Amy J

Amy J. Rapp Amy J. Rapp 400 S. Los Robles #106, Pasadena, CA 91101 arapp@charter.net 626-793-2039 home Personal Profile A dynamic and highly creative, solutions oriented, business development Director. A leader and initiator of change. An Intrapreneur (Entrepreneur within Corporation) for several financial service programs at the largest Corporate Credit Union in the US, totaling $28 billion in assets. A driven, strategic, future focused thinker. A team player in Asset Liability/Management and Corporate Credit Union strategies. Created and implemented a financial and operational plan that has generated over $1.5 billion in combined product sales. Has instituted organizational solvency for many small to midsized credit unions struggling to compete. Create/write/produce live WebCast series to educate member base on a variety of specific solutions. Develop Marketing campaign specific to new member centric concepts. National public speaker focusing on educating CEO’s and CFO’s of small to mid-size credit unions on benefits of solutions in this challenging investment management and technological environment. 909-524-8894 Bus. Cell Areas of Expertise and Accomplishments        WebCast Producer Star Performer/Top Sales Producer Investments and Correspondence services Intrapreneur - Creative Business Development - Financial Solutions Relationship Management; Asset Liability Management, Loan Participations Correspondence Services, Securities transactions, Liquidity Solutions Marketing/Advertising - national campaign development - “CU Beat” National Blog/Commentary Jan 2008 Public Speaking B2B portlet development with IT Western Corporate Federal Credit Union (WesCorp) Largest Corporate Credit union in U.S. $28 Billion in assets WebCast Production – solutions driven On Air Investment Specialist, Producer, Co-Producer, Writer     “101 fixed income ladders; the merits of fixed income ladders w/SimpliCD” 04/19/05. “Raising Non-Member Deposits; Liquidity Solutions w/SimpliCD” 07/6/06, 08/11/06. “Basics of Asset/Liability Management” – 2 part series on the basics; Work with department experts to communicate understanding of small/mid-size credit union market need. 04/26/05, 06/14/05. “Credit Union Essentials” – Ongoing Series: “Economic Forecast, Laddering”, “Portfolio Evolution, Loan Participations”, “Structured Certificates, Liquidity Solutions”, “Check Imaging/Electronic Solutions, “Economic Forecast 2008.” 06/26, 07/31, 09/25, 10/30, 11/27/07 – 1/29/08. Woman’s Leadership Conference; “Women over the last 100 years.”  Amy J. Rapp  Other Production Experience – Resume Intrapreneurial Position-April 2004 - present Director SimpliCD Sales  Build $350 million dollar CD business from start up by creating a 101 interactive excel based ladder marketing tool.  Educate CFO’s of credit unions on basics of how to increase ROA/enhance balance sheet by applying fixed income ladders 100k investments at a time.  # 2 sales agent in a National Corporate Network of 29 Corporate CU’s – Aug/Sept 2004, Sept 2005, Jan 2006.  Raise over $200 million in non-member deposits as a liquidity solution Oct 2005-Present. Business Development - WesCorp Intrapreneurial Position-October 2005-Present Relationship Management, extension of staff for 700+ CU’s Creator, Implementer: small to mid-size credit union program - penned strategy for Executive Staff Oct 2005  Combined strategic thinking with operational and disciplined focus by writing a full-service financial plan specific to asset/liability management/operational efficiency for small to mid-size credit unions. Financial and operational efficiency is target goal – Small CU Resources - www.wescorp.org  Implemented program, Jan 2006 – as primary relationship manager for 700+ credit union CFO’s and CEO’s. Sales increased to $1.5 billion via implementation of educational, full service plan on laddering with Corporate CD’s, SimpliCD CD’s, increasing ROA, Loan Participations for small credit unions, Compensating Balance reviews, ALM for less evolved balance sheets, Electronic Imaging and other payment systems strategies that save money. Star Performer/top producer of organization 2006. National Press release, Sept 2006. Implemented at the largest corporate credit union in network of 29 corporate credit unions in the U.S. 2007 Corporate national expansion initiative underway for small to mid-size credit unions. WesCorp is under a current Mergers and Acquisitions strategy with two other minor corporates whose composition is predominantly small to mid-size credit unions.  Presenter, Guest Speaker, Key Note Speaker California Credit Union League National Conference, 12/04, 11/06 Las Vegas, NV Shapiro Group, 2004/2005/2006/2007 California Alaska Credit Union League, National Conference, 05/05, 05/07 Talkeetna, Sitka, Alaska Western Association Technology Credit Unions, 03/06, Santa Barbara, CA; National Credit Union Association small credit union workshops, LV/05, LA, NM, WA 2006 National Federation Community Development Credit Unions, 08/06, 06/07 WI, New Orleans, LA Women’s Leadership Conference, WesCorp, San Dimas, CA 01/07, Credit Union Times, 02/07 Professional Development WesCorp Speech Coach - Eric Stone, “Artists and Speaker’s International”. Personal Leadership Development Coach – Pam Kramer. WesCorp Management Training ongoing. Crucial Conversations, Joseph Grenny. Credit Union Development Educator Certification, Islandwood, WA August 2007. Center for Creative Leadership, San Diego, CA February 2008. Amy J. Rapp Published Articles Author, “Inside Risk”; “Words for WesCorp”, WesCorp National Publications 2005/2006 “ABC’s of Asset Liability Management”, “Portfolio Development for Small to Mid-Size Credit Unions”, “Laddering”, “Compensating Balances” H & R Block Financial Advisors, Woodland Hills, CA – 04/02 - 04/03 Financial Advisor/Change Agent  Financial Advisor – Design Financial Plans for H&R Block tax client base – all products.  Develop a cross-sell strategy within the three departments; mortgages, tax division and financial services, thereby increasing financial advisory referrals. Assist managers in unifying tax/mortgage and brokerage firm professionals (previously Olde Discount) heightening top-of mind awareness in consumers’ mind for new products.  Develop and implement specialty seminars.  Financial Advisor Team Leader, national pilot program December 2002, to take tax professionals into 6/63/Life/Health licensure. Independent Financial Advisor, Specializing in low to middle income personal financial solutions, Fortis Financial/Woodbury Financial, MN – 1996-2002. Independent Financial Advisor, Mortgages, Debt Consolidation, VUL’s, WMA – 1994-1996. Stockbroker, Initial Public Offerings, D.H. Blair, Wall Street, NY, NY - 1991-1994. Education, Licenses, Other California Partnership Long Term Care Series 7/63 Licensed, D. H. Blair, NY, NY – CU-ISI current Broker Dealer for 7/63 Life/Health/Disability/Variable Insurance Licensed, California B. S. Administration, University of New Hampshire, Durham, New Hampshire Skidmore College, Saratoga Springs, NY President, AIESEC, UNH World Class Sailing