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email: [email protected] phone: 720-934-2827 Target Companies: Denver Public Schools Finance, Young Americans Bank, College in Colorado, Assist Colorado. Colorado Department of Higher Education, Financial Planning Association, Community College of Aurora, Metro State College, CSU Continuing Education, Community College of Aurora, University of Colorado at Denver, Denver University, Regis University. Cherry Creek High School, Arapahoe Community College. University of Denver and Colorado State University graduate. Experience includes: integrity, communication, organization and prioritization skills, analytical and detail oriented, leadership, problem solving and operational efficiency, process improvement, budget minded, customer service focused, the ability to multi-task, Microsoft Word, Excel, Access, Outlook, quick learner, ability to work in a deadline environment, team player, collaboration, risk management. Additional qualifications, which make me an ideal candidate include being, self confident, reliable, flexible, curious, open minded, able to use discretion, patient and self-motivated, able to keep financial information confidential. Experience with accounts payable and accounts receivable and securities trade settlements.

Work experience

Oct 2008Present

Volunteer Silent Auction Committee

Denver Health Medical Foundation
Currently working to find silent auction donations for Denver Health Medical Foundation for their annual gala in April. The mission of Denver Health Medical Foundation is raise money for expenses not covered by insurance.
Nov 2007Present

Volunteer Silent Auction Committee

Goodwill Youth Services
Helping with Mock Interviews, Resume writing and career panels at various high schools in the Denver Public Schools system. Also helping with finding silent auction items for the annual event called Driving for Diplomas. The mission of Goodwill Youth Services is to reach to at risk youth in high school and helping to provide them with job readiness skills including resume writing and doing mock interviews and career panels.
Sep 2006Present

Board Member, Membership Committee

Colorado Treasury Management Association
Working to help find other like organizations that would like to partner with our organizations. Seeking new individual and corporate prospects as well as working with college students to provide opportunities to volunteer with organization.
Jan 2008Sep 2008

Volunteer Silent Auction Committee

Openword Learning
Working to find new silent auction donors for the silent auction gala. The mission of the organization is to teach children computer literacy skills while also helping develope their reading, math, and listening skills in addition to learning to work in a collaborative environment.
Jul 2007Sep 2007


Junior Achievement
Junior Achievement volunteer. J.A. for a Day, D.P.S. Summer Academy. 2007
Jun 2005Sep 2007

Treasury Analyst

Cash Flow Forecasting,Bank Fee Analysis, Bank Systems: Wells Fargo, State Street Bank, Citibank, Mellon Bank. System Conversions, Risk Management, Process Improvement/Projects, collaboration/teamwork,customer Service, Budget minded, reconciliation of following: ACH, check Deposit, checkwriting, dividend, exchange, institutional, NSCC, payroll, redemption, tax, wire deposit. Problem Research and Resolution, Concentration of Funds Reporting, Location Code Setup,Repetitive Wires Codes, positive pay, wire desk experience, Experience with ZBA based accounting systems preparing deposits, documentation gathering for audits, time management, ability to multi-task, Invoice payment processing, accounts payable, returned bank Items. Worked on the Mission and Ministry Outreach team in corporate community service projects. Part of the Celebrations team in helping put together corporate events.
Apr 1990Feb 2004

Cash Flow Analyst-2004

Investor Account Associate 1990-1993. Processing New Shareholder accounts. Wire Transfer Associate: 1993-1994:Processing incoming wire transfer payments. Working with Wells Fargo Bank. Established procedural manual for the position. Problem Research Associate: 1994-1999. Research problems on shareholder accounts. Working with Wells Fargo to help process checkwriting drafts. Processing returned check items. Cash Flow Analyst: 1999-2004. Reconciliation of the internal corporate bank accounts with shareholder activity. Working with Wells Fargo, State Street Bank and Citgroup. Cross-trained co-workers on different bank accounts. Responsible for monitoring overdrafts on bank accounts. Worked with the institutional and fund accounting departments on a daily basis.

E Project Analyst

Colorado Community Church
Reviewed the communication budget with staff and made suggestions about ways to increase operating efficiency. Developed communication strategy to reach out to both congregation and staff. Gave presentation to staff about the need for change and how to overcome any objections.

Cash Flow Analyst

Janus Capital Group
Jun 1997Aug 1999

Events Planner

Z Club
Planning good clean fun events in the Denver, Metro area for people of all ages including conferences, ski trips, camping, hiking and concerts.
Jul 1989Jan 1990

Quality Control

Oppenheimer Funds
Quality control with an emphasis on providing excellent customer service.
Jun 1987Sep 1987

Sales Representative

Southwestern Company
Sales Representative demonstrating and selling the Volume Library, Childrens educational books and cookbooks. Highest collection of sales for my team for the summer.

Charter Member DPS Citywide Marching Band

DPS Citywide Marching Band




University of Denver
This degree focuses on using technology to make the workplace more efficient. This degree does not focus on building websites. The classes that I took focused on marketing, knowledge management.


Colorado State University

Abraham Lincoln