Results-driven operations professional with proven track record in optimizing business processes, enhancing productivity, and leading high-performing teams. Adept at strategic planning, resource management, and driving operational efficiency in dynamic environments. Strong focus on collaboration and adaptability, leveraging leadership skills to align teams with organizational goals and deliver tangible outcomes. Known for reliability, decisive problem-solving, and fostering culture of continuous improvement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Chief Operating Officer
Institute for Psychoanalytic Training & Research
05.2024 - Current
Developed and implemented operational strategies to enhance efficiency across multiple departments.
Led cross-functional teams to optimize workflows and improve overall productivity.
Established key performance indicators to monitor progress toward strategic goals and objectives.
Streamlined processes, resulting in reduced turnaround times and improved service delivery.
Managed budget allocations effectively to align resources with organizational priorities and initiatives.
Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
Negotiated contracts and agreements to secure favorable terms and maximize profits.
Streamlined operations by implementing efficient processes and systems, leading to increased productivity and cost savings.
Enhanced company reputation by establishing strong relationships with clients, partners, and stakeholders.
Negotiated favorable vendor contracts for cost-effective procurement solutions that supported business growth objectives.
Identified and pursued business development opportunities to grow organization and increase revenue.
Formulated strategic plans aligning with overall company vision; setting achievable short and long-term goals to drive growth and profitability.
Developed comprehensive financial plans to support long-term business objectives, reducing operational expenses while maximizing profitability.
Managed financial, operational and human resources to optimize business performance.
Devised and presented business plans and forecasts to board of directors.
Operations Manager
Institute for Psychoanalytic Training & Research
05.2023 - 05.2024
Streamlined operational processes to enhance efficiency and reduce costs.
Led cross-functional teams to implement strategic initiatives across departments.
Developed and monitored key performance indicators to drive operational excellence.
Mentored staff in best practices, fostering a culture of continuous improvement.
Collaborated with senior management on budget planning and resource allocation.
Conducted regular training sessions to ensure team alignment with organizational goals.
Supervised operations staff and kept employees compliant with company policies and procedures.
Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
Led hiring, onboarding and training of new hires to fulfill business requirements.
Developed and maintained relationships with external vendors and suppliers.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
Facilitated smooth collaboration between departments through clear communication channels.
Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
Increased profit by streamlining operations.
Led successful change initiatives, ensuring seamless transitions during organizational restructuring efforts.
Licensed Financial Consultant
Primerica
12.2020 - Current
Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Boosted sales by 35% and exceeded sales target by employing consultative sales tactics and superior customer care
Data Assessment Associate
Success Academy Charter Schools
07.2022 - 04.2023
Ran statistical analyses within software to process large datasets.
Created various Excel documents to assist with pulling metrics data and presenting information to senior leadership for concise explanations of best placement for needed resources.
Identified, analyzed and interpreted trends or patterns in complex academic data sets.
Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements.
Monitored testing sites and regulation adherence.
Coordinated with administrators about matching assessments with curriculum.
Analyzed testing data and identified problematic areas.
Collaborated with educators, school administrators and external professionals in development of Individualized Education Plans (IEPs).
Led staff and faculty training and development to support program objectives.
Made decisions independently and collaboratively on assessment-related challenges.
Identified plans and resources required to meet project goals and objectives.
Modified and directed project plans to meet organizational needs.
Technical Support Specialist(TEMP)
GoDaddy
01.2022 - 07.2022
Assessed system hardware and software and suggested modifications to reduce lag time and improve overall speed.
Developed and tested new product offerings prior to release to assist development team in bug identification.
Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
Documented transactions and support interactions in system for future reference and addition to knowledge base.
Created support documentation that enabled user community to extend skills, leverage system features and find resolutions to questions without intervention from support team.
Recorded and maintained relevant notes for each client and work order.
Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
Resolved 40-60 technical support inquiries per day
Financial Services Representative(TEMP)
Intuition College Savings Solutions
03.2019 - 04.2020
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Identified potential investment opportunities for clients by reviewing stock and bond reports.
Identified customer financial service needs to prepare proposals and sell services.
Boosted financial service sales by using cross-selling techniques.
Documented customer interactions and relationships using CRM systems.
Discussed financial options with clients and provided informed suggestions.
DOL, Workers Comp Tier 3 Billing Specialist(TEMP)
Randstad
07.2018 - 03.2019
Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
Examined claims forms and other records to determine insurance coverage.
Followed up with insured individuals regarding premium and deductibles payments.
Corrected ICD-9/10 codes to properly classify HCFA, ADA, and UB claims.
Conducted day-to-day administrative tasks to maintain information files and process paperwork.
Researched claims and incident information to deliver solutions and resolve problems.
Permit Technician
Brandt Information Services
04.2016 - 07.2018
Updated operational records or licensing information using computer terminals.
Worked closely with applicants to determine eligibility and verify accuracy and integrity of application data.
Informed customers by mail or telephone of additional steps needed to obtain licenses.
Issued various permits and licenses such as marriage, hunting or dog licenses and collected appropriate fees.
Conducted exams and tests, graded responses and accurately determined licensing approvals and data verification.
Created documents with applicant information and verified data against ASABI database information.
Responded to requests for information from public, other municipalities or state and federal legislative offices.
Wrote, reviewed and submitted 30-35 reports per week for department records
Education
Political Science
Florida Agricultural And Mechanical University
Tallahassee, FL
Skills
Relationship building and management
Adherence to high customer service standards
Troubleshooting and Diagnostics
Account management
Business Development
Customer Relations
MS Office expert
Exceptional telephone etiquette
Problem-solving skills
Reasoning ability
Project Management
Exceptional interpersonal communication
Strategic sales knowledge
Creative problem solving
Operations management
Cross-functional teamwork
Strategic planning
Process improvement
Executive leadership
Compliance management
Performance management
Contract negotiation
Operations oversight
Certification
Licensed Financial Consultant - JAN 2021 - CURRENT