Operations Manager, 04/2010 to Current
Strategic Financial Partners, LTD – Portland, 97204, OR
Treasury Management Associate, 01/2004 to 06/2008
Wells Fargo Bank – Portland, 97210, OR
Developed sales proposals and pricing models for Treasury Management Sales Group. Provided assistance in identifying cross-sell opportunities within existing client portfolio. Gathered and analyzed prospect information to assist the Sales Officers in determining sales. Partnered with Relationship Managers and supported areas to resolve client issues.
Credit Risk Analyst, 10/1997 to 10/2001
American Express – 10270, NY
Assisted in providing support and analysis for "red flag" issues and credit risk impact. Monitored sensitive credit risk exposure for all business units. Supported in the review porcess for the International Network deals. Maintainded, refined and utilized an institutional risk management system. Identified and met management needs in reporting credit limits and exposure in various capacities. Oversaw the integration of new data sources, tes and implementation of data.
Bank Administrator, 10/1997 to 01/2003
American Express – 10270, NY
Facilited the procurement of banking productrs and services for Treasury and business units. Acted as liaison between American Express business units and external banking. Responsible for process improvement of all banking administrative functions. Supported and initiated the implementation of technological advancements.
Credit Risk Analyst, 10/1989 to 10/1997
Lehman Brothers – 10270, NY
Spearheaded project to create true counterparty database and relevant credit charachteristics. Daily reconciliation of open FOREX, LME, bullion, oil, energy derivatives positions. Initiated margin calls for margin account trading energy derivatives. Responsible for the review and establishment of fund limits of Money Market and Mutual Fund counterparties. Reviewed counterparty credit worthiness in order to establish potential portfolio.
