Professional Experience

Project Manager | Scrum Master | Managing Director
re:Cascadia || Seattle, WA || 2021 - 2024

Leading a small 4-person team of consultants to support individual projects or collaborate on larger efforts, particularly with LARP events, tracking milestones in GitProjects, and adapting to impediments such as tool limitations or timeline changes.

Facilitating internal and external meetings and presentations, including research, aggregating and arranging relevant information, preparing attendee material such as agendas and takeaways, conducting in person and digital presentations, scribing, and post-meeting follow up. (Additional 5+ years’ prior experience in corporate setting.)

Employee Entrepreneural Advisor

First Republic Bank || Portland, OR || 2017 - 2021

Contributed to multi-disciplinary team efforts, partnering with product managers, IT, compliance, sales, and other relevant groups to design, develop, test, and implement product and process improvements.
- Proactively researched and tested remote-work solutions, coordinating with multiple groups to accomplish secure functionality for information-sensitive roles, resulting in significant contribution to the swift transition to a distributed work environment in March 2020.
- Developed network connectivity solutions to increase collaborative efficiency in cross-functional teams, including secure shared files and inboxes.
- Contributed to development of proprietary digital banking platform through priority planning, alpha and beta testing, early rollout performance tracking, and employee training.

Private Bank Assistant Manager | Employee Entrepreneural Advisor

First Republic Bank || Portland, OR || 2016 - 2021

Operations, sales, service, and culture leader on a top-performing sales team in a $1B private banking office, streamlining rhythm of business while balancing broad leadership responsibilities and concurrent (3 to 10+) client, product, and event projects.
- Established $20MM enterprise client in a niche environmental industry, requiring coordination of six teams, extensive research, and clear translation of complex concepts and milestones.
- Managed operations of retail bank branch, including: meeting facilitation, audits, technical functions of critical equipment, cash controls, inventory supply, corrections of error, security responses, and customer satisfaction practices.
- Designed and improved operational processes in transacting, filing, and compliance.

Fostered strong financial relationships with over 400 predominantly high-net-worth clients, delivering sustained annual deposit and loan growth of over 15% and maintaining a 95% promoter score on NPS surveys by delivering white-glove service with empathy and integrity.

Partnered with colleagues in Wealth Management, Financial Advising, Commercial Banking, Mortgage Lending, Merchant Services, and IT to build client-centric relationship management teams.

Contributed to multi-disciplinary team efforts, partnering with product managers, IT, compliance, sales, and other relevant groups to design, develop, test, and implement product and process improvements.
- Contributed to development of proprietary digital banking platform through priority planning, alpha and beta testing, early rollout performance tracking, and employee training.
- Developed network connectivity solutions to increase collaborative efficiency in cross-functional teams, including secure shared files and inboxes.
- Proactively researched and tested remote-work solutions, coordinating with multiple groups to accomplish secure functionality for information-sensitive roles, resulting in significant contribution to the swift transition to a distributed work environment in March 2020.

Represented First Republic Bank at dozens of charity, startup incubator, community association, and fundraising events.

Private Bank Associate

Umpqua Bank || Portland, OR || 2015 - 2015

Lead Associate

Umpqua Bank || Portland, OR || 2012 - 2015

Led two 5-person teams of Universal Associates in retail bank branches, managing cash transaction and account establishment operations.
Directed operations of headquarter tower branch for 15 months during Store Manager leave of absence, resulting in 10% annual growth, excellent audit results, and a 95% customer satisfaction rating through Gallup.
Contributed to CEO roundtable discussions regarding bank merger operations and compliance operations adjustments.
Assigned to audit and assist 4 branches experiencing increased audit findings.
- Conducted reviews of existing processes.
- Designed remediation plans specific to performance concerns.
- Conducted quarterly follow-ups with store management to track and report improvements in performance.

Branch Service Manager

Regions Bank || Ocean Springs, MS || 2011 - 2012

Oversaw a team of five bank tellers in a retail branch environment.
- Established practices leading to consistent production and compliance excellence, earning an annual 98% satisfaction rating through Gallup alongside 100% sales goal achievement.
Managed vault and safe deposit box controls, ensuring compliance with privacy, security, and documentation requirements.
Updated obsolete operational practices regarding currency and document control, increasing productivity and decreasing rate of errors.

Counter Manager

Laura Mercier | Clinique | Belk || Columbia, SC || 2008 - 2011

Managed two cosmetic counters with three team members in a department store environment.
Revitalized business performance by conducting local market research and implementing new sales practices, resulting in improved annual revenues from -16% to +46% YTD within 10 months, sustaining +25% annual growth through departure.
Coached employees on sales practices to improve client experience, long term loyalty, and closed sales.