As the largest and one of the fastest growing Dental Support Organizations, Heartland Dental provides exceptional service to its more than 2,300 supported doctors in 38 states and over 1,400 supported offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported Doctors are the leaders of their practice and set forth their own clinical care philosophies. With the largest network of doctors, we are founded by a doctor for doctors with a mission to support dentists and their teams as they deliver the highest quality dental care and experiences to the communities they serve while providing exceptional careers and creating value for our stakeholders.

Leadership and management of a confidential multi-million dollar private family office and team, catering to the comprehensive needs of the family across financial, legal, philanthropic, health, and personal domains.Oversight of all support staff, including talent assessment, hiring, mentorship, and ensuring accountability.Development and execution of strategic plans for family office investments, capital allocation, personnel management, and operational efficiency.Supervision of all family assets, encompassing investment accounts, properties, trusts, and various interests.Management of workflows for office deliverables across multiple engagements, focusing on risk mitigation, economic optimization, service quality, and deadline adherence.Establishment and monitoring of all financial and operational environments, ensuring alignment with ethical standards and the family’s core values.Direction of the preparation of financial statements, tax returns, and periodic portfolio reports.Liaison with external advisors such as lawyers, trustees, accountants, and real estate brokers to implement family-directed strategies and initiatives.Oversight of activism and philanthropic endeavors, as directed by family.Serve as the executive point of contact for internal and external office staff, ensuring effective business operations and human resources management to maximize office resource efficiency.

Strategic leadership of educational programming and administration of the organization’s Career and Technical Education training programs resulting in greater efficiency and a 40% reduction in spending; Development, management, and execution of the department’s annual strategic roadmap - internal and cross-functional process improvement, development of new programs to increase retention of the most vulnerable communities, increase the quality of outgoing graduates, and improve organization-wide success standards and metricsResponsible for the leadership of the largest team in the organization and mission-centric, high-visibility success metrics including retention, graduation rates, admission to the career placement program, and career placement candidate quality; continually tracking and reporting on outcomes of programs and initiativesResponsible for the P&L and maintenance of two budgets exceeding $2.5M - one for programming and one for staff; tracking costs, and cost per head internally and within programs while evaluating the effectiveness/cost to the organization.

Human Resources management of fully distributed employees throughout the United States (including California), Central America, Europe, and India; oversight and management of global, remote HR team in the US and India. Reported directly to CEO.Development, implementation, and management of Human Resources and Operational infrastructure including the design and implementation of targeted, actionable organizational change management plans Identified and translated organizational needs into integrated learning and development plans for leaders and employees with a focus on promoting a culture of continuous learning that inspires increased performance.Alignment of employee-centric processes, policies, and procedures to business objectives; develop organizational controls for improved access and SOC compliance

Business Leader responsible for all business process management and human resources activities for growing technology, learning, and media company including but not limited to Process Improvement and Optimization, Policy & Procedure development, HR strategy development and practice in areas of Employee Engagement, Talent Management and Workforce Planning, Performance Management, Learning, Policy Development, Compensation, Benefits, Staffing And Recruiting, Legal Compliance, And Safety/Risk Management.Partner with executive leadership to advise on the HR impact of business objectives and provide continuous support and interpretation of HR practices. Plan and manage the implementation of HR processes that will enhance the Company’s performance. Facilitate change and integration related to business objectives.Training and organizational development, leadership development, talent development, HRIS, ATS, Payroll, HR Administration, Talent Acquisition, Compensation, Benefits, and Contingent Workforce Management. Ensure comprehensive legal compliance and cultural onboarding - employees transitioned to productivity quickly while increasing staff size by 250%.Developed and Implemented a thriving Diversity and Inclusion strategy, development, and implementation resulting in a 20% increase in racial diversity and a 15% increase in gender diversity. Infusing diversity, equity, and inclusion into every aspect of our people operations, such as attracting candidates from diverse talent pools, eliminating biases in our recruiting/hiring processes, and building relationships with diversity-focused organizations; Spearheaded the St. Louis Business Journal Best Places to Work application and was a 2020 Small Business Finalist

High volume full-cycle recruiting and HR consultingArranged and conducted New Hire orientation and paperwork, complete the on-boarding process, and provide day to day support for HR functions.Daily business, associate training, communication, and relationship management, while acting as a Human Resources subject matter expert for as many as 30 client companies at any given time.Conduct 20 - 35 talent interviews and process payroll for over 150 associates weekly. Effectively recruit, interview, retain, coach, and develop talent, understanding their needs, and helping them meet their professional goals.Maintained in-depth knowledge of legal requirements related to day-to-day management of client employees, reducing legal risks, and ensuring regulatory compliance. Partnered with the legal department as needed/required.Provided day-to-day performance management guidance to associates and client management line (e.g., coaching, counseling, career development, disciplinary actions).Worked closely with client management and associates to improve work relationships, build morale, and increase productivity and retention.Provided HR policy guidance and interpretation.Developed contract terms for new hires, promotions, and transfers.Active and passive recruiting; sourcing, screening, interviewing and closing for multiple job requisitions for a variety of hiring managers; partnering with hiring teams on talent resourcing, from a strategic and consultative perspective, while adapting quickly to changing hiring priorities.Negotiated bill rates and pay rates with clients and talent respectively to ensure maximum profitability of the company and to protect the company brand name, while maintaining the best interest of each associate.

