Experience

Wings Financial Credit Union

• United States
• Banking
• 100 - 200 Employee

• Corporate Counsel

  • oct. de 2021 - - actualidad



North Memorial Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Financial Services Officer

  • may. de 2017 - oct. de 2021

  • Work directly with the Vice President of Lending, implementing lending program policies and strategies to maintain a strong, income-earning loan portfolio• Played a primary role in simultaneously increasing total loans by 7% and net loan yield by 14 basis points in 2 years, resulting in a 10% increase in net loan income• Developed a financial model currently used by the lending department to identify key underwriting risk indicators• Active member of the Minnesota Credit Union Network attorney peer-to-peer group o Review and discuss applicable regulatory changes with fellow credit union attorneys and compliance professionals and present pertinent information to the Credit Union President



CliftonLarsonAllen

• United States

• Tax Associate - Private Client Tax

  • ago. de 2015 - jul. de 2016

  • Worked on a team of attorneys and accountants, serving as subject matter experts in estate and trust tax planning • Forecasted clients’ income and expenses to develop annual tax plans • Conducted an in-depth analysis of federal and state solar energy tax credits, which was used in the development of a tax plan, saving a client approximately $600,000 in tax liability • Saved a client’s newly formed nonprofit business over $50,000 in tax liability by writing an IRS audit response letter substantiating the client’s business expenses



Encompass Law, PLLC

• United States
• Law Practice
• 1 - 100 Employee

• Law Clerk

  • sept. de 2014 - ago. de 2015

  • Independently drafted and reviewed articles and bylaws for new businesses • Reviewed and edited employment, independent contractor, and vendor contracts• Supported managing attorney, focusing on entity formation, contract negotiation, and corporate governance • Independently drafted and reviewed articles and bylaws for new businesses • Reviewed and edited employment, independent contractor, and vendor contracts• Supported managing attorney, focusing on entity formation, contract negotiation, and corporate governance



University of St. Thomas

• United States
• Higher Education
• 700 & Above Employee

• Legal Research Assistant

  • oct. de 2014 - may. de 2015

  Developed writings on the forefront of legal business issues - Supported multiple faculty and staff with business law related research and writing - Edited and cited business law articles - Researched, organized, and presented information on various business law topics

• VP of Finance, Student Association

  • may. de 2014 - may. de 2015

  Represented the student body at the University of St. Thomas MBA program - Collaborated with a former CFO of Stratasys to develop a fully automated annual student association budget plan- Forecasted budget needs and allocated Student Association funds to respective student organizations- Managed the Student Association budget