Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
16
16
years of professional experience
Work History
Vice President/Business Support Manager/Account Manager/Account Associate
Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
01.2018 - Current
Manage a team for the executing the issuance of assets for our Paying Agent and Trustee appointments
Direct the execution of making CUSIPs eligible with existing relationships and new relationships as an opportunity to offer other opportunities with clients
Facilitator of information between various departments of a new issuance
Evaluation and interpretation of complex legal documents for accuracy, compliance, financial strength, to facilitate a successful issuance
Performing various audits for workflow and SEC regulated requirements
Manage a staffing budget, onshore and offshore, while maximizing the performance for the client and enhancing the Net Revenue
Owner/Sales Representative
701 Insurance Services
01.2015 - 01.2018
Managed relationships and provided the necessary insurance needs for individuals and families
Continual increase in portfolio market value, revenue and profitability on an annual basis
Vice President/Director of Client Services/National Account Manager
Tate & Kirlin Associates
01.2009 - 01.2015
Managed relationships and operational performance for Account Receivables of Large Financial Services companies
Executed budget and performance goals to increase the portfolio market value, revenue and profitability on an annual basis
Education
Elementary Education
Northwestern College
Orange City, IA
01.1992
Skills
Team leadership
Relationship building
Decision-making
Critical thinking
Timeline
Vice President/Business Support Manager/Account Manager/Account Associate
Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
01.2018 - Current
Owner/Sales Representative
701 Insurance Services
01.2015 - 01.2018
Vice President/Director of Client Services/National Account Manager
Tate & Kirlin Associates
01.2009 - 01.2015
Elementary Education
Northwestern College
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