Served as the main point of contact for assigned accounts, providing outstanding customerservice and ensuring smooth operations to optimize client satisfaction and account integrity.Developed and communicated key performance indicators, oversaw employee payroll, andensured the accuracy and timeliness of customer billing and invoicing processes.Performed detailed financial analyses and forecasts to identify cost trends, enhanceprofitability, and deliver comprehensive budget assessments to stakeholders.

Oversaw daily transportation logistics, including route planning, dispatch coordination, and fleet management, to secure seamless service delivery and adherence to compliance standards.Verified operations complied with federal, state, and local regulations, maintaining safety and environmental standards across transportation activities.Enforced safety protocols to safeguard employees and protect company assets, establishing a proactive safety culture within the organization.

Directed transportation activities such as route optimization, dispatch coordination, and fleet oversight, ensuring effective and compliant service delivery.Monitored all transportation processes to guarantee regulatory compliance and operational integrity.

Assisted clients with account inquiries and provided guidance to help them make informed financial decisions.Earned FINRA Series 7 and 63 licenses, demonstrating expertise in financial regulations and client service.

Organized and managed client documentation, scheduled review meetings, and updated client account status to ensure accuracy and streamlined operations.