Washington, District of Columbia, United States
I enjoy and focus on building relationships with not-for-profit organizations and to develop new business and drive asset growth. I have managed credit portfolio exceeding $1 billion in loans and maintain exceptional business relationships with many prominent and high-profile clients. Throughout my career, I led the growth of banks through significant expansion. The keys to my success are decisiveness, objective decision-making skills, exceptional financial analysis skills, and the ability to hire and train top-performing teams.
Washington DC-Baltimore Area
Managed and responsible for overall operation and profitability of ANB Bank's presence in Downtown Grand Junction. ● Grew loan portfolio by 50%, exceeded net income target by $1 million in 2018. ● Was awarded Western Region 2018 branch of the year award. ● Grew loan portfolio by 30%, deposits by 6%, and materially exceeded profitability target year-to-date in 2019.
Led the finance department for Cordillera, a 9,000-acre development and homeowners’ association with 650 homes. ● Managed the Board of Directors’ finance committee and presented monthly on forecasts and variance analysis. ● Managed annual budget and improved projections and benchmarking of key metrics through establishing regular reforecasting meetings. ● Reorganized the finance department with new operational procedures, reporting structures, and banking products. ● Represented the community in bond refunding processes and solicitation of a new $50MM tax- exempt bond.
Managed, supervised, and trained a team of three accountants for the VVF, a prominent community non-profit organization. ● Reviewed and restructured VVF’s financial statements to improve communication on financial matters to stakeholders. ● Chose and implemented new software to improve budgeting and financial forecasting processes. ● Led annual audit and income tax filing preparation.