Leading an Advisory Team of 4 Financial Advisors with project management, collaborating with executive level management to ensure the most efficient processes are being implemented at the firm level, and spearheading a service level guide for the firm’s diverse client base. • Created and launched new Service Level Guide and SLA process in the CRM to track client service engagement and impact.• Worked closely with the Chief Advisory Officer and the Director of Talent and Culture to develop training strategies for each advisor to support their career growth.• Worked closely with the Chief Advisory Officer on a strategic Marketing plan which entails producing and overseeing and execution of marketing plans and events. • Managing the Client Service and Marketing Budget on a quarterly basis and presenting the budget annually to the President and Director of Business Operations.• Launched a new quarterly Advisory Review and Client Service strategy process.

Lead a team of 8 Operations Client Service Associates with daily oversight and performance management, collaborate with executive level management to ensure the most efficient operational processes are being implemented at the firm, and spearhead optimal service levels to the firm’s diverse client base. Spearhead the operational execution of the firm’s alternative investment process, $148M currently invested, from start to finish. Work directly with 15 alternative investment fund companies on their required subscription document process, investment allocation, capital commitments, maintenance until the full completion. Train and onboard new Financial advisors to the firm to ensure they understand the operational process Create, implement, and train the Operations Client Service Team on new and existing operational processes for onboarding, account opening, cashiering, maintenance and client service for all financial platforms

Partners with 30 Financial advisors for a wealth management firm, with $4 Billion assets under management, to support 2,800 clients with onboarding, financial planning, and portfolio management to accomplish their financial goals. Executed client onboarding, new financial account opening, maintenance of accounts, transfer of assets and daily cashiering, money movement, and wires of $1+M dollars daily. Partnered with 3 custodian financial platforms [Fidelity Investments, Charles Schwab, TD Ameritrade] to manage 9,400 accounts Executed complex layered accounts, trusts and prepared Alternative investment subscription documents for 15 funds and Separately Managed Accounts for 7 Managers.

Organic Food Industry support to Traders, Commodity Specialists and Supply Managers in sourcing, supplying, selling, servicing of over 200+ organic ingredients involving 60+ global product origins, farmers, carriers, warehouses and hundreds of customers globally.• Bringing on new client relations and creating Sales Contracts• Global Inbound and Outbound logistics• Processing order releases from start to finish for diverse client base• Resolve issues related to deliveries, inventory levels and pricing issues • Collaborate with warehouses and coordinate logistics with carriers to ensure prompt deliveries of sales orders

Brand Manager managing 35 brands for a leading California Wine and Spirits Distribution Company, with over 550 domestic and international brands distributed throughout California with a salesforce of 120 people.• Improved operating gross margins by almost 20% through more streamlined negotiation procedure• Interacted and supported all levels of Sales Management and attended Northern and Southern California GSMs• Negotiated special pricing with suppliers and set up pricing programs • Created processes and streamlined workflows for the proprietary Visual World software for Purchasing Department• Participated in Trade Shows to educate buyers on the Epic brands• Collaborated and communicated with Marketing Department to announce incentives and provide appropriate tools to facilitate program success• Managed product data maintenance including: vendor, brand and item set up• Maintained a quarterly price book with accurate product information for over 35 brands• Communicated new product information to relevant departments such as customer service and sales to facilitate knowledge of new releases, pricing, out of stock situations etc.• Issued purchase orders as needed to insure adequate inventory levels to meet focus goals, sales forecasts, upcoming promotions and marketing initiatives• Resolved issues related to deliveries, inventory levels and pricing issues • Collaborated with suppliers and coordinate logistics to ensure prompt deliveries of purchase orders

www.GingerandSugar.comCo-Founder of Ginger&Sugar, Event Styling Company which provided personalized event design, styling and coordination. www.gingerandsugar.com • Designed, styled, planned, and set up customized special events for a variety of clients. Provided themed décor, personalized catering menus, invitations, scheduling, and logistical details.

Senior Client Manager for a Third Party Investment Advisory Firm, with over $1 Billion in assets under management. Worked directly with more than 100 Financial Advisors. •Mastery of Fidelity Investments’ and Charles Schwab’s internal processing protocols, terminology, regulations forms, and website tools•Provided daily instruction to trade large amounts of assets ($100K+) in investment accounts•Addressed and resolved issues in the best interest of both client and company•Collaborated with departments including Compliance, Sales and Marketing on multi-end decisions. •Facilitated the opening of new accounts, processed money movement, and maintenance requests for clients.•Created internal processes to promote efficient workflows•Trained and educated Client Service Team on internal operational processes and protocols•Provided feedback and ideas to internal and external web developers to streamline and improve Niemann Capital Management’s proprietary software

•Delivered over 100 personal conference call presentations training new clients on proprietary software for every new Financial Advisor office•Researched Fidelity and Charles Schwab updates and operational processes to create educational emails that are sent out to all clients•Created and launched a NCM operational webinar for prospect and existing clients; recorded the webinar which is currently utilized on www.ncm.net•Dealt directly with Financial Advisors, direct clients, and financial institutions to successfully accommodate the opening and maintaining of a high volume of accounts•Daily problem resolution with Fidelity, Charles Schwab, clients, and internal departments•Nominated for Employee Recognition Award for being the only Client Manager to do face to face presentations and training for new clients

•First interaction with advisors, vendors, custodians, clients over the phone and in person and provided support to all departments

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