Director of Client Services & Operations for a New York City based investment advisory firm with over 300 client households and $700,000,000 in assets under management. Responsibilities include internal reporting, account establishment and maintenance, service team, and project management. Project Manager/Client Relationship Management (CRM) Transition. Successfully led the transition from an outdated computer-based CRM system, to a cloud-based CRM system. Transferred over 2,000 client records with no loss of information. Trained staff and created processes to ensure personal client data is accurately and securely stored. Successfully managed the transition of our firm to a new Broker Dealer (BD). Led the effort to re-paper every client, learned and trained staff on the new BD's information technology systems, and completed the transition without the loss of a single client.Planned and implemented the transition of our firm to a paperless office. Researched and selected scanning software; created a process to image 7 years of client records, account statements, and all compliance-related books and records; and created a workflow for imaging all newly created documents. Selected by our BD to lead a webinar on document imaging best practices.

Successfully merged and then managed operations of two geographically separated Dermatopathology laboratories/academic facilities with $22,000,000 in annual revenue and a staff of over 100 laboratory, billing, and administrative personnel. Developed and met overall business and departmental budgetary goals, both revenue/expense and operating profit. Increased net revenue by $10,000,000 and operating profit by $3,000,000 in a two-year period.Developed and implemented a business plan, detailing annual goals and objectives, strategic plan, capital investments, and personnel requirements to ensure budgetary goals were met.Created a customer service department from the ground up, providing referring dermatologists with a dedicated office to handle their customer service issues.

Handpicked to be Executive/Personal Assistant to the CEO of the Military Healthcare System (TRICARE). Responsible for arranging her worldwide travel, maintaining daily schedule, and coordinating policy documents.Administrator with the office of the Secretary of Defense to arrange meetings and coordinate Health Affairs policy documents. Liaison between the Army, Air Force, and Navy Surgeons General, and the office of the Assistant Secretary of Defense for scheduling meetings and document coordination and signing.

Active duty noncommissioned officer in the United States Air Force, working in clinics, hospitals, and medical centers throughout the United States and abroad.