Senior Innovation Manager

• Jan 2023 - Present

Commonwealth is a national nonprofit building financial security and opportunity for financially vulnerable people through innovation and partnerships. Commonwealth is a national nonprofit building financial security and opportunity for financially vulnerable people through innovation and partnerships.

Associate Consultant

• Sep 2022 - Oct 2022

Partner

• Dec 2021 - Sep 2022

Nonprofit consulting business to support program design, budgeting, and management. We believe in the work of our community partners and want to see their success and impact in the communities they serve. We specialize in: budget build, program design and delivery, financial coaching, continuous quality improvement, and meeting and board facilitation. Nonprofit consulting business to support program design, budgeting, and management. We believe in the work of our community partners and want to see their success and impact in the communities they serve. We specialize in: budget build, program design and delivery, financial coaching, continuous quality improvement, and meeting and board facilitation.

Program Officer

• Sep 2021 - Sep 2022

Financial Health Program Specialist

• Jun 2020 - Aug 2021

Community Development Director

• Feb 2020 - Apr 2020

Program Manager

• Jul 2018 - Feb 2020

• Gain knowledge of family financial stability and develop and maintain current information on needs of low-income families as well as best practices to address needs. • Develop in-depth understanding of community resources through research, involvement in community planning and advocacy groups and other activities. • Participate in community collaborations, partnerships, and national and state organizations involved in workforce development/financial education/coaching/products/services and identify opportunities for families to thrive Show less

Relationship Banker

• Jun 2016 - Jul 2018

• Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. • Making lives of customers easier by sharing and setting up self-service options to access their accounts. • Partnering with Specialists to connect customers to experts who can help them with specialized financial needs. • Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations. • Making lives of customers easier by sharing and setting up self-service options to access their accounts. • Partnering with Specialists to connect customers to experts who can help them with specialized financial needs.

Executive Director

• Aug 2015 - Feb 2017

Oversee the daily operations of the Organization and actively promote the program while seeking out additional resources and avenues to more efficiently provide service and/or expand the scope of service. Oversee the daily operations of the Organization and actively promote the program while seeking out additional resources and avenues to more efficiently provide service and/or expand the scope of service.

Agency Manager

• Jun 2012 - Jun 2016

• Represent a full line of insurance products, serving as a trusted advisor to businesses and individuals. • Hire, train, and supervise sales support staff, and create a fun and productive work environment. • Develop and implement sales plans and manage all phases of the sales cycle, from prospecting to close and follow-up support and attend networking events to grow and prospect insurance agency. • Represent a full line of insurance products, serving as a trusted advisor to businesses and individuals. • Hire, train, and supervise sales support staff, and create a fun and productive work environment. • Develop and implement sales plans and manage all phases of the sales cycle, from prospecting to close and follow-up support and attend networking events to grow and prospect insurance agency.