- Regularly communicated vision with Stillwater via weekly radio segment.- Significantly improved balance sheet over 6-year period, including a 50% increase in cash deposits.- Maintained membership retention goal every year, with a 90% retention rate. - Developed two “Three Year Strategic Plans.”- Led efforts to develop a 65-acre industrial park including RFP process for contractor and bank partner, securing a below market rate financing package.- Driving force behind several community projects.

- Interviewed clients and constructed financial plans based on key objectives.- Analyzed portfolio risk profiles to ensure alignment with client suitability.- Was a member of a team who managed assets for foundations, public entities, and corporations.- Grew book of business from $0 AUM to $30M AUM in 24 months.- Earned Series 7, Series 66, and state insurance licenses, achieving a score of 90% or higher on all three exams.

- Led two retail branch locations in Stillwater, OK.- Ensured retail banking team complied with state and federal regulations.- Served as both an individual contributor and team member to meet expectations.- Our branches attained quarterly goals 80% of the time over a 3 year period. We achieved an annualized household growth rate of 30%.- In 2013, one of our branches achieved the highest consumer loan production out of 27 branches in our market.- Arvest purchased 29 Bank of America branches. I was a team leader on the merger team responsible for integrating one of the branches in Missouri.- Coordinated with internal audit team to perform monthly, quarterly, and annual audits.

- Led retail branches through a period of uncertainty and rapid regulatory changes.- Responsible for all aspects of cash management, including ordering, auditing, and access control.- Processed loan applications, collected necessary documentation, disbursed loans, and ensured liens were perfected.- Completed Manager in Training program which required significant observation periods in all key departments of the credit union.- Led a flagship location for the credit union and exceed deposit and loan growth.- Coordinated with internal team to perform monthly, quarterly, and annual audits.- Our branch won the annual Most Valuable Branch Award in 2010.