Education
San José State University
BS, Accounting -Work Experience
Unitus Community Credit Union
Current
Unitus Community Credit Union
San Francisco Federal Credit Union
2015-01-01 - 2021-01-01
San Francisco Federal Credit Union
Focus Business Bank
2006-01-01 - 2015-01-01
Focus Business Bank
Legacy Bank, N.A.
2005-01-01 - 2006-01-01
Legacy Bank, N.A.
MTN Advisory Services
2003-01-01 - 2005-01-01
MTN Advisory Services
Merrill Lynch | Fox-Pitt, Kelton | Hoefer & Arnett
1998-01-01 - 2003-01-01
Merrill Lynch | Fox-Pitt, Kelton | Hoefer & Arnett
Silicon Valley Bank
1990-01-01 - 1998-01-01
Silicon Valley Bank
Skills
Summary
Collaborative and strategic leader driven to build strong team dynamics and performance through mutual respect and inclusive culture. Demonstrated success leading regulated institutions of varying size, complexity, and business focus. Enjoy generating new ideas and devising solutions to improve financial well-being for all. Leadership principles based on empathy and interpersonal connections combined with integrity and personal commitment. Career progression built on advocating a “people first” mentality to achieve results and trusted relationships. Key skills in: Financial management, application implementation, investment portfolio management, asset/liability management, strategic planning, mergers & acquisitions, process redesign, and community and member relations.