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Work Background
Timeless Coffee & BakeryHead of Finance
Dec. 2023
ProSavvyDirector Of Strategic Partnerships
Mar. 2021 - Dec. 2021Denver, Colorado, United StatesEstablished value proposition, revamped sales funnel, and maintained competitive advantage by handling all operation for service launch of strategic development, social media, SEO management, and fractional COO offerings.
MUSE Risk ManagementFounder
Jan. 2021 - Dec. 2023Denver, Colorado, United StatesWith my extensive experience in corporate financial risk management and high risk industries I serve companies in a consulting capacity to ensure their sales operations fall within the financial industry's risk management parameters and align with their upcoming strategic objectives.
Eossi BeautyCo-Founder and Chief Operating Officer
Apr. 2019 - Jan. 2022Denver, Colorado, United StatesMaintained company’s core competencies to expand market share by testing and developing five cosmetics products
through leading R&D team of three members. Strategically developed and implemented SOPs for full aspects of daily business operations, such as product development, labeling, packaging, shipping, and financial operations. Hit annual sell-through targets and drove business development by leveraging social media and creating new product-focused digital marketing materials.
Bank of the WestVice President; Senior Lead Liquidity Asset Relationship Manager
Jan. 2019 - Dec. 2020Denver, CO, United StatesCredited for management, retention, and growth of $300MM liquid asset portfolio focused on high-risk industries. Collaborated with AML investigative groups on high-risk industry operations while advising on onboarding and risk review policies related to cannabis industry.
Mutual of Omaha Bank - now CIT BankVice President Treasury Management
Jul. 2017 - Dec. 2018Denver, ColoradoAchieved client retention of over 98% aimed at effective relationship management and working capital review while cross-selling treasury and corporate payments solutions to prospects and existing clientele.
U.S. BankAssistant Vice President, Treasury Management Division Business Consultant
Sep. 2013 - May. 2017Greater Denver AreaInstituted coaching on effective sales processes, prospecting activities, closing sales, and uncovering all treasury management and corporate payment needs or opportunities. Optimized value sales by engaging product teams and technical sales consultants for monthly product training meetings, product utilization review, and enhancement schedules.
U.S. BankDEPOSIT RELATIONSHIP MANAGER TREASURY MANAGEMENT CONSULTANT
Oct. 2009 - Sep. 2013Greater Denver AreaMaximized cash flows and generated synergies by managing portfolio of 40 business clients across monitoring financial operations, collaborating cross-functionally, and delivering access to treasury management solutions. Involved in conducting group training sessions and seminars to advise clients on preventing both internal and external fraud risks.
U.S. BankSenior Implementation Project Manager
May. 2006 - Oct. 2009Responsible for the project management and implementation of Global Treasury Management products
sold to Commercial and Government clients, acting as liaison for internal and
external clientele. Served as SME for the ARP and ACH Steering Committees where collaboration was instrumental in streamlining the processes to implement Treasury Management services as promised.
Concurrently lead Implementation Project Coordination for the Mellon First Business Bank conversion, working directly with conversion teams on site to direct sales and operations teams assisting with Wire Transfer and Technical Service products.
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