•Manage the Business Resource Center (BRC) identifying, assessing, and developing services, resources, tools, and technical assistance for current and prospective clients, including educational and learning opportunities. •Build strategic partnerships that drive ecosystem growth and create strategic partnerships that deliver innovative and transformative programs.•Maintain, refine, and improve internal processes, framework, and structure for the operations of the Business Resource Center.•Continue the evolution of the BRC to support small businesses and entrepreneurs in underserved communities.•Oversee relevant projects and programs of the BRC, including interpreting and sharing performance metrics against relevant grants and program budgets.•Develop BRC's growth and management strategy; identify and review program metrics, and implement, manage, and measure program performance against program and organization goals. Identify, collect, track, and benchmark BRC's metrics and report results and impacts to the CEO.•Collaborate with the CFO to review, implement, manage, and measure program performance against Technical Assistance (TA) grant and program budgets.•Support and assist HEDCO's Business Advisor’s, and BRC clients with direct advisory services, resources, and tools.•Participate in panels, develop, and conduct workshops, and other public outreach efforts, including tabling and presenting at conferences.•Develop, implement, and manage operational policies and procedures.•Monitor and analyze operational performance metrics to identify areas of improvement and recommend solutions.•Develop and execute strategies to increase operational efficiency and reduce costs.•Develop and implement budgets and cost-control measures.•Manage the performance of personnel and provide coaching and development opportunities.

• Lead a 20-person cross-functional team in developing and implementing new processes for managing projects.• Collaborate with colleagues across the PMO to ensure cross-functional alignment with business strategies. and priorities.• Provide direction on day-to-day project management activities, including operational execution and risk assessment/mitigation.• Monitor and evaluate projects, using specific metrics to track progress and insights for continuous implementation improvements.• Build trusted advisory partnerships with clients to develop and deliver creative solutions.• Serve as a committee member on Fiserv Innovation Network (FIN), Ideas Network to supporting employee recommended process improvements, for innovative, financial solutions that align with organizational goals.• Develop, shape and drive strategies that contribute to the success of the PMO.

• Leveraged extensive operational and business experience to develop and launch Your CBD Store Simsbury a franchise under Your CBD Store (SUNMED).• Successfully led the company for over three years through a pandemic.• Identified opportunities to improve gross margins by 10% through selecting ideal vendors and negotiating optimal pricing.• Managed, hired, and built a team of CBD professionals to educate customers and key business partnerships and vendors on the benefits of CBD and how Cannabinoids work in the body.• Developed operations, human resources, and compliance strategy.• Defined marketing strategy to secure new business and drive brand awareness.• Created a customer-centric culture and led by example through excellent customer service resulting in a 4.9-star rating on Google.

Cultivated and maintained relationships with financial institutions, third party administrator’s (TPA’s), agents/brokers and internal business teams to increase revenue.• Created and presented customer and website content, identified trends and researched competitors to drive sales growth and ensure client retention. Efforts resulted in a 97% retention rate and revenue growth of 32%.• Partnered with marketing to ensure product positioning and communications to build brand recognition in the retirement space creating opportunities to compete against Fortune 100 companies• Oversaw enterprise projects to increase operational effectiveness, drive customer loyalty and satisfaction; outsourcing recordkeeping and administrative functions; implementation of sales tools Larkspur and Salesforce.• Established training forum to address questions, improve communication and build relationships at work.• Provided key input into the process for risk management, compliance, and fiduciary oversight.

Envisioned, owned, and successfully implemented the strategic design and rollout of the Account Manager program to hire and retain top talent.• Defined the talent acquisition process, training and development program, and performance management criteria. • Consulted with the senior leadership team, business partners and human resources in leadership development, competency modeling, assessments, performance management, change management and employee engagement, resulting in correct employee alignment and compensation and succession planning.• Collaborated with business partners to identify and develop key career development initiatives to ensure a constant pipeline of talented and diverse applicants.• Implemented bi-weekly meetings with department heads to review policies and processes that support an inclusive work environment, business goals and strategies that led to 20% increase in productivity.• Developed internal metrics to track sales and recruiting activity to show progress against key performance indicators and highlight the overall success of the team.​​​​

Oversaw integration of an external technology solution by leading 5 developers and 9 testers from two companies, resulting in an additional $1MM of sales• Managed program changes from inception to successful implementation, resulting in a 15% customer satisfaction improvement and an increase in annual retention of 11%.• Provided regular status updates to steering committees, stakeholder groups, and executive leadership. • Developed comprehensive monitoring of risks, issues, dependencies, contingency plans, and resources to remove 99% of roadblocks.

. Steered team through a complex re-organization, resulting in a 40% increase in profits with zero employee turnover.• Provided direct operational and financial input to ensure efficient, effective, and accurate delivery of budgetary objectives. Supported the Senior Leadership team (SLT) in the development of budget reviews by developing internal benchmarking data and providing financial justifications.• Crafted a substantive business strategy to align clients with the right internal organization, identify and capture additional revenue through promotion of proprietary funds, Pension Risk Transfer analysis and enhanced service models from non-outsource too fully outsourced. • Designed strategic staffing model to examine the relationship between productivity and current resources. • Created a company culture initiative which raised employee satisfaction rates by 25%.• Identified and developed talented employees through coaching, encouraging, and supporting their decision to take intelligent risks.

• Managed multiple client relationships with assets exceeding $1 Billion. ​• Developed customized strategies that accurately forecasted revenue drivers and profitability for the book of business, maintaining 5-7% net flow and average revenue of 13%.• Generated $375M in new sales by proactively cross-selling other prudential products and services. • Partnered with several internal business units, achieving substantial cross-sell objectives, such as 30% of clients in the book of business purchasing individual life insurance through the Prudential Life Insurance Group.• Created executive summaries and business plans, proactively addressing marketplace trends, enabling c-level conversations to add products to plan that increased overall revenue.• Utilized technology to streamline processing, achieving 100% automation and 40% go-green status.• Served on the Relationship Management Learning Team Redesign Committee, creating and rolling out a leadership competency-based training model, driving solution-based best practices.

Owned client relationships for the Southeast territory (Georgia, Alabama and North Carolina). Charged with satisfaction, planning, identifying sales opportunities and generating new business to increase the revenue stream and raise brand awareness.• Restructured the City of Atlanta Account Team to enhance the recruitment process, sales training and mentorship programs. • Cultivated and enhanced relationships with top tier clients, ensuring quality service, effective portfolio results and communications with participants and financial advisors. • Developed marketing material for the City of Atlanta, increasing participation two-fold (up to 30% in some years) and increasing revenue by 6% year over year.