Functional Skills
Change Management / Org Design
Product Strategy
Technology Strategy
Industry Expertise
Competitive Landscaping
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
Quickbooks
ServiceNow
Sharepoint
SFTP
Swift
Certifications
CTPCertified Treasury Professional
Sector Experience
Financial Services
Business Services
5
years
Years of Experience
12/21
Member Since
Experience
GLG Group
Management Consulting
Senior Consultant
SME for Financial Services Industry
Umpqua Bank
Customer Service
SVP Head of Customer Experience
Managed two teams that serviced all business clients of the bank from when they said "yes" to when they are "using" the bank's solutions and provided ongoing customer support for all treasury management offerings.