Business operations expert with over 8 years of managerial experience leading teams in sales and service through various controlled reporting to increase revenue and retention that improves organizational growth. Lead change in business operational settings by managing profit & loss data reporting and maintaining strong financial report management skills to increase organization profit. Responsible for establishing and maintaining shareholder services by developing innovative investment solutions through sales and service. Demonstrated sustainable success of partnerships by creating optimal client experience and ensuring excellent communication skills through professional services.