Results-driven financial professional with extensive experience in leading teams towards achieving organizational goals. Proven ability to implement strategic financial plans and enhance operational efficiency. Known for strong collaborative skills and adaptability in dynamic environments, ensuring reliable and results-oriented performance.
- AAA Visa Signature Credit Cards
- ProtectMyID
- Foreign Currency Services
- AAA Deposit Services
- AAA Smart Home Security
Established credibility as a trusted advisor through consistent delivery of high-quality services that generated tangible results for clients' businesses.
Enhanced company performance by implementing new strategies and streamlining operations for $25MM line of business.
Generated $550 million in annual sales volume through expansion of distribution channel, promotion of product internally as a profit generator, creating product-specific website, and expanding over the counter services.
Fused product lines after one of banking industry's most comprehensive mergers, transformed cost-driven product and service into profit center by engineering a complete internal culture shift.
Captured strategic co-branding alliance valued at $2 million with AAA that increased company penetration into 75% of all clubs.
Attained 90% staff retention rate by cultivating culture of success and personal accountability; directly managed 23 team members; 7 out of state.
Oversaw division operations including managing national call center servicing foreign currency needs for 20+ million customers and 3,000+ branches.
Generated $18 million in new revenue for foreign currency products / services by concentrating efforts on high-yield sales activities; grew correspondent bank network to feed in new referral business.
Served as primary subject matter expert and media contact for entire corporation on matters / issues pertaining to foreign travel money.
Relationship management
Financial analysis
Strategic planning
Monthly reporting
Customer service
Financial analysis
Grief Facilitator & Board Member , The Dougy Center (2011-2015)
Mentor , Portland State University School of Business (2015-2018)
Emergency Responder , NET certified (2011-2019)
Master Gardener , Oregon State University (2014-)
Volunteer , Make-A-Wish (2010-2011), Providence Hospice (2010), DECA (2013-2016)