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Shadow Ridge Court,
Startup / Turnaround
/ Brand & Business Development /
P&L / IT / eCommerce / Negotiations & Contracts
Strategic & Tactical
Planning / Board and Investor Relations /
Regulatory / Financing / Customer Relations
As an executive with
deep operations, accounting and finance expertise, I drive dramatic
positive changes in top and bottom line corporate performance during
periods of intense marketplace change. I formulate and execute strategies
aligning mission, operations, products and goals for competitive advantage
and improved ROI.
around underperforming business units
directing sweeping positive change
operations maximizing efficiency
Key Skills: Identifying
and seizing market opportunities. Restructuring and revitalizing organizations
for greater profitability. Establishing strategic growth direction.
Analyzing and reengineering all aspects of the marketing, sales and
operations process. Building and leading highly successful IT, sales,
marketing and operations teams.
My MBA in Finance is
from the Atkinson School of Management at Willamette University. I received
a BA in Political Science from Washington State University. Active in
the community, I have served in leadership positions in charitable,
association and business groups.
Starting up operations,
generating significant growth within days.
Company decided to expand into new market.
Within days located facility, recruited staff, drove activities with
local events and organizations. Added , clients and increased
monies on hand by % within days of opening business unit.
“greenfield” operation in under nine months, achieved profitability
in % of industry standard time. Decision made to expand to new
market with no brand or market presence. Analyzed the market and recruited
highly rated staff with a customer service focus. Built facility and
generated record revenues besting all target goals.
eCommerce product, meeting competitive challenge and increasing revenues.
Larger competition generated need for new products without more “brick
and mortar.” Created online remote capture product for merchants.
Used targeted approach for business development. Increased monies available
of strategic planning process, led to achievement of national profitability
rankings. Overcame Board resistance to a comprehensive planning
process. Created a bottom up approach with surveys of line staff, middle
management and Board. Conducted SWOT analysis and presented to Board.
Execution of resulting plan led to record profitability and exceptional
performance on all levels.
situation, identified unprofitable units and led negotiations for profitable
sale. In a difficult economy, decision made to reduce overhead.
Performed cost analysis and found three unprofitable units. Located
and negotiated with buyer. Brought new capital into company and reduced
overhead by %.
W. Consulting Group, LLC to present.
Provided leadership and support in identifying and developing market
opportunities for MaPS. a communitybased financial institution with
$+M in assets. Other engagements have included Corporate Strategic
Planning, and Loan Asset Reviews.
President & CEO,
Silver Falls Bank community bank with assets of over $M, to
. Accountable for all operations including P&L, strategic planning
and execution, new business development, financial/budget management,
HR and IT activities, and employee, customer, and stakeholder relations.
Staff of supporting three branch offices.
Executive Vice President
& CFO, Bank of Salem multisite bank with assets of $M+,
to . Led daytoday bank operations with oversight for P&L,
financial reporting, investment portfolio performance, risk management,
Began career with Family Federal Savings
& Loan Association. Rose from Controller/CFO to President/CEO of
this eight branch, employee financial institution.