As Head of Operations and a member of the executive leadership team, I drove operational alignment with strategic business goals, delivering transformative outcomes for the organization. My leadership spanned technology development, risk management, compliance, and strategic pivots that reshaped the company’s trajectory.- Spearheaded planning sessions with leadership, ensuring alignment on the company’s strategic direction.- Managed board communications, setting agendas and fostering productive engagement with directors.- Designed and led the development of a BaaS tech stack for BetaBank, overseeing timelines and execution.- Negotiated contracts and partnerships with 20+ technology vendors.- Directed a strategic pivot from a digital commercial bank to a SaaS company serving commercial lenders.- Developed and launched the business plan, market strategy, and competitive positioning for BetaScore.ai.- Led the team in our efforts to secure a De Novo commercial bank charter, collaborating closely with regulators (IDFPR, FDIC, Federal Reserve).

Raised capital in SAFE rounds from Angel Investors by cultivating investor listings, engaging directly with investors and securing investors. Led team in the creation of a business plan, competitive analysis, business model and go to market strategy for a digital commercial bank. Led the team in the creation of our submission for a De Novo bank charter to the FDIC and State of Illinois.

As Head of Operations, I served as a member of the executive leadership team. My key priorities were to align internal operations with the organization’s strategic and business objectives.

Helped to secure a $30,000,000 contract with the Illinois Department of Commerce and Economic Opportunity to originate and service loans from the Illinois Cannabis Social Equity Loan Program on their behalf.

RBN is an experienced team of insurance and employee benefits brokers. Our professionals work with businesses to assess risk, identify cost efficient approaches to insurance, and negotiate with carriers to deliver comprehensive options at a competitive price. We excel in working with higher-risk, higher-complexity operations where insurance can be hard to place and our insights can be differentiating.

A leading national insurance brokerage, Risk Strategies Company is built for the challenges of today’s hyper-connected, fast-changing world of global business.Nationwide reach and resources with a specialist’s focus and attention makes solving complex risk management issues a simple, hassle-free experience for public and private companies, non-profits, growing commercial firms and private client personal lines.From property and casualty to employee benefits, private equity and personal lines; our expertise is broad, our approach custom and personal.

The Horton Group works with middle market companies to drive down their costs, workload and anxiety by protecting their balance sheets and enhancing their income statements. Among the Top 50 insurance brokers in the country, The Horton Group has substantial capabilities ranging from securing insurance coverage to overseeing comprehensive risk management programs and providing advanced, specialized services. As one of 100+ privately-held Assurex® Global partners we have access to more than 500 offices in over 70 countries. Horton has the resources to deliver cost-effective risk management, insurance and employee benefit solutions anywhere in the world.

Meeker-Magner has a unique business model where we help mid-sized to large Chicago businesses design and implement a plan to reduce their Total Cost of Risk. This approach provides a customized plan of long term risk reduction and helps our clients look more attractive to the insurance marketplace. The ultimate goal is to positively impact profits.Most people think that Total Cost of Risk is the premiums they pay, when in actuality only about 20% of TCOR is premium. The other 80% of total costs are indirect or hidden costs that can't be seen. At Meeker-Magner Company we have the resources available to combat these indirect costs.