Chief Operating Officer

• Jan 2022 - Present

Business Manager

• Oct 2018 - Present

-As an Executive Board Member, allows for the critical business decisions and discussions that drive sustainability and innovation. -Business Manager at the Corporate Office requires collaboration and inspiration among District Offices for accurate and timely results on varying data sets and deadlines. -Directed many change and improvement systems to include, but not limited to: Corporate Insurance, Employee Benefits, Network Security, Integrated Electronic Form and Field Processing… Show more -As an Executive Board Member, allows for the critical business decisions and discussions that drive sustainability and innovation. -Business Manager at the Corporate Office requires collaboration and inspiration among District Offices for accurate and timely results on varying data sets and deadlines. -Directed many change and improvement systems to include, but not limited to: Corporate Insurance, Employee Benefits, Network Security, Integrated Electronic Form and Field Processing, Budget Reviews (Income and Balance Sheet Analysis). -Negotiate and execute project specific and corporate contracts.

Co-Owner

• 2017 - Present

-Real Estate Investor/Property Manager -Real Estate Investor/Property Manager

Internal Auditor

• Nov 2017 - Oct 2018

-Ensure company standards and expectations are current, followed, and effectively communicated through policies, procedures, and controls. -Ethical leadership championed through training, seminars, and systems. -Accounting statement reviews. -Ensure company standards and expectations are current, followed, and effectively communicated through policies, procedures, and controls. -Ethical leadership championed through training, seminars, and systems. -Accounting statement reviews.

Risk Manager

• May 2015 - Nov 2017

-Mitigate and advise on business, finance, compliance, and reputation risks. -Knowledgeable in accounting, financial analysis, and financial regulations. -Lead the Internal Audit/Risk Management Department. -Assume the previous responsibilities of the Internal Auditor.

Internal Auditor

• Oct 2013 - Nov 2017

-Implement and start the internal audit function and role. -Meet and improve strategic audit results through collaboration with external auditors, regulators, other employees, and executive staff. -Policy and procedure review and updates.

Mortgage Processor

• Mar 2013 - Oct 2013

-Analyze, process, and manage a mortgage application pipeline. -Income tax analyst. -Analyze, process, and manage a mortgage application pipeline. -Income tax analyst.

Senior Financial Services Officer

• 2009 - 2013

-Retail and Personal Banking, Registered Financial Advisor(Series 6, 63, 65), and Licensed Insurance Agent. -Retail and Personal Banking, Registered Financial Advisor(Series 6, 63, 65), and Licensed Insurance Agent.