
Timeline
About me
Manager of Risk at Vision Credit Union
Education

Canadian institute of certified executors
2017 - 2019Certified executor estates
Sauder school of business
2011 - 2011Meeting the leadership challenge executive education
Sauder school of business
2009 - 2009Fundamentals of finance and accounting executive educationActivities and Societies: Fundamentals of Finance and Accounting for the Non-Financial Manager.

Sauder school of business
2008 - 2008Project management process executive educationActivities and Societies: Project Management Process

Sauder school of business
2013 - 2013Strategic leadership certificate organizational leadershipThis program enhances strategic leadership skills and increases the ability to implement high-level organizational initiatives.

Capilano university
1986 - 1986Business office administration business office administrationI received my Business Administration Certificate
Experience

Bank of montreal
Sept 1982 - Jan 1996Oversee the daily operations of branch.-Ensure all security protocols are adhered to.-Prepare cash parcels.-Monitor dormant and inactive accounts.-Monitor all teller activities for security and cash limit holdings.
Assistant Manager
Sept 1983 - Jan 1996Assistant Branch Manager
Sept 1982 - Jan 1996

Stream international
Jul 2002 - Jul 2004Technical service representativeProvide excellent customer service to clients through phone support to repair desktop and notebook computers.-The ability to deal with demanding customers with patience while being aware of the need to move the interaction to closure in a timely manner due to volume waiting to be responded to.-Working knowledge of all Windows operating systems.-Possess a wide range of knowledge regarding hardware for desktop and notebook computers.

Caisse horizon credit union
Jul 2004 - Nov 2007Support Manager of Operations in the day to day operations of a multi-branch credit union.-Provide ongoing supervision of all operational staff.-Assist in the development of operating policies and procedures.-Direct supervisor for all Office Supervisors.-Ensure compliance with all legislation regulations, bylaws, policies and procedures.-Provide direction and leadership to the Office Supervisors and MSRs.-Resolve complex operation and administrative problems for member concerns referred by branch staff members. Show less
Member Service Manager
Jul 2006 - Nov 2007Office Supervisor
Jul 2004 - Jul 2006

Caisse horizon credit union, peace river, ab
Nov 2007 - Oct 2008Human resource managerAttract, develop and retain employees through planning, developing and implementing HR policy and programs.-Provide strategic leadership and advice on HR related matters.-Ensured the credit union HR policies and procedures meets all regulatory requirements.-Administered HR functions including recruiting, salary administration, compensation, benefits, performance management, employee relations, and statutory compliance.-Developed and implemented training programs enabling staff to meet/exceed expected performance levels. Show less

Caisse horizon credit union ltd
Oct 2008 - Jan 2012Banking system managerMy current position of Banking System Manager has allowed me the opportunity to Project Manage our recent conversion to a new banking system. I have worked through this process in all aspects, beginning with the business plan recommendations, data verification, user acceptance testing, developing and supervising the conversion team. I continue to supervise all areas of the banking system. I also supervise the Deposit Administration Department which provides support to all branches as well as regulatory requirements for daily policy and procedures. SpecialtiesProject Management, Team Leadership, Show less

Caisse horizon credit union, peace river, ab
Jan 2012 - Mar 2015-Ensure all policies, procedures and regulations are adhered to. -Provide technical direction to all branches.-Coach, mentor and support all members of the organization.-Supervise Branch Managers and Deposit Admin team.-Provide support, direction, training, coaching and problem solving to team members.-Perform duties of Chief People Officer in their absence.
Chief Operations Officer
Jan 2012 - Mar 2015Chief Operations Officer
Jan 2012 - Mar 2015

Vision credit union
Feb 2015 - nowManager of Risk
Apr 2016 - nowAdmin North Manager/Project Coordinator
Feb 2015 - Apr 2016
Licenses & Certifications

Meeting the leadership challenge
Sauder school of business
Legacy leadership program
Essential impact/international coach federationOct 2012
Excelerator coaching program
Essential impact/international coach federationOct 2011.webp)
Certified executor advisor
Canadian institute of certified executor advisors (cicea)Nov 2019
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