
Visionary and people- focus leader with 25+ years of experience in financial services, operations, and administrative support. Proven ability to shape strategy, scale programs, and lead high-performing teams of 45+ associates to deliver exceptional client and advisor experiences. Skilled in fostering accountability, driving service excellence, and aligning operations with regulatory standards. Adept at building trust with financial professionals, implementing workflow improvements, and creating talent development pathways to support organizational growth.
• Own and drive the strategic vision and execution of Field Practice Solutions' solution-based offering, supporting financial advisors with administrative and client service functions.
• Lead and coach a team of 40+ associates, seniors, and specialists to consistently meet service level agreements and advisor satisfaction goals.
• Foster a culture of accountability and collaboration by implementing training, career pathing, and ongoing development programs.
• Enhanced advisor satisfaction (NPS) by resolving escalations promptly and improving workflows aligned to compliance boundaries.
• Partner cross-functionally with IT, Compliance, and Operations to influence work management systems and implement scalable improvements.
• Managed budget planning and accurately invoicing services to financial advisors.
• Supported executives in a fast-paced financial services environment by managing calendars, travel, expense reporting, and executive communications.
• Handled confidential information with discretion while ensuring business operations and compliance requirements were met.
• Coordinated cross-departmental initiatives and provided project tracking support to enhance organizational efficiency.
• Directed strategic marketing initiatives, budget management, and multi-vendor contracts to support financial professionals nationwide.
• Spearheaded mentorship and women’s initiatives, strengthening engagement and advisor retention.
• Negotiated vendor agreements, improving cost efficiency and service delivery.
• Led project management for large-scale marketing campaigns, ensuring compliance and alignment with corporate strategy.
• Designed and executed a mentorship program and women’s advisory board, fostering advisor development and networking opportunities.
• Oversaw day-to-day production operations and integration projects during Woodbury’s acquisition by Advisor Group.
• Implemented operational strategies, process improvements, and compliance-focused practices to drive efficiency and growth.
• Partnered with advisors to ensure data integrity and smooth transitions during conversion projects.
Strategic Vision & Execution
Client & Advisor Relationship Management
People Leadership & Talent Development
Project & Program Management
Budget Oversight & Resource Management
Training, Onboarding & Performance Management