Responsible for the financial strategy of this transformative Fintech company, including revenue projections, sales leadership, tax implications, valuation calculations. Intimately involved in every function of the business, from technology implementation, operations, audit, financial analysis, and strategy. Brought in as a thought-leader in the banking industry, I assist both Co-CEOs with strategies to scale.

Responsible for leading, directing, and implementing strategies that advance the lives of customers, our communities, and the organization. Internally, I am the Chief Support Officer The Leader of our Leaders. Externally, I am the Chief Executive Officer, focused on forging new relationships and strategies. I have instilled a culture of change that is consistent with the changing dynamics of the marketplace. Casting a vision of who we want to be as an organization, who we serve and ultimately who we want to become.

Responsible for leading, directing, and implementing policies and procedures that advance the purpose of the organization. Internally, I am the Chief Support Officer The Leader of our Leaders. Externally, I am the Chief Executive Officer I have instilled a culture of change that is consistent with the changing dynamics of our Membership and the marketplace. Casting a vision of who we want to be as an organization, who we serve and ultimately who we want to become.

Was responsible for the strategic oversight of the institution's Asset Liability Management and Investment Programs as well as the general accounting and financial operations of the credit union. Oversaw the General Ledger G/L system to ensure compliance with GAAP and regulatory guidelines, purchasing of fixed assets, month-end close, and internal controls. Oversaw the payment systems departments of the credit union, keeping apprised of compliance and visionary/innovative products and services. Implemented new investment advisory service, saving the credit union over $100K annually. Was instrumental in reducing the operating expense ratio over 100 basis points since my arrival. Advanced the strategic thought process behind Asset-Liability Management by incorporating other departments and 'touch-points' into conversations, analysis and meetings.

Was responsible for the oversight of the institution's Asset Liability Management and Investment Programs. Provided strategic guidance to senior management regarding the positioning of the balance sheet to capitalize on current economic situations. Managed the General Ledger G/L system to ensure continued compliance with GAAP and regulatory guidelines. Provided direction to the accounting and finance departments through employee development and process improvements. Directed the annual budgeting process through coordination with 20 cost centers. In collaboration with other senior management, charted a financial course for the institution.

Was responsible for the oversight of the institution's investment program as well as the general accounting and financial operations of the credit union. Oversaw the General Ledger G/L system to ensure compliance with GAAP and regulatory guidelines, purchasing of fixed assets, month-end close, internal controls, and the implementation of strategic objectives. Was responsible for the strategic financial direction of the organization. Assisted in the the annual budgeting process. Oversaw both participations sold and purchased, and the associated accounting and correspondence.

Several other Analytical positions with Credit Unions Prior to 2002