Experience

Wisdom Over Wealth LLC

• United States
• Accounting
• 1 - 100 Employee

• Security Manager, Staff Accountant

  • Mar 2019 - Present



Charter Oak Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Supervisor

  • May 2016 - Mar 2019



Westerly Community Credit Union

• United States
• Banking
• 1 - 100 Employee

• Financial Services Manager

  • Aug 2014 - May 2016



Scient Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Director of Sponsor Relations

  • Sep 2013 - Jul 2014

  I am the primary relationship manager for key national and regional employer-based partnerships throughout the Eastern United States. I am responsible for driving new membership, acquiring, deepening and expanding business opportunities through strategic management of those employer partnerships. I am the primary relationship manager for key national and regional employer-based partnerships throughout the Eastern United States. I am responsible for driving new membership, acquiring, deepening and expanding business opportunities through strategic management of those employer partnerships.



Ledge Light Federal Credit Union

• Branch Manager

  • Jan 2008 - Sep 2013

  Responsible for opening/closing of the service center, ordering cash, creating schedule for staff, coaching and developing staff, building member relationships. I introduced lending in the service centers and in July 2008 became a lending officer with lending authority. My role was much more focused on training and developing staff to go from traditional teller to consultative banking Responsible for opening/closing of the service center, ordering cash, creating schedule for staff, coaching and developing staff, building member relationships. I introduced lending in the service centers and in July 2008 became a lending officer with lending authority. My role was much more focused on training and developing staff to go from traditional teller to consultative banking