Results-driven Chief of Staff skilled in Strategic Planning, Operations, and Compliance. Proven track record in reducing operational spend and implementing technology solutions that enhance efficiency and governance.
Overview
23
23
years of professional experience
Work History
Chief of Staff, Legal
Kyriba
, CA
07.2021 - Current
Partner with the Chief Legal Officer and Chief Compliance Officer to drive high-priority initiatives that optimize global legal and legal compliance operations.
Manage department operational budget; reduced 2025 annual spend by over $150,000 through strategic analysis and process improvements.
Design and implement scalable systems and global policies to enhance cross-functional efficiency and governance, including an e-billing system, ticketing system, and risk screening solution.
Member of the AI Governance Committee; leading development of an AI Legal & Compliance agent.
Led the development and implementation of the company’s inaugural CLM system; continue to oversee management, enhancements, and adoption.
Evaluate and implement software solutions that streamline operations, increase efficiency, and align with business needs.
Established a KPI and reporting framework to monitor performance, promote accountability, and provide actionable insights to leadership.
Collaborated with Legal and Procurement on contract review and analysis.
Oversee global insurance portfolio.
Manage, development, and implement global regulatory compliance programs including ABAC, AML, KYC, and global training programs.
Manage ethics reporting platform and case system intake. Partner with Human Resources to resolve issues within designated SLAs.
Draft and manage all department SOPs and communications.
Client Service Associate
Southwest Value Partners
, CA
05.2019 - 06.2021
Managed data migration of over 300,000 files from an external Windows based drive to SharePoint.
Implemented new CRM system.
Developed and implemented review process of investment documents, decreasing processing time by 33% (3 days to 1 day).
Reviewed and managed investor subscription contracts for over 2,000 high wealth/high profile clients.
Developed and implementated new CRM system.
Escrow Operations Coordinator
Great Pacific Escrow
, CA
08.2016 - 05.2019
Managed all escrow transactions, ensuring accuracy and compliance.
Closed 10+ transactions per month in 2019, consistently meeting deadlines.
Drove business development through broker meetings, generating new pipelines and strengthening relationships.
Improved processes to maximize efficiency and ensure compliance.
Trained and mentored new escrow assistants, accelerating onboarding and elevating team performance.
Operations Manager
New York Life Financial Services
La Jolla, CA
10.2015 - 07.2016
Career Sabbatical – Full-Time Parent
San Diego, CA
07.2011 - 10.2015
In House Legal Operations Manager/Paralegal and Executive Assistant