Co-Founder, Managing Member, Historian, and Insider Guide at a Denver tour company targeting both tourists and locals alike.

Oversaw operations team in regional center. Provided primary support for senior leaders in site. Worked closely with national partners on strategic initiatives and projects.

Oversaw operations team in regional center. Interviewed, hired, and onboarded new team members. Provided primary support for senior leaders in the site.

Oversaw strategic operations for the service and rollover sales function in the Jacksonville site. Partnered with national operations and local leadership to establish goals and needs of the function. Provided analysis and recommendations to supported leaders. Drove execution plans for training, flow through, staffing and overall headcount management.

Tactically executed on the strategic initiatives from Site Operations Manager and aligned Call Volume Manager. Technical expert on WFM and support systems, such as IEX, NICE, and Crystal Reports. Provided site support for internal payroll, performance management, and access request systems.

Oversaw day-to-day activities for aligned team and department. Approved high dollar transactions. Took customer escalations. Providing coaching and feedback based on observed behaviors from phone calls.

Spoke with 401k and Stock Option participants about their plan benefits; processed transaction on behalf of participants; provided guidance on investment options.