AI tech enabled services company serving firms in the wealth and asset management sector. In my role as Chief of Staff I conduct the following: Strategic Planning and Execution - Assist in developing and implementing strategic initiatives. Monitor progress and ensure alignment with organizational goals.Corporate Strategy – Assist and drive business strategy by aligning revenue generation efforts with strategic goals to ensure market competitiveness and sustainable growth.Project Management – Oversee key projects and initiatives. Coordinate cross-functional teams to achieve objectives.Communication and Liaison –  Act as a liaison between the executive team and other stakeholders.Agenda and Meeting Management –  Prepare agendas and materials for executive meetings.Decision Support – Provide data, analysis, and recommendations to support executive decision-making.Conduct research and prepare briefing materials.Operational Efficiency – Identify and address inefficiencies within the organization. Implement processes to improve overall operational effectiveness.

Y-Combinator Backed FinTech - Acquired by Starr Compliance

Driving operational efficiency