Financial Services Experiences

Education

  • Minor in Financial Management along with Master of Science in Organizational Development at George Washington University in Washington, DC.

Employment

  • Vice President of Human Resources and Administration for a $6 billion Sun International (oil trading, international lubricants).
  • Senior Vice President of Human Resources and Administration, for a $30 billion Federal Home Loan Mortgage Company (Freddie Mac).
  • Executive Vice President and CAO, Imperial Corporation of America (ICA was the parent of a $14 billion savings and loan, $10 billion (loan portfolio) mortgage banking, insurance, and investment companies).

Board of Directors

  • Chairman of the board of a $50 million Central Credit Union (and board member before that).

Consulting and Training Project Assignments

  • Numerous (10+) Strategic Management (planning, leadership, and change) projects completed for credit unions and banks in the United States and Canada.
  • International consulting and training at banks in Dubai, Australia, South America, etc.
  • Numerous (200+) other consulting projects in organizations and industries with significant financial issues.