Diligent leader with substantial experience managing multiple roles. Focused on optimal service, team strength, data-based insights and fostering continuous improvement.
Overview
18
18
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Operations - Account Management
AdviceOne, LLC
03.2023 - Current
Enhanced operational efficiency by identifying wasteful processes and collaborated to implement new strategies.
Contributed to team objectives in fast-paced environment, serving over 1500 clients with 100+ meetings per week
Recorded accurate and efficient in records customer database.
Stayed current on company offerings and industry trends.
Operations & Finance Manager
Preferred Auto Finance, LLC
03.2006 - 11.2021
Directed team to book over $250M in consumer auto loans
Procured strategic lending partnerships through relationship building
Engineered and monitored cross-functional operational processes
Organized and facilitated meetings between project stakeholders to discuss input, output, timelines and resolve conflicts
Verified quality of deliverables and conformity to specifications before moving to execute
Sourced and vetted vendors while negotiating master service agreements reducing expenditures up to 50%
Education
Bachelor of Arts - Leadership & Organizational Studies
The American Women’s College At Bay Path University
Longmeadow, MA
09.2017 - 07.2019
Skills
Microsoft Office
Certification
Business Analytics
Volunteer Work
Lasagna Love
Enfield Loaves & Fishes
Timeline
Operations - Account Management
AdviceOne, LLC
03.2023 - Current
Business Analytics
01-2019
Bachelor of Arts - Leadership & Organizational Studies
The American Women’s College At Bay Path University
09.2017 - 07.2019
Operations & Finance Manager
Preferred Auto Finance, LLC
03.2006 - 11.2021
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