Senior Financial Consultant

Role at CSBM

I spent 7 years in the credit union industry with 5 of them being in the accounting department. I began as an accounting clerk and worked up to the assistant controller position. I graduated with my MBA from Wester Governors University in 2021. I am currently working on my BS of Accounting as well.

Bachelors of Business Administration, MBA

The CSBM Team

Althea Cope-Reid

FINANCIAL CONSULTANT

BRITTANY GREEN

SENIOR FINANCIAL MANAGER

Christopher Daniels

Senior Financial Manager

Chrystal Moore

FINANCE ASSISTANT

CLAUDIO PADILLA

FINANCIAL CONSULTANT

Collin Raymond

Director of Growth

COURTNEY ERICKSON

FINANCE MANAGER

Dana Burton

FINANCIAL CONSULTANT

DAVID OLSON

FINANCE MANAGER

Dawnisha Lane

Finance Manager

Elaine Schmiedeshoff

Finance Manager

Gretchen Wagner Liga

Director of Development Services

Harolyn Baez

Senior Financial Consultant

Javonn Wright

ACCOUNTING MANAGER

Jenny Geesaman

Senior Financial Consultant

JOLLY KELLY

FINANCIAL CONSULTANT

FINANCIAL CONSULTANT

JONELLE SECKA

FINANCIAL CONSULTANT

Kamilah O’ Brien

Associate Director

Karen Daniels

President & COO

Kayla Butler

Finance Manager

KAYTI PORTER

FINANCIAL MANAGER

SENIOR FINANCE MANAGER

KE-KE LEE

SENIOR FINANCE MANAGER

KIM JOHNSON

SENIOR FINANCIAL MANAGER

Laron Walker

Senior Financial Manager

LAUREN BURDEKIN

SENIOR FINANCIAL CONSULTANT

Lauren Torres

Finance Manager

LEASHA MEHTA

TALENT PROGRAM MANAGER

Leslie Cruz

Senior Financial Manager

Leslie Roper-Thomas

Associate Director

LISA LEVANGER

FINANCIAL CONSULTANT

Maria Campo

Development Manager

Marianne Howe

SENIOR FINANCIAL CONSULTANT

FINANCE MANAGER

MARK MAYES

FINANCE MANAGER

Melissa Weissenberger

Talent Program Manager

MELYNDE CHRISTENSEN

FINANCIAL CONSULTANT

Nelson Chiu

Senior Financial Consultant

Patricia Malone

VICE-PRESIDENT OF PEOPLE & CULTURE

Perry Shandal

Senior Financial Consultant

Raj Thakkar

Founder & CEO

Raymond Alston

Finance Manager

Ronald Rodriguez

Senior Financial Consultant

RYAN GIBSON

FINANCIAL CONSULTANT

SALLY NEELY

GROWTH SUPPORT SPECIALIST

Sharon Denson

CHIEF FINANCIAL OFFICER

SHEILA BROOKS

FINANCE MANAGER

SHERLA THERMITUS

FINANCIAL CONSULTANT

Stephen B. Reid II

CHIEF GROWTH OFFICER

Svetlana Gnesina

ASSOCIATE DIRECTOR

Tia Murphy

Associate Director

FINANCIAL CONSULTANT

TRISTAN TAYLOR

FINANCIAL CONSULTANT

VALERIE O’BRIEN

SENIOR FINANCIAL CONSULTANT

Viviana Torres

ASSOCIATE DIRECTOR

WESTON WOLFE

SENIOR FINANCIAL CONSULTANT

WHITNEY EDWARDS

SENIOR FINANCIAL CONSULTANT

WILMA N. HOLLIS

FINANCIAL CONSULTANT

Yara N. Ortiz

Financial Consultant