Chief Financial Officer

• Apr 2016 - Present

Responsible for administration, accounting, operating budgets, cash flow, and financial activities. Responsible for administration, accounting, operating budgets, cash flow, and financial activities.

Senior Financial Advisor

• 2015 - 2016

Managed a portfolio in the range of $60 million; offered financial advice to high net-worth clients with a focus on helping them achieve their financial goals.

Commercial Banking Manager

• 2011 - 2015

Day-to-day management of a commercial loan portfolio of 39 business connections worth $20 million.

Senior Business Advisor

• 2008 - 2011

Managed a personal and commercial loan and investment portfolio worth $65 million.

Commercial Account Manager

• 2001 - 2007

Managed a commercial loan portfolio of 200 commercial accounts worth $11 million. Grew a commercial loan portfolio from $9 million in 2001 to $12 million in 2006, with a significant reduction in amount of loans written off. Achieved highest sales of auxiliary products within the credit union from 2003 to 2006. Managed a commercial loan portfolio of 200 commercial accounts worth $11 million. Grew a commercial loan portfolio from $9 million in 2001 to $12 million in 2006, with a significant reduction in amount of loans written off. Achieved highest sales of auxiliary products within the credit union from 2003 to 2006.

Relationship Account Manager

• 1998 - 2001

Managed a small business loan portfolio of more than 200 commercial accounts, worth approximately $15 million. Achieved highest marks (99%) in Commercial Analysis for Lenders examination.

Clerk, Student Loans and Business Banking

• 1995 - 1998

Bills / Operations Officer

• 1992 - 1995

Various Positions

• 1983 - 1990