As Head of Operations, played a pivotal role in the international expansion and success of Gracie Point’s growth by efficiently managing resources, optimizing processes and ensuring operational excellence. Operational Structure and Process Development: Spearheaded the creation of an operational framework to support Gracie Point’s remarkable growth, facilitating a 900% increase in unit count over five years. Designed and implemented scalable processes to handle the influx of operations efficiently. Team Expansion and Global Reach: Recognizing the need for a robust team, increased the operations team by 400%. The expansion included establishing an Operations Specialist team in Chennai, India to tap into a global talent pool for operational efficiency and scalability.Funding and Cash Management: Oversee the development and daily operations of the Funding and Cash Management team who maximize the funding availability and economics and also implementing borrower cash management processes to improve accuracy and consistency.Process Optimization and Technological Innovation: As a team, instituted enhanced manual processes to improve efficiency and accuracy while being integral in the development of a bespoke loan management system in a commitment to leverage technology for operational efficiency and customer satisfaction.Product Development and Regulatory Compliance: Collaborate with all divisions of Gracie Point to engineer new products and improve existing ones. In conjunction with the Legal team, ensure compliance with licensing and regulatory requirements.

* Assist in generating fundamental US business development expansion plans* Oversee various from projects from idea to fruition* Monitor status of project initiatives to ensure forward momentum* Generate, distribute, and canvas job descriptions and qualifications for new employment positions* Research out-sourced resources to assist in reaching corporate goals* Develop marketing material to be used for sales and marketing promotions* Build client relationships and partnerships to guaranty solid foundations* Establish a consultative sales process to provide the highest degree of financial expertise* Construct a CRM system to meet the requirements of a highly specialized lending facility

* Instruct Investment Management, Corporate Finance and Money, Banking and Financial Markets classes* Plan lectures, assignments, and in-field experiences to collaborate with necessary course curriculum* Meet with students to discuss in-class progress and academic improvement

Assist the New York office in expanding their client base and enhancing a local sales and marketing presence. Utilize my long term experience in client care, business development initiatives, and operational efficiency to offer the highest quality in the sales process.

Oversaw the development and implementation of the companies operational procedures, sales system management, marketing and production management, new product implementation, and human resources.

During the first few years held a variety of sales and management positions in the Property & Casualty premium finance division. Later assumed responsibility for the Business Development department which specialized in structuring large commercial loan transactions and transforming new business concepts into profitable business units. Prior to leaving, assisted in the development, structuring and management of the Life Insurance Finance division.