Strategic Advisor: Closely collaborates with the CEO and senior executives to formulate and refine the firm's strategic goals. Providing strategic insights, analysis, and recommendations based on market trends, competitive landscape, and internal capabilities.Execution of Strategic Initiatives: Oversee the implementation of key initiatives identified by senior leadership. This involves coordinating cross-functional teams, tracking progress, and ensuring alignment with strategic objectives to drive the firm's growth and profitability.Operational Optimization: Identified opportunities to enhance operational efficiency and effectiveness across the firm. Streamlining processes, improve workflows, and implemented best practices to optimize resource allocation and improve overall performance.Leadership and Communication: Served as a key liaison between senior leadership and other departments or teams within the organization. Ensuring clear communication of strategic priorities, facilitating alignment of goals, and fostering a cohesive organizational culture.Special Projects and Initiatives: Lead and participate in critical projects that require high-level oversight and leadership. These projects may include market expansions, mergers and acquisitions, new product launches, or organizational restructuring efforts.Risk Management and Compliance: Collaborate with legal and compliance teams to ensure the firm adheres to regulatory requirements and manages risks effectively. This includes developing and implementing policies and procedures to mitigate operational and regulatory risks.Stakeholder Management: Engaged with external stakeholders such as clients, investors, and strategic partners as needed. Representing the firm's interests and maintain positive relationships to support business development and reputation management.

Lead a team of 7 project managers and 2 business analysts that focus on implementing technology solutions to meet the needs of the business. We strive to deliver results utilizing technology solutions, standards, and project management best practices. Established a culture of continuous improvement within the PMO. This culture has led to the identification and creation of a roadmap to ensure the continued maturation of the department. Quarterly goals are set to ensure the PMO continues to deliver value to the organization.

The mission of Securities America is to foster the success and independence of our advisors by delivering extraordinary service, professional development support and user-friendly technology, with the goal of helping advisors provide clients quality advice for life.As the dedicated Project Management resource for the Compliance Department, I assist in meeting the organization's mission statement by ensuring the organization remains in compliance of all regulatory requirements as set by the SEC and FINRA. I lead cross-functional teams to ensure projects exceed Executive Leadership expectations. Through proactive planning, I ensure the project team is able to mitigate risks to the business and ensure the organization meets regulatory requirements.

Identify training requirements for 2000 personnel, ensuring standards are met within a timely manner. Identified staff development needs, coordinated training requirements and implemented individual and classroom instructional experiences. Implementation of the developed training plan resulted in a completion rate of 98%. Created a database to improve tracking of training requirements reducing record keeping errors while maintaining accurate training records for personnel.

Coordinate with different departments within the organization to acquire data for future operations. Utilized computer assisted databases and algorithms to determine the probability of success for future operations, while utilizing this data to provide guidance and direction for future missions. Conducted analysis to reduce risks to operations utilizing a systematic methodology. Communicated this information to senior leadership to obtain concurrence with recommended actions.

Evaluated the skill set of various teams to place them in a position that would allow them to excel in a complex and dynamic work environment. Conducted liaison with foreign military personnel, establishing a rapport to allow for immediate actions and support of foreign military forces. Demonstrated effective problem solving and decision making skills within a high stress environment. Developed plans for future operations, coordinating the actions of 8 departments which included over 1500 personnel. Commanders: Provided calm and common sense solutions to the combat operations center during operations. Unflappable under pressure. His experience, leadership, andexceptional proficiency indicate superb potential for promotion and increasedresponsibility.

Supervised 150 personnel in daily and weekly training, duty assignments and task completion while maintaining their morale and discipline. Supervised the maintenance, storage and accountability of over 50 major end items valued at over 58 Million USD. Coordinated with multiple departments outside of the organization to facilitate training operations and community outreach events to include two 21 day training events and fifteen 5 day training events. Battalion Commander: "First Lieutenant Green is in the top 5% of all the Lieutenants in the Battalion."

Maintained accountability for 12 personnel as well as equipment and vehicles valued over 1 Million USD. Responsible for the readiness, training and preparedness of 12 personnel assigned to my team. Identified personnel and equipment shortfalls and evaluated alternative options, implementing secondary plans to accommodate gaps and fulfill orders. Coordinated the timing of additional support assets to assist in completion of current operations. Commanders: "Continues to succeed...as a result of his outstanding initiative, passion and flexibility. Confident, mature and direct leader who takes personal interest in the training and wellbeing of his Marines."

Navigated rules and restrictions of universities across various states to gain access to potential Officer candidates. Cultivated and maintained relationships with the higher education community and potential commissioning candidates. Delivered public speeches to groups ranging from 5 to 250 people at job fairs as well as community and sporting events. Proficiently utilized professional selling skills and systematic recruiting to reach all quarterly recruiting goals, identifying 18 candidates qualified for potential commission into the United States Marine Corps. Maintained positive and lasting relationships with officer candidates, their families, and the community, offering encouragement and motivation to ensure lifelong education and growth.

Served as the Office Assistant and worked in concert with the Veteran's Affairs Liaison. Conducted and coordinated community outreach events, town hall events and information sessions. Directly supported 7 staff members with research, writing, editing, and administrative support. Coordinated meetings with the telecommunications sector and veteran organizations within the Congressional District.