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Professional Experience
Bookkeeping & Tax Services
Wells Fargo
- Financial Consultant
Provided financial support to upper-level IT managers, their departments and project managers. Prepared budgets and forecasts, compiled financial reports and
consulted on performance.
- Small Business Lender, Assistant V.P.
Approved loans and lines of credit for small businesses located in CA, AZ, NV, and TX.
Loans ranged in size from $250K to $1M. Analyzed financial performance, risk, collateral, and creditworthiness and negotiated structure and terms. Booked $8.5MM in new business in 2000.
- Relationship Associate, Commercial Banking
Provided administrative support to senior loan officers at the Bank's regional lending office for agribusiness.
Specific duties included portfolio monitoring, collateral analysis, underwriting, documentation, and handling of banking transactions.
Dial Corp (Robert Half) – Cost Accountant
Busak + Shamban – Staff Accountant
Managed daily and monthly reporting of bank accounts, AR, fixed assets, depreciation and equipment for HQ, four production facilities, and sales offices in US and
Canada.
PJH Brands – Assistant Controller
Hi-Tech Projects Corp – Controller
Managed AR, AP, payroll, taxes, journals and all financial reporting.
Non-Profit & Community Service Involvement
- Marketing Director, Scottsdale International Film Festival
Handled guerilla marketing and outreach for international film festival.
- Board Secretary, 1n10
In collaboration with Board, managed a support group for LGBT youth ages 14-22. Achievements included development of strategic plan, hiring of program
coordinator, improved financial stability, and increased coordination with community partners.
- Fund Advisor, Arizona Community Foundation
Served on advisory committee to the Tapestry Community Fund.
- Program Manager & Mentor, Arizona State University
Coordinated all aspects of the Law and Land Reform Project for visiting Russian professors and served as mentor to international participants in the Global Fellows
Program.
- Recruiter, U.S. Peace Corps
Identified and recruited candidates for work in developing countries.
- Business Teacher, U.S. Peace Corps
Taught at trade school in Busia, Kenya.
Education
M.S. Agribusiness, Arizona State University
B.S. Finance, Arizona State University
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