PROJECT MANAGEMENT

• Conference Coordinator – Planned, coordinated and executed logistics for financial conference for 150+ attendees within budget.

• Chapter Leadership Conference – Chaired national conference in leadership and management skills for national trade association.

• Worked with trade association to organize 100+ luncheons, webinars and educational programs, integrating logistics, travel, and speakers.

• Chapter Treasurer – Managed chapter financials, reporting monthly to the Board; recommended expense savings to improve cash flow.

FINANCIAL ANALYSIS

• Areas of expertise include small business, private banking, energy finance, and middle market to large market businesses.

• Managed and analyzed large databases of information to formulate actionable decisions.

• Monitored corporate results to determine when change was merited and develop alternative course of action to verify outcomes align with projections.

PORTFOLIO MANAGEMENT

• Managed comprehensive workflow to determine where efficiencies can be gained.

• Develop business forecast scenarios to determine action items for future performance based on historic trends.

• High degree of skill and understanding of intricacies in a highly regulated industry.