Experience

Outagamie County

• United States
• Government Administration
• 100 - 200 Employee

• Finance Director

  • Oct 2023 - Present

  Appleton, Wisconsin, United States

• County Treasurer

  • Apr 2018 - Oct 2023

  Appleton, Wisconsin Investment Officer for the County’s $200 million portfolio pursuant to Wis. Stats. §59.62 and internal policy Manages billing and collection for almost 90,000 property tax parcels nearing almost $300,000,000 in annual billing Oversee delinquent accounts, property seizures, and public sale of tax foreclosures pursuant to Wis. Stats. §75.521 Collaborate between roles and departments to reduce/eliminate redundancies Work closely with Finance, IT, HR, Legal, Parks, DLS, Solid Waste… Show more Investment Officer for the County’s $200 million portfolio pursuant to Wis. Stats. §59.62 and internal policy Manages billing and collection for almost 90,000 property tax parcels nearing almost $300,000,000 in annual billing Oversee delinquent accounts, property seizures, and public sale of tax foreclosures pursuant to Wis. Stats. §75.521 Collaborate between roles and departments to reduce/eliminate redundancies Work closely with Finance, IT, HR, Legal, Parks, DLS, Solid Waste, Clerk of Courts, Airport, HHS, Sheriff, etc. Manage and oversee daily banking activity as well as short and long term cash flow planning Prepare, track, analyze, reconcile, and forecast Treasurer, Interest Income, and Tax Deed budgets Coordinate with auditors and prepare schedules supporting the financial statement and internal control audits Collaborate with internal departments, DOR, municipalities to calculate and print all the County’s tax bills Manage and negotiate bank, brokerage, and other vendor relationships Supervise, coach, assign, and review the work of the Deputy County Treasurer Provide a high level of customer service to the public, other taxing entities, and colleagues Review monthly journal entries and accruals in accordance with GAAP and governmental accounting Present reports on investments, delinquent taxes and foreclosures to the Finance Committee Review processes and procedures to enhance efficiency while maintaining segregation of duties Additional duties can be found in review of Wis. Stats. §59.25

• Acting County Treasurer

  • Mar 2017 - Apr 2018

  Appleton, WI



Fox Valley Technical College

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor

  • Jan 2020 - Present

  Appleton Instructor in the Accounting/Business Department with experience teaching Principles of Accounting and Beginner/Intermediate Spreadsheets



Lakeland University

• United States
• Higher Education
• 300 - 400 Employee

• Adjunct Professor

  • Jan 2020 - Present

  Neenah, WI Instructor in the Accounting/Business Department with experience teaching Financial Decision Making, Management Principles, and Personal Financial Management



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• AVP, Senior Financial Intelligence Analyst

  • Jul 2013 - Feb 2017

  Duties: Conducted analysis on transactional data to make determinations of irregular activity through understanding of industry norms, historical customer activity and regulatory definitions of suspicious activity. Conducted investigations by utilizing the bank’s resources: i.e. system software, reports, databases, and system applications to determine if suspect account activity meets the established criteria for investigation of suspicious activity as described in Associated’s BSA and… Show more Duties: Conducted analysis on transactional data to make determinations of irregular activity through understanding of industry norms, historical customer activity and regulatory definitions of suspicious activity. Conducted investigations by utilizing the bank’s resources: i.e. system software, reports, databases, and system applications to determine if suspect account activity meets the established criteria for investigation of suspicious activity as described in Associated’s BSA and Anti-money Laundering procedures. Collected, analyzed and disseminated sensitive information concerning the suspicious activities of groups, businesses and individuals as described in Associated Secrecy Act and Anti-money Laundering procedures. Exercised solid judgment while examining, identifying and documenting suspicious account activity behaviors and patterns. Maintained a high degree of professional competence in the area of the Bank Secrecy Act activities and investigations through self-study, seminars and professional organizations. Performed enhanced due diligence on high-risk customers with emphasis on risk evaluation. Accomplishments: • Ran all periodic (daily, weekly, monthly, quarterly, ad hoc) departmental reporting utilizing Oracle database. • Developed more efficient reporting process by presenting improvements that eliminated redundancies in reporting process. • Enhanced efficiency and improved processes by identifying irrelevant and redundant information and presenting enhancements to templates and procedures. • Promoted to Senior Analyst by increasing average alerts per day from 16 to 25, passing ACAMS exam, and learning new types of reviews within 6-month time span. • Led enhancements for department reports, recommending updates and collaborating with other teams, ensuring proper changes were made. • Increased efficiency across various departments by providing training and guidance to newer colleagues and participating in group projects.

• Residential Loan Coordinator

  • Apr 2012 - Jul 2013

  Worked closely with Loan Officers and Underwriters, ensuring regulatory guidelines and closing dates were met. Qualified borrower financial stability by analyzing tax returns, W2s, and pay stubs. Operated in full compliance with internal procedures as well as applicable regulations and laws. Managed efficient closing process, ensuring smooth process for customer by communicating file status to loan officers within established guidelines. Built cooperative relationships with loan… Show more Worked closely with Loan Officers and Underwriters, ensuring regulatory guidelines and closing dates were met. Qualified borrower financial stability by analyzing tax returns, W2s, and pay stubs. Operated in full compliance with internal procedures as well as applicable regulations and laws. Managed efficient closing process, ensuring smooth process for customer by communicating file status to loan officers within established guidelines. Built cooperative relationships with loan officers answering questions timely ensuring smooth process for customer from loan origination to closing. Proved ability to multi-task by managing up to 150 loans at a given time.

• Mortgage Document Specialist II

  • Jun 2010 - Apr 2012

  Increased production and higher employee retention by serving as team lead and trainer on all reviewing procedures. Performed final audit of FHA and Fed VA applications before presenting loans to investors. Improved procedures for all types of loans by analyzing processes and developing tools used as reference points for coworkers. Prepared and reconciled invoices after approving purchase of correspondent loans.



Downtown Green Bay Inc

• United States
• Airlines and Aviation

• Event Crew Team Member

  • Jul 2014 - Oct 2016

  Green Bay



Outagamie County

• United States
• Government Administration
• 100 - 200 Employee

• Candidate for Outagamie County Treasurer

  • May 2016 - Aug 2016

  Appleton, Wisconsin Running against a former state treasurer and the wife of a state representative, I was proud to secure almost 2,200 votes on my first ever political campaign! I had a lot of fun running this campaign, learned a lot, and met a lot of new people in the community. This is an experience I will remember forever! Check out my Facebook page:



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Jan 2010 - May 2010

  • Developed and maintained relationships with Professional Financial Investment Managers. • Strengthened communication skills with executives, business owners, and other professionals.



Aronson & Associates LLP

• Seasonal Tax Help

  • Sep 2008 - Apr 2009

  Brookfield, WI Developed understanding of accounting principles by maintaining and reconciling general ledger, accounts payable and receivable, payroll, checks, and invoices.