I provide a personalized roadmap to helping women who are in transition due to health, relationship and/or career make healthy lifestyle changes.

My Trusted Partner LLC is a service benefiting people who need to gain control over their personal life. Services include organizing financial and legal documents, managing personal banking needs, researching projects including credit card reward programs, and planning related to travel, financial, and entrepreneurial goals for seniors, busy executives and women in transition due to divorce and/or death. • Formed daily money manager business from the ground up serving older individuals, busy professionals and women in transition with personal money management and organizational needs.• Created business plan, sales strategy and marketing and social media plan.• Successfully developed new clients and referral sources and became profitable in first 2 years of business.

*Establish and nurture relationships between the Eiteljorg Museum and the corporate community.*Responsible for corporate sponsorships, memberships and some in-kind gifts.*Provide outstanding stewardship*Identify new corporate prospects.

• Successfully achieved Private Banking deposit, loan growth, new credit card, and fee income goals.• Effectively developed 400+ new and existing private banking relationships including high net worth clientele through community visibility.• Recruited and serviced Mortgage, Corporate, Credit Card and Wealth Management clients.• Initiated Bank’s tennis tournament in 2008; member of internal committees including the Wellness Committee and Bank's Anniversary Celebration.• Provided new employee mentoring through the Bank’s Culture Coach program.

• Solicited both Major gifts and planned giving to Culver alumni, friends of Culver and parents.• Traveled domestically to visit alumni, parents and friends of Culver.• Co-coordinated Culver’s first auction which raised over $1M for the Culver Annual Fund.

• Started banking center located at 49th and Pennsylvania Street from inception.• Successfully achieved deposit and loan growth goals while developing business to other areas of the Bank.• Managed small staff and led community involvement efforts with Meridian Kessler Neighborhood Association.• Cross-training employees