Experience

Central One Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• President and CEO

  • Aug 2022 - Present



Direct Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Senior Vice President- Chief Operating Officer

  • Mar 2021 - Aug 2022

• VP, Strategic Research & Risk Management.

  • Sep 2018 - Mar 2021

  I provide research to the Senior Leadership Team pertaining to strategic initiatives. In addition I manage the enterprise risk management (ERM) system, and oversee the credit union's compliance function. Finally, I act as the liaison to the credit union community building business relationships, evaluating CUSO opportunities, and explore potential growth channels.



NAFCU (National Association of Federally-Insured Credit Unions)

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Education

  • Aug 2015 - Sep 2018

  Oversees the development and administration of content for education programs for NAFCU members to further the association's goals and to ensure that the programs have the highest professional content and quality. My direct responsibilities include: NAFCU's conference education programs, webcasts, webexes, certifications and the Online Training Center.



SDFCU

• Job Functions

  • Sep 2011 - Aug 2015

  Revised, implemented and oversee the Vendor Management System for SDFCU Negotiate and review new business contracts for upcoming programs Review NCUA and CFPB rules and regulations, implement the appropriate policy and procedural updates Maintain the SDFCU Policy manual, and draft new policies to ensure compliance with rules and regulations Coordinate AIRES review with Internal Audits annually to ensure increased efficiency for the NCUA audit cycle Assure the compliance programs… Show more Revised, implemented and oversee the Vendor Management System for SDFCU Negotiate and review new business contracts for upcoming programs Review NCUA and CFPB rules and regulations, implement the appropriate policy and procedural updates Maintain the SDFCU Policy manual, and draft new policies to ensure compliance with rules and regulations Coordinate AIRES review with Internal Audits annually to ensure increased efficiency for the NCUA audit cycle Assure the compliance programs effectively prevents and identifies potential violations of laws, regulations, policies and procedures Oversaw the 2012 election cycle, and assisted with cost reduction measures saving the Credit Union approximately $55,0000 Project lead on identifying a Merchant Processor for Organization accounts with the potential for expansion for business accounts

• Director of Compliance

  • Feb 2011 - Aug 2015

  Alexandria VA Project Manager for SDFCU’s Core Conversion to Symitar Revised, implemented and oversee the Vendor Management System for SDFCU Policy Manual updates and reports for the Board of Directors Invited to teach at the NAFCU NCCO School for 2013-2014 sessions



City Circulation Group

• Compliance Officer

  • Feb 2007 - Aug 2011

  City Circulation Group, LLC Charlottesville, VA Job Title: Compliance Officer/Manager of Client Relations, 2007-Current Job Functions: Responsible for the creation and subsequently manage/oversee the compliance program Ensure acquiescence with compliance standards and regulatory requirements Identify compliance risks from every business line and manage them by providing training, advice, testing and monitoring Negotiate new Business, and Healthcare Insurance… Show more City Circulation Group, LLC Charlottesville, VA Job Title: Compliance Officer/Manager of Client Relations, 2007-Current Job Functions: Responsible for the creation and subsequently manage/oversee the compliance program Ensure acquiescence with compliance standards and regulatory requirements Identify compliance risks from every business line and manage them by providing training, advice, testing and monitoring Negotiate new Business, and Healthcare Insurance policies for 3 business divisions Carry out compliance planning for every business line Maintain audit records and monitor sales activities which led to a 47% reduction of Attorney General inquires, BBB complaints, and Credit Card Monitoring programs from 2007 to 2010 Actively manage a chargeback reduction program that has seen the reduction of Visa Chargeback ratios from 2.3% to 0.83% over the past 4 years Review and monitor internal procedures and practices to provide compliance with group and regulatory requirements to the President and CEO Responsible for Marketing Partners payment statements, invoices, and analysis of cost/benefit(s) of each marketing program Communicate with new clients and develop all agreements, negotiations and manage the clients from the contracts phase to live program roll out Explore new client relationships/ nurture and grow existing client relationships Develop and implement quality control procedures for all sales data across three businesses and which increased sales over 23% Review resumes and interviewed potential employee candidates Show less



Faculty (Instructor) at Albany Medical College

• Higher Education
• 100 - 200 Employee

• Junior Fellow

  • Aug 2005 - May 2006

  Research for the department chair, Glenn McGee. PHD. Edited journal and blog entries Assisted with Grant procedures and Grant feasibility Contributed blog entries and paper critiques for AJOB (A leading bioethics journal) Research on neurological legal consent forms for study patients, under grant review Grant writing and requests