• Our RIA Revival System: A 4-month process to overhaul firm operations, boost scalability, and eliminate inefficiencies.• Helping RIAs scale efficiently through customized workflows, process automation, and CRM optimization.• Experts in Wealthbox and Redtail CRM, enhancing team accountability and client service delivery.• Specializing in service model automation to ensure consistent, error-free scheduling and communication.• Tailored solutions for RIAs managing $100 million to $3 billion in AUM, focusing on operational transformation.• Comprehensive CRM transformations including data cleanup, workflow creation, and team training for streamlined operations.• Supporting firms nationwide with innovative technology solutions to drive long-term growth and success

● Creating exceptional experiences for Seaside Wealth Management clients and prospects.● Continuing to grow knowledge of the Financial Planning industry. ● Implementing and improving the firm’s day-to-day business operations. ● Leveraging software and other tools to design and implement systems that create efficiencies for staff.● Provide support and assistance to the Founder and other team members to grow the organization● Proactively identify opportunities to increase the quality and competitiveness of client support services and improve team member experience

• Assisted a team of eight Client Service Associates with their Advisor partnerships.• Simultaneously held responsibility for management and client service associate roles.• Strengthened operational processes and interactions with dissatisfied advisors.• Successfully onboarded new Client Service Associates and remote admins with systems training.• Continued to refine internal functions within a small rapidly growing organization.• Screened for new internal hires throughout the interview process.

• Maintained relationships with 15 advisory firms by providing part-time support.• Developed strong organization and time management skills working with multiple RIA.• Offered expertise to boutique firms by enhancing their operational workflows.• Prepared annual review and financial plan material by gathering relevant data.• Consistently initiated projects and coordinating structural efficiency improvements.• Demonstrated outstanding verbal and written skills with both clients and advisors.