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Experience

    • United States
    • Finance Manager
      • May 2022 - Present
    • United States
    • Spectator Sports
    • Director: REIGN VBC, Inc., a club team within the...
      • Jun 2016 - Present

      Wautoma/Wild Rose We are a 501c3 non-profit organization for club volleyball teams for girls 10-17. Our organization coordinates and coaches young ladies to be better people and volleyball players. We are a member club of the Badger Region (Wisconsin) Volleyball Association. Rather than sending our finest to clubs 30+ miles away we decided to start a club in our area. We are looking for successful coaches and young people interested in learning or improving their volleyball skills.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Operations
      • Jan 2017 - May 2022

      Wautoma, WI Managed 40+ team members within the Operations/Billing department for LifeQuest Services. We are a billing company/partner for EMS, Fire, Hazmat and Ambulance services. I am challenged with the task of finding process improvements on our work flows and putting the right people in a position to succeed as a part of our team. Tracking, reporting, and training team members to focus on our client/partner success.

    • Operations Manager
      • Sep 2014 - Jan 2017

      Wautoma, WI I directly managed the team responsible for posting patient and insurance payments to ambulance/medical billing/fire runs. I also assist the CFO and the finance team with client reports and new client banking relationship set-ups. During a transition between CFOs I was named Controller and managed the Finance Department . I worked directly with the CEO in interviewing/recommending the new CFO. My duties also involve creating various reports for RFPs (new sales business). I enjoy… Show more I directly managed the team responsible for posting patient and insurance payments to ambulance/medical billing/fire runs. I also assist the CFO and the finance team with client reports and new client banking relationship set-ups. During a transition between CFOs I was named Controller and managed the Finance Department . I worked directly with the CEO in interviewing/recommending the new CFO. My duties also involve creating various reports for RFPs (new sales business). I enjoy gathering fellow employees from multiple departments to achieve shared success through teamwork.

    • United States
    • Banking
    • 1 - 100 Employee
    • Assistant Vice President
      • Aug 2011 - Aug 2014

      wautoma Branch Manager and Consumer, Mortgage and Commercial Lender for a mid-sized community bank. Also 401k liaison for our commercial banking client partners.

    • Loan Officer
      • Jun 2004 - Aug 2011

      Neshkoro, WI Mortgage, Consumer and Commercial Lender for a small, community-based bank.

    • Institutional Custody Rep, Personal Trust Officer, Commerical Loan Analyst
      • Apr 1997 - Jun 2004

      Greater Milwaukee Area and Oshkosh, WI I am grateful for the opportunity Firstar gave me in 1997 when another bank merger eliminated my job. I was hired (without direct experience) as an Institutional Custody Rep. in the home office in downtown Milwaukee. We handled the trades for mutual funds clients, assisted with corporate action responses, and made sure to buy/sell short term securities each day to assure all cash was invested/avoid being overdrawn. It was a fantastic experience. After another merger the position moved to… Show more I am grateful for the opportunity Firstar gave me in 1997 when another bank merger eliminated my job. I was hired (without direct experience) as an Institutional Custody Rep. in the home office in downtown Milwaukee. We handled the trades for mutual funds clients, assisted with corporate action responses, and made sure to buy/sell short term securities each day to assure all cash was invested/avoid being overdrawn. It was a fantastic experience. After another merger the position moved to Cincinnati and I was transferred to the Personal Trust Department handling basic Trust accounts for individual clients. After my wife accepted a better position in Appleton, I transferred to the Oshkosh location and worked as an Analyst for the Commercial Loan Department. Firstar and U.S. Bank helped me each step of the way. Show less

Education

  • University of Wisconsin-Eau Claire
    Bachelor of Business Administration (BBA), Finance, General
    1988 - 1993
  • Southern Denmark business school
    exchange student, International Business
    1992 - 1992

Community

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