Lead cross-functional teams to ensure seamless integration and alignment of processes and controls during the transition of First Republic Bank to JPMorgan Chase. I execute comprehensive risk assessments to identify potential gaps and mitigate operational disruptions.Key Achievements:• Documented and reported on key milestones, achievements, and challenges throughout the transition process.• Orchestrated and oversaw the project management of transitioning processes, products, and controls between First Republic Bank and JPMorgan Chase.

I was responsible for spearheading organization-wide projects fueled by survey and complaint data to elevate customer experiences and satisfaction levels. Conducting in-depth analysis of Voice of Customer (VOC) data and customer discussions was integral to identifying pain points, leading cross-functional efforts to enhance overall customer experiences and satisfaction. Tracked and managed NPS (Net Promoter Score).Key Achievements:• Orchestrated relationship and interaction survey programs, overseeing feedback from over 7,000 customers.• Crafted and delivered executive-level presentations presenting results, insights, and actionable recommendations to drive informed decision-making at the highest echelons of the organization.

In this role, I orchestrated cross-functional projects to bolster support for human resources and talent acquisition teams, fostering collaboration across departments and optimizing organizational effectiveness. Additionally, I oversaw Candidate and Team Member survey programs, ensuring comprehensive feedback collection and analysis to drive candidate and employee satisfaction initiatives.Key Achievements:• Spearheaded and managed an internal drug testing and background check program for a team of over 1500 members.• Initiated and managed a robust Employee Survey Program encompassing 5,000+ Team Members, resulting in enhancements to the onboarding process, improved training protocols, and increased new employee retention rates.• Provided strategic thought partnership, influencing business leaders to implement attraction and retention strategies based on data-driven insights and market trends.• Implemented and managed HR performance metrics within an automated dashboard system for Talent Acquisition (TA) and HR Leadership, facilitating data-driven decision-making and enabling informed resource allocation.• Performed thorough research and analysis on survey results and operational data, delivering actionable insights to business partners to enhance candidate and employee experiences.• Managed Talent Aquisition job boards, jobs site, and email recruiting efforts.

In this position, I led custom quantitative and qualitative research initiatives to deepen insights into customer behavior, demographics, and life cycles. Additionally, I developed and maintained advanced analytical models and dashboards to monitor KPIs and support business objectives.Key Achievements:• Translated survey analysis into actionable insights and trends, crafting targeted recommendations that significantly enhanced overall member satisfaction levels.• Facilitated Member Net Promoter Score (NPS) and Interaction surveys across 7 states to ensure alignment with national standards and meeting accreditation requirements.

I have managed project schedules and resources to optimize service delivery and minimize response times. Additionally, I have engaged with stakeholders to streamline processes and enhance service quality, resulting in improved customer satisfaction and operational efficiency.Key Achievements:• Detected and mitigated fraudulent activities, resulting in cost reduction and prompting the revision of policies and procedures to strengthen organizational integrity and security.• Achieved enhanced member satisfaction and operational efficiency by utilizing data analysis of operational procedures and survey findings to pinpoint process gaps and lead improvement projects

I have facilitated communication and correspondence by composing and proofreading emails, reports, and presentations with meticulous attention to detail. Additionally, I coordinated team events and provided administrative assistance, contributing to a positive work environment and team cohesion.Key Achievements:• Managed heavy calendaring and travel arrangements for the Executive Vice President to optimize scheduling efficiency and ensure seamless logistics.• Oversaw project coordination, expense report management, and special projects to support operational efficiency and successful project outcomes within the Road Service Operations department.

Executive Assistant to CFOAssisted in all financial aspects for a private family office

Executive Assistant to CEO/President, Creative Director & Licensing DirectorManage office, maintain finances, assist President of Entertainment Merchandising & Licensing Company