(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Results-driven finance executive seeking a position in the Budget Office to assist Governor Gianforte in delivering his agenda to the citizens of Montana. Dedicated leader with 35 years experience leading high-profile government entities and financial institutions with 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 business process analysis and team building.

  • Budgeting
  • Complex Problem Solving
  • Executing Financial Strategies
  • Business Process Re-engineering
  • Business Planning
  • Operations Oversight
  • Relationship Building and Management
  • Risk Management Processes and Analysis
  • Team Leadership
  • Financial Management
  • Business Development
  • Investment Management
University of Montana Missoula, MT Expected in 1985 Bachelor of Science : Business Administration Emphasis in Finance And Management, Minor in Economics - GPA :
  • Implementing new data system to manage the Department of the Interior's annual $4 billion in grants and cooperative agreements from inception to close-out, while providing transparency and accountability for the American taxpayer.
  • Initiated a review process to provide the Department's leadership information and the ability to re-direct $2 billion in discretionary grants and cooperative agreements to enhance department priorities.
  • Facilitated development of strategic plans for boards of directors and CEO's of financial institutions to optimize mission objectives.
  • Performed balance sheet modeling and interest rate risk analysis for 16 credit unions with $1.8 billion in assets to better manage regulatory requirements while enhancing market share, profits, and operating efficiencies.
Work History
United Way Of America - Senior Adviser - Assistant Secretary
Tampa, FL, 11/2017 - Current

Leading Department of the Interior initiative to re-engineer the distribution of $4 billion annual awards in financial assistance, including grants and cooperative agreements, to allow for leadership direction, transparency, and accountability.

  • Report directly to the Assistant Secretary of Policy, Management and Budget, Deputy Secretary, and Secretary of the Interior
  • Designed review process for all discretionary financial assistance to better inform leadership and insure alignment with departmental priorities
  • Lead team of 75 individuals to re-engineer business processes for 3500 end users in the area of financial management
  • Work with ten bureaus including Fish Wildlife Service, National Park Service, Bureau of Land Management, Indian Affairs, US Geological Survey, Bureau of Reclamation, Office of Surface Mining Reclamation, to standardize business processes in the area of financial assistance and advance the Department's priorities
  • Implemented a new grants management system to manage the grants life-cycle from beginning to close-out, including capturing performance metrics for enhanced leadership management
  • Instrumental in crafting new regulation for grants, policy development, and creating a new Office of Grants Management
Kansas Corporate Credit Union - Senior Financial Analyst/Northwest Business Development
City, STATE, 01/2012 - 11/2017

Enhanced member loyalty and increased product usage from 50 former credit unions of Treasure State Corporate Credit Union with surviving entity, Kansas Corporate Credit Union.

  • Provided leadership with change management and successfully carried out mission of Kansas Corporate Credit Union with new member institutions
  • Signed up and provided asset/liability management and interest rate risk consulting services to CEOs and board of directors for 16 institutions
  • Annually met with all 50 credit unions across entire state of Montana
  • Maintained very high marks from surveys for satisfaction and loyalty
  • Exceeded usage of products and service goals since merger
  • Served on Credit Committee and Asset/Liability Committee
Treasure State Corporate Credit Union - President/CEO
City, STATE, 06/2007 - 12/2011

Managed $700 million institution to provide financial products and services to Montana credit unions in cooperative model. Products and services included payment systems, liquidity, investments, and balance sheet services.

  • Strategic planning, developed initiatives, and carried out goals and direction set by board of directors
  • Exceeded all budget projections, goals and initiatives set by board for both 2007 and 2008 prior to financial crisis
  • Successfully navigated Treasure State Corporate Credit Union through tumultuous financial crisis by effectively communicating repercussions of NCUA Corporate Stabilization Plan to all Montana credit union CEOs, board of directors, and staff
  • Initiated nationwide search for merger partner after new regulations made existing business model obsolete
  • Completed very successful merger with Kansas Corporate Credit Union in 2011. 100% credit union member support, including new capital infusions
Whitefish Credit Union - CFO/Corporate Treasurer
City, STATE, 06/1985 - 06/2007

Excelled in financial reporting, investments, interest rate risk management, cost control and variance reporting, policy and procedure development, and integral to promoting credit union to communities served.

  • Assets increased from $56 million to $865 million
  • Expanded from 2 offices to 7 offices serving northwest Montana
  • Maintained lowest operating cost ratios and consistently ranked in 99th percentile in efficiency ratio among all credit unions
  • Successfully managed interest rate risk while exceeding average industry profitability

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  • University of Montana

Job Titles Held:

  • Senior Adviser - Assistant Secretary
  • Senior Financial Analyst/Northwest Business Development
  • President/CEO
  • CFO/Corporate Treasurer


  • Bachelor of Science

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