As Chief Operating Officer (COO) of Rose Retirement Financial Services, I am honored to play a key role in guiding the operational excellence and strategic growth of our firm. Based in Longview, Texas, Rose Retirement Financial Services is dedicated to providing tailored investment solutions and retirement planning strategies that empower our clients to achieve financial peace of mind.In my role, I work closely with our CEO, John Merkel, to oversee and optimize every facet of our operations. My focus is on creating seamless, scalable processes that elevate client experiences and position our firm as a leader in the industry.At Rose Retirement Financial Services, I am committed to fostering a culture of innovation, collaboration, and service excellence. By leading cross-functional teams, managing vendor relationships, and driving strategic initiatives, I aim to enhance our operational efficiency and prepare the firm for future growth. My responsibilities include leveraging cutting-edge financial technology, implementing risk management strategies, and ensuring our clients receive the highest level of personalized care and service.Every day, I am inspired by the mission of Rose Retirement Financial Services: helping individuals and families secure their financial futures with confidence. With a deep understanding of operational management, regulatory compliance, and financial planning, I look forward to driving impactful outcomes for our clients and expanding the reach of our services.

Schooley Mitchell is the largest independent cost reduction consulting firm in North America, delivering over $600 million in documented savings to over 28,000 clients to date. We are passionate about saving money for our clients and helping them grow their business. Schooley Mitchell delivers expertise to companies of all sizes from all industries, offering a broad range of services including an in-depth analysis of any existing & future needs. I know how hard it can be for professionals to keep tabs on all areas of their business. I become their expense and optimization expert for any combination of Telecom/Unified Communications as a Service, Credit Card Processing, Software as a Service, Small Package/LTL Shipping, Waste Disposal, Textiles/Uniforms/Linens, Facility Services, Electronic Signature Services, Compressed Gases, Fuel, and Fleet Tracking. We continually monitor these services as a single point of contact to ensure the best possible services at the best possible prices.My services are completely risk-free – My only fees are a shared portion of the savings generated when recommendations are accepted. Any business that uses even one of these vendors can benefit from my bench of expertise and knowledge.Please contact me to learn more:Email me for a free consultation: omar.muhammad@schooleymitchell.comSchedule a free consultation: https://calendly.com/omar-muhammad-sm/30minCompany Website at: www.schooleymitchell.com/omuhammadCall/Text: 813-463-0007 or 314-550-7347

At SCA Health, a leading healthcare organization with over 320 outpatient surgery centers serving 1.3 million patients annually, I was brought on to lead the company's largest merger to date. With a workforce of 11,000, SCA Health was navigating uncharted territory in merging with PE GI Solutions, a process that required establishing a Project Management Office (PMO) from the ground up. Drawing on my extensive experience, I spearheaded this critical initiative, successfully guiding the organization through its first major merger. This effort not only integrated two significant entities but also set the foundation for future large-scale acquisitions, solidifying SCA Health's position as a leader in the healthcare sector.

At Centene, a Fortune 22 healthcare company with 60,000 employees serving 28.5 million people in underserved communities, I was tasked with leading the largest merger in the company's history—a $55 billion full-integration merger with WellCare. This monumental merger required a meticulous strategy and seamless execution to combine two industry giants. My role was pivotal in navigating the complexities of this large-scale integration, ensuring that the merger strengthened Centene's position as a leading provider of affordable health insurance programs while maintaining a strong focus on serving vulnerable populations.

At Equifax, a global consumer credit reporting company with 14,000 employees across 24 countries and $5 billion in annual revenue, I led the transformation strategy aimed at making the organization leaner and more cost-efficient. Tasked with streamlining operations, I played a key role in consolidating various business units, which not only reduced costs but also enhanced operational efficiency. My efforts were instrumental in aligning the company’s structure with its strategic goals, positioning Equifax for sustained growth and profitability in a competitive market.

