Treasury Consultant

• Oct 2023 - Present

Founder

• Jul 2023 - Present

Motivated professional with skills spanning business operational efficiencies, project management, and sales and marketing. 20+ years’ experience in financial services driving new business, roadmap development, spearheading strategic initiatives, and leading successful cross-functional teams. Making a difference in the community through professional development events and promoting children’s literacy. Combines organizational detail with strong relationship management abilities to execute initiatives. Show less

Co-Owner, Managing Director

• Oct 2022 - Jul 2023

DeNovo Treasury is a growth-minded and learning centric firm that works with financial institution leaders to transform the client experience and grow their organization. DeNovo Treasury is a growth-minded and learning centric firm that works with financial institution leaders to transform the client experience and grow their organization.

Director of Treasury Management

• Nov 2021 - Oct 2022

Leader of Treasury Management product and sales. Leader of Treasury Management product and sales.

Treasury Management Product Manager

• Oct 2018 - Nov 2021

Treasury Management Product Manager

• Oct 2018 - Nov 2021

Treasury Management Product Manager

• Apr 2019 - Dec 2020

Treasury Management Product Analyst

• Oct 2018 - May 2019

Treasury Management Officer

• Apr 2017 - Oct 2018

Treasury Management Officer

• Aug 2010 - Mar 2017

Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key teammembers (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients and prospects business environments, strategies, and industries to best determine thefinancial needs and appropriate working capital management solutions to provide. Show less

Treasury Management Analyst

• Dec 2002 - Aug 2010

Supporting the Treasury Management Officers in the sales process. Includes call preparation, proposal generation, customer research, account plans, cost/benefit analysis, pricing and profitability models, etc. Assist Treasury Management Officers/Account Managers with entering/updating/pipeline, sales, calls, client information and deal information on applicable systems. Assume primary responsibility for assigned RFP sections to include coordination of cross-functional teams and composition of recommendations provided by such teams to present the most comprehensive and applicable client solutions. Support sensitive/escalated customer service and implementation issues as well as participate in weekly implementation calls for significant deals. Generate and/or review client lists for events, mailings and sales activities. Show less