Years of experience: 14

ConsultingBanking & Capital MarketsExecutive CoachInsuranceAdvisorBusiness Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Wendy's Career Path
Commercial Business BankerFeb. 2024 -
Present
Arizona Financial Credit UnionCommercial Business Banker
Chief Financial Officer / ControllerSep. 2022 -
Feb. 2024
LHC Construction Inc & LHC Custom Pools & Spas LLCChief Financial Officer / Controller
United StatesController and CFO of all financial projects and costs. Contract and proposals, leader of all human resources, overlook all tax payments and liabilities. Employee retention focused to maintain high quality work and safety on all job-sites. Project management along with all operations. Hands on as well as executive dutys.
Remote Loan Officer AssistantDec. 2020 -
Jul. 2022
Point Mortgage CorporationRemote Loan Officer Assistant
Chula Vista, California, United StatesI managed functions pertaining to educating customers on mortgage rules and regulations, interest rates, and the application process. Recommended the mortgage plans that best align with customers’ backgrounds and needs, drawing on research and personal expertise. Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base. ...

Wendy's Posts

  • How I can help you

    Department organization. Investment strategies, employee retention, customer focus.

  • People I am looking for

    Ideal clients: Companies looking for strategic guidance on operations and employee retention - Companies seeking increased employee productivity - Businesses aiming for higher retention rates - Employers dedicated to workforce satisfaction

  • Experience & Cases

    Achievements: - Expanded small businesses to multiple locations - Improved employee retention through regular counseling Previous clients: Intuit, Vans, Kroger

  • How to contact

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