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Chief Strategy & Information Officer

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Professional Experience



Senior Vice President, Group Director

  • Established the first West Coast DEI committee and Native Employee Resource Group.

  • Developed partnerships with CDFIs to invest in rural and Indigenous communities.

  • Led initiatives for Native Nations Banking, Social Impact Banking, and B Corp Banking.

  • Collaborated on a formal Cannabis Banking program.

  • Built a profitable middle-market portfolio and supported digital asset initiatives.


Vice President, Sr. Liquidity Officer – Liquidity Specialty Group

  • Chaired Mix City-Women’s Connections Resource Group, driving Women in Business initiatives.

  • Created a formal banking program for the Cannabis industry.

  • Led impact banking efforts for Native Nations, nonprofits, and B Corps.

  • Managed a diverse portfolio, including Native Nations, corporate, and nonprofit clients.

  • Recognized in the Presidents Club.


Vice President, Sr. Liquidity Relationship Manager

  • Partnered with the Oregon Law Foundation, securing Leadership Bank status.

  • Led liquidity growth initiatives, including infrastructure, policy development, and client expansion.

  • Contributed to credit portfolio development through strategic policies.


Small Business Relationship Manager

  • Acquired and managed business relationships, driving portfolio growth.

  • Developed Non-Profit University, an internal impact banking training program.


Small Business Specialist

  • Grew and managed business relationships, achieving top performance rankings (2009 & 2010).

  • Expanded business services through Treasury Management solutions.



Education


Warner Pacific University – Bachelor of Science in Business Administration, Minor in Human Development
Portland State University, Institute for Tribal Government – Professional Certificate in Tribal Relations



Memberships & Volunteer Activities

  • Elected Commissioner, Board Secretary – Clackamas

  • Rotarian – Oregon City Rotary Club

  • Advisor, Campaign Cabinet – Parrott Creek Ranch Child and Family Services

  • One Water Member – Satellite Rotary Water Club

Pacific Northwest

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