Strong leader and problem-solver with success in streamlining operations and organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Investment Updates Manager
STRATA Trust Company
Waco, TX
10.2022 - Current
Accomplished multiple tasks within established timeframes.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service.
Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Cross-trained employees to maximize team agility and performance.
Enhanced accuracy by creating and instituting quality control procedures and reports, resulting in fewer customer complaints.
Created and implemented written procedures for the Investment Updates team.
Compliance Specialist
STRATA Trust Company
Waco, TX
04.2021 - 10.2022
Performed thorough evaluations of various alternative assets, such as private equity, real estate, private debt, crowdfunding platforms, structured settlements, and precious metals dealers.
Ensured that all relevant documentation for the asset setup was received, accurate, complete, and in compliance with company and regulatory requirements.
Set up these alternative assets on our Trust Accounting platform.
Served as a point of contact for employees seeking guidance on compliance matters.
STRATA Trust Company Operations Specialist
STRATA Trust Company
04.2014 - 04.2021
Ensured transaction accuracy through error identification and resolution. Conducted quarterly audits utilizing third-party documentation for verification.
Updated account values for Alternative Investments based on source information provided by Investment Sponsors and Fund Administrators.
Improved customer satisfaction rates through proactive problem-solving and communication.
Devised and implemented processes and procedures to streamline operations.
Coordinated with IT to create and implement streamlined workflows for multiple transactions types across several departments and increased efficiency by automating routine tasks with software solutions.
Cultivated positive relationships with Investment Sponsors and clients.
Wells Fargo Bank Lead Teller
Wells Fargo Bank
06.2012 - 03.2014
Serviced retail and commercial accounts, balanced currency, and resolved problems or discrepancies for customers' accounts.
First Convenience Bank Level 3 Personal Banker
First Convenience Bank
10.2010 - 05.2012
Obtained and processed information required for the provision of services, such as opening accounts, savings plans, and loans.
Education
Bachelor of Business Administration in Management -
Baylor University
Waco, TX
01.2012
Skills
Team Leadership
Task Prioritization and Time Management
Self Motivation
Verbal and written communication
Problem Solving
Adaptability and Flexibility
Attention to Detail
Process Improvement
Certification
Self-Directed IRA Professional (SDIP)
Timeline
Investment Updates Manager
STRATA Trust Company
10.2022 - Current
Compliance Specialist
STRATA Trust Company
04.2021 - 10.2022
STRATA Trust Company Operations Specialist
STRATA Trust Company
04.2014 - 04.2021
Wells Fargo Bank Lead Teller
Wells Fargo Bank
06.2012 - 03.2014
First Convenience Bank Level 3 Personal Banker
First Convenience Bank
10.2010 - 05.2012
Bachelor of Business Administration in Management -
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC
<ul>
<li>Led and trained a diverse maintenance team, fostering a culture of safety, inclusion, and accountability.</li>
<li>Facilitated weekly team meetings to align on safety procedures, project updates, and documentation accuracy.</li>
<li>Delegated and tracked daily responsibilities for 10 staff members, using internal workflow systems and spreadsheets.</li>
<li>Built and maintained effective working relationships with employees and external partners.</li>
<li>Oversaw compliance for all employee documentation, ensuring adherence to organizational and regulatory requirements.</li>
<li>Authored project status reports, safety documentation, and contributed to permitting support materials.</li>
<li>Maintained inventory logs, and coordinated material movement using structured tracking systems.</li>
</ul> at JRH contracting<ul>
<li>Led and trained a diverse maintenance team, fostering a culture of safety, inclusion, and accountability.</li>
<li>Facilitated weekly team meetings to align on safety procedures, project updates, and documentation accuracy.</li>
<li>Delegated and tracked daily responsibilities for 10 staff members, using internal workflow systems and spreadsheets.</li>
<li>Built and maintained effective working relationships with employees and external partners.</li>
<li>Oversaw compliance for all employee documentation, ensuring adherence to organizational and regulatory requirements.</li>
<li>Authored project status reports, safety documentation, and contributed to permitting support materials.</li>
<li>Maintained inventory logs, and coordinated material movement using structured tracking systems.</li>
</ul> at JRH contracting