Resume

Experience

2021 - Current
loan Depot

Sr. Product Manager

Responsible for driving CRM strategy for all Sales channels within Salesforce and Marketing Cloud platforms.

2009- 2021
Bank of America

SVP, Salesforce Product Manager

Led Salesforce strategy for Mortgage, Auto, Financial Centers, and Consumer Investment.

2022-Present
Transition Trails

Founder and Executive Director

501c3 nonprofit focused on assisting people and non-profits with Consulting, Training, and on the job training programs.

Education

1996
University of Alaska, Anchorage

B.A. Political Science

minor in History

Salesforce

General Salesforce Knowledge

80%

Sales Cloud

75%

Service Cloud

50%

Financial Services Cloud

25%

Marketing Cloud

60%

CRM Strategy

75%
  • Salesforce
  • Digital Transformation
  • Financial Services
  • Product Management
  • Regulatory Controls
  • Leadership
  • Business Analysis
  • Stakeholder Alignment
  • Team Building
  • Bussiness Process Improvement
  • Roadmaps
  • Change Management
  • PI Planning
  • Sales Automation
  • Marketing Automation
  • Customer Journey Mapping