Bio
Credentials
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PIL Accountability Certified
Partners In Leadership, Inc.
Experience
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Mountain America Credit Union
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Corporate office
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Tax Consultant (Temporary Position)
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Dec 2014 - Apr 2015
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Corporate office
Consult individuals and businesses on filing taxes.
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Relationship / Business Banker
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Feb 1999 - Aug 2014
● Effectively worked with managers and personnel to develop highly effective marketing strategies● Managed portfolio of customers providing timely and beneficial customer service ● Identified needs and sold banking services to deepen customer relationships ● Prospected to bring in new customer relationships● Utilized MS Office to provide marketing, financial management and analysis● Structured commercial loans and leases to meet customer needs● Consulted with unit leadership to analyze financial reports and identify future planning strategies
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Summit Financial Services
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Chicago Il
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Western Region Sales Representive
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Feb 1989 - Jan 1999
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Chicago Il
● Developed highly effective marketing strategies ● Generated marketing material used for enterprise-wide promotions ● Designed and conducted training conferences● Consulted with customers to improve processes and customer service● Surveyed customers to design product improvements● Authored. implementation manuals and training aids
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Education
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Brigham Young University
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University of Utah
Bachelor of Arts (B.A.), Finance -
Utah State University
Master's degree, MBA
Suggested Services
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Industry Focus. “Banking and Financial Services”
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References
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