University of Colorado Boulder
Undergraduate Researcher
North Park University
Biology Ta
Helwig Recreation Center
Climbing Wall Staff
North Park University
Writing Advisor
North Park University
Chemistry Ta
Education:
North Park University 2016 - 2020
Bachelors, Philosophy, Environmental Science
Inglemoor High School 2012 - 2015
Skills:
Microsoft Office Microsoft Word Powerpoint Teamwork Teaching Microsoft Excel Time Management Leadership Community Outreach
Interests:
Social Services Children Economic Empowerment Civil Rights and Social Action Politics Education Environment Poverty Alleviation Science and Technology Disaster and Humanitarian Relief Human Rights Animal Welfare Arts and Culture Health
Certifications:
Adult and Pediatric Cpr Emergency University
Executive Vice President - Director, Deposit And Treasury Delivery
Texas Capital Bank Jul 2006 - Mar 2010
Vice President - Bsa and Aml Technology Integration Analyst
Texas Capital Bank Jul 2006 - Mar 2010
Executive Vice President - Director, Deposit and Treasury Delivery
Argo 2002 - 2006
Product Manager-Teller Product Suite
Texas Capital Bank Oct 1996 - Mar 2002
Regional Service and Operations Manager
Bank of America 1990 - 1996
Project Management
Education:
University of Wisconsin - Madison 1998 - 1999
Palomar College 1988 - 1990
University of Wisconsin - Madison
Skills:
Financial Services Project Management Retail Banking Commercial Banking Vendor Management Business Analysis Financial Risk Change Management Sdlc Commercial Lending Aml Treasury Management Loans Business Intelligence Visio Program Management Bank Secrecy Act Sharepoint Legal Compliance Requirements Gathering Business Process Business Process Improvement Treasury Services Data Warehousing Software Development Sql Microsoft Sql Server Integration Quality Assurance Software Project Management Pmp Operational Risk Payments
5249 Rose Ave northeast, Bainbridge Island, WA 98110
Industry:
Financial Services
Work:
Technology Start Up since Apr 2013
Manager, Accounting & Operations
Dimensional Fund Advisors May 2009 - Mar 2013
Senior Accountant
RJC Finance Jan 2009 - Jun 2012
Owner
Stallp, Slattery, & Associates Feb 2009 - Mar 2010
Tax Associate Intern
PMB Helin Donovan Aug 2007 - Feb 2009
Tax Associate Intern
Education:
The University of Texas at Austin - The Red McCombs School of Business 2008 - 2009
Masters, Professional Accounting - Audit with Emphasis in Taxation
The University of Texas at Austin - The Red McCombs School of Business 2004 - 2008
Business Honors Program, Accounting
Skills:
Financial Advisory Tax Modeling Cpa Quickbase Accounting International Tax Integrated Management Retirement Planning Financial Planning Start Ups Portfolio Management Tax Cheerleader of Change Investments Entrepreneurial Finance Excel Finance Investment Advisory Asset Allocation Strategic Planning Strategy Wealth Management Mutual Funds Strategic Financial Planning Microsoft Office Budgeting Financial Analysis Quickbooks Budgets Management Financial Reporting Integrated Management Systems Strategic Financial Cheerleader of Change and Improvement Tax Research Investment Management
Interests:
Children Financial Education Cooking and Wining/Dining Economic Empowerment Outdoors Environment Biking Animal Welfare Arts and Culture Health
Certifications:
Certified Public Accountant Certified Financial Plannerâ„¢
Neutra Elementary School Lemoore CA 1983-1986, Birdneck Elementary School Virginia Beach VA 1986-1989, Alpharetta Elementary School Alpharetta GA 1989-1990, Haynes Bridge Middle School Alpharetta GA 1990-1993