
Timeline
About me
Manager, Marketing Analytics @ Wright-Patt Credit Union
Education
Wright state university
1988 - 1992B.a. psychologyAntioch university midwest
2000 - 2002M.a. management
Experience
Pnc bank (fka national city)
Feb 1993 - Aug 2009- Monthly, quarterly and yearly financial analysis for 40 branches in Dayton market and comparison to like-size peers Completes and communicates monthly financial review of performance to goal, outstanding balances, gap management and year-over-year growth- Completes budget and outstandings goal creation and assignment on a yearly basis with quarterly updates as needed- Comprehensive understanding of economic climate in region to facilitate effective goal management and branch alignment- Participates in delivery planning exercises to maximize branch placement and strategy- Complete understanding of financial database and accounting programs used by corporate CFO team- Exception based rate pricing and spread management- Facilitates corporate wide market financial analyst bi-weekly meetings- Monthly meeting management with training and educational components for branch and office managers Show less
Senior Financial Analyst / Vice President
Jan 2006 - Aug 2009Sales Analyst
Mar 2000 - Dec 2005Additional Positions Held
Feb 1993 - Feb 2000
Antioch university mcgregor
Sept 2007 - Aug 2009Professor (adjunct)Money, Banking and Credit Markets professor (Grad Mgmt Program)Financial Institution Management professor (Independent Study)Thesis Advisor: Financial Management in Foreign Markets
Clark state career college
Jan 2010 - Jan 2011Adjunct instructorAdjunct Instructor at Clark State focused in computer applications and business office management arenas.
Standard register
Feb 2011 - Dec 2012Business analyst, customer accountingSingle point of contact for a variety of unique invoicing options to several large customers. Provide timely and accurate reporting to meet customer and management needs. Continuously developing invoicing solutions to improve speed and efficiency in customer accounting arena.
Gardens alive
Nov 2012 - Aug 2019Ecommerce Manager
Nov 2016 - Aug 2019Marketing Analyst
Nov 2012 - Aug 2019
Wright-patt credit union
Sept 2019 - Aug 2023Marketing analystWright-patt
Aug 2023 - nowManager, marketing analytics
Licenses & Certifications
- View certificate
Learning microsoft power bi desktop
LinkedinMay 2020 - View certificate
Data visualization for marketers
LinkedinJan 2020 - View certificate
Power bi essential training
LinkedinJan 2020 - View certificate
Google calendar advanced tips and tricks
LinkedinJan 2020 - View certificate
Advanced microsoft power bi
LinkedinMay 2020
Volunteer Experience
Vice President, Board of Education
Issued by Tecumseh Local Schools on Jan 2018Associated with Sue Martin
Past-President, Board of Trustees
Issued by New Carlisle Public Library on Jan 2014Associated with Sue Martin
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