Experience

Bank of Labor - Labor Division

• United States
• Banking
• 1 - 100 Employee

• Chief Financial Officer & Chief Investment Officer

  • Sep 2013 - Present

  * Manage investment portfolio and interest rate risk * Develop capital, funds management and liquidity strategies * Finance Division Manager * Manage investment portfolio and interest rate risk * Develop capital, funds management and liquidity strategies * Finance Division Manager



National Advisors Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer & Chief Investment Officer

  • Feb 2012 - Sep 2013

  * Chief Investment Officer * Information Security Officer * Accounting oversight * Chief Investment Officer * Information Security Officer * Accounting oversight



Gardner Bank

• United States
• Financial Services
• 1 - 100 Employee

• Sr Vice President & Chief Financial Officer

  • Mar 2010 - Feb 2012

  * Prepare and present financial statements * Coordinate audits and exams * Oversee technology projects * Reduce overhead costs. * Prepare and present financial statements * Coordinate audits and exams * Oversee technology projects * Reduce overhead costs.



Hillcrest Bank

• Overland Park, KS

• IT Consultant

  • Mar 2009 - Jun 2009

  Develop customized programs and policies in the areas of: Risk Management, Information Security, Vendor Management and Business Continuity. Develop customized programs and policies in the areas of: Risk Management, Information Security, Vendor Management and Business Continuity.



Central Bank

• United States
• Financial Services
• 700 & Above Employee

• Sr. Vice President & Chief Risk Officer

  • Apr 2008 - Dec 2008

  * Information Security Officer * Develop risk assessments * Manage bank facilities and leasing

• Sr. Vice President & Chief Financial Officer

  • Jan 2000 - Apr 2008

  * Prepare internal and regulatory financial statements * Develop annual budgets * Manage information technology department * Manage investment portfolio and interest rate risk

• Compliance Officer

  • Jan 1999 - Dec 2002

  * Coordinate compliance with federal and state regulations * Prepare materials for bank audits and examinations * Train staff on various compliance topics * Develop and implement policies

• Finance Assistant

  • May 1994 - Dec 1999

  * G/L reconciliation * Monthly accounting close * Track liquidity measures