Arkdale, Wisconsin
Specialties
2020 – Present
Engagement Partner
Jun 2005 – Present
Partner, CFO, Treasurer
2019 – 2020
Engagement PM/Lead consultant
2018 – 2019
2016 – 2016
Lead SME Consultant for Cash/Deal Module system upgrade
2015 – 2015
Lead consultant for TMS/ERP system upgrade
AGILE Engagement PM/Lead Consultant
2014 – 2014
Treasury Module Lead
Engagement PM/Lead Consultant
2013 – 2013
Engagement Project Manager of system upgrade assessment
2012 – 2012
Workstream Lead for combined consulting
2011 – 2011
Project Manager
2010 – 2010
Engagement PM/Functional Lead
2009 – 2009
RFP Author
Comptroller
2008 – 2008
RFP Author/Vendor Selection & System Implementation
2007 – 2007
Project Mgr & SME
2006 – 2006
Finance System Upgrade / Lead Consultant
Finance System Implementation / Project Mgr & SME
1998 – May 2005
President
2005 – 2005
2004 – 2004
2003 – 2003
2002 – 2002
2000 – 2000
Finance System Implementation / Lead Consultant & SME
1996 – 1998
Treasury Product Mgr & Sr. Consultant
1994 – 1996
Product Manager (CLOs), Sr. Consultant
1992 – 1994
Portfolio Risk Mgmt Officer
1986 – 1992
AVP Loan Operations, Commercial Loan Officer
In Progress
MBA, Finance
University of Wisconsin
Bachelors, Finance