Experience

Riverview Bank

• United States
• Financial Services
• 100 - 200 Employee

• Vice President - Relationship Manager

  • Jul 2023 - Present



KeyBank

• United States
• Banking
• 700 & Above Employee

• AVP - Business Banking Relationship Manager

  • May 2019 - Jul 2023

  Manage a portfolio of business clients in the areas of: Commercial Lending, accounts, SBA lending, equipment needs, treasury management, merchant processing, financial wellness and other financial needs. Assist in any aspect of financial understanding to assist the business client in saving money and utilizing more efficient ways to run their day to day operations. Work closely with CEO, President or office manager of local organizations to better understand their operations and offer services to enhance profitability.  Implement strategic multi-faceted marketing plan to develop business for the bank.  Use a needs-based model to inform clients of financial products, and cross-sold services to improve their financial outlook, when appropriate.  Foster partnerships with local community leaders and business owners to provide both private and public employees of products and services to meet their needs.  Proven track record of pipeline growth.  Mentor junior employees to foster an environment of mentor-ship in our branches. Show less



Connections

• Vancouver, Washington, United States

• Owner / President

  • Dec 2013 - Jul 2023

  Connections will enhance your business with an increase in customer service satisfaction, external as well as internal. Services also include, but are not limited to: training and development, strategic planning, facilitation needs, problem solving, team building, project management, event planning and soft skill training. Experience includes: Customer Service Training, Leadership Training, Marketing consulting, "HYPE" marketing, Professional Coaching (executive and front line employees), planning and implementation of events, Strategic Planning for non-profits and professional business retreats. Show less



Fairbanks UltraSound

• Fairbanks, Alaska

• CEO

  • Oct 2015 - Mar 2020

  Developed high quality business strategies and plans ensuring their alignment with short-term and long-term objectives; Leading and motivating subordinates to advance employee engagement develop a high performing managerial team; Overseeing all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission; Make high-quality investing decisions to advance the business and increase profits; Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth; An entrepreneurial mindset with outstanding organizational and leadership skills; analytical abilities and problem-solving skills; excellent communication and public speaking skills • Successfully reorganized financial structure to provide improved cash flow. • Developed a human resource plan; took the lead in negotiating, writing and approval of all employee contracts. • Worked daily with external CPA, Bookkeeper, Attorney and other business partners to ensure the success of organization. • Developed new entities in Wyoming and Washington including inception, legal, marketing, outreach, financing and staffing. • Managed all development, communications and outreach of entire enterprise. Show less



HAPO Community Credit Union

• United States
• Financial Services
• 100 - 200 Employee

• Commercial Relationship Manager

  • Mar 2018 - May 2019

  Manage a portfolio of business clients in the areas of: Commercial Lending, accounts, SBA lending, equipment needs, treasury management, merchant processing, financial wellness and other financial needs. Assist in any aspect of financial understanding to assist the business client in saving money and utilizing more efficient ways to run their day to day operations. Work closely with CEO, President or office manager of local organizations to better understand their operations and offer services to enhance profitability. Show less



School Board of Fairbanks Northstar Borough

• Fairbanks, Alaska

• Vice President

  • Oct 2011 - Jun 2016



KeyBank

• United States
• Banking
• 700 & Above Employee

• Business Relationship Manager / VP

  • Aug 2014 - Sep 2015

  Manage a portfolio of business clients in the areas of: Commercial Lending, accounts, SBA lending, equipment needs, treasury management, merchant processing, financial wellness and other financial needs. Assist in any aspect of financial understanding to assist the business client in saving money and utilizing more efficient ways to run their day to day operations. Work closely with CEO, President or office manager of local organizations to better understand their operations and offer services to enhance profitability. Act as liaison to our community for the Market President of Alaska.  Implemented strategic multi-faceted marketing plan to develop business for the bank.  Used a needs-based model to inform clients of financial products, and cross-sold services to improve their financial outlook, when appropriate.  Fostered partnerships with local community leaders and business owners to provide both private and public employees of products and services to meet their needs.  Proven track record of pipeline growth.  Mentored junior employees to foster an environment of mentor-ship in our branches.  Developed a process to streamline application processing resulting in faster turnaround times for approval and funding Show less



Alaska USA

• Financial Services
• 200 - 300 Employee

• Regional Vice President

  • Mar 2009 - Jul 2014

  Led the Interior Alaska Region through effective management, integration of plans, programs services and projects and adjusts plans to meet changing and competitive conditions. Actively recruits and retains top staff and management talent. Conduct needs assessments within the Region to determine Region goals, program support needs, and future growth plan. Track and evaluate Region performance, develop management and sales leaders. Drive and evaluate key metrics. Drive and execute strategy. Drive production through sales leaders, coaching and competitions. Develop written report monthly to Board of Directs regarding regional marketing, competitors and events. Network within Fairbanks Chamber of Commerce and Rotary. Serve as committee member of Chamber of Commerce Military Affairs Committee, Leadership Committee and Advisory Board Lead for Armed Services YMCA.  Increased regional sales 30-40% in profitability.  Decreased annual turnover by 10-15%.  Increased annual audit efficiencies.  Managed annual work plans, budgets and training programs for the Interior Region.  Developed, implemented and led a new employee training program for the region.  Motivated, Coached, mentored and developed staff into increasing roles of responsibility across the credit union footprint.  Launched new marketing strategy to develop personal service to local union membership, which previously had remained untapped in throughout the credit union  Created and successfully launched lending products at marketing event conventions to secure on the spot funding for consumers.  Led department head meetings as the executive branch of the credit union.  Conduct bi-weekly 1:1 coaching with branch and sales manager, ensure plans / programs adhere to compliance and privacy regulations and policies. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Membership Banking

  • Feb 2008 - Feb 2009

  Transitioned into three varied leadership roles at Wells Fargo within four years of service. Assisted small business owners with financial solutions to increase profits and lower costs. Analyzed personal/business financial statements and tax returns to approve/decline commercial lending requests. Developed, organized and implemented business financial benefits package presentations to client employees. Developed and implemented financial literacy programs to Tucson area schools. Knowledge of business development and customer relations in order to aggressively acquire new business to Wells Fargo and positively retain current banking clients.  Analyzed and wrote loans up to $7MM with multiple guarantors. Successfully developed business through Centers of Influence, CPA’s, Attorney’s and served on community board of directors. Assisted other Business Relationship Managers with cross-sell opportunities within their client book of business through the knowledge and experience of Wells Fargo products and services. Increased the Greater Tucson Area market in sales profitability. Successfully graduated the lender training program. Show less

• Credit Analyst

  • Jan 2006 - Feb 2008