Dynamic and results-driven management professional with over 10 years of diverse industry experience, including event planning, daycare management, financial services, education, and insurance. Proven ability to lead teams, optimize operations, and drive organizational growth. Skilled in strategic planning, budgeting, team development, and client relations. I just completed my Doctorate in Business Administration studies with a focus on Organizational Leadership, bringing both academic and hands-on expertise in business management, accounting, and forensics.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Event Planner and Coordinator
Dr. E's Signature Designs
Columbus, OH
09.2017 - Current
Founded and operated a successful event planning business, overseeing all aspects of client relations, event logistics, budgeting, and team management.
Negotiated contracts with vendors, entertainers, and venues, ensuring cost-effectiveness and quality service.
Managed simultaneous corporate and private events, consistently meeting deadlines and staying within budget.
Established event planning procedures and trained staff to deliver flawless execution.
Built and maintained strong vendor relationships, leading to repeat business and customer loyalty.
Gift and Estate Design Consultant
The Alliance
Columbus, OH
09.2023 - 01.2025
Partner with high-net-worth individuals and families to align financial goals with philanthropic aspirations through strategic estate and gift planning.
Structure charitable giving plans to maximize tax benefits and fulfill clients' philanthropic intentions.
Provide expert guidance on estate planning, helping clients understand the importance of proactive wealth transfer and legacy planning.
Educate clients and their families on tax-efficient gifting strategies, ensuring long-term impact.
Saved clients over $5,000,000 in taxes through strategic estate planning.
Director
Laugh N Learn
Columbus, OH
08.2017 - 09.2023
Led the opening and operations of three daycare centers, including curriculum development, staffing, and compliance with state regulations.
Ensured a safe, nurturing environment for children, fostering growth while maintaining educational standards.
Managed all staffing functions, including recruitment, training, scheduling, and performance oversight, ensuring high-quality care.
Enhanced center enrollment and retention through effective marketing and customer relationship management.
Strictly adhered to state and federal laws regarding child development and maintained detailed records on employees, children, and activities.
Increased daycare enrollment by 20%.
Operations Manager
Morgan Stanley
Columbus, OH
09.2010 - 09.2017
Ensured compliance with company policies and financial regulations in managing client accounts and services.
Led a team in Private Client Wealth Management, offering personalized financial solutions to high-net-worth clients.
Conducted recruitment, training, and performance management for staff, promoting a high-performance culture.
Identified operational inefficiencies, implementing solutions that optimized workflow and increased revenue.
Catastrophe Property Claims Adjuster
Nationwide Mutual Insurance Company
Columbus, OH
09.2006 - 09.2010
Managed complex property claims in response to natural disasters, providing timely and effective resolution under high-stress conditions.
Collaborated with contractors, attorneys, and insurance professionals to assess damages and ensure accurate claim payouts.
Adhered to company guidelines while determining appropriate claims settlements.