As a Financial Advisor, I partner with clients to build better financial strategies that can help them confidently navigate their financial journey. I don’t just look at finances, but also the causes and people that matter most for my clients. This allows them to spread generosity and create greater impact in the world, their way.

• Manage 8-person implementation team• Onboarded 36 new global client accounts in 2020 with a 16.7% increase in business projected for 2021• Work cross-functionally to design and implement software product customizations for clients• Drive client customizing of online management product• Managed and led team through 95+ new client implementations utilizing bug tracking and agile project management IT software and shared workspace system

• Led team of 4 managers, 4 associate managers, and 69 agents, as well as maintained a multi-million budget• Increased revenue/transactions by 16%, providing continuous coaching and feedback to 24 employees and creating performance scorecards to increase agent productivity• Reduced overhead by approximately 9%• Increased customer satisfaction from 95% to 99%, improving customer experience by centralizing elements of process• Cut overtime expense by nearly 10%, and decreased operational debt by nearly 50%

• Managed associate managers overseeing 24 agents• Surpassed production targets• Forecasted expected business, analyzing trends and using a workforce management tool to align labor and inventory with expectations

• Developed account process workstreams• Supported U.S. Coast Guard travel arrangements• Coached 24 employees, leading to an increase in department efficiency and performance

• Managed payroll, bank and credit card reconciliation, and accounts payable to ensure legal compliance• Oversaw employee benefits administration and 401(k) plan and auditing• Hired 100+ employees, and developed employee policy handbook

• Managed finances, and hired 20+ employees• Increased profits using preferred vendors