Dr. Thamara Barthelus, Cfei, Afc® Email and Phone Number
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I have over 27 years of experience in the financial services and education sectors, with a Doctorate in Management and an Accredited Financial Counselor (AFC) certification. As a Financial Wellness Consultant at The University of Tulsa, I design, develop, and implement a financial literacy program that improves student outcomes and retention. My core competencies include instructor-led training, group presentations, Q&As, information sessions, and one-on-one consultations. I apply creative learning strategies and data-driven evaluation methods to measure and enhance the effectiveness of the program. I collaborate with internal and external stakeholders to identify best practices and emerging trends in financial education. I am passionate about supporting individuals and teams to maximize their performance and potential. I am willing to relocate and travel 50% of the time.
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Associate Adjunct Professor - MbaUniversity Of Maryland Global CampusTulsa, Ok, Us -
Financial Wellness ConsultantThe University Of Tulsa Jan 2020 - PresentTulsa, Oklahoma, United StatesResearch, design, develop, and implement financial literacy program based on best practices for instructor-led training, group presentations, Q&As, information sessions, and one-on-one consultations to minimize financial issues impacting retention and improving student financial solvency and stability.Collect, analyze, and report on program effectiveness as measured by improvements in student outcomes.Actively participate in the assessment and continuous improvement of the program by monitoring trends, and developments in financial literacy to identify best practices that will enhance the university’s program and minimize financial issues impacting retention.Collaborate with internal stakeholders to ensure entering students (and their families) understand the short and long-term costs of obtaining an undergraduate degree prior to student matriculation.Teach financial education materials to individuals and groups. Create a personal budget and adequately convey the importance of budgeting to students -
Founding ChairLead North 2008 - PresentCreated an 8-month leadership training and capacity building program to address diversity challenges. Develop and connect individuals from different segments of the community to identify emerging leaders and build a more unified city. KEY COMPETENCIES: COMMUNITY RELATIONS, EVALUATION, TRAINING, LEADERSHIP, PROJECT MANAGEMENT, BUDGET MANAGEMENTProvided steadfast organizational leadership to enable development of community leaders● Built relationships with community organizations to determine need● Selected participants with talent, time, and ability to engage in program● Delivered tailored training and evaluated projectsKEY COMPETENCIES: COMMUNITY RELATIONS, PROGRAM ADMINISTRATION & DEVELOPMENT, COMMUNICATION, FACILITATION, ADULT LEARNING, NON-PROFITFacilitated graduation of 125 community leaders ● Developed program curriculum with respect to audience, location, and other factors● Marketed and launched leadership program in underserved community● Conducted and graduated several 8-month classes, producing community leaders from all walks of lifeKEY COMPETENCIES: INCLUSIVITY, ETHICS, ECONOMIC DEVELOPMENT, CROSS-FUNCTIONAL TEAMS, COACHING & MENTORINGSupported graduates to create projects/businesses/programs to serve community● Collaborated with community organizations to determine projects that would yield economic development● Divided participants into cross-functional work groups to complete class projects● Invited leaders from community to serve on panel and provide feedback
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Associate Adjunct Professor - MbaUniversity Of Maryland Global Campus 2016 - PresentTeach graduate courses on various topics including strategic management, organizational behavior, leadership, and international business. Mentor and advise students and apply creative learning strategies to promote student success. KEY COMPETENCIES: COACHING & MENTORING, EVALUATION, SURVEYS, ORGANIZATION, CURRICULUM DEVELOPMENTReached approval rating whereby 85% of students would recommend classes to peers● Produced stimulating learning environment through creation and delivery of innovative curriculum● Provided holistic coaching and mentoring services for students via project feedback and appointments● Evaluated student progress and competency fairly and accuratelyKEY COMPETENCIES: GOAL-SETTING, E-LEARNING, ADULT LEARNING, LEADERSHIPAchieved rating whereby 88% of students indicated that coaching support enabled greater academic success● Inspired and supported students in pursuit of a Leadership Development Plan● Coached students to identify career goals via short- and long-term goal-setting exercises● Identified skill gaps that could stall goal achievement -
Financial Education Coordinator/Sales AssistantArvest Bank 2015 - Jan 2020Tulsa, OklahomaManage train-the-trainer program for financial educators. Streamline financial education program to ensure accessibility for participants at various levels. Develop community partnerships to assist bank in penetrating new markets. KEY COMPETENCIES: TRAINING, COACHING & MENTORING, HIGH IMPACT PRESENTATION, FINANCIAL LITERACYOverhauled financial education program and increased volunteer financial educators by 3%● Implemented Community Reinvestment Act (CRA) requirements for teaching in underserved communities● Created accessible, innovative training materials for participants● Delivered train-the-trainer classes to bankers volunteering to teach financial literacy workshopsKEY COMPETENCIES: COMMUNITY DEVELOPMENT/RELATIONS, BANKING, CURRICULUM DEVELOPMENT, STAKEHOLDER RELATIONSIncreased number of partnering organizations serving underserved communities by 28% ● Introduced financial education program to community organizations and secured partnerships● Restructured program curriculum to ensure community partner’s objectives were met ● Extended resources and event support for community partners to cement relationshipsKEY COMPETENCIES: PUBLIC SPEAKING, STRATEGIC THINKING, FINANCIAL LITERACY, PROGRAM ADMINISTRATION & DEVELOPMENTFacilitated bank becoming “preferred bank” for reputable home building company● Designed financial education program for builder’s clientele to increase customer base● Developed curriculum and presentation delivery specifically for home owners ● Presented curriculum at community meetings -
Preferred Accounts ManagerArvest Bank 2002 - 2004Tulsa, Oklahoma -
Customer & Commercial Service RepresentativeArvest Bank 1998 - 2002Tulsa, Oklahoma
Dr. Thamara Barthelus, Cfei, Afc® Skills
Dr. Thamara Barthelus, Cfei, Afc® Education Details
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Dm, Doctor Of Management -
Nonprofit Leadership Certification -
Organizational Leadership -
Bachelors Of Social Work (Bsw)
Frequently Asked Questions about Dr. Thamara Barthelus, Cfei, Afc®
What company does Dr. Thamara Barthelus, Cfei, Afc® work for?
Dr. Thamara Barthelus, Cfei, Afc® works for University Of Maryland Global Campus
What is Dr. Thamara Barthelus, Cfei, Afc®'s role at the current company?
Dr. Thamara Barthelus, Cfei, Afc®'s current role is Associate Adjunct Professor - MBA.
What is Dr. Thamara Barthelus, Cfei, Afc®'s email address?
Dr. Thamara Barthelus, Cfei, Afc®'s email address is tb****@****ail.com
What is Dr. Thamara Barthelus, Cfei, Afc®'s direct phone number?
Dr. Thamara Barthelus, Cfei, Afc®'s direct phone number is +191860*****
What schools did Dr. Thamara Barthelus, Cfei, Afc® attend?
Dr. Thamara Barthelus, Cfei, Afc® attended University Of Maryland University College, Oklahoma City University, University Of Oklahoma, Oral Roberts University.
What skills is Dr. Thamara Barthelus, Cfei, Afc® known for?
Dr. Thamara Barthelus, Cfei, Afc® has skills like Leadership, Team Building, Powerpoint, Social Media, Public Speaking, Sales, Media Relations, Event Planning, Data Analysis, Team Leadership, Fundraising, Strategic Planning.
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