Lead Sherpa is a SaaS startup focused on providing innovative solutions for customer engagement and skip tracing. Here, I guide a talented team of 23 professionals in customer success, engineering, and product development. My work centers on strategic transformations, including transitioning financial frameworks to a SaaS model and steering the company through compliance challenges. I’m dedicated to creating efficient processes while fostering a collaborative team culture with the agility to… Show more Lead Sherpa is a SaaS startup focused on providing innovative solutions for customer engagement and skip tracing. Here, I guide a talented team of 23 professionals in customer success, engineering, and product development. My work centers on strategic transformations, including transitioning financial frameworks to a SaaS model and steering the company through compliance challenges. I’m dedicated to creating efficient processes while fostering a collaborative team culture with the agility to scale with increasing demands. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Navigated regulatory compliance, company downsizing, and product re-launching. ➢ Transitioned the financial model to SaaS, enhancing transparency and accountability. ➢ Instigated a 16% revenue increase by introducing new API products. Show less

Fackler Holdings is a diverse company operating across retail, commercial, and investment sectors. In my role, I managed diverse operations comprising 28 people and drove financial accuracy and accountability. I launched new business divisions and led innovative compliance and quality control initiatives. My focus was on streamlining operations and enhancing team alignment with core values. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Launched two new business divisions, diversifying company… Show more Fackler Holdings is a diverse company operating across retail, commercial, and investment sectors. In my role, I managed diverse operations comprising 28 people and drove financial accuracy and accountability. I launched new business divisions and led innovative compliance and quality control initiatives. My focus was on streamlining operations and enhancing team alignment with core values. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Launched two new business divisions, diversifying company offerings. ➢ Enhanced operational efficiency through technology integration. ➢ Strengthened HR practices and led a successful internal branding campaign. Show less

RenCon Construction specializes in large-scale commercial construction projects. As a Project Manager, I was responsible for planning and budgeting for projects exceeding $50 million. I coordinated staffing and subcontractors to ensure project efficiency and safety. My role also included business development through competitive bidding and risk management. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Managed large-scale projects with a focus on safety and efficiency. ➢ Contributed to… Show more RenCon Construction specializes in large-scale commercial construction projects. As a Project Manager, I was responsible for planning and budgeting for projects exceeding $50 million. I coordinated staffing and subcontractors to ensure project efficiency and safety. My role also included business development through competitive bidding and risk management. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Managed large-scale projects with a focus on safety and efficiency. ➢ Contributed to business development through detailed project estimations. ➢ Improved project timelines and client satisfaction. Show less

Straight Edge Painting & Restoration offered industrial, commercial, and residential construction and painting services. Running the business involved overseeing all operations and ensuring profitability across diverse projects. I maintained industry compliance and built strong client relationships, driving project acquisition and execution. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Increased project acquisition through competitive bids. ➢ Managed multiple large-scale construction… Show more Straight Edge Painting & Restoration offered industrial, commercial, and residential construction and painting services. Running the business involved overseeing all operations and ensuring profitability across diverse projects. I maintained industry compliance and built strong client relationships, driving project acquisition and execution. 𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀: ➢ Increased project acquisition through competitive bids. ➢ Managed multiple large-scale construction projects efficiently. ➢ Ensured compliance and maintained a record of zero non-compliance issues. Show less

US Bank is a top financial institution providing a wide range of banking, investment, mortgage, and payment services products. As Vice President, I managed all aspects of retail banking and operations for 8 financial centers. I led a robust team of direct and indirect reports, focusing on strategic development and financial oversight. My role required cross-departmental coordination to drive operational excellence and customer satisfaction.𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:➢… Show more US Bank is a top financial institution providing a wide range of banking, investment, mortgage, and payment services products. As Vice President, I managed all aspects of retail banking and operations for 8 financial centers. I led a robust team of direct and indirect reports, focusing on strategic development and financial oversight. My role required cross-departmental coordination to drive operational excellence and customer satisfaction.𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:➢ Orchestrated Regional Expansion: Directed the strategic growth of 8 financial centers, leading to increased market penetration and revenue growth.➢ Enhanced Team Performance: Mentored and developed 9 direct reports and 65+ bank officers, resulting in improved performance metrics and customer satisfaction.➢ Integrated Cross-Departmental Strategies: Implemented cohesive strategies for mortgage lenders, investment representatives, and commercial lenders, driving overall business success. Show less

Wells Fargo, a leading financial services company, focuses on delivering exceptional banking, investment, and mortgage products to customers. As Market Manager, I managed all aspects of retail banking and operations for 4 financial centers. I led a diverse team focusing on strategic growth and operational efficiency. My responsibilities included overseeing mortgage lenders, investment representatives, and commercial lenders, driving market expansion, and enhancing overall financial… Show more Wells Fargo, a leading financial services company, focuses on delivering exceptional banking, investment, and mortgage products to customers. As Market Manager, I managed all aspects of retail banking and operations for 4 financial centers. I led a diverse team focusing on strategic growth and operational efficiency. My responsibilities included overseeing mortgage lenders, investment representatives, and commercial lenders, driving market expansion, and enhancing overall financial performance.𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:➢ Boosted Regional Market Share: Successfully increased the market share by leading the strategic growth of 4 financial centers.➢ Developed High-Performing Teams: Cultivated a high-performance culture by mentoring and coaching 4 direct reports and 35+ banking officers, resulting in outstanding service delivery.➢ Advanced Cross-Functional Collaboration: Fostered collaboration between mortgage lenders, investment representatives, and commercial lenders, enhancing the overall client experience. Show less

Chase Bank offers a full range of banking, investment, and loan products. As Branch Manager, I oversaw budget management, operations, and compliance. I led recruitment, training, and coaching initiatives, and was personally accountable for consumer and residential loan production, ensuring high levels of customer satisfaction and financial performance.𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:➢ Spearheaded Operational Excellence: Streamlined branch operations, resulting in enhanced efficiency… Show more Chase Bank offers a full range of banking, investment, and loan products. As Branch Manager, I oversaw budget management, operations, and compliance. I led recruitment, training, and coaching initiatives, and was personally accountable for consumer and residential loan production, ensuring high levels of customer satisfaction and financial performance.𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:➢ Spearheaded Operational Excellence: Streamlined branch operations, resulting in enhanced efficiency and compliance.➢ Led Talent Acquisition and Development: Recruited, trained, and mentored staff, fostering a culture of continuous improvement and excellence.➢ Drove Loan Production: Achieved top-tier consumer and residential loan production, contributing significantly to branch revenue growth. Show less