Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Director of Client Learning and Development

  • Jul 2015 - Present

  Elm Grove, Wisconsin At Annex Wealth Management, I am the Director of Client Learning and Development. I am able to combine my strength in providing customized investment management and advisory solutions along with education as part of an overall wealth management strategy. As a certified divorce financial analyst, I also assist in financial discovery and asset splitting and projections for those couples going through transition. Along with a team, we form a seamless strategy around client goals. I am a lead… Show more At Annex Wealth Management, I am the Director of Client Learning and Development. I am able to combine my strength in providing customized investment management and advisory solutions along with education as part of an overall wealth management strategy. As a certified divorce financial analyst, I also assist in financial discovery and asset splitting and projections for those couples going through transition. Along with a team, we form a seamless strategy around client goals. I am a lead relationship manager, ensuring that not only do clients have a roadmap and assistance to hit their goals, but they are able to do it with an understanding of how they are getting there. Show less



Children's Wisconsin

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Founding Mother Volunteer - Celiac Support Group

  • May 2012 - Jan 2021

  chwceliac@gmail.com More and more children are being diagnosed with Celiac Disease. My daughter and I are committed to providing comfort through education for the newly diagnosed, as well as having a forum for discussions for ongoing issues. Childrens Hospital is the gathering place and foundation for this start. Pease sign up at chwceliac@gmail.com to receive details on the group.



Financial Planning Association (FPA)

• United States
• Financial Services
• 100 - 200 Employee

• 2014 President & 2015 Chairman of the Board

  • Jan 2014 - Dec 2015

  Together with wonderful volunteers from our group, we have three focuses this year: literacy through Junior Achievement and Make a Difference, aid to Veterans, and an outreach for diversity. 2013 saw a wonderful collaboration with the Mayor's office, Destiny Center and FPA for a Financial Planning Day on October 19th.



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Vice President & Director, Investments

  • Jun 2008 - Jul 2015

  Milwaukee Vice President and Director of Investments for BMO Private Bank which provides comprehensive financial services to affluent clients. My specialty was providing customized investment management and advisory solutions for high net worth individuals and families as part of an overall wealth management strategy.



13 WREX

• United States
• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Featured Expert on 6pm news, weekly business series

  • Jan 2009 - Feb 2011

  Rockford, Illinois Area Featured Expert for Rockford, IL TV channel 13 WREX 6pm news in weekly business series, "Making Cents."



University of Wisconsin-Milwaukee

• United States
• Higher Education
• 700 & Above Employee

• Instructor

  • Sep 2009 - Sep 2010

  Courses offered: Savvy Women Series: Managing My Finances, Managing my Investments, Navigating Through the Bear Market



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Senior Portfolio Manager

  • 1998 - 2008

  Managed high net worth private and institutional client portfolios. Responsible for over 300 accounts and more than $400 million in AUM.



Milwaukee Rep

• United States
• Performing Arts
• 100 - 200 Employee

• Education Director, Teacher

  • 1995 - 1997

  Created programs for Milwaukee area youth to gain accessibility to The Rep's programming. Ran the Teenworks program for two years, and created and implemented arts integration curriculum programs at various Milwaukee area institutions including MATC, Lincoln Elementary, The Milwaukee Ballet, The Milwaukee Arts Museum, Riverside High School.



First Stage

• United States
• Performing Arts
• 1 - 100 Employee

• Theatre Academy Instructor

  • 1992 - 1995

  Together with Tyne Turner and Michael Warren who brought their unique formula for the academy from Michigan, we formed the foundation for today's academy. I was the original improvisation instruction, co-founder of the Company Class with Ron Anderson, and taught playwriting.



Northwestern University

• United States
• Higher Education
• 700 & Above Employee

• Faculty Associate

  • 1986 - 1986

  Taught for NHSI program: specialty - Chekhov. Michael Chekhov, nephew of Anton Chekhov and Stanislavsky’s ‘most brilliant pupil’, was known as one of Russia’s most outstanding and innovative actors and directors, who intrigued his audience with his character interpretations that were extremely alive and imaginative. He developed an acting technique, a ‘psycho-physical approach’, in which transformation, working with impulse, imagination and inner and outer gesture are central. It offers clear… Show more Taught for NHSI program: specialty - Chekhov. Michael Chekhov, nephew of Anton Chekhov and Stanislavsky’s ‘most brilliant pupil’, was known as one of Russia’s most outstanding and innovative actors and directors, who intrigued his audience with his character interpretations that were extremely alive and imaginative. He developed an acting technique, a ‘psycho-physical approach’, in which transformation, working with impulse, imagination and inner and outer gesture are central. It offers clear and practical tools in working with imagination, feelings and atmosphere. Show less