VP, Director of Branch Operations

• Aug 2021 - Present

Management Consultant

• Mar 2019 - Aug 2021

Propeller is a management consulting firm with offices in Portland and San Francisco. We’re consultants, fixers, and change makers - but mostly we’re a company full of people who love the adventure of solving complex problems. Please feel free to get in touch to learn more about how we can help your organization solve its toughest challenges. Propeller is a management consulting firm with offices in Portland and San Francisco. We’re consultants, fixers, and change makers - but mostly we’re a company full of people who love the adventure of solving complex problems. Please feel free to get in touch to learn more about how we can help your organization solve its toughest challenges.

Business Strategy & Sustainability Consultant

• Jan 2018 - Feb 2019

• Offering business strategy, operations, and corporate sustainability services • Facilitates refinement of business model and value proposition • Creates and updates content for Corporate Social Responsibility reporting (CSR) • Experience with B Impact Assessment analytics on social/environmental performance • Engages with internal and external stakeholders to accomplish project goals • Project manages remote teams, creates and oversees timelines, delivers on schedule • Offering business strategy, operations, and corporate sustainability services • Facilitates refinement of business model and value proposition • Creates and updates content for Corporate Social Responsibility reporting (CSR) • Experience with B Impact Assessment analytics on social/environmental performance • Engages with internal and external stakeholders to accomplish project goals • Project manages remote teams, creates and oversees timelines, delivers on schedule

Personal Sabbatical

• May 2017 - Feb 2019

Completed postgraduate studies through Presidio Graduate School, San Francisco, CA Traveled to nine countries; studied modern Greek while living and traveling in Greece Completed a 200 hour Yoga Alliance certified teacher training through Yoga to the People in NYC. Completed postgraduate studies through Presidio Graduate School, San Francisco, CA Traveled to nine countries; studied modern Greek while living and traveling in Greece Completed a 200 hour Yoga Alliance certified teacher training through Yoga to the People in NYC.

VP, Client Services

• Aug 2015 - May 2017

• Provided operational strategy, oversight and leadership for 8 person department responsible for digital banking services, back office operations and customer support for all 3000+ clients, processing over $40 million in high risk transactions monthly• Key member of core technology and digital banking conversion committee, providing expertise on client needs and operational impacts durring vendor selection and implementation• Chaired and project managed bank-wide leadership team consisting of fellow managers to develop and recommend metric driven internal changes to c-suite with the goal of improving vertical communication and employee satisfaction Show less

AVP, Corporate Banking Service Officer

• Sep 2010 - Jul 2015

• Cash management technical expert and sales lead, partnering with relationship managers toexpand and bring in new client relationships, reporting on sales pipeline to senior managers• Coached staff to sell and support cash management and deposit services• Built and retained key client relationships through understanding needs and providing highestlevel client support• Core member of management committee responsible for annual review and setting of product and pricing structures in order to support the bank’s strategic goals, presented recommendations to executive management• Supported successful conversion of online banking and bill pay platforms, working with cross-departmental teams and outside vendors• Chaired internal Green Team responsible for updating the bank’s public facing EnvironmentalPolicy, leading employee engagement initiatives, managing B Corp re-certification, tracking and reporting of waste and energy usage, carbon footprint analysis and offset purchasingPromoted to Corporate Banking Service Officer II, Aug 2012 - July 2013Promoted to Corporate Banking Service Officer, Sept 2010 - July 2012 Show less

Banking Officer

• Oct 2007 - Aug 2010

• Provided personal banker level service for portfolio of designated clients, trusted with direct referrals from board and executive management for new VIP clients• Founding member of internal "Greet Team" responsible for crafting and overseeing the bank's internal Environmental Policy

Sales and Marketing Manager

• Dec 2006 - Sep 2007

Advised and supported business owner; developed strategies to successfully increase sales, ensured 100% customer retention; researched and marketed benefits of products; educated customers on the health, environmental, and ethical benefits of our products. Advised and supported business owner; developed strategies to successfully increase sales, ensured 100% customer retention; researched and marketed benefits of products; educated customers on the health, environmental, and ethical benefits of our products.

Customer Service Associate

• Mar 2007 - Aug 2007