Bio
Credentials
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Certified Public Accountant
-Jan, 1993- Apr, 2026
Experience
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Crossbridge Consulting
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Tulsa, Oklahoma Area
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Managing Member
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2006 - Present
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Tulsa, Oklahoma Area
Executive level placement with client companies throughout Oklahoma, primarily in critical corporate functions such as Accounting/Finance, IT, HR and Operations.
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The Rowland Group
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Tulsa, Oklahoma Area
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Business Development Manager
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2002 - 2005
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Tulsa, Oklahoma Area
Secured new client relationships for newly formed Accounting & Finance division. Conducted recruiting for permanent placement positions. Assisted with marketing, client development and retention strategies.
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Regier Carr & Monroe, L.L.P.
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Tulsa, Oklahoma Area
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Business Development - Fraud Prevention Services
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2001 - 2002
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Tulsa, Oklahoma Area
Developed products, marketing plan and account on-boarding procedures for new service division. Prospecting and sales to corporate clients.
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Carpentree, Inc.
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Tulsa, Oklahoma Area
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National Sales Manager
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1995 - 2000
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Tulsa, Oklahoma Area
Account Management of key accounts and national franchise chains throughout the U.S. Management of all regional showrooms and rep groups in 7 markets including Dallas and Atlanta. Development of sales and marketing strategies for both key/chain accounts and in-house accounts. Training of internal and external sales reps. Speaker at various industry conferences. Additional assistance with product design & development.
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Bank of Oklahoma
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Tulsa, Oklahoma Area
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Trust Officer
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1993 - 1995
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Tulsa, Oklahoma Area
Early placement out of Accelerated Career Track program to Business Development Manager/Trust Officer in Employee Benefit Sales. Conducted broad prospecting efforts and secured new client relationships during a time of industry transition and high competition. Developed some of the department's first marketing tools including newsletters and content for executive presentations. Led onsite plan enrollments and employee education at client locations. Collaborative efforts and cross-selling with other bank officers in commercial lending, corporate trust and private banking.
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IBM
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Stillwater, OK
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Collegiate Sales Rep
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1989 - 1992
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Stillwater, OK
Personal computer system sales to campus students and faculty. Development and deployment of campus marketing activities and programs. Training of other university reps.
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Deloitte
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Tulsa, Oklahoma Area
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Audit Intern
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1991 - 1991
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Tulsa, Oklahoma Area
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Education
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1992 - 1995University of Tulsa
MBA -
1988 - 1992Oklahoma State University
B.S., Accounting
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