Experience

Daily Money Solutions

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Owner

  • May 2009 - Present

  I do numbers! Working with small businesses on their bookkeeping needs, in their office or mine and working with busy professionals or seniors to pay bills, sort through mail, track insurance claims, and expenses etc. I do numbers! Working with small businesses on their bookkeeping needs, in their office or mine and working with busy professionals or seniors to pay bills, sort through mail, track insurance claims, and expenses etc.



Project Self-Sufficiency

• United States
• Individual and Family Services
• 1 - 100 Employee

• Fiscal Officer

  • 2009 - Jan 2012

  Served as a board member and chair of the finance committee, fiscal officer Served as a board member and chair of the finance committee, fiscal officer



Small Business Solutions LLC D/B/A Daily Money Solutions

• Owner

  • Mar 2009 - May 2009

  I started Small Business Solutions of Colorado seeking to help small businesses in a way that would make sense to them, and be helpful for them. Since my brain is financially wired, and accounting is a part of most businesses, I spend time doing bookkeeping for small businesses and remaining flexible enough to meet their needs. I also am passionately involved in Project Self Sufficiency. I started Small Business Solutions of Colorado seeking to help small businesses in a way that would make sense to them, and be helpful for them. Since my brain is financially wired, and accounting is a part of most businesses, I spend time doing bookkeeping for small businesses and remaining flexible enough to meet their needs. I also am passionately involved in Project Self Sufficiency.



Bank of Choice

• United States
• Banking

• Vice President

  • 2007 - 2009

  Responsible for growing a commercial loan portfolio from scratch, and gathering deposits for the branch. Responsible for growing a commercial loan portfolio from scratch, and gathering deposits for the branch.



Centennial Bank of the West

• Banking
• 1 - 100 Employee

• President - Harmony Branch

  • 2003 - 2007

  Managed a branch staff consisting of tellers, new accounts personnell, and commercial lenders. Responsible for performance of the branch in both the lending arena and the deposit gathering arena. Managed a branch staff consisting of tellers, new accounts personnell, and commercial lenders. Responsible for performance of the branch in both the lending arena and the deposit gathering arena.



First National Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President

  • 2000 - 2003

  Responsible for a construction & development porfolio of loans consisting of loans to small builders to large developers, total portfolio in excess of $30,000,000 Responsible for a construction & development porfolio of loans consisting of loans to small builders to large developers, total portfolio in excess of $30,000,000



Key Bank

• United States
• Financial Services

• Relationship Officer

  • 1993 - 2000

  Began as a credit analyst, responsible for analyzing business performance in regard to their ability to repay a loan request; became the credit department manager; moved to Ft. Collins as a relationship manager in the Construction Loan department working directly with clients, analyzing their financial performance and presenting them to senior management of the Bank as part of the northern colorado team. Began as a credit analyst, responsible for analyzing business performance in regard to their ability to repay a loan request; became the credit department manager; moved to Ft. Collins as a relationship manager in the Construction Loan department working directly with clients, analyzing their financial performance and presenting them to senior management of the Bank as part of the northern colorado team.