PROFESSIONAL SUMMARY:

Current Doctoral Researcher, conducting high quality in-depth qualitative and quantitative research, and program implementation. High performing, strategic thinking professional with more than ten years' experience in business, financial analysis and project management, recognized as a motivator and mentor, with an outstanding record of achievement in the business, nonprofit, and educational sectors. Highly skilled at relationship building across organizations and teams; exceptional writing, presenting, and interpersonal communication skills. Adept at assessing needs, generating options, and implementing solutions in collaboration with management and staff. Experienced at managing projects from the requirements gathering/needs identification phase through to completion.

EDUCATION

Doctorate in Leadership August 2017

Cardinal Stritch University, Milwaukee, WI

Certificate in Race and Equity December 2015

University of Pennsylvania, Philadelphia, PA

Master of Business Administration December 2012

Cardinal Stritch University, Milwaukee, WI

Bachelor of Arts, Business and Management/Finance/Political Science December 2009

Alverno College, Milwaukee, WI

PROFESSIONAL MANAGEMENT ADMINISTRATION

Doctoral Researcher, College of Education and Leadership January 2016- Current

Cardinal Stritch University, Milwaukee, WI

Collects, organizes and analyzes data and research.

Prepare articles, reports and presentations.

Research and implement programs.

Facilitate staff seminars, conferences and events for faculty and staff.

Assists with academic research.

Assists with the editing and preparation of manuscripts.

Assists with duties related to the production of academic journals.

Meets regularly with supervisor to discuss research assignments.

Performs research work in archives, through interviews, online.

Prepares literature reviews.

Prepares materials for submission to agencies and foundations that fund research.

Manages and replies to project-related correspondence.

Assists in the acquisition of research materials from campus facilities.

Prepares other articles, reports, and presentations.

Performs routine clerical duties as instructed, if essential to the research activities of the supervisor or project to which the research assistant is assigned.

Assists in administrative duties such as completing reports.

Assists in committee work, including committee attendance.

Demonstrates respect toward and cooperation with the supervising instructor

Project Manager/ Business Consultant August 2014- December 2016

BMO Financial Group, Milwaukee, WI

Manages comprehensive projects and working groups in the United States Anti-money laundering office and Canada.

Collaborates with business partners, including senior management, to define business objectives, processes, and requirements.

Lead discussions with business partners to better understand the business environment, to determine potential impacts on project scope and objectives.

Participates in the development of strategic and tactical plans to help inform future project work.

Provides communication and education initiatives, coaching, professional guidance, and support to Business Analysts.

Project Manager/ Actuarial Science Intern

Northwestern Mutual Life Insurance Company, Milwaukee, WI Feb. 2008 – September 2009

Initiated training of three fellow interns in order to comply with HIPAA regulations.

Instituted and implemented improved process management and database management.

Manipulated complex calculations and policy level data using compiled testing tools.

Administered database tables for policy data layers for rate estimates and compensation management.

PROFESSIONAL EXPERIENCE

State Government Financial Examiner, Auditor

Wisconsin Department of Financial Institutions, Madison, WI January 2012 – August 2014

Ensured that financial statements were properly stated in accordance with GAAP

Completed internal control audits based on government regulations.

Identified missing information, errors, & ambiguity of important financial documents and resolved them accordingly.

Managed and led regulated state financial examinations of financial institutions, performing and conducting auditing and financial examination operations.

Incorporated well-developed skills in speaking and writing.

Recommended appropriate corrective measures to address problem areas; and participate in proactive measures to help avoid fraudulent, deceptive, unfair or unstable financial business practices.

Budget Analyst

Wisconsin Department of Children & Families, Milwaukee, WI March 2011– December 2011

Handled all day-to-day activity for Medicaid, Badger Care, Senior Care, Wisconsin Well Woman Program and the Wisconsin Chronic Disease Program as a fiscal agent.

Engaged directly in the lives of over 50,000 medical providers and 1,000,000 Wisconsin residents.

Performed income maintenance on a portfolio of over 26,000 Wisconsin residents.

Processed and confirm Federal and State benefits for over 26,000 state and county resident.

Executed system development and maintenance, claims processing, authorization services and provider/member customer services.

Provided advice and guidance on budget related issues.

Senior Financial Analyst

Northwestern Mutual Life Insurance Company, Milwaukee, WI September 2010 – March 2011

Conducted financial analysis on eligibility of line of credit accounts and client funding ability.

Recommended financial resolutions regarding financial status and stability to the team, managers and project managers.

Analyzed financial information in upwards of $5,000,000.00.

Identified trends and developing new forecasts.

Developed accurate, timely and comprehensive financial reports to facilitate management decisions.

Assessed overall risk of lending and requests and performed ACH withdrawals and deposits.

COLLEGIATE EXPERIENCE

Multicultural Programs Fellow Current

Cardinal Stritch University, Milwaukee, WI

Development and implementation of multicultural programming.

Create a community committed to critical consciousness through dialogue and intellectual inquiry.

Develop explicit strategies to help students confront their own biases, beliefs and/or assumptions, while affirming the cultures and experiences of people different from themselves.

Facilitate and participate in community events, and participate in workshops.

Serve as assistant advisor to the Asian Student Association and LGBTQ+ student group.

Professor, College of Business Current

Concordia University, Mequon, WI

Responsible for providing instruction on areas such as labor relations, finance, accounting, the stock market, the economy, human resources, and business operations.

Deliver instruction on topics such as the principles of marketing, how to operate a business, and the financial aspects of business.

Improve students' knowledge of business practices.

Teach business topics such as basic economics, resume writing, facts about business careers, account checking, computers, the stock market, accounting, and finance.

Deliver the skills and knowledge necessary for students to function as responsible citizens in the business world.

Hold seminars and lectures at local organizations.

Keep records of grades, grade papers, and perform other administrative duties as needed.

Create projects designed to enhance lectures.

Read and stay abreast of current topics in business.

Create lesson plans.

Utilize various curriculum resources.

Integrate competencies, goals, and objectives into lesson plans.

Utilize curricula that reflect the diverse educational, cultural, and linguistic backgrounds of the students served.

Develop professional relationships with other agencies and programs.

Tutor students on an individual basis.

Visiting Instructor, Women in Leadership Current

Alverno College

COLLEGIATE PROFESSIONAL AFFILIATIONS

Diversity Taskforce Current

Concordia University, Mequon, WI

Alumni Board Member, Chair- Student Engagement Current

Cardinal Stitch University, Milwaukee, WI

Industry Advisory Council, Student Programs- Business and Finance Current

Milwaukee Area Technical College, Milwaukee, WI

Women’s Innovation Network Current

Marquette University, Milwaukee, WI

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