Leader of strategic execution of corporate vision to drive strategy and performance forward- Created the strategic vision and growth strategy for firm with a plan that focused on client acquisition through multi-channel marketing and personal communication.- Implemented firm financial and CRM system, Propertyware, utilizing knowledgebase resources to reduce implementation time by 50% through self-guided launch.- Consulted with clients to deploy an outsourced property management strategy encompassing financial and maintenance oversight, creating 5-10% cost savings through economies-of-scale relationships with sub-contractors.- Developed project plan for property management outsourcing, meeting plan milestones, and reporting to key stakeholders.- Worked with legacy manger to ensure a smooth transition of responsibilities, including the data migration from previous management solution.- Managed oversight of third-party vendors providing deployment, resource management, and financial accountability to management client.

Responsible for Western United States client engagements in the search and selection of investment products to optimize and support current/future portfolio allocations- Orchestrated the strategic and tactical implementation of new territory client engagement plans for 3 territories, increasing client engagement by 13% in a quarter-over-quarter analysis.- Team lead for Salesforce change requests, group analytic requests, and rights management partnering with change team to execute on requests.- Represented the firm at quarterly conferences in California providing insight and thought leadership to conference attendees. - Created custom reporting utilizing Meridian IQ and Albridge Analytics for flow analysis to increase engagement of advisors and analysts through data driven campaigns.

Primary day-to-day liaison for intermediaries providing oversight of mutual fund trade transactions- Spearheaded development and implementation of in-house reporting through MS Access designed queries, automating daily and monthly reporting delivered to key stakeholders via e-mail, creating a 4% yearly savings.- Project lead for distribution agreement repapering overseeing cross-department teams to negotiate the execution of 300+ agreements with external financial intermediaries within project timeline.- Partnered with Barrington Partners to participate in industry wide fee study requiring the aggregation and manipulation of data obtained from multiple sources presented in a standardized format.- Oversaw the relationship between the firm and financial intermediaries through daily calls and the reporting, reconciliation, and payment of $24 million in fees.- Team lead for TA2000/AWD software upgrade, providing testing and deployment of department wide software.

Accounts payable team lead, managing reporting of firm-wide expenses, and formation of budgets deliverable to department heads and executive team.- Manage and train junior level staff team ensuring all deliverables met and preparing for advancement.- Created new hire implementation initiative for the Finance department coordinating efforts with other departments to welcome and induct new employees to company philosophy and process.- Responsible for monthly reporting of departmental budgets to the CFO and communicating itemized variances with forecasts of material developments.- Researched, proposed, and managed the firm-wide implementation of Concur travel and expense solution, responsible for project reporting to stakeholders, training 200+ colleagues, providing user support, and integrating the solution with CODA Financials.- CODA Financials company administrator, deploying additional modules, companies, and providing user level support for department.

Responsible for processing and payment of accounts payable and monthly close.