Dedicated leader emphasizing relationship building, business development, analyzing and executing financial strategies to advance the vision of the organization. More than twenty years working with, and serving on, boards of directors including 5 years as a CEO. Proven track record focusing diverse workforce into a common goal of advancing mission objectives. Excels at collaborating with leadership, business process analysis, change management and team building.
Executing change management for distribution of $4B in financial assistance for the Department of the Interior including grants and cooperative agreements.
Enhanced member loyalty and increased product usage from former members of Treasure State Corporate Credit Union after very successful merger with Kansas Corporate Credit Union.
Managed $700 million institution to provide financial products and services to Montana credit unions in a cooperative model. Products and services included payment systems, liquidity, investments, and balance sheet services.
Excelled in financial reporting, investments, interest rate risk management, cost control and variance reporting, policy and procedure development and promoting credit union to communities served.
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