
Experienced nonprofit administrator and financial services professional with more than 20 years of expertise in financial controls, regulatory compliance, operations management, client relations, and executive administrative support. Skilled in policy implementation, budgeting, grant management, reporting, and operational oversight within corporate and nonprofit environments. Proven ability to strengthen internal controls, improve operational processes, support executive leadership, and collaborate across departments to ensure regulatory and organizational compliance.
Assisted Managing Director within mutual fund operations and client service functions