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Bio

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Joan Draper is a seasoned finance professional with extensive experience in accounting, banking, and small business management. She has held various roles, including Vice President at Bank of America and Small Business Consultant, and has worked with clients to develop marketing strategies, business plans, and bookkeeping services. She is proficient in Spanish and has a Graduate Banking Degree from Southern Methodist University and a Bachelor of Science in Business Administration from University of San Francisco.

Experience

  • Joan M. Draper Affordable Bookkeeping
    • 2435 NW Thurman St. Portland, OR 97210
    • Bookkeeping Services
      • Jun 2010 - Present
      • 2435 NW Thurman St. Portland, OR 97210

      Bookkeeping for Small Business and Similar Entities

  • iTi Financial Services LLC
    • 2435 NW Thurman St. Portland, OR 97210
    • Licensed Insurance Agent
      • Aug 2007 - Present
      • 2435 NW Thurman St. Portland, OR 97210

      Full Service Personal & Business Insurance Agent

    • Small Business Consultant
      • Jan 1997 - Jan 2006

      Assisting small business in developing marketing strategies, business plans, bank and financing relationships, bookkeeping and accounting services.

    • Vice President - Operations, Lending, Administration & Management
      • Jun 1969 - Jan 1995

      Positions & Responsibilities - Branch Operations, Consurmer, Business & Commercial Real Estate Lending; Regional Escrow Manager, Credit Examination and Credit Administration and Underwriter, Review of Bank Lending Portfolios for Bank Purchase Acquisitions.

Education

  • 1979 - 1981
    Southern Methodist University
  • 1974 - 1977
    University of San Francisco

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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