Experience

Money Starts Here LLC

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Founder & CEO at Money Starts Here

  • Apr 2009 - Present

  ● As the Founder & CEO of Money Starts Here, I am passionate about developing and executing financial literacy and financial wellness programs that equip individuals with essential skills related to everyday financial life, consumer banking financial products, health insurance, and employer-sponsored benefits● I am the visionary behind the high quality and cost-effective program that is revolutionizing workforces across the country – “My Financial Academy” is the go-to financial literacy and financial wellness program for employers and organizations of all sizes● My knowledge and insights as a Financial Literacy & Financial Wellness Expert have been featured in various national media outlets including: The Wall Street Journal, Money Magazine, Reader’s Digest, Forbes.com, Reuters and many more● For Organizations: Money Starts Here offers Financial Literacy & Life Skills Programs that help organizations put smart, confident and financially self-sufficient members of society into the communities they serve. This program not only equips learners with real world essential financial skills and knowledge on consumer banking products, but it also guides learners in understanding employee benefits when they are ready to enter or re-enter the workforce● For Employers: Money Starts Here offers Employee Financial Wellness Programs that will help you take the first step towards cutting healthcare costs and boosting your company's profitability by reducing employee financial stress. The Employee Programs teach employees how to better understand, buy and use health insurance and other employer-sponsored benefits, and then bridges the gap to everyday financial skills Show less

• Keynote & Breakout Speaker

  • Apr 2009 - Present

  ● I am a Guinness World Record® Financial Literacy Program Creator and Presenter with experience addressing audiences of up to 7,000 people – I have led countless conferences and breakout sessions, all aimed at inspiring, empowering, and motivating my audience members to strive for financial success● As a Keynote and Breakout Speaker, I deliver easy-to-digest financial education and spark meaningful connections with my audiences through various outlets, including speaking engagements, TV appearances, seminars, online courses, books, and other media● I specialize in delivering Financial Literacy Programs, Workplace Financial Wellness Programs, and Employee Benefits Communications Programs to large and small employers and organizations● Keynote & Breakout Speaking Engagements:○ Guinness World Record Financial Literacy Lesson at California University of Southern California’s Galen Center 2014 – Banc of California○ Bakersfield Women’s Conference Closing and Breakout Speaker 2016○ Leaders in Life Youth Conference Breakout Speaker 2017○ Sacramento Association of Health Underwriters 2017○ Ebn Adviser Benefits Forum & Expo – Workplace Benefits Summit 2018○ Alera Group HR & Benefits Symposium Keynote 2018○ Orange County Association of Health Underwriters 2019○ 2019 Employee Benefits Summit○ Benefits Advisor Network Conferences Keynote and Breakout Speaker 2018-2020○ JA Counter 2018 Employee Benefits Symposium Keynote Speaker○ HRMAC Total Rewards Interest Group 2017 Show less

• Workshop Presenter

  • Apr 2009 - Present

  ● As a passionate Financial Literacy & Financial Wellness Expert, I strive to empower my audiences by facilitating workshops that offer practical and relevant information that helps my audience members master their personal finances● I utilize my extensive background as a Connector, Speaker, Author, and Guinness World Record® Financial Literacy Program Creator and Presenter to lead dynamic workshops that empower attendees with essential knowledge for everyday financial life, guiding them in avoiding costly mistakes so they can achieve their financial goals● Workshop Presentations:○ Financial Wellness – A New Class of Benefits and Why it Matters○ Financial Wellness – The CFO ROI Perspective○ Financial Wellness – 2.0 What’s New and What’s Next○ Real World Finance – How to Avoid Costly Mistakes○ Motivational – How to Get What you Want Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Manager/Business Relationship Manager at Chase/WaMu

  • Oct 2006 - Apr 2009

  ● I managed a client portfolio of $27M by spearheading client acquisition and retention efforts, building relationships and providing financial advice on banking products, services, financial concepts, and resources ● By using a client-centric approach and a keen focus on risk management, I implemented customized financial solutions that effectively enhanced profitability for businesses and increased net worth for consumers at WaMu/Chase – I consistently went the extra mile to ensure the well-being of both my clients and their businesses ● Through my experience as a Business Relationship Manager, I uncovered the powerful connection between employee performance and business profitability. I discovered that the lack of financial literacy drastically hinders employee performance and business profitability – this discovery led to my decision to teach personal finance and ultimately inspired me to establish Money Starts Here, LLC Show less



Washington Mutual Bank

• United States
• Banking
• 1 - 100 Employee

• Consumer Retail Banking Branch Manager

  • Feb 1995 - Oct 2006

  ● As a Retail Banking Branch Manager, I managed a deposit base of up to $140M and led a sales team of up to 25 – I established a proven track record of success that spoke volumes about my ability to deliver results and meet business objectives ● I excelled in numerous areas during my time spent at Washington Mutual and Acquired Institutions. My responsibilities included: spearheading top-performing customer service and sales initiatives, training and mentoring regional team members, handling the approval, and processing of numerous consumer, mortgage, and business loans as well as delivering exceptional personal and business banking products and services Show less