• Oversaw all operations for the company including reviewing accounting work completed by our CPA, managing finance, marketing, IT, and direct contact with our CEO.• Designed and implemented business strategies to streamline and improve processes in operations and administrative capacities. Partnered with Sales Manager to help create actionable goals for sales team. • Ensured effective recruiting, onboarding, performance management, and retention of employees. • Maintained and built trusted relationships with all vendors, clients, partners, and suppliers. Helped further key relationships with customers to increase potential large scale business opportunities.

• Manage all financial responsibility for the company including but not limited to budgeting, reporting, forecasting, taxes, bookkeeping, and payroll. Review and approve all purchases for the company and delegate funds accordingly. • Collecting, interpreting and reviewing financial information related to taxes, loans, payments, and contracts. Negotiate, write, review contracts and bids as needed. • Producing financial reports regarding account payables, account receivables, expenses, and commissions. Present information to executive team to help forecast and create future profitable strategies. • Reviewing, monitoring and managing all budgets. Developing strategies that work to minimize financial risk. Analyzing market trends and competitors to create new products and categories to increase margins and profit.

• Servicing, cash management, and treasury products and services, Commercial Mortgage-Backed Securities (CMBS), legal documentation negotiation and credit/risk management.• Consulting with clients regarding alternatives and determines customized solutions that best suits their needs as well as providing guidance through the compliance process.• Analyze compliance related documents required to onboard customers for accuracy. This includes but is not limited to BSA/KYC/AML and tax related forms.• Ensuring that the onboarding process is completed in compliance with government and bank policies.• Accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

Partnering with one of the largest banks nationwide with over 25,000 employees in Charlotte. • Strategically meet with clients and senior leaders to establish rapport and learn responsibilities of their teams to provide contractors, backfills for Full-time employees, and project based resources to fill open seats on respective teams. • Lead large-scale initiatives onboarding up to 100+ contractors at a time, as well as specific individual additions to niche teams. Track progress, consult on best practices as the initiatives progress, and provide solutions as needed. • Analyze existing business to support and promote sales growth at a national level with teams located outside of Charlotte.• Create and develop partnerships within the firm to promote diversity and inclusion to find the best talent and culture fit possible. • Collaborated with different lines of business to cross-sell different services we provide including our loan-staff option exclusive to Robert Half.Areas of success: Operations, Securities, AML/KYC, Financial Crimes, Risk, Compliance, Mortgage/Commercial lending, Accounting, Finance, Human Resources, and administrative spaces.

Partnered with investment managers, custodian banks, retail banks, and lending companies.• Serviced positions for clients looking for interim solutions within investment operations, banking, lending, and general administrative positions within financial firms. • Reviewed client directions for each specific job order including pay rates, hours of operations, duration of desired contract, and all responsibilities of the position.• Interviewed potential candidates from entry-level positions to senior level executives to see if they possessed the viable experience for the position we were looking to hire for. Built rapport with candidates to ensure a high retention rate.• Inform candidates on opportunities they are a fit for. This includes reviewing pay, location, responsibilities and general information about the client we are hiring for and facilitating the process as a first point of contact for the candidate.