Financial Services Administration
CurrentSELECT ACCOMPLISHMENTSAdaptability - Leveraging extensive project, operations, and administrative management experience in the non-profit sectorProject Coordination - Planned moving logistics of supplies, records, and resources across the entire team for the successful relocation of business operationsProject Management - Planned and implemented the office grand opening with special guests including the mayorProject Management - Re-structured and streamlined the organization's digital document storage creating new protocolsProcess Improvement - Contributing to the redesign of estate planning services to meet the changing needs of the business and clienteleOperations Management - Providing design and tactical support across Investment, Lending, Planned Giving, and Accounting Services