• First employee responsible for establishing, expanding, and scaling new business across multiple locations. • Recruited, trained, and developed sales team, project managers, and operations employees.• Engineered and implemented Salesforce sales pipeline management and operational processes, utilizing automation, flows, and forms to enhance business organization and efficiency.• Developed streamlined end-to-end sales and operational processes.• Now operating in 5 states and scaling with new locations.

• Hired and directly managed team leads and managers for mortgage operations teams. Under my leadership, the teams have surpassed departmental production goals and quality OKR’s, fostered transparency and collaboration, and I've promoted multiple employees into leadership positions through hiring, training, and development.• Developed operational processes by creating centralized SOPs and job aids for the entire mortgage department, mapping workflows, developing training materials for new and existing staff, and automating external communications with Salesforce email/SMS templates and system-generated notifications.• Salesforce Administrator: Flows builder, Data Wizard to import leads, contacts and data, email/SMS Campaigns, Sandbox QA/release testing, Deduplication tools to scrub data, user profiles and permissions, adding custom fields to objects, creating objects, and API integrations.• Regularly collaborate with Engineering, IT, Product, and Development teams on operational improvements, bug fixes, hot fixes, and weekly product releases.• Proficient in generating comprehensive Salesforce and Looker reports and dashboards for operations, sales, and marketing teams. Empower managers and employees with tools for production monitoring, metrics analysis, forecasting, exception management, data analysis, and workflow visibility.

• Managed sales and business operations for 12 insurance agencies across 4 states, overseeing 12 direct reports and approximately 75 employees. Agency revenues ranged from $1.2MM to $5MM annually.• Formulated business strategies and led relationship management initiatives for each agency, fostering growth in agency owners/partnerships, expanding into new markets, and enhancing existing relationships to optimize returns.• Successfully directed a significant software release project involving comprehensive system design, workflow and process development, training, collaborative efforts, and seamless implementation.• Achieved a remarkable reduction in annual turnover rates, decreasing from 35% to 5% in 2017 and maintaining low turnover in subsequent years for both employees and managed agencies.• Responsible for all aspects of operations, including revenue budgeting, annual reporting, and performance reporting for agencies under management.

• Led a team of 4 responsible for back office and middle office trade processing activities, handling trade initiation through settlement for an investment firm managing $30 billion in tradable assets.• Collaborated with the business systems engineer to design and implement an automated platform for trade processing. This platform reconciled FX, managed daily futures and options positions, and oversaw collateral activities.• Introduced multiple operational trade processing systems and enhancements using SQL and SAS, improving efficiency and accuracy in trade operations.• Oversaw corporate action, proxy vote, and class action activities for both domestic and international portfolios, ensuring compliance and accurate execution.

• Processed monthly principal and interest payments for Corporate Trust division and generated payments to custodial Client accounts. • Identify and reconciled errors in Client data to ensure accurate business requirements were met.• Created weekly finance reports and presented the results to management tracking performance of revenue and expenses to budgeted forecasts.