Oversee day-to-day operations, corporate management, client success, marketing, sales, and communications.Lead the strategic implementation of our “Total Risk Approach” to safety and risk management, a framework designed to prevent workplace incidents and drive continuous improvement.Collaborate with the executive team to expand leadership capabilities, enhance logistics, and scale service offerings.Focus on expanding STC’s influence across various industries, including healthcare, hospitality, manufacturing, and nutrition, while maintaining strong client relationships.Manage financial reporting and corporate growth strategies to ensure operational excellence and profitability.

Lead all aspects of Operations: Corporate Operations, Field Operations, Client Success, Marketing, Sales, and Communications (including quarterly Board of Directors/Partner presentations and reporting) Run our EOS program as the IntegratorOversee all company finances and reportingOversaw 2x revenue growth in 4 yearsExecuted major business model pivot in response to COVIDImproved client retention ~20%Implemented our Microsoft Dynamics CRMActively recruited top talent for our growing teamManaged office expansion project that doubled existing space

Lead a team of investment professionals in providing the best client experience possible, as we help our clients achieve their financial goals.

Act as a sounding board and adviser to the GVP. Distill ideas down to the great ones. Then build structure and execute on those ideas. Analyze business KPIs/Metrics and customer data to create campaigns and initiatives that will move the revenue needle for the business, improve the experience for the customer, reduce churn and ensure employee success.Be comfortable and thrive in ambiguity.

Lead a team of 10 specialized advisors with a specialization for Goals Based wealth managment.

Hybrid role that transitions top performing individual contributors into leadership positions.

• Oversee $300 million in high-net-worth client relationships• Relationship management, communicate current market strategy and portfolio updates to assigned clients• Act as the liaison between our affluent clients and the firms’s Investment Policy Committee

• Assist CEO/CIO in managing ~$650 million under management in tailored municipal bond portfolios• Execute and confirm trades/allocations with brokers for and in behalf of private clients and institutions• Perform portfolio analytics for yield, maturity, swap and rating requirements• Interface with clients to address investment needs, goals and concerns • Developed automated process and improved internal systems for security valuations, saving 20 hours/month in time and cost• Mange daily cash positions to ensure available liquidity for trading and client income distribution• Generate analytic pricing and ratings reports from various data sources for month-end procedures• Track current inventory positions and credit files for held securities• Developed marketing strategy for gauging client satisfaction, loyalty and fee structure

• Direct report and support role to EVP of Countrywide Securities- focused on trading floor support• Liaison between C-level management of key departments, employees and vendors during projects• Assist Repo Desk and Sales in trade checkout with customers and brokers, re-pricing and input of rates on new and rolling trades• Point person for all night trading operations between US and Tokyo offices• Support to various trading desks; including trade checkout with customers, handling trouble trades and maintaining customer relations• Provide levels to sales force for non-investment grade financing trades, maintain daily marks on trades and book new financing trades and rolls