Drive growth of $3.5 billion credit union by directing retail and digital distribution channels, sales, service, marketing and business development. Collaborate with executive team and all department heads to drive membership growth and engagement, including technology enhancements. Delivered above peer average membership growth, 48% increase in member satisfaction scores, and 35% core deposit growth in one year.

As head of financial analysis and corporate strategy, presented strategies for how tech focused investment bank should respond to dot com crash as subsidiary of FleetBoston Financial. Additional responsibility for vendor management.

CFO of $3B+ alternative investment subsidiary of FleetBoston Financial

Led effort to transform and grow Student Lending business. Devised business strategy, managed and negotiated new partnership agreements, led acquisition valuations and due diligence, introduced new lending products, and developed product management function. Grew FFELP disbursements 49% and private student loans 80%. Received "Award of Excellence" given to top 1% of employees.

Led corporate development and strategy for $3B community S&L. Developed recommendation and executed deal to sell credit card business.

Held Series 6, 63, and 7

A goal-based consulting firm and investment bank focused exclusively on guiding wealth management and investment management companies to a higher level of success.

Senior Finance leader for Bank of America's PNW commercial banking region managing $10B balance sheet and $600MM of revenue. Set annual management goals in partnership with regional leadership and HR. Region grew revenue in excess 10% each year.

Managed direct mail and telemarketing campaigns. Supported development of new consumer financial products and strategic planning process. Developed concept of airline rewards card to be used on any airline.

Financial Advisory and Consulting Services for Financial Companies and Innovators Providing financial and strategic advice to start-ups in banking and payments. Advised and managed Finance and Business Development activities for direct bank start-up,

Transaction Advisory Services consultant supporting M&A transactions for external clients in the Financial Services industry and for EY's Corporate Development organization. Work includes due diligence management, program management, including resolving matters to close the deal, and integration management. Special focus on banking, financial technology, and EY's inorganic growth.

Deal team member in $16B acquisition of BankBoston and led or co-led divestitures totaling $13B in deposits and 300+ branches

Responsible for Mergers, Acquisitions, Divestitures, and Alliances for the Consumer and Small Business Bank, which produced $26B in revenue in 2004. Transformed BofA into largest bank-owned merchant services business through $1.4B acquisition of public merchant processing business. Transformed card business through strategic recommendations to acquire FleetBoston and MBNA. Developed valuation models, led due diligence, negotiated agreements, and prepared and presented recommendations to senior management on acquisitions and JVs. Show less

Bank of the West is a regional financial services company chartered in California and headquartered in San Francisco with $71.7 billion in assets. Founded in 1874, Bank of the West provides a wide range of personal, commercial, wealth management and international banking services through more than 650 offices in 22 states and digital channels. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 75 countries with 180,000 employees. Before joining the conversation on LinkedIn, please review our community guidelines, terms & disclosures: http://gowe.st/guidelinesDeposit and loan products offered by Bank of the West, Member FDIC. Equal Housing Lender. 2015 Bank of the West