Lead resource planning and decision support for 30 plus Senior Care programs with diverse funding sources.

Lead forecasting, planning, for senior care businesses and government based support programs.

Advise on integration of complementary businesses, support integration, and measurement of those businesses. Identify key performance measures and insights to continuously improve and expand Honor's Care Platform.

Provided insights to growth, investment, and product prioritization decisions. Built and managed a loan forecast model that integrates income statement, balance sheet, and cash flow to inform leadership on liquidity and growth potential. Delivered loan and financial performance updates to investors, partners and the board. Managed the finance function; including delivery of financial statements, capitalization tables, and partnered with accounting on bank oversight.

Evaluating business cases and creating measurement plans to inform decisions on marketing capabilities, process improvements, and growth oriented projects in Wells Fargo’s Marketing project portfolio.

Directly contributed $200,000+ and influenced over $1 million in recurring revenue.Sourced and developed first fund administration partnership deal. Largest managed services deal.Key contributor to partnership program growth from zero to over 20 signed partners. Trained, equipped & supported 12 Enterprise Account Executives with new content, presentations, webinars, industry event strategy, and nurtured qualified opportunities as finance SME.

Led an FP&A team responsible for supporting Schwab's proprietary investment advisory business units, international entities, and Corporate Solutions businesses.Led finance integration of two large investment advisors, Windhaven and Thomas Partners, acquired by Schwab.

Lead Financial Analyst building the cost, benefit analysis for the franchise business model. Created all financial and performance schedules, including item 19 for Schwab's initial (FDD) franchise disclosure document.

Registered Investment Advisor, California

Accountable for building and executing comprehensive marketing plans, including brand awareness research, competitive analysis, market share/sizing, web presence, and content positioning for Schwab Mutual Funds and Managed Accounts, including responsibilities for Schwab's largest line of mutual funds, Equity Index Funds.

Responsible for developing relationships with 3rd party asset management firms and promoting Schwab's product platforms.

Planned and maintained client communications budget. Built complex financial models for expense planning and cost savings analysis.

Worked with business partners across all enterprises to structure pricing, improve profitability, streamline, and automate processes. Conducted complex database analyses and designed metrics to help manage business operations. Performed profitability analysis on the US Trust Excelsior Funds after Schwab acquired the funds in the US Trust merger, provided integration and fund consolidation recommendations to the Board of Directors. Performed competitive pricing/expense analysis for over 20 Excelsior Mutual Funds, providing Advisory Fee changes and expense reduction recommendations to the Fund's Board of Directors. Expanded and improved the Schwab Fund for Charitable Giving's investment selection options. Provided competitive pricing analysis and operational process recommendations to help the Fund become a successful offering at Schwab.Reduced processing times for a complex asset transfer process by persuading two separate enterprise teams to create a specialized group to oversee transfers from beginning to end.

Hired as an operations specialist in 1998 then promoted to Team Lead. Led a team of eight specialists responsible for reconciling accounts, trading, and paying dividends on $20 billion in Vanguard Mutual Fund assets (one of Schwab's largest fund company relationships). Established the first on-line reconciliation tool between Schwab and Vanguard Mutual Funds enabling faster account balancing and journal entries.Created a streamlined, spreadsheet-based communication tool to help Vanguard Operations process Schwab requests more efficiently.Developed a team of dedicated leaders who helped the team consistently rank at the top of the department dashboard.

Provided portfolio consultations and sold investment solutions to clients with a bias toward secure bank investments. Closed a $3 million mutual fund sale with a new client.Developed relationships with bank employees to encourage lead prospecting.

Top branch producer of fixed income investment sales.Presented an annuity information seminar to an audience of over 100 in San Francisco.Selected as branch liaison with the Bond Desk to inform branch representatives of offerings and fixed income inventory.Mutual Fund Sales, Inbound Call Team