Reporting to the managing partners, oversee day-to-day operations and regulatory compliance.

Reporting to the firm’s founder, implemented visions for business growth while transforming company operations to be process-driven.•Completed major software conversions for portfolio reporting, rebalancing and CRM, specifically transitioning to Orion and Redtail.•Instituted operational efficiencies including adoption of electronic signature for client paperwork, integration of data flow between multiple software systems and transition to trade order management application for securities trading.

Reporting to the CIO, instituted standardization and documentation to the information systems team.•Visually modeled system integrations to identify opportunities for increasing efficiency, strengthening security and reducing complexity.•Improved the execution of business processes through the creation of documented work instructions.

Reported to the firm’s founder, as Partner and Director of Operations. Oversaw daily operations, leading a team of 5 employees. Helped articulate and guide the company’s strategic direction.•Served as a leader to all company personnel, promoting values, inculcating mission and vision, assisting with day-to-day tactics and holding the staff accountable to completing deliverables.•Developed standard procedures for all business processes to instill efficiency, create predictability and mitigate errors.

Served on a team providing technology support to employees from all business units of the bank.•Evaluated and approved new software for integration into the company technology environment.•Leveraged a commitment to quality and detail to serve on company-wide system migration teams, ensuring that work for each end-user would be completed efficiently and correctly.