Experience

Midwest D-Vision Solutions
• United States
• Construction
• 1 - 100 Employee
• Chief Financial Officer

  • Aug 2021 - Present


Midwest Commercial Interiors

• United States
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2021 - Present

• Financial Controller

  • Jun 2017 - Present


Proficio Bank
• Financial Services
• 1 - 100 Employee
• Interim Chief Financial Officer

  • Oct 2016 - Mar 2017


Green Dot Bank

• United States
• Manufacturing

• Director & Controller

  • Jul 2012 - Sep 2016

  General management of financial operations. Direct responsibility for all regulatory and financial reporting.  Responsible for all SEC reporting required for the bank.  Responsible for all regulatory reporting for the bank including the quarterly Call Report and the weekly FR2900 report.  Responsible for all Sarbanes Oxley (SOX) compliance and testing coordination.  Manage and coordinate all bank audits – Internal, External Public, and Regulatory examinations General management of financial operations. Direct responsibility for all regulatory and financial reporting.  Responsible for all SEC reporting required for the bank.  Responsible for all regulatory reporting for the bank including the quarterly Call Report and the weekly FR2900 report.  Responsible for all Sarbanes Oxley (SOX) compliance and testing coordination.  Manage and coordinate all bank audits – Internal, External Public, and Regulatory examinations



United First Financial

• Financial Services

• Chief Financial Officer

  • Feb 2008 - Jul 2012

  General management of financial operations. Direct responsibility for all financial reporting and banking relationships.  Created cost saving programs that resulted in over $500,000 savings annually.  Streamlined payment process for vendors to achieve over $50,000 in annual savings and shortened timeframe for vendors to receive payment.  Instrumental in expansion of business internationally General management of financial operations. Direct responsibility for all financial reporting and banking relationships.  Created cost saving programs that resulted in over $500,000 savings annually.  Streamlined payment process for vendors to achieve over $50,000 in annual savings and shortened timeframe for vendors to receive payment.  Instrumental in expansion of business internationally



American Institutional Partners

• Chief Financial Officer

  • Oct 2006 - Feb 2008

  General management of financial operations for a Direct responsibility for all financial reporting and banking relationships.  Created procedures to simplify and automate legal entity reporting for 17 legal entities.  Created asset-based stock lending program for small and mid-cap stocks.  Led acquisition team for multiple entities accomplished through both equity and leveraged buyouts.  Created financial projection model for $4.5 billion 15 year construction project General management of financial operations for a Direct responsibility for all financial reporting and banking relationships.  Created procedures to simplify and automate legal entity reporting for 17 legal entities.  Created asset-based stock lending program for small and mid-cap stocks.  Led acquisition team for multiple entities accomplished through both equity and leveraged buyouts.  Created financial projection model for $4.5 billion 15 year construction project



Wal-Mart Bank (in formation)

• Chief Financial Officer

  • May 2005 - Jul 2006

  Key member of the management team involved in the process of start-up activities.  Created detailed, three-year financial model used to evaluate the bank’s profitability under various assumption alternatives. This provided immediate financial information for senior management.  Created and presented detailed process flows regarding the various electronic payment networks (credit card, debit card and electronic check) to both the State of Utah and FDIC bank regulators  Created with… Show more Key member of the management team involved in the process of start-up activities.  Created detailed, three-year financial model used to evaluate the bank’s profitability under various assumption alternatives. This provided immediate financial information for senior management.  Created and presented detailed process flows regarding the various electronic payment networks (credit card, debit card and electronic check) to both the State of Utah and FDIC bank regulators  Created with KPMG an operational risk capital prediction model for payment sponsoring banks.  Created qualitative and quantitative analysis model to analyze operational risk in relation to current and future capital levels  Drafted testimony for the historic first ever FDIC hearing on a bank application Show less Key member of the management team involved in the process of start-up activities.  Created detailed, three-year financial model used to evaluate the bank’s profitability under various assumption alternatives. This provided immediate financial information for senior management.  Created and presented detailed process flows regarding the various electronic payment networks (credit card, debit card and electronic check) to both the State of Utah and FDIC bank regulators  Created with… Show more Key member of the management team involved in the process of start-up activities.  Created detailed, three-year financial model used to evaluate the bank’s profitability under various assumption alternatives. This provided immediate financial information for senior management.  Created and presented detailed process flows regarding the various electronic payment networks (credit card, debit card and electronic check) to both the State of Utah and FDIC bank regulators  Created with KPMG an operational risk capital prediction model for payment sponsoring banks.  Created qualitative and quantitative analysis model to analyze operational risk in relation to current and future capital levels  Drafted testimony for the historic first ever FDIC hearing on a bank application Show less