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Work experience

Jun 2010Present

Investment Financial Consultant

US Bancorp Investments and Insurance

Provide financial products that align with clients' specific intermediate and long-term objectives. Create, build, and nurture client, staff, and internal department relationships promoting a postiive financial service experience.

Apr 2005Jun 2010

Financial Advisor

Chase Investment Services Corp.

n Manage clients’ assets totaling over $40 million. n Created and developed client relationships, analyzed client financial portfolios, provided financial solutions to meet client intermediate to long-term objectives, and periodically reassessed effectiveness of financial recommendations. n Nurtured professional relationships of bank branch and external strategic partners

Sep 2005Sep 2008

Board of Director

Donate Life NW
n Participated in strategic planning for organization’s five year plans n Collaborated in fund raising events to provide financial stability to organization n Presented informational and educational programs on the organization’s mission of organ and tissue donation to over 500 students n Co-chaired fund raising golf tournament raising over $50,000
Mar 2002Apr 2005

Branch Assistant Manager

Washington Mutual
n Provided operational leadership over staff of 12. n Managed deposit base of $70 million and transactional volume averaging 30,000 per month. n Guided staff in proper regulatory compliance issues and customer informational security
Mar 2000Apr 2001

EMS Coordinator

Noble Ambulance
n Advanced start-up ambulance service into an advanced life support provider. n Budgeted department resources to maintain supply inventory, maintain personnel and unit licensing, and pursued cost control efficiencies. n Developed staff training programs and implemented programs that increased staff utilization by reducing training times up to 50 percent. n Worked with governmental agencies to achieve and maintain accreditation
Sep 1996Mar 2000


Clatskanie Rural Fire District
n Responded to emergent and non-emergent requests. n Managed crisis situations by prioritizing objectives, by developing action plans, by implementing plans, and by evaluating effectiveness of plan. n Initiated and collaborated with private and corporate sponsors to gift trauma prevention program to school district at no cost to the educational budget. Worked with educators to implement trauma prevention program




Marylhurst University


Concordia University-Portland