Wheelhaus was a subsidiary of a real estate development company specializing in luxury tiny homes that ceased operations in 2024.● Led cross-functional teams and managed client escalations, enhancing customer relations and ensuring effective project timelines and budget management.● Optimized operational processes to reduce vendor costs by 50%, showcasing strategic cost management and vendor relations skills.● Improved sales processes and closed multiple high-value deals, demonstrating expertise in client negotiations and contract management.

Cypher was a 6 person startup building a DeFi (Decentralized Finance) derivatives protocol on the Solana Blockchain in the digital asset space. Joined at Series Seed (2 million in funding.) Cypher did not survive the crypto environment in 2022.● Hand-picked to advise the founding team on strategy and operations; recommended pivoting to a regulator friendly product enabling Cypher to become compliant if/when global regulating bodies apply traditional global financial regulations to the world of crypto currency.● Collaborated closely with in-house Product Managers and Developers while building out Cypher's web and mobile based product targeting a global reach within the DeFi community of crypto currency. Cypher’s product was intended to provide financial instruments such as futures through smart contracts on a permissionless blockchain reducing the need for intermediaries such as brokers.● Navigated opaque regulations using in-depth Traditional Finance experience.● Navigated opaque crypto regulations by leveraging over 10 years of FINRA licensing and training required by the SEC in traditional finance; Member of ACAMS; attended industry training for Crypto and Fintech as the organization aimed to launch globally.

Aumni is a SaaS Fintech B2B startup offering Venture Capital firms an investment analytics platform. Aumni's AI software analyzes legal agreements and other investment documents to extract data on fund performance, investment rights, and other metrics. Joined at Series A. Aumni raised $50 million Series B in 2021 and was subsequently purchased by JPMorgan. ● One of 6 Directors reporting to the VP of Customer Success as adoption of Aumni’s platform grew 225% year over year.● Managed prominent Venture Capital relationships through the post-sales lifecycle including onboarding/implementation, training, renewals and upsells; Collected 100% past due invoices.● Collaborated with Product and Engineering to build a B2B platform for Venture Capital firms to monitor and manage their investment portfolio eliminating the need to dig through excel spreadsheets. ● Created and implemented customer journeys using Churn Zero software increasing efficiency of the customer onboarding process by 75%.● Developed training programs for over 5 new directors for onboarding new clients using Notion.

Carta is a SaaS Fintech B2B startup that helps companies and investors manage their cap tables. Joined at Series E when there were 1,000 employees and annual revenue was $50 million. Carta’s revenue grew to $150 million in 2021 during my tenure. Carta has raised a total of $1.2 billion over ten rounds of funding.● Reported to the Head of Operations for Carta. Led a team of 3 Associates and 1 Contractor while assisting Registered Investment Advisor (RIA) clientele in the Qualified Custodian business for private investments of Venture Capital firms.● Hand-picked to overhaul the highly FINRA regulated Qualified Custodian business; ultimately advised the CEO to unwind the business; collaborated daily with senior executives while project managing the unwind. ● Pioneered a business continuity plan (BCP) in response to an immediate need during Covid. Significant challenges existed due to FINRA regulations and Carta keeping physical stock certificates in a vault in the SLC office.● Managed third party audits and FINRA regulatory exams with legal and compliance teams ensuring compliance with SOX and SOC internal controls.● Directed the safeguarding of $500,000M in client assets, achieving a 99% accuracy rate in reconciliation by deploying robust compliance protocols.

‬Goldman‬‭ Sachs’‬‭ institutional‬‭ operations‬‭ teams‬‭ focus‬‭ on‬‭ the‬‭ overall‬‭ efficiency‬‭ and‬‭ client‬‭ satisfaction‬‭ of‬‭ the‬ experience‬‭ from‬‭ execution‬‭ to‬‭ settlement‬‭ of‬‭ foreign‬‭ exchange‬‭ and‬‭ over-the-counter‬‭ (OTC)‬‭ trading‬‭ strategies‬‭ for‬ pension plans, hedge funds, and endowments located in North America.‬● Reported to Regional Senior Vice President. Led a team of 12 Analysts and Associates responsible for ensuring OTC margin requirements for over 1,000 institutional clients were met daily. ● Collaborated with a global operations team of 25 in Bangalore, India while advocating the needs of clients to senior leaders.● Supported the implementation of a new internal system tracking clients’ over-the-counter (OTC) margin calculations and regulatory requirements in a 3 month period while simultaneously adhering to the 2017 compliance deadline for Dodd-Frank variation margin (VM) rules for uncleared swaps.● Eliminated a 6 year key man dependency by defining new workflow process improvements in stock loan‬ operations affecting a global team of 20 analysts and associates.‬● Eliminated 3 HC by automating processes with business intelligence tools in collaboration with Goldman’s‬ change management team in addition to hiring contract workers and outsourcing to India.‬● Coached 3 analysts into promotions within one year.‬● Maintained 85% retention in 2 years, up from 25%.‬● Identified and remedied a complex bottleneck in Goldman Sachs’ largest client’s (Blackrock) tradeflow resulting in a 99% increase in settlement speed.‭

● Reported to the Operations Director in a 10 person Hedge Fund while maintaining operational efficiency for a $3 billion Hedge Fund.● Negotiated OTC legal confirmations and Master Confirm Agreement (MCA) contracts.● Managed treasury cash operations including global cash wires for collateral management, foreign exchange settlement and OTC derivatives settlement.‬● Standardized processes and procedures by creating a comprehensive operations manual used by 4 people.‬● Implemented new regulatory acts including the Dodd-Frank Wall Street Reform and Consumer Protection‬ Act and the European Market Infrastructure Regulation (EMIR).‬‭