Lgfcu | Local Government Federal Credit Union May 2016 - Sep 2018
Financial Literacy Strategist
Lgfcu | Local Government Federal Credit Union May 2016 - Sep 2018
Financial Literacy Manager
Fidelity Investments Aug 2014 - Mar 2016
Workplace Guidance Ii
Secu Nov 2006 - Jul 2014
Senior Financial Services Officer
Education:
Campbell University 2010 - 2012
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
Campbell University 2005 - 2009
Bachelors, Bachelor of Business Administration, Management
Skills:
Banking Mortgage Lending Consumer Lending Customer Service Friendly Personality Trust Services Fundraising Tax Preparation Income Tax People Oriented Real Estate Volunteering Loan Servicing Loan Origination Collections Long Term Customer Relationships Teamwork Public Speaking Project Coordination Events Coordination Event Planning Organization Health Insurance Insurance Property and Casualty Insurance Life Insurance Series 63 Retirement Planning Investments Financial Planning Member Education
West Heritage Elementary School Fontana CA 1992-1996, Mountain View Elementary School Ontario CA 1992-1996, Etiwanda Intermediate School Etiwanda CA 1997-2000
Santa Clara, CaliforniaSr. Director, Mobility Product Marketing at McAfee Senior marketing, product management, and business strategy professional. No-nonsense, intellectually honest leader and manager. Company culture-keeper.