Results-driven Operations Manager known for unparalleled productivity and efficiency in task completion. Specialize in strategic planning, process optimization, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring seamless operations management and positive team dynamics.
Overview
19
19
years of professional experience
Work History
People Operations Lead
AmeriVet Veterinary Partners
San Antonio, TX
05.2023 - 03.2025
Executed strategic management during nationwide clinic acquisition.
Established documentation and processes for Veterinarian contract negotiations in coordination with the Legal, Operations, and Payroll teams.
Contributed to the implementation of Workday (HRIS) nationwide, improving company-wide HR operations.
Directed, designed, and conducted leadership series for promising operations leaders across the country.
Implemented broad-reaching cultural enhancements.
Facilitated team meetings to discuss operational challenges and brainstorm solutions.
Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Led team of 6 in daily operations, ensuring efficiency and productivity were maintained at optimal levels.
Implemented strategies to take advantage of new opportunities.
Manager of Special Projects and Operations
CULTURE BASED INTERIORS (CBI)
San Antonio, TX
05.2018 - 05.2023
Engaged directly with C-Level Executives.
Led initiatives that resulted in company growth and tripled revenue.
Supported growth and lean-focused initiatives.
Implemented quality control measures to uphold company standards.
Proposed or approved modifications to project plans.
Negotiated contracts and agreements with vendors and suppliers to reduce costs.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Collaborated in establishing quarterly objectives for team members.
Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Led a team of 26 employees, ensuring high productivity and excellent customer service.
Client Relations Manager
PARTNERS WEALTH MANAGEMENT
San Antonio, TX
02.2011 - 05.2018
Supported recruitment efforts and shareholder engagement, playing a pivotal role in company growth.
Handled sensitive client data and financial portfolios confidentially.
Initiated and executed support initiatives for new representatives transitioning into the hybrid financial model.
Facilitated training initiatives to enhance client understanding and retention.
Created comprehensive training programs to align with hybrid model regulations, FINRA, and SEC standards.
Crafted training programs meeting market trend demands and business goals.
Ensured compliance with industry regulations related to client relations management.
Maintained accurate records of all client interactions in company database system.
Established and maintained CRM databases, ensuring data accuracy and compliance.
Investment Research Analyst
ONE ADVOCATE GROUP
San Antonio, TX
09.2008 - 02.2011
Performed extensive analytical investment calculations and reports.
Participated in meetings with clients to discuss their individual needs and objectives when making an investment decision.
Developed comprehensive financial plans tailored to each client's specific goals while considering their risk tolerance level.
Senior Financial Manager & Trainer
AMERICAN PREMIER FINANCIAL
San Antonio, TX
08.2006 - 09.2008
Analyzed monthly department budgeting and accounting reports to maintain expenditure controls.
Coordinated recruitment and placement of training program participants.
Trained newly hired top talent to fill key positions and maximize productivity.
Education
Bachelor of Science - Economics
SANTA CLARA UNIVERSITY
Santa Clara
06-2006
Skills
Project management
Contract negotiation
Vendor management
Employee training
Team leadership
Problem solving
Logistics management
Demand forecasting
Asset management
Customer relations
Professional Designations
ISO 9001:2015
Lean Warehousing Techniques
State of Texas notary
Information Technology
Microsoft Office (Teams, Word, Excel, Power Point, Outlook, Publisher)
Workday
Payroll Software
ERP inventory and Warehouse Management Software
Monday.com
Constant Contact
Zoom
Affiliations
MAM - Veteran Support
Volunteer in Local Community
Timeline
People Operations Lead
AmeriVet Veterinary Partners
05.2023 - 03.2025
Manager of Special Projects and Operations
CULTURE BASED INTERIORS (CBI)
05.2018 - 05.2023
Client Relations Manager
PARTNERS WEALTH MANAGEMENT
02.2011 - 05.2018
Investment Research Analyst
ONE ADVOCATE GROUP
09.2008 - 02.2011
Senior Financial Manager & Trainer
AMERICAN PREMIER FINANCIAL
08.2006 - 09.2008
Bachelor of Science - Economics
SANTA CLARA UNIVERSITY
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