Experience

Conterra Ag Capital

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Loan Accounting & Operations

  • Jun 2021 - Present

• Vice President of Investor Administration

  • Apr 2014 - Jun 2021



American Equity

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Senior Accountant

  • Mar 2008 - Apr 2014

  Perform daily accounting and recording for the investment portfolio using PAM for Securities. Oversee daily trade settlement and incoming/outgoing wires for investment portfolio. Prepare and upload daily and month-end entries to the general ledger. Prepare and upload STAT and GAAP adjusting entries at quarter-end. Reconcile PAM to GL at month-end, reconcile suspense accounts at month-end, review and research holdings reconciliation exceptions at month-end. Prepare statutory Quarterly and Annual Statement schedules using WINGS. Interact with internal and external auditors to provide requested information and answer questions. Show less



Ames National Corp

• United States
• 1 - 100 Employee

• Trust Officer

  • Mar 2004 - Mar 2008

  Responsible for the accounting and record keeping of personal trust, IRA, agency, and custodial accounts. Manage and administer personal trust, IRA, agency, estate, and custodial accounts within established policy guidelines, laws, and regulations. Perform compliance tasks including account reviews, investment reviews, and asset reviews. Interact with internal and external auditors and bank trust examiners. Responsible for the accounting and record keeping of personal trust, IRA, agency, and custodial accounts. Manage and administer personal trust, IRA, agency, estate, and custodial accounts within established policy guidelines, laws, and regulations. Perform compliance tasks including account reviews, investment reviews, and asset reviews. Interact with internal and external auditors and bank trust examiners.



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Trust Officer

  • Mar 1997 - Mar 2004

  Manage and administer personal trust, IRA, agency, estate, and custodial accounts. Provide financial advice including estate planning, retirement planning, tax planning, and investment management to clients and prospects. Represent U.S. Bank in business activities and contacts with clients, attorneys, and beneficiaries. Develop new personal trust business and community contacts. Manage and administer personal trust, IRA, agency, estate, and custodial accounts. Provide financial advice including estate planning, retirement planning, tax planning, and investment management to clients and prospects. Represent U.S. Bank in business activities and contacts with clients, attorneys, and beneficiaries. Develop new personal trust business and community contacts.


Security Bank
• United States
• Banking
• 1 - 100 Employee
• Trust Operations

  • Oct 1993 - Mar 1997