Experience

Titan Property Management, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Co-Owner

  • Dec 2013 - Present

  Oshkosh, Wisconsin Area Titan Property Management, LLC provides services for property owners in Appleton/Neenah/Menasha/Oshkosh/Fond Du lac/Ripon/Wausau/Stevens Point/Sheboygan that they don't have the time, desire, or ability to do on their own. Services range from all aspects of being a landlord to single a la carte services. Services: *Property Management *Home buying *Custom Home Building *Repairs and Maintenance *Lawn and Snow Removal *Painting/cleaning/organizing *Junk… Show more Titan Property Management, LLC provides services for property owners in Appleton/Neenah/Menasha/Oshkosh/Fond Du lac/Ripon/Wausau/Stevens Point/Sheboygan that they don't have the time, desire, or ability to do on their own. Services range from all aspects of being a landlord to single a la carte services. Services: *Property Management *Home buying *Custom Home Building *Repairs and Maintenance *Lawn and Snow Removal *Painting/cleaning/organizing *Junk Removal We match quality renters with quality rentals. Our background in business banking and finance will leave you assured I have your bottom line in mind Show less



Armada Capital Management LLC

• Co-Owner

  • Jan 1999 - Present

  - Advertise and ensure investment properties are rented - Oversee all financial activities including cost analysis on new properties - Provide clear and timely communication to tenants



Collins State Bank

• AVP - Business Development Officer

  • Nov 2016 - Nov 2018

  Brillion -Develop and grow new customer relationships -Created customer loan portfolio -Underwrite and service a wide variety of consumer and business loans -Cross selling a wide variety of banking products



FirstMerit Bank

• United States
• Financial Services
• 700 & Above Employee

• AVP - Branch Manager

  • Dec 2003 - Nov 2016

  Hilbert and Kiel, WI Lead and manage the sales and service delivery process for Hilbert and Kiel branch while increasing profitability. I provide sales leadership, accountability, and industry expertise to create an exceptional client experience within each branch. In this role I have the opportunity to lead, develop and grow two of our retail branches. • Develop, manage and use various sales techniques to achieve individual and branch sales goals • Use community prospecting and involvement to grow client… Show more Lead and manage the sales and service delivery process for Hilbert and Kiel branch while increasing profitability. I provide sales leadership, accountability, and industry expertise to create an exceptional client experience within each branch. In this role I have the opportunity to lead, develop and grow two of our retail branches. • Develop, manage and use various sales techniques to achieve individual and branch sales goals • Use community prospecting and involvement to grow client deposit base • Recruit, develop, motivate and manage a high-performing team • Overseeing of the performance evaluation process • Engage business partners as needed to bring the best solution to the client • Conduct weekly branch sales meetings • Conduct weekly sales calls to prospective small business clients • Maintain excellent service levels by effectively allocating staff resources within the branch • Develop and maintain relationships with potential and existing clients • Generate customer loyalty by providing exceptional customer service • Represent the bank in local community organizations Show less



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Field and Securities Compliance Specialist

  • Aug 2002 - Jan 2004

  Appleton  Conducted field compliance activities (random office reviews, firm element program, and meetings) across the country for 2,500 Registered Representatives and 32 branch offices  Developed and led annual compliance meetings for the field representatives  Educated field market conduct specialists, field management and registered representatives  Guided and directed Thrivent Financial’s corporate and field organization regarding securities compliance issues  Performed ongoing… Show more  Conducted field compliance activities (random office reviews, firm element program, and meetings) across the country for 2,500 Registered Representatives and 32 branch offices  Developed and led annual compliance meetings for the field representatives  Educated field market conduct specialists, field management and registered representatives  Guided and directed Thrivent Financial’s corporate and field organization regarding securities compliance issues  Performed ongoing internal audits of Thrivent Financial business to ensure compliance with firm and regulatory requirements

• Mutual Fund Customer Service Representative

  • Mar 2001 - Aug 2002

  Appleton  Handled confidential information and member complaints  Influenced behavior through verbal communication  Conducted financial transactions accurately  Participated in a self-directed team



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Management Trainee

  • Jun 1999 - Mar 2001

  Oshkosh, Wisconsin Area  Sold traditional and non-traditional banking products  Maintained a high level of retail banking knowledge  Cross-selling all banking services  Assisted and advised customers and Investment Representatives  Ensured compliance and accuracy of all paperwork