Experience

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  Express Credit Union

  • United States
  • Banking
  • 1 - 100 Employee

  • CEO

    • Jan 2017 - Present

    Leadership and daily management of community development credit union. Growing our mission to provide fair and affordable financial services to unbanked and underbanked members of our community.

  • Interim CEO

    • Oct 2016 - Dec 2016

    Responsible for all Credit Union activities pending selection of permanent CEO

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  Express Credit Union

  • Greater Seattle Area

  • CFO

    • May 2014 - May 2016
    • Greater Seattle Area

    Responsible for strategic and business planning, project management, and financial and regulatory reporting. Acting as change agent allows me to support Express' objective of providing fair and affordable financial services for individuals and familties who currently rely on predatory lenders...

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  Merrill Gardens

  • Greater Seattle Area

  • Treasury Accounting Manager + Project Consultant

    • Apr 2012 - Apr 2014
    • Greater Seattle Area

    -Built and managed the treasury accounting team-Cash management for corporate and 75+ multi-state locations-State and local tax filings-Fixed asset accounting and depreciation, GAAP and tax basis-Bank and GL reconciliations-High volume corporate accounts payable-Project manager for banking system...

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  Bancafe International

  • Miami, Florida

  • Financial Controller - VP

    • Mar 1992 - Jul 2006
    • Miami, Florida

    Owner of all financial, regulatory and management reporting for $500 million U.S. subsidiary of large foreign banking organization.- Responsible for GAAP, SOX and bank regulatory compliance.- Chaired the Assets Liability Investment Committee: developed pricing/funding strategies, monitored key bu...

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  Vereins-und Westbank AG - Miami Agency

  • Accounting Manager

    • Jan 1986 - Jul 1991

    Responsible for all financial, regulatory and management reporting activities at $800 million branch of a Hamburg, Germany-based global banking enterprise. - Supervision, resource planning, training, performance evaluation and hiring of accounting staff.- Year-end closing; planning/coordination w...