Experience

Northwest Respiratory Services
• United States
• Home Health Care Services
• 1 - 100 Employee
• President

  • Sep 2019 - Present


U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Business Technology Manager, Private Banking Process Solution Team for Wealth Management

  • Mar 2018 - Sep 2019

  - Built large data set utilizing analyst WIP inputs. Ability to now view past production, capacity of day to day work, and forecast future demands in live time.- Utilized Tableau interactive dashboards for all wealth management. Ability to now actively track credits throughout the entire loan lifecycle. Can now monitor portfolios status, critical KPI information, and up to date commentary from field throughout entire lifecycle. - Delivered BOT robotics solution that allowed large amount of data to be auto loaded directly to BPM with no manual work. Projects estimated annual savings of $250K and ROI of over %2000. - Worked with big data to pull out critical KPI information and then present to senior management in concise manner on ways to improve efficiency. • Lead to creation of scorecards for all positions across underwriting. Created consistency throughout entire credit center and ability to better manage results and increase performance. • Insight into entire loan portfolio that was never available before. Over 280 different data points programmed to better manage process and efficiency. - Responsible for developing the strategy and approach for the long-term support and sustainability of continuous improvement within private wealth management.- Required an extensive level of knowledge of a business line. Maintained a high awareness of the industry and current technology.- Introduced new technology and improvements to existing technology. Managed the most complex projects that improved the efficiency of the business line.- Frequently interfaces with business line, including senior level management; to ensure quality and timeliness.- Understanding of project management techniques and testing processes. Position has extensive project management, organizational and analytical skills. - Conducts many formal presentations to management. Possessed extensive interpersonal, verbal, written and presentation communication skills with leadership potential. Show less

• Credit Analyst, Wealth Management, Private Banking

  • Apr 2017 - Feb 2018

  - Ability to conduct financial spreading, analyze data and prepare credit underwriting reports for wealth management commercial and consumer relationships. - Worked extensively with personal financial statements and tax returns to identify recurring cash sources for loan repayment. - Developed strong understanding of accounting principles and strong analytical skills. Very strong attention to detail and business technical writing skills to convey message to center approvers. - Created reporting platform for entire credit center. Introduced a process guide as well as ran multiple reports for the center around center production, analyst production, capacity levels and future forecasting for regions/markets. Show less

• Project Analyst, Investment Risk Management - Talent Rotation Program

  • Jul 2016 - Apr 2017

  - Analyzed different types of risks present to wealth manaagements investment portfolios and way to mitigate against those risks. Examples include: diversification, individual manager selection, and asset allocation. - Utilized Excel to analyze big data. Built models around portfolio contribution returns. - Worked heavily with modern portfolio theory/Capital asset pricing model, corporate finance, investments (Performance and risk) in evaluating major investment risks. This was important because of the Increased emphasis on how banks and other financial institutions manage risk in a global capital market. - Working to better understand risk - how it is measured, evaluated and mitigated. - Built excel models around risk measurement, risk monitoring, risk mitigation. Show less



Ascent Private Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Associate Portfolio Manager, US Bank

  • Sep 2015 - May 2016

  - Member of four person team to support and manage accounts of high net worth individuals with combined assets exceeded $4.5 billion. - Comprehensive compilation and review of client portfolios; tax harvesting, estate planning, risk management and wealth management - Exceptional understanding of wide range of investment vehicles including equities, structured products, foreign exchange, and derivatives. - Supported Director of Investments in multiple aspects of account management assisting with answering client questions, examining portfolios, and making recommendations. - Examined equities, evaluated trends and assessed data to find valuable investment opportunities. Show less

• Investment Intern, US Bank

  • Jun 2015 - Aug 2015

  - Assisted Ascent investment team with research, management and administration requirements of high net worth portfolio management process. - Worked with senior portfolio managers to develop trade and re-balancing ideas.- Assisted with development and production schedules and reports used in client investment review meetings. - Created comprehensive excel models used in reporting for multiple portfolios across high net worth families. - Assisted managing director with development of asset management reporting and other special projects. - Worked on strategic projects within a small team environment at the division level, with access and exposure to executive leadership.- Exposure to the entire Ascent team - opportunity to learn from proven professionals about investing consulting, family office advisory, information management, client experience, wealth impact planning, and private banking. Show less

• Business Analyst

  • May 2012 - Sep 2014

  - Handled all mergers and acquisitions, analyzed targets, presenting an in depth business proposal to senior management identifying strengths and weaknesses, a valuation model and in specific cases making a formal offer. - Developed financial models and company valuations for all company acquisitions - Decreased costs by $150,000 annually by implementing Trans-fill system relocation - Reduced overall repair expenses by 45% by designing an in-house equipment repair process, formerly provided by 3rd parties. - Temporary branch manager at outlier branches of NRS; implemented correct reporting processes and created better route efficiency which cut $85,000 annually in staffing. - Improved efficiencies in delivery routes, inventory, and many other day-to-day processes, reducing expenses and improving margins in NRS’s main location. Show less

• Business Intern

  • May 2011 - Aug 2011

  - Spent three weeks in each department; Human Resources, Sales, Customer Service, Management, Billing, Operations, and Finance - Developed an appreciation of business procedures and operations - Applied skills, such as multi-tasking, cost-analysis, forecasting, network building, and detail orientation to accurately complete job responsibilities - Learned how the quote-to-cash is dependent on the success and efficiencies of each individual department - Presented business solutions of my findings to senior management Show less