Director or C-Level Resume
|Desired Industry: Transportation/Air, Sea & Land
|Desired Job Location: Parker, Colorado
||Date Posted: 6/15/2017
|Type of Position: Full-Time Permanent
||U.S. Work Authorization: Yes
|Job Level: Executive (President, VP, CEO)
||Willing to Travel: No
|Highest Degree Attained: Masters
||Willing to Relocate: No
Confidential | Parker, CO
Town Council Member 2012–Present
Contribute insights in the development of town policy while accountable for approving and overseeing budget.
Ensure enforcement of ordinances and providing ad hoc assistance to the town, county, and region.
Serve as liaison among internal departments and external governmental and non-governmental entities to guarantee two-way communication.
Supervise the town administrator in executing orders from the Council to the town staff.
Made significant contribution in overseeing the implementation of $124M budget to staff with over 800 people.
Fostered and cultivated an entrepreneurial culture in the government.
Streamlined recreational programming, open space, bike trails, and park space throughout the town.
Drove efforts toward the strategic planning and priority-based budgeting project implementation of the town.
Played a pivotal role in increasing revenue of the Cultural Department from startup to over $5Mwithin 5 years.
Obtained 96% rating for achieving a beneficial quality of life offered to citizens.
Denver Regional Council of Governments (DRCOG) | Denver, CO
Board Member | Executive Committee 2012–Present
Conceptualize a regional strategy through Metro Vision plan.
Increase regionalism through legislative and policy development at national and state levels.
Create regional funding criteria and allocate transportation and aging funding.
Chair the Finance and Budget Committee.
Expertly led the management of the Regional Board in allocating more than $260M on transportation funding every four years and $17M yearly for senior/aging programs.
Restructured board and governance frameworks in alignment with the existing regional vision.
Successfully acquired $38M funding for federal transportation projects for Douglas County.
Set strategic direction to the Regional Board and the Finance and Budget Committee.
Town of Parker Cultural and Scientific Commission | Parker, CO
Council Liaison 2012–Present
Take charge of selecting Commission members, acknowledging concerns, and encouraging the Commission to create and execute programs for the benefit of the community.
Oversee Commission to ensure activities align with town strategic goals and report back to the Town Council.
Served an integral role in empowering the commission in designing and implementing programs for a community-benefit expanded programming such as adult lecture series, children’s programming, and a national music series.
Boosted the number of attendance, thereby attaining 83% occupancy rate on all coordinated events, as well as to the volunteer opportunities, which increased volunteer base to more than 400 members.
Drove efforts in increasing citizen outreach and opportunities for citizen participation by adding members of the advisory committees.
Oatley & Diak, LLC | Parker, CO
Principal | Wealth Manager 2006–Present
Provide strategic oversight to business operations, financial planning, divorce planning, investment analysis, and portfolio management.
Create a comprehensive financial plan by collaborating with client and other client advisors.
Align client’s personal goals and objectives into a strategic plan that endeavors to achieve self-actualization.
Communicate with clients to update progress and discover changes that would impact plan.
Provide hands-on and personalized customer service to all of the clients.
Drove efforts in customizing a portfolio design and investment choice for the clients.
Rendered consultative services for a startup foundation regarding entity strategy and purpose.
Earned the Five Star Wealth Advisor Designation from 5280/ColoradoBiz Magazine and the Best of the Best in Financial Planning Award from the Parker Chronicle.
Earlier Career with Highlights
Western States Surveying, Inc. | Parker, CO
Controller| Chief Financial Officer | Vice President—Finance | Shareholder
Provided strategic oversight to business operations, general and project administration, financial and asset management, shareholder reporting, human resource strategy, accounting, tax and audit solutions.
Executed diverse, innovative and collaborative services to broad based public and private sector clientele.
Developed and implemented policy while preparing monthly corporate financials and tax returns.
Conceptualized proprietary project management and payroll system.
I-70 Glenwood Canyon Final Link – Hanging Lake
Denver International Airport
E-470 Public Highway Authority (Design/Build)
Transportation Expansion (TREX) Project
Master of Science in Finance University of Colorado | Denver, CO
Bachelor of Science in Business Administration, Finance Colorado State University | Fort Collins, CO
Bachelor of Science in Human Development and Family Studies Colorado State University | Fort Collins, CO
Certified Financial Planner™ Practitioner
Certified Divorce Financial Analyst™
Member, Financial Planning Association
Member, Institute for Divorce Financial Analysts
Member, International Academy of Collaborative Professionals
Member, Colorado Collaborative Divorce Professionals
Member, International Council of Shopping Centers
Member, Colorado Municipal League
Member, Rotary Club of Cherry Creek Valley
Financial Coach, Southeast Christian Church
Microsoft Office Suite (Excel, Word, Access, PowerPoint) | QuickBooks
Morningstar Workstation | Schwab PortfolioCenter | Thomson Reuters Finplan
Financial Planning Certificate—Metropolitan State College | Denver, CO
Mediation Training | Colorado Bar Association
Uniform Investment Adviser Law, Series 65 | Financial Industry Regulatory Authority (FINRA)
Colorado Collaborative Law Professionals—Level I Training
Colorado Collaborative Law Professionals—Level II Training
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