Several years of successful consulting experience with start-ups and small and medium-sized enterprises - both in an hourly and retainer capacity. With an executive client-facing presence, I effectively communicate with diverse teams across client functions and industries, both at a strategic and tactical level.My expertise includes leading or collaboratively working on strategic ideation and hands-on tactical deliverables in various areas, including:1. Executive and Leadership recruiting and onboarding2. Succession planning3. Talent development4. Complex change management, including cultural transformation5. Policy gap analysis, development, revision, implementation, and adoption6. Company-wide KPI/OKR philosophical and strategic development, implementation, and PMS adoption7. People and management development through assessment, training, and 1:1 coaching8. Standardization of Employee Experience (EX) and Customer Experience (CX) within HR, marketing, and client management/customer service to enable authenticity and a unified approach while mitigating the Silo Effect9. Development of operational excellence by aligning employee-centric organizational controls, processes, policies, training, and procedures with business objectives10. Oversight of the development of new training and development content, as well as the revision of current content, based on outcome metrics and feedback through evaluations.

•Audit Preparation and Training - internal and regulatory compliance •Learning and Development Lead - Corporate trainer for crisis management and change management as well as new and existing tellers, teller supervisors, and retail banking officers training.•Retail level Operations Leader for all branches, with assistance from Teller Coordinator, for branch level retail operations issues and audit compliance.•Active Member of Audit Team which continually writes, revises, and implements Bank policy and procedures•Corporate trainer of new and existing tellers, teller supervisors, and retail banking officers.•Administration of the retail operation of the Edwardsville branch with primary emphasis on opening deposit and consumer loan accounts•Fostering of existing relationships & growth of new relationships through development and leadership of branch consumer sales calls •Participation in community and Chamber activities to promote Bank recognition and products within the community•Assists the Branch Manager as needed in every day management of branch operations and sales•Direct impact of the branch profit margins by monitoring non-interest income, providing customer education and cross-selling bank products•Driving force of branch growth by assessment and coaching of retail staff to ensure the highest level of success•Ensures the branch meets or exceeds Bank standards by following production, quality and customer service standards while resolving operational problems and identifying work process improvements company wide•Consistent delivery of excellent customer service to new and existing customers on a daily basis•Protection of organization and customers by ensuring proper security procedures and regulations are followed.

•Establishment and communication of performance standards, strategies and implementation of tactics to ensure the highest level of success•Led and advised ten teller supervisors and branches in retail operation and audit compliance as lead teller supervisor for the bank.•Assisted in the writing of the new vault teller policies and procedures•Created and implemented Reg CC training program•Wrote new policy & procedures for several different aspects of branch operations including savings bond redemption and vault management•Coaching of teller staff to achieve the highest level of accuracy and customer service •Participation in the recruitment and interview process for new tellers•Performed in management capacity to review and approve certain transactions above the limits and authority levels of teller staff, as well in the absence of the branch manager and assistant branch manager•Responsible for all teller and branch operations including teller operating systems, inventory of negotiable instruments, compliance and security requirements, and adherence to defined policies and procedures as they relate to teller functions.•Maintained direct control of cash within prescribed limits and charged with mastering use of the cash forecasting system in an effort to maximize availability while minimizing risk. •Followed established policies and procedures and personally performed routine teller duties•Properly filed all government-mandated reports related to large cash transactions and the sale of all monetary instruments •Actively engaged in the sales process by identifying potential financial needs for customers and made appropriate referrals of such leads to the platform staff for follow-up•Managed the tellers' participation and success in the referral process through monitoring and coaching

Managed team of branch level and corporate level trainersLiaised with managers to determine training needs and schedule training sessionsDelivery and audit of effective training programsConduct individual and refresher training sessions for frontline Support and mentor new leaders progress through observation, evaluations, and other assessment toolsCollaborate with Audit and Compliance to ensure branches passed federal and internal auditsProvide support and guidance for branch managers and support staff to ensure branch level staff adheres to regulations, policies, and best practicesMonitored overall company performance and response to trainingOn site pre-audit review and training