Deborah M. Email & Phone Number

Washington , Dc, Us

COO at Fenway Summer, a hybrid venture capital investment and advisory firm focused on early-stage financial services and fintech companies.

Washington, District Of Columbia, Us

Fundrise, a B2C financial technology company focused on rebuilding the entire financial industry ecosystem around individuals rather than institutions with over 1.5 million users and 350,000+ investors.Started as the first team member of a newly built out Operations Team. Tasked with managing third party vendor relationships, processing high volume transactions, reviewing documents for regulatory compliance, mitigating fraud, and working cross functionally to improve / implement internal processes with an investor first perspective.

Houston, Texas, Us

At LDR Investment Group, I oversaw the procurement and building project of a brand-new office, a $1.5M renovation prior to occupancy, and smooth relocation. In addition to this, I supervised and implemented the company-wide Retirement offering, PEO, and ESOP accounts. Moreover, I organized recruitment events and supervised onboarding, training, orientation, benefits, and payroll of all new hires. I also planned and scheduled annual offsite events, holiday parties, and CEO visits from the parent company, Fairfax Financial. One of my core responsibilities is to manage AR/AP for several legal entities with foreign parent firms, spread across numerous states. I also prepared annual reports and business filings for every organization in accordance with fiduciary and legal responsibilities. Moreover, I administered day-to-day accounting operations in QuickBooks and replaced third-party bookkeeper.Some of my key achievements during this role include:Generated yearly savings and reduced company costs by $100K via streamlining negotiating process with key vendors and suppliers.Executed quarterly transactions with Computershare to finalize international wire transfers and ESOP transaction settlements.Developed, tracked, and engaged with clients to address any billing or payment difficulties.Collaborated with architects to design infrastructure of new office within budget constraints.Established SOPs while conducting research and implementing/integrating new platforms to support corporate expansion.Interacted with business management, contractors, and architects in weekly meetings to reduce costs while maintaining time and budget constraints for new office projects.

Houston, Texas, Us

I oversaw administrative activities, forecasted merchandise, and maintained department budget in a fast-paced environment of the office. Supervised the hygiene department, educated new staff, and reduced costs, improving overall quality of the services received.

Developed strong relationships with patients and employed revised practice dynamics to enhance customer satisfaction and retention. Supported client retention during a change in practice ownership by offering top-notch treatment and resolving queries and anxieties of the patients. Developed key insights into new opportunities and enhanced personal skillset, enabling better patient experience and reducing waiting time for dentists to do aesthetics.Awarded Colgate Master's Program certificate.

Took initiative to cross-train and manage front desk duties, file insurance, and have the ability to close out daily operations to enable practice to run more efficiently. Transitioned business from previous staff of 20 years while maintaining a high patient retention rate, cutting costs, and improving department protocols. Collaborated with dentists to manage annual budgets and identify emerging opportunities to enhance operational excellence.

Bachelor Of Science - Bs

Associate Of Science (A.S.)

Associate Of Applied Science, Dental Hygiene