Specialty Asset Manager – GWIM, Private Bank, Trust Oil & Gas 10/2004 – 03/2015Managed specialty assets, i.e., oil & gas and mineral products, on behalf of clients while addressing complex service techniques required to protect trust, estate and agency accounts.• Verified client payments were received and accurately reflected revenue and taxes.• Resolved title and ownership issues through work with owners, purchasers and operators.• Ensured Joint Interest Bills were justified and paid as agreed.• Monitored and managed new and existing accounts valued at over $50 million of income from more than 1,000 properties.• Properties located in Lower 48, primarily Louisiana, Oklahoma, Pennsylvania, North Dakota, Michigan, Kansas and Ohio. One international owner was a major player, others were U.S-based.• Consulted with key partners to resolve suspended items and audit issues.Asset Manager, Vice President – Community Development Banking, Neighborhood DevelopmentDirected a portfolio of eleven multi-family affordable housing properties in Dallas-Fort Worth, Houston and San Antonio, Texas. • Ensured tax credit and Section 8 properties were in compliance with Department of Housing Urban Development (HUD) and Enterprise Social Investment Corporation (ESIC).• Managed budgets of $50 million and 2,900 units. Developed strategy and performance goals for income, maintenance and resident retention. Increased revenues through consistent rent collections improvements under weak market conditions. • Partnered with lenders, developers, and property managers in rehabilitation, stabilizing operations, insurance, taxes, and financing.

Upstream/Downstream Financial Operations Center• Advised and reported transitional Downstream regulated pipeline activity. • Advised on capital budget issues for Upstream US West region. Analyzed, tracked and reported asset divestiture activity for heritage Mobil US. • Completed special projects on system conversions (to SAP) and merger activities (Exxon Mobil).

National Credit Union Administration – Region V, Dallas, TX Federal Examiner• Examined financial stability of federal and state credit unions. Ensured compliance of insurability and protection of share accounts in North and East Texas territory.• Supervised activities of Board of Directors and Supervisory Committee to ensure proper enforcement of laws under the Federal Credit Union Act and Rules and Regulations. • Advised on profitability using budget planning and controls. • Reported audit findings.

Asset Manager, Budget Analyst, General Accounting for the Accounting and Land departments. Included field experience and in-office environments.