Experience

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  SBTHP

  • Associate

    • May 2022 - Present

  • Associate

    • May 2022 - Present

• 

  Santa Barbara Trust for Historic Preservation

  • United States

  • Associate

    • May 2022 - Present
    • United States
• 

  Radiant Health Insurance

  • Insurance Broker

    • 2021 - Feb 2023
• 

  Farmers

  • Santa Barbara, California, United States

  • Insurance Agent

    • Apr 2021 - Nov 2021
    • Santa Barbara, California, United States
• 

  Allstate Insurance at National General Accident...

  • Hillsboro OR

  • Retentions Agent

    • Feb 2016 - Apr 2021
    • Hillsboro OR
• 

  National General Accident and Health Insurance ...

  • Hillsboro OR

  • Escalations Sales Agent

    • Sep 2015 - Apr 2021
    • Hillsboro OR
• 

  Financial Advisor

  • Portland Area, Oregon

  • Financial Advisor

    • Jul 2014 - Aug 2015
    • Portland Area, Oregon
• 

  ITT Tech

  • Director

    • Oct 2006 - Apr 2014

    Plans, organizes and administers operation of ITT Technical Institute in Madison ALDevelops the college’s business plan and operating budget in collaboration with the college management team and program chairs Responsible for Profit and Loss of an ITT Technical Institute, manages budgeting/forecasting process, expense control, capital planning and ensures profitabilityProvides Leadership, direction, motivation and supervision of all direct reportsScreens, interviews and hires managerial level employeesEnsures the safety and security of the college’s employees, students, records, physical assets and facilityOversees the college’s public relations program. Ensures the college and its personnel are involved with relevant groups and associations as well as being actively involved in the communityEnsures compliance with corporate policies and procedures ,ethical practices and the guidelines of government and accrediting organizationsServes as local Ethics and Compliance Officer responsible for distributing standards; ensuring appropriate ethics and compliance communication and training, conduction, monitoring and responding to audits, assisting with the investigation and resolution of student and employee complaintsFunctions as the Student Disability Coordinator and the Title IX CoordinatorFosters collaboration between ITT/ESI colleges.

  • Director of Finance

    • Oct 2006 - Jun 2011

    Collaborate with upper management in order to assist the campus in exceeding all company standards; Kennesaw was the #1 Campus in the ITT Tech national system March 2009Build and manage a team of Student Financial Aid Coordinators and exceeded company standards of production on a quarterly basis Increased departmental production 20% in one yearReview and analyze reports to ensure timely processing and return of Title IV and VA fundsEnsure timely processing of cash and credit collections from students and outside agenciesManage bookstore by timely ordering, distribution and inventory of student textbooks Perform final reconciliation of student accounts Create and present quarterly Operational Review to Senior Executives of ITT TechOctober 2006-October 2007 worked as Educational representative until promotion to Director of Finance. Employee of the Quarter Summer 2007

• 

  Wachovia

  • Banker

    • Apr 2004 - Nov 2006

    Developed and managed customer relationships with high income and specialized borrower with whom Wachovia enjoyed a unique lending relationshipProvided excellent and professional customer serviceReferred clients to wealth and investing business units within WachoviaDecision hypothecation loans b...

• 

  Banking

  • Santa Barbara, CA, Santa Ynez CA, Atlanta GA

  • Mortgage Professional

    • Feb 1998 - Mar 2004
    • Santa Barbara, CA, Santa Ynez CA, Atlanta GA

    Loan processor, Loan Officer, Mortgage professionalHeld CA real estate license.