"Create, Elevate, & Innovate" -- Responsible for company business management and strategy, including: vendor management, software & product management, team collaboration, client coordination, contracts, daily accounting, and many high-level projects.

Responsible for strategy, direction, and coordination of the overall SSCA business. Ensures each aspect of operations complements the others. Leads internal growth and profitability projects, while managing the intersection of relationships among staff, consultants, vendors, and clients – or any combination thereof. Confirms operational standards are upheld and that the company’s footprint strengthens our reputation. Collaborates with all to ensure responsibility and accountability.

 Led a team of five who handle incoming customer inquiries for a customer base of 20,000+ users.  Boosted customer satisfaction 14% in the first 30 days and have continued and sustained growth from there, including several months in which we achieved 100% satisfaction.  Improved department operations to track Product and Support data better, which we have used to decipher product releases’ impact on the Support Team. Designed methods to improve Agent experience in evaluating and… Show more  Led a team of five who handle incoming customer inquiries for a customer base of 20,000+ users.  Boosted customer satisfaction 14% in the first 30 days and have continued and sustained growth from there, including several months in which we achieved 100% satisfaction.  Improved department operations to track Product and Support data better, which we have used to decipher product releases’ impact on the Support Team. Designed methods to improve Agent experience in evaluating and managing their workload. Contributed to QA, Risk Analysis, product review, hiring, and other internal projects. Specialized in customers that needed a “turnaround,” often not only saving the relationship but also upselling. Show less

Launched a new firm in wealth management, focused on a "big picture" perspective. Servicing multi-generational investment accounts, life insurance, property & casualty insurance, disability insurance, and more.Facilitated the transfer of over 100 clients’ accounts to new custodian and advisor. Provided reliable client support.Improved and standardized procedures and policies. Boosted insurance commissions 20-40% by developing new GA relationship and instituting better… Show more Launched a new firm in wealth management, focused on a "big picture" perspective. Servicing multi-generational investment accounts, life insurance, property & casualty insurance, disability insurance, and more.Facilitated the transfer of over 100 clients’ accounts to new custodian and advisor. Provided reliable client support.Improved and standardized procedures and policies. Boosted insurance commissions 20-40% by developing new GA relationship and instituting better procedures.Managed Compliance practices, exams, and audits for Broker/Dealer and RIA business. Additional: operations management, project management, extensive executive support (including commissions processing and administrative duties). Show less

Joined this wealth-management firm at its inception and have managed the business during its growth from $30M AUM in 2008 to nearly $100M AUM in 2014.Managed relationships with over fifty ultra-high net worth, multi-generational families and nearly two hundred investment accounts (individuals, retirement, 401k Plans, corporations, & charitable accounts).Coordinated all vendor and personnel relationships, including research consultants, outside sale reps, advisors… Show more Joined this wealth-management firm at its inception and have managed the business during its growth from $30M AUM in 2008 to nearly $100M AUM in 2014.Managed relationships with over fifty ultra-high net worth, multi-generational families and nearly two hundred investment accounts (individuals, retirement, 401k Plans, corporations, & charitable accounts).Coordinated all vendor and personnel relationships, including research consultants, outside sale reps, advisors, Broker-Dealers, compliance & legal teams, etc.Efficiently managed Compliance for both the commission-based and fee-based sides of the business. Responsible for and successfully passed annual compliance audits conducted by Broker/Dealers.Processed over $45M in life insurance – shopping, illustrations, exams/records, applications, etc.Additional responsibilities: strategic planning, operations management, licensing & appointments, website maintenance, graphic design, client billing, trading, research, performance reporting, CRM management, and internal strategic development. Created a “paperless office.” Provided extensive executive support. Show less

Gained extensive experience in variable annuities, permanent & term life insurance, customer service, and industry-related problem solving.On the non-profit side, worked in graphic-design, scholarship applications, research, and client service.Rapidly promoted from part-time administrator to full-time case manager.

Developed experience in medical malpractice law and procedures.Accurately and efficiently drafted, edited, and reviewed court-related documents and correspondence.Coordinated relationships among clients, attorney, and outside vendors.Responsible for maintaining calendar, contacts, office supplies, records, research