Senior Account Executive

• Oct 2022 - Present

I help credit unions create the best possible digital banking experience for their members. I get to work with wonderful people and for a great company to create the best partnership with our clients. I constantly leverage my 15+ years of diverse financial institution experience. My curiosity for innovation, technology, and competitive forces in the digital banking space is endless. I enjoy combining all these things to help my clients and company succeed.

Account Executive

• Oct 2021 - Sep 2022

Chief Crust Officer

• Jan 2017 - Present

In 2014 I added a wood fired oven in my backyard, which started a curiosity about baking that has grown into a more serious hobby and side hustle. My little business (Nico's Tavolo, LLC): is focused on private parties (2-3 a year), paid marketing (I suppose I am an influencer), and product testing. I do all this in my spare time. It is a paid creative outlet that has taught me a lot about digital marketing, networking, and community. I’m very grateful for the awesome people I’ve met and the unique experiences I’ve had. My proudest accomplishment is raising nearly $25k for food insecurity in 2021. I led two nationwide events 2021 to fight food insecurity in America. This grassroots effort with zero marketing budget attracted nearly 80 home pizza makers to participate for this great cause. I have documented all of the above on Instagram (@pdxdoughboy). I have grown my following to over 10K. Follow along. It is fun! Show less

AVP of Member Experience

• Jun 2017 - Sep 2021

- Improving the member experience through evaluation and implementation of multichannel member feedback, process and system improvements, digital transformation, and creation of unique product solutions. - Led creation of Voice of the Member program, Digital Banking team, and Member Insights & Innovations team. - Executive sponsor of successful Digital Banking conversion in 2019 - Partner across all lines of the organization to improve the member experience. - Lead and manage Digital Banking and Member Insights & Innovations teams. Show less

VP - Credit Solutions Manager

• Jul 2013 - May 2017

I led and mentored 65 store (branch) locations throughout Oregon with their small business lending production.My responsibilities included:-Developing associates lending expertise and overall comfort with credit quality.-Leading/inspiring proven business development efforts.-Influencing improvements in products, processes, and resources for lending within our retail banking division.-Being available to associates with credit questions, structuring specific loans, sharing best practices.-Communicating changes in policies, procedures, products, underwriting guidelines to the field.-Supporting regional leadership with strategy, associate development, and results.-Working closely with our Underwriting teams to get involved when front line associates need assistance. -Producing my own loans (although a secondary responsibility).-Overall, working hard to support stores in their loan production efforts. Show less

AVP - Store Manager

• Jun 2011 - Jul 2013

Passionate about leading a successful store (branch) in business results, customer service, bank operations, associate development, and community involvement. Worked to inspire and motivate my team to exceed expectations in all areas.In first 18 months under my leadership, my team accomplished the following:- Deposits increased by 35%, 190% of loan goal in 2012 (3rd most production in Umpqua footprint), lowest cost of funds in the footprint, 3 Associates from my team were promoted, and we lowered expenses by 13%.The Pearl District Store was recognized as "Store of the Year" for all of Umpqua's Oregon and Washington (well over 100 eligible stores). Show less

Store Manager

• Oct 2009 - Jun 2011

I led our neighborhood store at NW 23rd/Glisan, along with my 4 associates. I was responsible for business development, coaching associates, getting connected in the community, and running a successful store location. Store exceeded deposit goal by $3MM in first year. 100% of loan goal in 2010, and the time I was there in 2011. Strong associate retention (only one associate moved on, and stayed within the company).

Lead Associate (Assistant Manager)

• May 2008 - Oct 2009

I played a large role in managing our Pearl Store location. I mentored new employees, sold deposit and loan products, managed scheduling, assisted with hiring, and assisted our manager in overseeing all bank procedures for my location. Additionally, in 2007-2008 I personally accounted for over 90% of the store's consumer loan production.

Universal Associate

• Mar 2006 - May 2008

I primarily opened new personal and business accounts, sold loans, and conducted day to day bank operations.

Special Events Manager

• Jun 2002 - Sep 2004

During my time in college, I coordinated and set up portable soda machines at summer events throughout Douglas County. Events included the Douglas County fair, company picnics, baseball tournaments, rodeos, and much more. I constantly represented Pepsi-Cola in a positive way at the various public events I helped set up. During my time in college, I coordinated and set up portable soda machines at summer events throughout Douglas County. Events included the Douglas County fair, company picnics, baseball tournaments, rodeos, and much more. I constantly represented Pepsi-Cola in a positive way at the various public events I helped set up.