. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Consultant (VP)

  • 2009 - 2010

  Provided financial direction, vision, and guidance to Wells Fargo leaders of the Texas Community Bank, with emphasis on Legacy Wachovia Retail and Business Banking.

• Senior Financial Consultant (VP)

  • 2005 - 2009

  Provided financial support to the expansion efforts associated with Wachovia’s Retail and Wholesale banking operations into the state of Texas. Consulted with CEO, CFO, Regional Presidents, & Segment Executives on business activities and financial performance, with the intent of recommending courses of action to enhance profitability and build market share. Also partnered and interacted with key business leaders to support ongoing initiatives and lead segment projects.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Finance Manager (SVP)

  • 2003 - 2005

  Managed a team of 16 associates whose responsibilities included Client Profitability Reporting and Analysis, Pricing Decision Support, and coordinating production activities associated with the web based Client Profitability Reporting and Performance Measurement Systems. Also drove the development of new products and functionality for the client profitability system, pricing tools, and desktop applications.

• Finance Manager (VP)

  • 1995 - 2003

  Consolidated financial planning, forecasting, reporting, and analysis for the Commercial Channel Division with assets that consisted of $55B and annual revenues of $3.5B. Also served as Controller for the Central Commercial Growth, Texas Commercial, and Texas Premier / Small Business Banking Divisions.