Self-directed and driven financial services professional with comprehensive accomplishments leading strategy, process development and improvement, workflow, reporting, digital transformation, turnaround, and cross-functional teams to achieve goals. Innovative thinker with strong employee, account, project management, and client service acumen. Demonstrated success in developing and executing plans in complex, high-stress organizations. Recognized for implementing impactful growth strategies by analyzing details to understand competitors, financial products, and stakeholder relationships. Highly organized, creative problem-solver who excels at guiding teams through challenging projects. Expertise includes managing multimillion-dollar budgets, options trading, order management, and advising C-level executives.Accomplishments:• Oversee order management systems OMS, payroll, insurance, 401k, office space, facilities, human resources, recruiting, telecommunications, compliance, and procurement.• Recruit, train, and manage a multidisciplinary professional team.• Decreased annual costs by $12,000 by moving data retention and storage to more efficient hardware and software.• Grew organization into the largest independent equity options brokerage on NYSE Arca.• Turned around a failing organization into a market leader by upgrading all functions and personnel.Expertise:• Financial Trading, Operations • Equities Derivatives, Options, Hedging • Technology Planning, Implementation • Order Management System OMS • Funds • Budget • Internal Controls • Investment, Retail Banking • Reporting • Valuation • Due Diligence • Risk Management • SEC, FINRA • Compliance • Data Analysis • Business Development • Partnerships, Alliances • Recordkeeping • Presentations • Communication • Customer Relationship Management CRM • People, Vendor Management