At Mastercard, a global technology leader in the payment processing industry with 33,400 employees and $25 billion in annual revenue, I spearheaded a major transformation in the company’s supply chain operations. When I joined, the department managed communication with 960 suppliers. I streamlined this process by reducing the number of suppliers to 17 and outsourcing three key operations to third-party providers. These strategic moves not only simplified operations but also resulted in annual cost savings of $295 million, significantly boosting Mastercard’s efficiency and profitability.

At Express Scripts, a top pharmacy benefit manager and online pharmacy with 27,000 employees and $100 billion in annual revenue, I led key initiatives that significantly impacted the company's financial performance. I developed and executed a strategic plan that saved the company $1.4 billion, equivalent to 1.5% of its annual revenue. Additionally, I played a critical role in leading the merger between Express Scripts and Medco, which further strengthened our market position and operational capabilities.

At Citigroup, the third-largest banking institution in the United States with 239,000 employees, I served as PMO Strategic Planning Vice President, where I made a significant impact by developing and implementing an enterprise-wide prioritization process. This initiative saved Citigroup $1.9 billion in a single year by strategically shelving less critical projects and reallocating resources toward initiatives with the greatest potential impact on the company’s bottom line. Additionally, I led the successful adoption of Oracle Primavera across 100+ countries, standardizing project management practices and enhancing global efficiency.

At Wells Fargo Advisors, the third-largest brokerage firm in the United States with $1.9 trillion in assets under management, I played a critical role as Strategic Planning Vice President. I led the merger between Wells Fargo Advisors and Wachovia, a major integration that strengthened our market position. Additionally, I developed and implemented a sales platform that accelerated deal closures, successfully closing 4,000 deals nine months ahead of schedule and saving the company $1.5 billion. These efforts not only enhanced operational efficiency but also delivered substantial financial benefits to the organization.

As a Business Banking Portfolio Manager at Regions Bank, a leading financial institution with over $7 billion in annual revenue during my tenure, I managed a $350 million portfolio with a focus on strategic growth and risk mitigation. My responsibilities included identifying key risks, implementing robust controls, and enhancing portfolio profitability. I also provided comprehensive credit servicing for a diverse client base, ensuring alignment with financial objectives and regulatory compliance. My contributions were integral to supporting the bank's mission of delivering exceptional financial solutions to its clients while maintaining a strong bottom line.

As the Classified Operations Director for the Department of Defense, I led mission-critical initiatives to enhance financial and operational systems supporting national security objectives. My role involved spearheading the planning, development, and implementation of automated financial and accounting systems across the DoD, driving operational excellence through innovative strategies and rigorous process improvements.I collaborated with the Federal Reserve Bank and the Treasury Department to implement robust risk reporting controls and develop policies that streamlined classified operations. Through meticulous reviews and analyses of systems, processes, and procedures, I identified areas for improvement, fostering greater efficiency and operational integrity. By conducting routine internal audits of classified accounts, I boosted unit efficiency by 43%, ensuring compliance and alignment with federal standards.As a hands-on leader, I provided guidance and expertise to a high-performing classified operations team, fostering a culture of accountability and precision. My tenure was marked by strategic planning, operational optimization, and a steadfast commitment to advancing the mission of the Department of Defense.

Dynamic and results-driven security professional with extensive experience leading classified operations and safeguarding U.S. interests in high-stakes environments. Served as a Classified Operations and Security Leader at U.S. Embassies in Managua, Nicaragua, and Dhaka, Bangladesh, providing strategic oversight for mission-critical security protocols.Key responsibilities included:Ensuring the integrity and protection of classified materials and facilities.Coordinating with interagency teams to implement comprehensive security strategies.Mitigating risks through proactive threat assessments and crisis management planning.Demonstrated unwavering commitment to operational excellence, adaptability in diverse cultural and geopolitical settings, and a steadfast dedication to protecting national security. A proven leader with the ability to manage sensitive operations while fostering collaboration and trust in complex international environments.