I work with Higher Ed institutions, high schools, non-profit organizations, and businesses to create sustainable, tailored financial literacy education programming. If you are looking to create a program, but you have no idea where to start, reach out and we will formulate a plan to best meet the needs of those you serve.I also provide training to those looking to become financial literacy educators. To be effective, you must learn to tailor your efforts or the message is lost… Show more I work with Higher Ed institutions, high schools, non-profit organizations, and businesses to create sustainable, tailored financial literacy education programming. If you are looking to create a program, but you have no idea where to start, reach out and we will formulate a plan to best meet the needs of those you serve.I also provide training to those looking to become financial literacy educators. To be effective, you must learn to tailor your efforts or the message is lost. *I'm also available to speak to any group/team on a financial literacy related topic or on the value of financial literacy education. Show less

FIN 281 - Personal Finance

Inaugural Director of the University of Oregon (UO) Financial Wellness Center Manage all aspects of center operations including budget, strategic planning, training, hiring, employee evaluations, campus relationships and partnerships Lead a team >20 student/staff employees Created a research-based innovative peer financial coaching training program shared and implemented at several institutions across the country Planned and built the student financial wellness program… Show more Inaugural Director of the University of Oregon (UO) Financial Wellness Center Manage all aspects of center operations including budget, strategic planning, training, hiring, employee evaluations, campus relationships and partnerships Lead a team >20 student/staff employees Created a research-based innovative peer financial coaching training program shared and implemented at several institutions across the country Planned and built the student financial wellness program accessible to >22,000 students Worked with advancement (fundraising) team to raise over 1.2M for Financial Wellness (since summer 2021)  Collaborated with UO Athletics to establish ongoing financial education for Student-Athletes Mentored and advised >30 higher ed institutions on financial stability program development Meet with individuals and families to help them navigate funding for education and review financial aid package Established partnerships with >20 student success units (and growing) to increase student financial stability  Selected to represent Student Services and Enrollment Management in leading VIP informational sessions for prospective students and families Represent the university at national conferences through presentations and collaboration with colleagues at other institutions Show less

Inaugural Director - Financial Wellness Researched, designed, and implemented a comprehensive financial education program serving >5k students Collected, analyzed, and reported on program effectiveness measured by improvements to student outcomes  Managed and oversaw team budget and built programming based on needs Worked alongside financial aid, office of the bursar, and student success to ensure entering students (and families) understood the short- and long-term… Show more Inaugural Director - Financial Wellness Researched, designed, and implemented a comprehensive financial education program serving >5k students Collected, analyzed, and reported on program effectiveness measured by improvements to student outcomes  Managed and oversaw team budget and built programming based on needs Worked alongside financial aid, office of the bursar, and student success to ensure entering students (and families) understood the short- and long-term costs of obtaining an undergraduate degree  Identified at-risk students through financial aid reporting and assembled plans for scholarship applications, budgeting, and additional support (book scholarships, campus jobs, etc.) Led a team of financial wellness coaches and trained them to provide financial wellness coaching to students  Developed and facilitated personal finance education for campus community online, in person and through social media Show less

 Budget liaison for IT Finance and Cyber Security program  Managed and updated security budget tracker for all projects totaling >90 million Partnered with IT Finance to develop budget reporting structure for multiple departments Created new projects and cost plans in Clarity software program

 Earned Sr. Consultant leadership award for TX, NC & KY markets Oversaw daily operations and managed a team of Financial Crimes Consultants and Financial Data Remediation Analysts (attorneys, quality control analysts & remediation analysts) Trained team members on Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies and investigative procedures Managed scope changes, communications, risks, and assessments to meet project objectives Established, monitored, and… Show more  Earned Sr. Consultant leadership award for TX, NC & KY markets Oversaw daily operations and managed a team of Financial Crimes Consultants and Financial Data Remediation Analysts (attorneys, quality control analysts & remediation analysts) Trained team members on Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies and investigative procedures Managed scope changes, communications, risks, and assessments to meet project objectives Established, monitored, and reported on production goals daily, weekly, and as needed frequency Documented, prepared, and delivered ongoing performance reviews based upon quality and production Ensured quality goals were met consistently and provided coaching and feedback to team members Interviewed candidates to assess fit with business direction and organizational goals Show less

 Led >70 Financial Counselors on the Army’s Personal Financial Management team Developed assessments and reviewed financial counselor performance to identify execution gaps and coaching opportunities  Implemented new training procedures and processes to decrease delivery time (1 hour) and increase employee learning, by enhancing engagement Reviewed >2000 personal spending plans/budgets with transitioning Service-Members (and families)  Created the Army’s financial… Show more  Led >70 Financial Counselors on the Army’s Personal Financial Management team Developed assessments and reviewed financial counselor performance to identify execution gaps and coaching opportunities  Implemented new training procedures and processes to decrease delivery time (1 hour) and increase employee learning, by enhancing engagement Reviewed >2000 personal spending plans/budgets with transitioning Service-Members (and families)  Created the Army’s financial literacy instructional curriculum alongside the Department of Defense (DOD)  Instructor of the financial education course covering topics such as investing, budgeting, credit awareness, tax planning, mortgage/vehicle financing, and debt management  Coached Service-Members (and families) towards achieving financial success through effective planning and goal setting strategies Facilitated weekly training to over 600 employees to prepare for >160,000 transitioning Service-Members  Applied adult learning theories to training global teams Show less

 Led in office branch operations as assistant manager Used a consultative sales process and financial needs assessment to build customer profiles and identified short and long-term financial needs, with an emphasis on deepening and retaining customer relationships  Increased credit card and overall lending revenue by enhancing customer relationships Consistently met or exceeded monthly/quarterly sales and cross sell goals for loans, deposits, and fee income Provided… Show more  Led in office branch operations as assistant manager Used a consultative sales process and financial needs assessment to build customer profiles and identified short and long-term financial needs, with an emphasis on deepening and retaining customer relationships  Increased credit card and overall lending revenue by enhancing customer relationships Consistently met or exceeded monthly/quarterly sales and cross sell goals for loans, deposits, and fee income Provided financial literacy education to the community through volunteer workshops Show less

 Led tellers and part time staff members Matched clients with money management tools as a trusted advisor Assisted customers in managing accounts and finances Processed all new account-related transactions Provided financial education to community organizations through volunteer workshops

 Reconciled monthly procurement card statements and made cost-saving recommendations  Reviewed inter-department financial statements, and developed monthly budget report  Prepared monthly departmental budget review and funding forecast reports Researched, designed and implemented a new cell-phone stipend policy for entire athletic department (projected to be over $15,000 in annual savings)

- Managed weekly, monthly, quarterly and yearly reports- Utilized sales techniques to build, establish & maintain relationships with customers- Corporate account management- Development of marketing plans to increase visibility*Regionally ranked in the top 3 for the sales referral program*

- Budget forecasting and development- Vendor relationship management and seeking out ways to decrease expenses- Monthly review and preparation of income statements for conference calls

- Security Analysis and Selection- Portfolio management & construction- Conduct In depth presentations of potential investments*Placed 3rd out of 27 teams nationwide*

Conducted informational tours of the Bowling Green Assembly plant Provided technical assistance and training over Microsoft Office programsResearched and gathered information regarding programs and grants for employee developmentWorked collaboratively to establish new direction and plans to enhance the corvette plant tour program experience