Bio
Credentials
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Accredited ACH Professional
NACHA
Experience
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United States
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Banking
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1 - 100 Employee
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Chief Executive Officer
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Jan 2024 - Present
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Executive Vice President
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Jan 2023 - Present
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Chief Financial Officer
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May 2020 - Jan 2023
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Chief Financial Officer
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Jan 2019 - Jan 2023
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Operations Officer
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Dec 2017 - Jan 2019
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Accountant
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Jun 2009 - Dec 2017
Currently overseeing accounts payable person, assisting with budgeting, updating procedures and writing new procedures, working with auditors and State Examiners, reconcilling general ledger and corporate accounts.
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Sr. Member Service Representative
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Jan 1999 - Jun 2009
I supervised the frontline staff for 10 years. I wrote procedures and tracked performance. Recently moved into another position with the company
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Member Service Representative
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Oct 1997 - Jan 1999
Frontline Member Service and assisted in the loan department
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Asst. Manager
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Sep 1996 - Oct 1997
Assisted with scheduling employees, nightly deposits, stock, floor plans, oversee employees, training new employees, sales, sizing customers, assisting other stores when needed.
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Education
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2003 - 2010Franklin University
Bachelors, Business Admin and Accounting -
1990 - 1995The Ohio State University
B.A., Psychology
Suggested Services
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Industry Focus. “Banking and Financial Services”
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References
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