● Successfully led the development and delivery of a critical lending operations blueprint for the largest acquisition in Canadian bank history.● Defined and tracked project milestones, maintaining rigorous control over project schedules anddeliverables, resulting in the project being completed on time and within budget, with high-quality outputs.● Built and maintained relationships with stakeholders at multiple levels, including executive, ensuring ongoing communication and alignment with project goals.● Chaired key governance forums and managed project processes across multiple internal and external matrix partners, ensuring compliance with enterprise standards related to project management, risk, audit, and compliance.● Managed all aspects of the project lifecycle, coordinated the creation of project artifacts, and controlled project scope, quality, and timelines to manage risks effectively.● Facilitated and drove high-level meetings, providing clear and concise communication to all management levels, and regularly updated project status to stakeholders and the accountable executive.

● Directed the development and implementation of IT projects for major financial systems integrations, ensuring alignment with organizational goals and compliance with industry standards.● Developed communication strategies and organizational change plans, ensuring clear communication of solution visions and priorities, and effectively managed change resistance across the organization.● Led the development of Requests for Proposals, analyzed vendor responses, conducted risk assessments, and recommended vendors based on thorough evaluations.● Directed a project for Human Resource Team to digitize employee records, centralizing data in a cloud-based system, which improved accessibility and security.● Achieved $300K annual savings by implementing an eSignature solution across Retail and Contact Center Teams, enhancing process efficiencies.● Implemented automated financial investigation platform to streamline AML investigation processes and reduce AML compliance costs by approximately $417K annually.● Mentored and developed a team of junior project managers and coordinators, fostering a culture of continuous improvement and skill advancement within the team.

● Managed lending, technology, and operational projects with a focus on IT audit resolution, system and hardware upgrades, and customer experience enhancements to promote exceptional service.● Led project planning sessions, identifying goals, objectives, and actions needed to achieve project milestones within designated timelines and budgets.● Assessed project risks, developed contingency plans, and managed changes effectively to minimize impacts on project outcomes.● Led the upgrade of the enterprise file transmission system to enhance performance and stability, reduce architectural complexity, and enable scalability and ease of management,● Work closely with IT, Information Security, and Compliance/Legal teams to deliver an urgent fraud project to provide protection, convenience, and exceptional service.● Manage simultaneous ATM refreshes involving site surveys, software upgrades, equipment swaps/replacements, construction for limited sites, and coordination with 3rd party vendors (i.e., cash, security, construction and installation).● Promoted to Senior Project Manager in March 2022, recognized for effective project leadership and strategic impact in technology and operational enhancements.

● Led implementations of various Marketing products, procedures and system projects for Golden 1 Credit Union.● Monitored interconnected projects, formulated strategies and defined project objectives.● Developed and maintained strong communication channels with stakeholders to ensure alignment on project goals and deliverables, enhancing transparency and collaboration.● Promoted to full-time PMO Project Manager at Golden 1 Credit Union after demonstrating exceptional performance and project leadership.

● Administered all operational projects, optimizing processes and maximizing efficiency during tenure.● Developed and implemented a structured project/process lifecycle, improving project outcomes and stakeholder satisfaction.● Conducted detailed cost analyses, aiding in informed decision-making and budget optimization.● Managed project budgets, optimized resource allocation, and executed cost-saving measures to maximize project efficiency and effectiveness.● Identified opportunities for creating reusable project artifacts, reducing project delivery times and cutting project costs through improved efficiencies and strategic vendor negotiations.

● Managed the bank's IT project portfolio, tracking progress across all projects to ensure timely and on-budget completion.● Developed and launched a new browser-based user interface for the core banking system, markedly enhancing user experience and operational efficiency.● Successfully oversaw the integration of the mortgage loan operating system with the core banking system, significantly improving operational alignment and data coherence.● Implemented industry best practices in project management based on PMBOK guidelines and state regulations, which led to more efficient project delivery timelines and better adherence to budgets.● Established a comprehensive project intake process and a centralized project request site, streamlining the submission and initiation of new projects and initiatives.● Founded the Project Change Advisory Board to rigorously evaluate new projects and change requests, ensuring all changes align with organizational goals and compliance standards.

