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RssSenior financial services leader

Energetic senior financial services leader with extensive experience in wealth management serving high net worth clients looking for an executive level position. Broad knowledge base in accounting, trust, tax, client service and general management. Extensive background in setting long range financial vision and strategy, accounting practices, risk management, internal financial controls, forecasting, budget preparation, financial analysis, cash management and internal/external audit coordination. Instrumental member of Board Audit, Human Resources, Investment and Trust Committees in addition to multiple internal committees, including overall business and IT strategy. Proven leader in analyzing data, wringing out cost savings and mentoring staff to bring out the best in them. Reputation for getting the job done and managing and communicating well with others.


Burnsville, MN

About Me


Accounting & Finance



Education level:


Will Relocate:



Burnsville, MN