Vault is an independent strategy firm that helps people get clear on what is TRULY important to them, get their relationship to money straight, and then take action to build wealth in a way that tells their story to the world in a meaningful way.• Identify and work with clients to identify their financial goals, and work alongside a Certified Financial Planner to create tailored financial plans and implement strategies to help individuals and/or businesses leave a legacy. • Oversaw day to day operations and create systems to ensure the best possible experience for our clients is provided. • Conducted business development and manage all aspects of new client onboarding, including working with CRM software. • Collaborated with firm branding, messaging, and marketing campaigns. • Assisted during corporate financial wellness workshops and classes.

At Vault Financial Solutions, we have a passion for helping people align their financial actions and habits with their core values. Our vision is to see people grow in their understanding of financial principles and gain clarity about managing their money. Our goal is to create an environment for clients to plan their ideal future, honor them through excellent and thorough work, and encourage them to think big and take action. We look forward to helping YOU create YOUR most amazing future!

• Sold, installed/implemented, and provided support for Treasury Services: RDC, ACH, Credit Card, and Lockbox services. • Created and/or improved systems to streamline new product implementation, customer retention, and profitability. • Conducted market research to improve eCommerce and Demand Deposit accounts profitability and marketability. • Created and provided in-house training, through the Authentic Customer Experience committee, to bankers to improve customer care, including: leadership, teamwork, phone & email etiquette, online banking support, and new accounts. • Marketing campaign liaison to launch medical and wholesale lockbox services, and online banking rebranding. • Managed social media accounts and promotions to increase employee and customer engagement.

• Opened and provided support for consumer and commercial accounts, and provided account opening training to teammates.

• Worked with private-sector clients, medical, legal, and justice system. Notable assignments include the Office of the United States Attorney General and to the International Softball Federation; Annual ISF Conference. • Excelled in simultaneous, consecutive, and whispered interpreting, and legal-document translation.

• Recruited, trained and oversaw nine officers. Developed and pioneered events to highlight OU’s resources to students through literature and demonstrations: Dental Health, Breast Health, Testicular Cancer, Obesity/Diabetes, Heart Health and STD/STI Awareness Weeks (2012, 2011)• Coordinated UOSA Health Fair: brought together over 10 distinct community and OU organizations to showcase resources available to OU students including Goddard Health Center, Disability Resource Center, Women’s Outreach Center, OUPD, UOSA, Medical Reserve Corps, Norman Regional Hospital, Cleveland County Tobacco Cessation, Eden Clinic, OU Health Sciences Center; approx. 350 students attended (2012)• Composed, presented and defended legislation to OU Student Congress, OU Student Senate and OU Executive Cabinet to create the UOSA Department of Health, naming the University of Oklahoma first in the Big XII Conference to have a Department of Health (2012) Presentations ranged from groups of 5 to 75 students

• Developed time management skills by traveling across Oklahoma and meeting with high school administrators and students through group and one-on-one classes or lunch presentations providing scholarship and admissions information. • Represented Rose State College during promotional campaign in 2012

• Excelled in securing insurance sales and mortgage refinancing• Led training and company presentations for clients and representatives• Recruited, interviewed, and hired new representatives