Bio
Credentials
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Certified Credit Union Investments Professional
Credit Union National AssociationAug, 2016- Apr, 2026
Experience
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Members 1st Credit Union - Redding
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Redding, California
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Chief Financial Officer
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Jan 2018 - Present
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Redding, California
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Meriwest Credit Union
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San Jose, CA
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Controller
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May 2017 - Jan 2018
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San Jose, CA
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Mission City Federal Credit Union
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Santa Clara, CA
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CFO/Controller
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Feb 2014 - May 2017
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Santa Clara, CA
My duties include responsibilities for all aspects of managing the accounting and finance area of the credit union, including monthly closing, investment portfolio management, budgeting and asset/liability management.
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VP Finance
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Sep 2000 - Feb 2014
My duties include responsibilities for all aspects of managing the accounting and finance area of the credit union, including monthly closing, investment portfolio management, budgeting and asset/liability management.
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KeyPoint Credit Union
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Sunnyvale, CA
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Financial Analyst
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1998 - Sep 2000
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Sunnyvale, CA
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Wells Fargo
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San Francisco, CA
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Finanical Analyst
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1995 - 1998
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San Francisco, CA
I supported a business unit by providing financial reports and analysis to aid the management in making business decisions. I worked in the Savings and Investment Group and the Physical Distribution Group.
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Financial Analyst
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1991 - 1995
I supported a small community business bank with financial analysis of the customers, including reviewing new loans files, monitoring the loan covenants for existing loans and tracking profitability by customer.
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Education
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1989 - 1991Santa Clara University
MBA, Finance -
1980 - 1983San Jose State University
BS, Interior Design & Business
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References
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