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Accomplished, goal-oriented professional with an MBA in finance, Treasury Professional certification (CTP), and 25 years of progressively responsible senior management experience in finance and treasury. Provides highly strategic and intuitive direction, with an excellent ability to identify and capitalize on synergies between people, ideas and business goals. Specialties: Treasury & Cash ManagementInvestment Portfolio Management & Investment PrinciplesFinance & Financial AnalysisDebt Underwriting and CompliancePayment SystemsPolicy/Procedure DevelopmentProcess ImprovementStrategic PlanningBudget PreparationForecastingRisk Management
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Managing PartnerTreasury Intelligence, Inc. Nov 2014 - Dec 2015El Dorado Hills,CaTreasury Intelligence, Inc. specializes in financial and business services, strategic modeling of treasury products and associated costs, for commercial and government entities, which provides ongoing cost savings and process efficiencies.
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Past Committee MemberTreasury Oversight Committee - San Mateo County Investment Pool Jan 2011 - Aug 2014Redwood City, CaThis committee evaluates general strategies and monitors local agency investment results to ensure safe and high rates of return on public assets. Included in its discussions are the economic outlook, portfolio diversification, maturity structure and potential risks to the funds.
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Manager, Finance TreasurySamtrans Jun 2009 - Jul 2014San Carlos, CaDirected the cash management, liquidity, debt, and investment activities. Provided regular investment reporting to the Board of Directors. Prepared revenue budgets. Guided professional staff in the accurate and timely processing of revenue receipts, billing and collections from customer activities. Ensured compliance on outstanding bond issues, including timely annual repository and certificate filings and arbitrage calculations. Oversaw the timely and accurate completion of annual financial statements and reports for transparency, accuracy, identified areas of potential internal control exposure and improved operational efficiency. Secured Treasury records and reports for audits, recommended and implemented changes in policies and procedures as required. -
Svp - Treasury Services ManagerColorado State Bank And Trust Apr 2004 - Jul 2008Created a commercial treasury services group from scratch, which was prompted by the acquisition of Colorado State Bank & Trust. Partnered with associates to cross-sell cash management products and services and create a multi-faceted bank relationship with clients. Oversaw product implementation, customer service and partnered with product development. -
Member, Past Board MemberRocky Mountain Association For Financial Professionals 2002 - 2008Denver, CoNow known as the Rocky Mountain Association for Financial Professionals - this regional association is affiliated with the national Association for Financial Professionals (AFP) and provides best-in-class industry education and networking opportunities for Treasury and Finance Professionals. -
Vp - Relationship ManagerUs Bank - Westar Bank Apr 2001 - Apr 2004Managed a portfolio of the bank's largest depository and treasury clients. Oversaw underwriting processes for credit risks regarding soft lines of credit and other lending products.Provided treasury advisory and development services to new and existing customers. -
Director Treasury OperationsFirst Data Corporation Sep 1994 - Mar 2001Greenwood Village, CoStarted with First Data Corporation (FDC) in their IPS division as the Credit Manager for new Western Union agent accounts. Moved into a Senior Product Management role again for the IPS division. Joined the treasury department as a Senior Manager for all of the payment businesses of FDC such as Western Union. Promoted to Director Treasury Operations.
Lori Snow, Mba, Ctp Skills
Lori Snow, Mba, Ctp Education Details
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Finance -
Economics
Frequently Asked Questions about Lori Snow, Mba, Ctp
What is Lori Snow, Mba, Ctp's role at the current company?
Lori Snow, Mba, Ctp's current role is Assistant Treasurer, Cash Management & Operations, Stanford.
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What schools did Lori Snow, Mba, Ctp attend?
Lori Snow, Mba, Ctp attended University Of The Witwatersrand, University At Albany.
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What skills is Lori Snow, Mba, Ctp known for?
Lori Snow, Mba, Ctp has skills like Risk Management, Financial Analysis, Cash Management, Treasury Management, Banking, Management, Leadership, Accounting, Investments, Executive Management, Credit, Portfolio Management.
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