• Manage key book of businesses, which consists of restaurant partners earning $12M+ revenue per Month• Lead strategic reviews (QBR) with partners, identifying opportunities to enhance operations, marketing, and growth strategies• Standardize processes for account management, improving scalability and efficiency• Mentor new hires, providing training and guidance to ensure team success• Spearheaded Autonomous Vehicle/Robot Delivery pilot in Santa Monica

• Managed key accounts generating $5M+ in annual revenue, identifying areas for up-selling, cross-selling, and renewals• Conducted KPI tracking and OKR reviews to evaluate partner success, addressing operational issues proactively• Collaborated across teams to resolve challenges and ensure seamless operations for high-priority accounts

• Exceeded sales targets consistently, generating new business through cold calling and outbound prospecting tools like ZoomInfo and LinkedIn• Built and maintained strong relationships with clients, offering tailored investment strategies that align with market trends• Used outbound prospecting tools to identify potential clients and educated them on the benefits and advantages of the product, highlighting current market trends and company promotions• Delivered product education and personalized service, helping clients navigate financial markets and retirement planning

• Led IT and Finance projects from initiation to completion, following PMO standards and project management best practices• Managed the Cybersecurity MFA deployment, protecting sensitive data across 75K+ workstations• Worked closely with cross-functional teams, including Marketing, Operations, and Finance, to execute projects across various platforms• Collaborated with various departments, including Marketing, Operations, Finance and to ensure seamless integration and execution ofinitiatives across all relevant platforms and channels• Controlled project budgets, ensuring costs were within scope while delivering projects on time• Provided feedback to shape future initiatives based on comprehensive project analysis

• Analyzed and corrected 199 annual reports(FR Y-6) for Holding Companies • Updated and maintained over 70 job descriptions within the Access Database for Banking Supervision • Participated on a team for a process improvement initiative for new hires

• Delivered promotional and specialty advertising programs for companies by suggesting and locating products to enhance their marketing strategy • Created a weekly newsletter to inform customers of current promotions.

• Led two classes, Behavior Modification and Anger Management to prevent re-entry • Interviewed more than 80 parolees a month to identify needs and match resources • Conducted drug tests, assisted with home visits, and called parolee’s acquaintances to avoid future criminal acts