Experience

A local credit union in Colorado

• Director of Financial Education and Relationship Development

  • Mar 2007 - Present

  Developed, implemented, and executed the credit union's financial education program, which grew to becoming a national award winner for the exemplary financial education program. Managed and grew the credit union's financial education program to reach over 240 schools by offering traditional classroom instruction and digital libraries. Appointed to serve on the Colorado Department of Education Financial Literacy Committee to write the new state standards for financial literacy, which will be assessed in every school district. Developed relationships with schools, business partners, community groups and non-profit organizations representing the credit union as the industry leader in financial education. Held leadership roles in various various non-profit organizations who share the same passion for financial education. Executed professional development workshops to educators statewide on various financial education curricula to include National Endowment for Financial Education (NEFE), FoolProof, and Education Cents. Developed and managed the annual business development and financial education budget, and provided cost saving analysis to executive management.



Jeffco Credit Union, Lakewood, CO

• Business Development and Financial Education Officer

  • Aug 2004 - Mar 2007

  Managed and enhanced the financial education program to the largest school district in Colorado. Conducted over 240 presentations and reached over 5000 students annually. Recognized as a national award winning financial education program. Developed and maintained relationships with community business partners to increase awareness and showcase community support. Promoted the credit union at various community events, seminars, and expos. Developed key strategies, techniques and tactics based on consumer feedback and market trends. Developed marketing campaigns and offered training to credit union staff on key concepts and distribution of marketing campaigns.



Arvada Center for the Arts and Humanities

• United States
• Performing Arts
• 1 - 100 Employee

• Conference Meeting Planner

  • Feb 2001 - Aug 2004

  Implemented and developed marketing collateral, PowerPoint presentations, sales blitz themes, and campaigns. Integrated marketing withing several departments. Ensured specific sales targets exceeded sales target by 33%. Reached 50% of sales target goals for 2003 by the end of January through effective marketing sales plans. Strong knowledge of yield management, utilizing ballroom space to maximum capacity. Strong customer service and communication skills to effectively communicate and interact with all levels of personnel, city officials, city staff, the general public, and clientele. Coordinated with all professional staff on event details to exceed client expectations.


TG World Wide Travel Group
• Event Planner

  • Jun 1998 - Feb 2001