
Timeline
About me
Financial health expert educating by integrating compassion and knowledge to increase financial health and capacity.
Education
Uw professional & continuing education
2018 -Certification certified credit union financial counselor (ficep)Activities and Societies: American consumers continue to need reliable financial advice from budgeting to navigating financial hardships. CUNA Financial Counseling Certification Program (FiCEP) provides credit union staff with the skills and knowledge required to guide members to financial security. Three types of counseling options: remedial, preventive and productiveMyths and truths about moneyFirst steps in counseling a member and analyzing their financial conditionSystematic plan for spending, bill-paying and saving that reduces debtImportance of encouraging members to review their credit report on an annual basisConnect the impact of individuals perceptions to their financial well-beingSix-step process can that support building a strong counseling relationship… Show more Three types of counseling options: remedial, preventive and productiveMyths and truths about moneyFirst steps in counseling a member and analyzing their financial conditionSystematic plan for spending, bill-paying and saving that reduces debtImportance of encouraging members to review their credit report on an annual basisConnect the impact of individuals perceptions to their financial well-beingSix-step process can that support building a strong counseling relationship to help create a lifetime of positive and proactive financial behaviors Show less
Folsom high school
1976 - 1979High school diplomaI was the class clown which support my comedy career.
California state university-sacramento
1984 - 1986Ba communicationsCalifornia state university-sacramento
1984 - 1986Bachelor of arts degree organizational communciationStudied Oragnizational Communication. I travelled to Europe. Had Fun
Experience
San mateo credit union
Jan 2000 - Jan 2005Consumer and real estate loans. Member service.
Member Service Rep
Jan 2001 - Jan 2005Financial Service Representative
Jan 2000 - Jan 2005
Cal state 9 credit union
Jan 2006 - Jan 2008Business developmentMarketing, customer service, sales, teaching financial responsibility, attending community events and contributing to the credit union legacy of service.
Patelco credit union
Aug 2008 - nowSenior financial health educatorIncreasing financial capacity through teaching skills which empower and increase financial wellness for all people throughout their financial journey with love, humor and compassion.
Licenses & Certifications
- View certificate
Having difficult conversations (2013)
LinkedinApr 2019 - View certificate
Business etiquette: phone, email, and text
LinkedinAug 2019 - View certificate
Managing your personal investments
LinkedinMar 2019 - View certificate
Financial wellness: managing personal cash flow
LinkedinJan 2019 - View certificate
Master confident presentations
LinkedinApr 2019 - View certificate
Managing your personal finances
LinkedinNov 2019 - View certificate
The neuroscience of learning
LinkedinJan 2019 - View certificate
Communication foundations
LinkedinOct 2019 - View certificate
Compassionate directness
LinkedinJul 2019 - View certificate
Presenting as a team
LinkedinMar 2019
Honors & Awards
- Awarded to Veronica Dangerfield, CUDE,CCUFC, AFC®Desjardins Youth Financial Education Award California and Nevada Credit Union Leagues, and nationally by the Credit Union National Association. Sep 2015 Patelco received a first-place award in the Desjardins Youth Financial Education Award in the more than $500-million asset category for its variety of programs, including its involvement with the Richard Myles Johnson Foundation’s Bite of Reality interactive finance education program and Berkeley High School’s RISE (Responsibility, Integrity, Strength and Empowerment) Program, dedicated to the social and academic advancement of at-risk teenagers. Patelco’s Community Outreach Officer Sharon… Show more Patelco received a first-place award in the Desjardins Youth Financial Education Award in the more than $500-million asset category for its variety of programs, including its involvement with the Richard Myles Johnson Foundation’s Bite of Reality interactive finance education program and Berkeley High School’s RISE (Responsibility, Integrity, Strength and Empowerment) Program, dedicated to the social and academic advancement of at-risk teenagers. Patelco’s Community Outreach Officer Sharon Tallon and Financial Literacy Specialists Veronica Dangerfield and Luis Jara are dedicated to empowering people in Patelco’s communities through financial education. Show less
Volunteer Experience
Fundraiser
Issued by Bay Area Crisis Nursery on May 2007Associated with Veronica Dangerfield, CUDE,CCUFC, AFC®
Board of Director
Issued by R.I.S.E. Program at Berkeley High on Jan 2008Associated with Veronica Dangerfield, CUDE,CCUFC, AFC®
Board Member
Issued by Richard Miles Johnson Foundation on Mar 2021Associated with Veronica Dangerfield, CUDE,CCUFC, AFC®
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