My Credit Union Story

Does your credit union want to develop people to reach leadership positions and success they’ve never dreamed possible? Does your credit union want to enable people to implement complex, strategic corporate projects that will deliver measurable results? If your answer is yes, you need look no further!

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Let's work together

Please feel free to contact me. No matter where you are, we can always connect via phone, virtual meeting or in person if you prefer!

I

had the amazing opportunity to grow my career in the Credit Union space.  Before starting to work at Pinellas County Teachers Credit Union (now Achieva Credit Union), I did not know what a credit union was.  Once I learned about credit unions, and the credit union industry, I knew I had found a perfect fit!  One critical trait that makes the industry outstanding is their dedication to service, both internally to their employees and externally to their members.  

I began my journey by taking a leap of faith.  I took a night computer systems operator job for which I was overqualified.  However, that opportunity proved to be an amazing launchpad!  It led me to multiple growth opportunities, including seven promotions throughout the credit union.  Ultimately, I served in the executive roles of Chief Operations Officer, and Chief Information Officer.    

Throughout my credit union journey, I have had the great honor of leading:

With 26+ years of credit union experience, 17 years of credit union management with 11 of those in executive management, I have knowledge of the latest trends in the credit union industry and a proven track record of developing credit union leaders from managers to executive vice presidents.

The common thread in all my work is developing people, successfully moving through change, delivering results, and sustaining performance.

“ For a credit union, developing people in leadership positions will deliver measurable results. Those include making sure they can create, manage, and deliver critical strategic projects, are supported by a team that respects the leader so they will go above and beyond to make a difference.    If you are ready to make that happen as a leader yourself or for the leaders in your organization — look no further. ”

"Don’t be afraid to give up the GOOD to go for the GREAT!"

- John D. Rockefeller
WE ARE JUST ONE CALL AWAY!

Call +1 813-719-5072

1

Consultation

Contact me and I will talk and advise on the problem you are facing
2

Research & Analysis

I will study your case carefully and come up with a good solution
3

Start To Work

I will take you on a journey to achieve your goals!

I will motivate you and your team to take it to the next level and deliver results.   I don’t offer off the shelf solutions –  everything I recommend is based on years of proven results and is totally customized to your challenges and your brand.