Executive Director

• Oct 2021 - Present

President

• Jun 2017 - Present

Overseeing the Denver Centennial Chapter of the international non-profit. Efforts include budget creation and adherence, maintaining our scholarship and donation programs, representing the chapter at local, regional and national meetings, preparing briefings for the executive board as well as coordination of fundraising activities and events, volunteer recruitment and production of communications.

1st Vice President

• Dec 2011 - Jun 2017

Member of the Board of Directors tasked with coordinating the fundraising activities of the chapter including; organization of events, recruitment of volunteers and committee members to aid in fundraising efforts, production of communication to support those efforts and preparation of briefings for the executive board.

President

• Oct 2009 - Present

Elected position for a community of 366 homes. Responsible for maintaining relationship with management company, annual budget planning and homeowner and association problem resolution.

Vice President

• Oct 2003 - Oct 2009

Board Member

• Nov 2018 - Present

Supporting the community of Aurora, Colorado and the members of the Aurora Police Department and their families. Supporting the community of Aurora, Colorado and the members of the Aurora Police Department and their families.

Manager of Regulatory Reporting

• Jun 2017 - Oct 2019

Shaping the direction of regulatory reporting throughout the firm in a recently created position with a focus on creating transparency and facilitating more consistency and efficiency throughout the firm. Successfully initiated a firm-wide inventory of regulatory filings and their underlying requirements along with automated reminders and a dashboard to track their timely filing and completion. Engaging various business groups to collaborate, discuss and understand the full impact of regulatory changes enabling the firm to make changes and plan in a more informed manner including monthly meetings to discuss regulatory topics and encourage cross firm communication. Providing support of the creation and quality analysis of marketing literature and performance documentation. Show less

Retirement Plans Implementation Specialist

• May 2013 - Jun 2017

Engaged to conduct retirement plans compliance analysis of new and changing regulations and determine their impact including risk analysis and practical applications. Strong project management skills utilized to implement regulatory changes and new regulations as well as to facilitate the creation and distribution of required mailings and multiple customer communications. Foster and develop relationships and act as a liaison between multiple departments and locations.

Lead Internal Auditor

• Oct 2005 - May 2013

Lead auditor on operational, investment, compliance and financial audits. Expertise in risk analysis, audit planning and execution including testing and documentation of results. Strong written and verbal communication skills including negotiations with senior management. Additional responsibilities include public relations for the department and creation and maintenance of a new hire training program.

Retirement Plans Client Relationship Manager

• Apr 1996 - Oct 2005

Liaison, resource, and point of contact for top producing brokers and licensed phone representatives. Complex research and problem resolution, project management, and trend analysis. Public relation work to existing client groups, including NYC Fire Department.

Co-Chair

• 2013 - 2013