Experience

Cornerstone Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Assistant Controller

  • Aug 2018 - Present



AmTrust Bank, A Division of New York Community Bank

• Banking
• 400 - 500 Employee

• Assistant Branch Manager

  • Feb 2011 - Jun 2018

  Responsible for supporting the Branch Manager in all daily functions of the branch including Sales, Service, and Operations. Coach both new and existing employees to assist them to consistently perform their job within expectations and advance to the next level. Support Regional Management in multiple areas of operational integrity by performing random audits of work completed by branches.

• Senior Branch Auditor

  • Mar 2010 - Feb 2011

  Perform individual Branch audits including all areas of compliance and presenting preliminary reports to management. Prepare reports of audit findings and recommendations for each branch. Prepare final reports to be submitted to corporate management for review and rating determination.

• Operations Field Specialist

  • May 2008 - Mar 2010

  Perform quarterly assessments with branches and employees to ensure operational integrity is being upheld. Train new managers on policies and procedures. Lead monthly manager meetings on all operational topics.

• Customer Service Supervisor

  • Aug 2005 - May 2008

  Manage daily operations of the branch including vault cash, monthly reports, and tellers. Perform weekly coaching to address areas needing improvement as well as recognizing accomplishments.

• Personal Banking Specialist

  • Oct 2000 - Aug 2005

  Opening and maintenance of new and existing accounts. Assisting customers with questions or concerns. Maintaining above average customer service to ensure retention of the banking relationship.



Macy's Department Store

• sales associate then advanced to Night Service Manager

  • Oct 2002 - Feb 2005

  Responsible for monitoring evening employees and closing and preparing the store for opening the following day. Worked with loss prevention and authorities when theft occurred. Responsible for monitoring evening employees and closing and preparing the store for opening the following day. Worked with loss prevention and authorities when theft occurred.



Rocky Mountain Bank, a division of HTLF Bank

• United States
• Banking
• 1 - 100 Employee

• Branch Manager

  • Oct 1998 - Oct 2000

  Began with the company as a Customer Service Representative advancing to an in-store Branch Manager responsible for scheduling staff, monitoring sales, reporting to corporate management and working with store location on partner opportunities. Began with the company as a Customer Service Representative advancing to an in-store Branch Manager responsible for scheduling staff, monitoring sales, reporting to corporate management and working with store location on partner opportunities.



Scott County State Bank

• Customer Service Rep

  • Sep 1988 - Sep 1998

  Worked as a Customer Service Representative performing multiple tasks for a small community bank. Some of these included assisting customers by phone or in person with all aspects of their banking needs, assisting our bookkeeping department with check processing and creating statements, assisted the loan department with typing notes and filing, completed monthly reconciliation of all correspondent bank statements, maintained more than 200 IRA account files monthly and volunteered for numerous community events on behalf of the bank. Show less