Experience

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  Santa Fe County

  • Housing Services

  • Accountant Senior

    • Jul 2016 - Present
    • Housing Services
• 

  State of New Mexico, Federal Royalties Audit Bu...

  • Santa Fe, NM

  • Tax Auditor II

    • Jan 2016 - Jun 2016
    • Santa Fe, NM
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  Thrivent Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Associate

    • Mar 2012 - Feb 2016

    Financial professional purposed to help people think and talk about their financial lives, goals and values.For important disclosure information, visit thrivent.com/disclosures

  • Business Development Consultant

    • Jan 2008 - Mar 2012

    *Provided day-to-day leadership and management for a business unit consisting of four professional advisor office groups. Accountable to Senior Corporate leadership for results.*Managed financial statements for the group to include budgeting, forecasting and financial decision making.*Primarily responsible for the successful launch of new advisors in the areas of training, ongoing coaching and achievement of required business results.*Consulted and coached Senior Partners leading each group in the areas of staff operations and management, financial profitability, advisor hiring decisions and advisor performance management.*Developed a training curriculum for leaders of newly formed team practices.*Delivered same training to team practice leaders with ongoing coaching and follow-up.*Responsible for the recruiting process.

  • Leadership Consultant

    • Feb 2008 - May 2010

  • Leadership Consultant

    • Feb 2008 - May 2010

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  2003 to 2007

  • Region Director of Implementation

    • Nov 1999 - Jan 2008

    *Developed the audit program and processes for employee field sales force national program standards.*Led the field implementation of project "Greenfield" in the Northeast market group.*Performed a consulting role supporting Field Vice Presidents in the areas of recruiting and selection...

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  Ameriprise Financial

  • Director

    • 1999 - 2008
• 

  American Express

  • Manager

    • Jan 1999 - Jan 2003

    *Managed the business operations processes that supported the market group's business strategies in the areas of financial management, human resources, real estate and operations.*Provided leadership to all AEFA support employees in the market group.*Member of the market group strategic leade...

• 

  Transfer Enterprises, Incorporated

  • Vice President & Corporate Secretary

    • Jan 1997 - Jan 1999

    *Created entire financial and administrative systems of the business, including management of human resource functions and payroll.*Directed all financial operations including budgeting, forecasting, reporting, management analysis, and taxes.*Streamlined the business into the corporate mainstream...

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  Phelps Dodge Corporation

  • Senior Corporate Auditor

    • Jan 1995 - Jan 1997

    *Led the planning, execution, supervision, and completion of audits conducted throughout the corporation.*Developed, wrote, and issued final audit reports to location and senior corporate management.*Supervised an audit team of one to four auditors with varying levels of experience and responsibi...

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  Army National Guard

  • Soldier

    • Jan 1987 - Jan 1997

    *Led the administration of the enlisted promotion system for the State of Arizona.*First Sergeant of a 150-man infantry unit. Managed the training, health and welfare of the soldiers assigned to the unit.*Worked with Unit Commander to make decisions concerning tactical and administrative matters...

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  Windsor Manufacturing Company

  • Accounting Manager

    • May 1995 - Aug 1995

    *Directed all accounting and payroll functions and the related internal controls of a $40 million aerospace manufacturing company.*Supervised eight employees. Interacted with management and operational personnel to develop long-range, annual, and monthly budgets/forecasts.*Prepared internal fina...

• 

  Barnes Aerospace Group

  • Lead auditor

    • Sep 1993 - Apr 1995

    a manufacturer of original equipment and advanced fabrication components.*Planned and prepared audit procedures to be performed at various plant locations throughout the United States; drafted reports on comments and findings.*Developed procedures and processes for business units on a consulting ...

• 

  The Barnes Group, Incorporated

  • Senior Internal Auditor

    • Jan 1993 - Jan 1995
• 

  Coopers & Lybrand

  • Senior Associate

    • Jan 1990 - Jan 1993

    *Audited client financial statements for the purpose of issuing a report on their presentation and results of operations.*Coordinated the timing and preparation of audit supporting schedules with the client.*Planned the execution of the audit to include understanding the client's business and...

• 

  United Stated Army

  • Soldier

    • Jan 1977 - Jan 1987

    *Served as Personnel Management Sergeant in a variety of positions and duty stations including: Noncommissioned Officer In-Charge of the management branch of the 82nd Airborne Division.*Conducted over 60 training sessions ranging from formal classroom instruction to hands-on training in a field e...