● Conducted thorough analyses of business loan applications, financial statements, tax returns, and other pertinent financial data to assess creditworthiness and determine eligibility for new credits, renewals, and extensions.● Interpreted interim business operating statements, profit & loss statements, and personal financial statements to evaluate the financial health of prospective borrowers and recommend actions.● Achieved $50K in annual savings by streamlining UCC search and filing processes for new and existing loans within the Business Banking Department at Tri Counties Bank.● Played a pivotal role in the conversion of existing lines of credit, impacting up to $100M, to new business loan products, aligning with strategic business initiatives and enhancing product offerings.● Managed a renewal portfolio of all Business Banking loans valued up to $50M, optimizing financial products and client satisfaction.

● Served as the first point of contact for new loan requests from prospective business borrowers, preparing and packaging loan products, and evaluating loan applicants.● Assisted in gathering business and personal financial statements and tax returns to thoroughly evaluate the financial health of applicants.● Ordered and prepared business credit reports and personal credit reports on business principles to assess creditworthiness and potential risks.● Assisted in the establishment of new small business loan application processes and procedures,significantly enhancing operational efficiency.● Played a key role in training initiatives that included the Business Banking Credit Center, over 70 branches, and relationship managers, ensuring widespread adoption and understanding of new practices.● Earned a promotion to Credit Analyst after just 10 months as a Business Banking Loan Processor due to exceptional performance and demonstrated expertise.

Established a drive thru coffee stand in New Braunfels, TX and introduced a service that was very new and different in the community; Gained valuable experience in regards to entrepreneurship, start-ups, and what it means to take risks and commit to something you believe in.

● Part-Time Teller, averaging 25-hours/week shifts in a Raley’s in store branch.● Provide excellent member services and maintained member satisfaction.● Cash checks, process account deposits and withdrawals, accept loan payments.● Balance teller drawer for cash receipts and other transactions.● Identify sales opportunities, referring bank customers for additional bank services as appropriate.● Graduate of bank’s comprehensive Frontline Development Program.

● Assist with planning and execution of game day operations & game night events● Engage in on-site functions at season ticket holder events, including event set up, registration assistance, greeting & escorting season ticket holders to events, & problem solving during challenging situations● Collaborate with ticket sales representatives & account executives in accomplishing various tasks including administrative & office support● Appointed to supervise V.I.P. participants to witness and engage with King’s players during early warm-up sessions● Appointed to supervise fan experience package for King’s High Five line; brought fans on court to greet players during team introductions/warm-ups and collaborated with team members to ensure fans made it on and off the court safely while abiding by NBA rules and regulations

Changing All Lives Through Music, C.A.L.M. Productions, is a California State University Chico recognized student run organization. I helped cofound the organization in 2010, and has since put together a number of benefits in honor of community and non-profit organizations.CALM's organizational goal: "To merge the heart of music with the hands of service."● Planned, promoted, and executed events through various mediums such as print and digital media, campus tabling, and local business outreach● Fundraised through benefit concerts for local non-profit organizations● Engaged and coordinated with event sponsors● Managed and coordinated talent recruitment● Managed financials including balance sheet, P&L statements, and invoice reconciliation

● Consulted with customers regarding service and provided feedback to company owner.● Trained new employees on use of equipment and proper painting techniques.● Demonstrated punctuality by starting a shift at 6:00 A.M. every day and achieving 100% attendance.● Exhibited a strong work ethic by providing hard labor in demanding conditions.

Students for the Advancement of Global Entrepreneurship—SAGE—is an international non-profit organization that links secondary school student organizations to mentors from local universities and businesses. Its purpose is to advance youth business and social entrepreneurship in an ethical and socially responsible manner. Youth use their experience as a SAGE member to become self-reliant, create wealth, and help others.● Planned and Operated national and international SAGE events in California, New York, and Cape Town, South Africa● Provided mentorship to high school students that started their own businesses ● Managed CSUC mentors that traveled and provided mentorship to schools in over 20 different countries on 5 Continents● Coordinated with judges at SAGE events to help determine who was most effective and creative in completing entrepreneurship ventures with an emphasis on ethics and social responsibility

Students for the Advancement of Global EntrepreneurshipNorthern CA Mentor, SAGE California Fall August 2009—August 2010 Students for the Advancement of Global Entrepreneurship

● Organized children, ages 7-13, during camp orientation.● Instructed basic basketball drills and game fundamentals.● Empowered players to perform to their optimal abilities.● Consulted with other coaches regarding coaching techniques and provided feedback when necessary.