As a Director of Operations and Team Facilitator, I oversee the day-to-day activities of the organization, ensuring that all departments function smoothly and efficiently. I manage resources, optimize workflows, and help implement strategic initiatives to improve operational performance. I lead and support my team by fostering collaboration, guiding projects from inception to completion, and ensuring alignment with the company’s goals. My role involves both high-level strategic planning and hands-on problem-solving, with a focus on driving continuous improvement and achieving organizational success.

As a Director of Operations, I manage the day-to-day operations of the company, ensuring all processes run smoothly. My role focuses on: • Leading weekly all-hands meetings to keep the team aligned and informed. • Managing expense reports, tracking vendor contracts, and performing regular systems licensing audits to reduce overspending. • Collaborating with Marketing and PR teams to develop and execute strategic advertising and media campaigns. • Creating and implementing companywide policies and procedures. • Meeting regularly with teams to strategize on ways to further maximize efficiency and productivity. • Performing daily and monthly compliance reporting to maintain regulatory standards. • Administering CRM systems to ensure accurate data management and customer relationship tracking. • Overseeing IT and SaaS management, including user permissioning, to ensure efficient operations and data security. • Coordinating with the CISO on firmwide cybersecurity measures and implementations. • Managing end-to-end human resources functions, including on/offboarding, payroll, and benefits administration, in conjunction with a supporting PEO (Rippling). • Conducting weekly accounts payable calls with the executive team to prioritize payables and ensure efficient financial management.

• Handles busy executive’s calendar including coordination of complex domestic and international travel, including flights, accommodations, and ground transportation as needed • Attends and contributes to weekly team meetings by capturing detailed meeting minutes and noting actionable tasks • Researches, prioritizes and manages multiple projects simultaneously, following through on incoming issues and concerns addressed to the executive in a timely manner• Manages and administers executive's expense reports • Coordinates "Fireside-chats" and other media and speaking engagements on behalf of the executive• Acts as a communication liaison between the executive's office and internal departments, fostering leadership to maintain credibility, trust, and support with senior management staff

• Manages all aspects of human resources for the organization, including on/offboarding, benefits administration, and employee relations (Headcount: 350+) • Leads and direct the routine functions of the human resources department including hiring and interviewing staff, administering pay, benefits, and leave, and enforcing company policies and practices • Manages 1 direct report, providing leadership and guidance to achieve departmental goals

• Manages 42 state licenses for 30 agents in Wesley’s Insurance Division • Handles all carrier contracting for the Insurance Division • Performs general HR support/duties for the parent company • Timecard management and time-off approvals • Attends daily executive leadership think-tank meetings • Ensures all insurance agents are up to date with current CE requirements and monitor for any other compliance issues or potential licensing gaps • Process all accounts payable requests for the Insurance Division • Oversees staff, management, hiring and on/offboarding for the Insurance Division

• Manages the daily operation of the business, including rapid scaling of the company | 60+ Employees• Program Management: Leads and provides program management, administrative, and operational services across the organization through process development, system implementation and P&P execution. Partners with leaders to uphold a high level of service in our day-to-day operations. Monitors budgets and financial performance and identifies opportunities to reduce cost.• Staff Management & Development: Leads monthly all-hands meetings. Works in tandem with HR department to create initiatives that will enhance staff experience and overall job satisfaction. Coordinates monthly Lunch & Learns providing a space for experts to educate our staff about relevant topics in the industry. Manages all staff onboarding.• Organizational Planning & Implementation: Consults with leaders to develop initiatives that are consistent with the core values of the organization. Determines objectives and sets priorities, anticipating potential risks and opportunities within the organization. Leads a team to address business initiatives and provides direction to the teams that support. Participates as a part of the management team in formulating, implementing and evaluating business plans, processes and initiatives.• Facility & Vendor Management: Leads and directs internal and external vendors who work with us to manage our facilities and support client relationships.• IT Management: Serves as the office liaison for our offsite IT support. Performs at-desk-trainings for new hires, as needed.• Responsible for various HR duties such as labor law compliance, I9 verifications, employee terminations, on/off-boarding and performance evaluations. TRI STAR SPORTS & ENTERTAINMENT Provides Business Management Services - Accounting and Tax to:Athlete's, Artists, Entertainers, Song Writers, Production Companies, Coaches, High Net Worth Individuals/Executives

• Daily interactions and communications with board members, high-level government dignitaries, donors and media consultants• Plans, coordinates and ensures highly-sought-after Board President’s schedule is followed and respected• Manages Board President’s complex and frequently changing schedule consisting of: meetings, teleconferences, charitable/government fundraising dinners & speaking engagements• Collaborates with local media outlets on press releases and fundraising events for multi-million dollar capital campaign• Regularly advises Board President on key issues and all aspects of board governance• Prepares and presents board meeting agendas, minutes, resolutions and other board level communications• Conducts research, compiles data and prepares reports for consideration by executives, committees and board of directors• Monitors A/P, A/R for $12 million dollar building project• Serves as liaison between architect, project manager, vendors for new building project • Handles highly confidential and sensitive material

• Provided executive support to the CFO, offering comprehensive administrative assistance and office management functions for a team of 60+ attorneys and staff• Managed purchasing and procurement processes, ensuring the availability of essential supplies and equipment• Offered IT support, assisting with technical issues and facilitating technology-related needs for the team• Assisted HR manager with onboarding of new hires• Schedule and coordinate company events and retreats• Create and implement office procedures• Managed file clerk department, specifically ensuring procedures are carefully followed for retention and destruction of client files in offsite storage archive• Main contact point for all vendor relationships and purchasing within the firm• Liaison between equity partners and marketing department on all firm marketing collateral