Operations and business leader with experience building and scaling startup infrastructure in financial services. Proven ability to design SOPs, lead cross-functional teams, support agency growth, and translate executive strategy into scalable execution. Strong background in KPI development, partner operations, project management, and process optimization across multi-location organizations.
Overview
7
7
years of professional experience
Work History
Director of Operations
Assurance Financial
09.2025 - Current
Designed and built operational infrastructure to support multi-location expansion and agency growth.
Created and implemented company-wide SOPs for contracting, hiring, onboarding, training, and communications.
Coordinated the setup and management of office locations across multiple cities, managing vendor relationships and logistics.
Conducted monthly revenue and performance reviews with agency managers to assess risks and identify opportunities.
Managed cross-functional workflows between internal teams and external agencies to align operations with growth initiatives.
Established structured onboarding, communication, and training systems for agency partners to improve readiness, performance, and retention.
Rebuilt company website to enhance brand positioning and facilitate partner recruitment.
Increased Instagram profile activity by 36.1% through effective social media management strategies.
Organized events and leadership meetings to promote culture, alignment, and collaboration.
Led agency operations and served as the primary operational point of contact for partners, ensuring a consistent and high-quality experience.
Lead Clinical Research Associate
Memorial Sloan Kettering Cancer Center
08.2022 - 09.2025
Directed oversight of multiple oncology trials, ensuring adherence to protocols and data integrity.
Acted as primary contact for sponsors/CROs, resolving operational issues and implementing recruitment strategies.
Facilitated trial activation by managing regulatory submissions, site training, and IRB documentation.
Partnered with Clinical Trials Nurses to assess patient eligibility and track milestone achievements.
Implemented study-specific tools that improved departmental workflows and minimized protocol deviations.
Coordinated investigator meetings while ensuring compliance with reporting requirements and sample management.
Managed timelines for multiple studies, ensuring alignment with sponsor expectations and regulatory guidelines.
Conducted weekly project meetings to foster communication among teams regarding updates and issue resolutions.
Led the department-wide transition from Allscripts to EPIC, managing staff training, system testing, and integration to ensure continuity in care and data access.
Clinical Research Specialist
Memorial Sloan Kettering Cancer Center
05.2021 - 08.2022
Ensured compliance with institutional, state, and federal regulations during research protocols.
Coordinated patient care management tasks related to study activities.
Provided clinic support by managing patient interactions within study framework.
Supported regulatory compliance and facilitated accurate data collection in clinic.
Organized meetings with patients and assisted other Clinical Research Coordinators as needed.
Contributed to short-term projects while providing cross-coverage for various research teams.
Managed consent processes for non-therapeutic studies and coordinated biospecimen protocols.
Collaborated with care delivery team to optimize protocol management.
Manager
Jules Fine Jewelry
09.2020 - 05.2021
Established and created training programs to enhance employee knowledge of best practices, resulting in improved customer satisfaction.
Facilitated exceptional sales and performance results by focusing on continuous improvement approaches and capitalizing on emerging market opportunities.
Assisted negotiation with vendors and suppliers to reduce cost.
Mitigated risk by ensuring regulatory compliance for required licensing.
Conducted inventory counts by assessing the current state of inventory integrity against target accuracy levels and tracking variances.
Verified sales and computed totals to complete accurate invoice.
Office Coordinator Intern
Memorial Sloan Kettering Cancer Center
05.2019 - 08.2020
Coordinated daily operations of medical office, including patient scheduling and front desk management.
Managed patient flow to minimize wait times and optimize appointment scheduling.
Oversaw maintenance of medical records to ensure accuracy and HIPAA compliance.
Conducted insurance verifications and processed billing inquiries for patients.
Trained and supervised administrative staff to enhance office efficiency.
Collaborated with healthcare providers to facilitate seamless patient care.
Transcribed physician orders for treatment, diagnostics, and laboratory tests.
Implemented office protocols to maintain compliance with healthcare regulations.
Education
Bachelor of Science - Health Policy and Administration, Psychology