- Provided administrative support to attorneys, managing complex calendars and coordinating court filings.- Transcribed and formatted legal documents for state and federal courts, enhancing team efficiency.- Served as the first point of contact for clients, managing correspondence and office organization.

- Led a cross-functional team to develop a financial model, achieving a 15% increase in ROI. Implemented an automated reporting system, reducing manual efforts by 30%.- Managed FP&A activities for a multi-billion-dollar portfolio, including budgeting and forecasting.- Developed standardized reporting dashboards and financial KPIs, enhancing decision- making.- Conducted variance analysis and scenario-based modeling for investment strategies.

* 2022 Executive Council Hackathon Winner (Agent Lead Generation Innovation)- Performed daily preliminary and advanced QA analysis of global firm accounts to mitigate risks by 32% in collaboration with remittance and compliance reporting teams.- Led a team of four corporate finance brokers in launching an innovative multi-asset lead generation platform for $593 billion private investment firm, working closely with 8 firm executives, while supporting client retention and increasing sales by 20.6% in our New York and Austin offices.- Positioned over $112 million in client assets under management to align with investment objectives vs. industry trends through financial planning- Obtained Series 6 licensing (FINRA) to be able to legally provide financial investment advice, specializing in retirement and investment solutions.

- Interim practice manager who assisted physician liaison in configuring a seamless beginning-to-end patient experience, inclusive of financial planning, third-party care coordination, medical device training, and white-glove treatment to patients with total-joint replacements and trauma recovery.- Worked closely with community chamber members and local sporting teams to provide on-call services and medical advice in conjunction with sports medicine.- Conducted training for clerical and clinical teams at all of our 12 hospital locations to provide exceptional service in regulation with OSHA & HIPAA standards, repurposing 24 FTE by efficiencies and improving patient satisfaction surveys by 37%.