I have been employed in the financial industry for 34 years. I started my career while attending college. I worked for a large Savings and Loan and obtained many opportunities while working there. I started as a part time teller and personal banker working at various locations. I also participated in a large merger for this institution.
Upon graduation from college I was promoted to SeniorAccountant. I held that position for five years.
After that I accepted the position of Investment Operations Manager with a bank that serviced correspondent financial institutions.
While working for this bank I also performed internal audits for community banks. My tenure there was ten years. Due to a merger our company joined a CPA firm. I continued to perform internal audits for community banks for an additional two more years. Finally, I accepted a position with a community bank where I worked for ten years as Operations Officer/Internal auditor.
Assisted Operations area and served as back- up personnel for the Vice President of Operations. This included submitting Wire Transfers, reviewing DDA exception items, NSF,Non-Posted and Stop Payments etc. Created audit programs and operational procedures for Bank employees.
Established policies and spreadsheets for purposes of review and approval from the Board of Directors. Assisted external personnel with preparation of Asset /Liability and Concentration reporting.
Performed annual Risk Assessment reports regarding Information Systems, BSA, Disaster Contingency and the Fact Act.
I have attended numerous classes and seminars relating to community banking operations, compliance, and secondary mortgages within the last ten years.
Recipient of "Henry French Scholarship" sponsored by the Madison, WI Downtown Rotary Club.
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