| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President Financial Controller |
NuVision Federal Credit Union |
Huntington Beach, CA |
Sep 2014–Present |
6 yrs 9 mos |
| 2 |
Vice President & Controller |
Golden State Bank |
Upland, California |
Oct 2012–Sep 2014 |
2 yrs |
| 3 |
CFO & Acting CEO |
Mid Cities Credit Union |
Greater Los Angeles Area |
Sep 2009–Sep 2012 |
3 yrs 1 mo |
| 4 |
Manager, EFT/Electronic Services |
Wescom Credit Union |
Anaheim Hills, California |
Sep 2008–Sep 2010 |
2 yrs 1 mo |
| 5 |
Manager, Accounting, Finance and Billing |
CO-OP Financial Services |
Ontario, California |
Jun 2005–Sep 2008 |
3 yrs 4 mos |
| 6 |
Manager, Financial Operations |
Arrowhead Credit Union |
San Bernardino, CA |
Feb 2001–Jun 2005 |
4 yrs 5 mos |
| 7 |
Assistant Controller |
Pasadena Schools Federal Credit Union |
Pasadena, California |
Feb 1995–Feb 2001 |
6 yrs 1 mo |
| 8 |
Vice President Residential Lending/Construction: Loan cycle, branding, marketing, cross-sell |
Associated Bank |
Chicago, IL |
May 2019–Present |
2 yrs 1 mo |
| 9 |
Vice President Great Lakes Region (Illinois and Minnesota) Strategic planning, Risk Mitigation, P&L |
Citizens Bank |
Chicago, IL |
2018–2019 |
1 yr |
| 10 |
Market Leader Regional: Strategic Planning, Risk Mitigation, P&L, Pricing, Competitive Challenges |
Movement Mortgage |
Chicago, IL |
2015–2018 |
3 yrs |
| 11 |
Regional Market Leader: Project Management, Industry Partnerships, Budgets, DE&I, Office Management |
Stonegate Mortgage Corporation (NYSE: SGM) |
Chicago, IL |
2013–2015 |
2 yrs |
| 12 |
President & CEO: Loan Sales Negotiations, Service Excellence, Risk & Compliance, Onboarding Process |
Prime Investment Mortgage & Estate Title Group & Prime Investment Realty |
Chicago, IL |
1998–2013 |
15 yrs |
| 13 |
President |
Prime Investment Real Estate |
Chicago, IL |
2000–2009 |
9 yrs |