Bio
Experience
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Accountant, Small Business Accounting Consultant
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Self-employed
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Portland, Oregon Area
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Accountant, Small Business Accounting Consultant
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1995 - Present
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Portland, Oregon Area
Assist companies in developing their financial accounting, reporting, and analysis systems and procedures.
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American Pacific Bank
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Oregon
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Vice President, Chief Financial Officer
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1988 - 1991
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Oregon
Set-up and developed procedures to monitor all operational functions of a commercial bank, hired and managed tellers, accountants and administrative personnel, prepared annual budgets, prepared monthly financial statements and other reports for the Board of Directors, met with Board of Directors monthly to report on status of bank's operations.
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AmeriStar Financial
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Greater San Diego Area
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Vice President, Director of Internal Audit
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1985 - 1988
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Greater San Diego Area
Responsible for all Internal Audit functions of bank, including loan review, branch operations, and administrative areas. Developed risk analysis program used to both review loan applications and to detect mortgage mortgage fraud, and conducted training classes for loan officers, branch personnel and other support personnel.
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American Savings and Loan
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Oregon, Utah and Hawaii
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Vice President, Director of Internal Audit
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1978 - 1985
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Oregon, Utah and Hawaii
Responsible for directing a professional staff of approximately 20 in developing programs for and carrying out financial audits, branch audits, loan reviews and reviews of various administrative functions in 5 states.Met with Board of Directors monthly to discuss results and risk assessments, and performed special projects as directed by the Board.
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Director, Internal Audit
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1978 - 1985
See American Savings and Loan.
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Education
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1967 - 1971University of California, Berkeley
Bachelor's degree, English Language and Literature/Letters -
Portland State University
Master of Arts (M.A.), English Language and Literature/Letters
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Industry Focus. “Accounting and Auditing.”
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