My Employment History

• 2024-2025

  Data & Analytics Team Manager

  Credit Union of Colorado

  At the Credit Union of Colorado, I manage a Data & Analytics team responsible for driving the organization’s cloud-first data strategy. I facilitated the migration from on-prem SQL Server to Snowflake, established enterprise data governance practices, and introduced modern tools like Coalesce, ADF, and Fivetran to streamline pipeline development. Partnering closely with senior leaders and cross-functional stakeholders, I’ve championed the adoption of AI and advanced analytics, ensuring scalable, secure, and business-ready data solutions while fostering team growth and member-focused solutions.
• 2016 - 2024

  Senior Manager - Data Analyst

  Charles Schwab

  I led the Client Experience Measurement and Analytics team's shift to automated analytics by introducing Tableau and Alteryx for dynamic reporting and creating a custom analytics portal. I also managed the migration of our data systems to Google Cloud Platform, significantly reducing data processing times, and implemented an internal survey reporting tool, saving on external vendor costs. I also co-founded the company’s Tableau and Alteryx User Groups, promoting best practices and collaborative learning.
• 2014 - 2016

  Service Quality Analyst

  Charles Schwab

  In collaboration with senior managers and the training organization, I guided the professional development of retail financial service representatives, focusing on performance enhancement. I innovated tools and processes that leveraged data to boost efficiency and effectiveness. This included creating speech analytics heat maps, developing trending reports for help and guidance, establishing tenure tracking mechanisms, and constructing a database for Pinnacle & Chairman’s Circle messages.
• 2011 - 2014

  High Net Worth Broker, Pinnacle Team

  Charles Schwab

  As a licensed broker, I catered to the investment needs of high net-worth clients, offering financial guidance and trade execution. Additionally, I took on a mentorship role for new brokers, providing them with the guidance and support needed to succeed. I also served as the acting team manager for retail teams, overseeing daily operations and strategic decision-making.
• 2006 - 2011

  Retail Bank Management

  Wells Fargo Bank

  I managed teller and banker teams, handling responsibilities such as hiring, scheduling, establishing goals, sales coaching, and training. My role extended to compliance management, reporting, supporting customers with complex transactions, overseeing the medallion program, project management, and implementing corrective actions. During the Wachovia merger, I traveled across Pennsylvania and New Jersey delivering technical and cultural training to managers to facilitate a smooth transition. I also developed reporting tools that streamlined operational processes and enhanced efficiency. My career progression in the firm includes experience as a teller, lead-teller, personal banker, customer service manager, service manager (levels 1 and 2), and assistant branch manager.