

Visionary Business Transformation Leader with a proven track record of driving impactful change through ingenuity and meticulous execution. Forges strategic partnerships and inspires high-performing cross-functional teams to deliver breakthrough results within the financial services industry. Leads large-scale program and project implementations, encompassing strategic sourcing, system transformations, and process optimizations.
Currently leveraging freelance opportunities specializing in financial and data analysis, problem-solving, and knowledge management.
Coordinated support with a team of four to manage six BPO engagements supplying 2,000 agents working remotely throughout the U. S. and onsite in the Philippines.
Successfully helped a small family business adapt and thrive during COVID-19, increasing customer traffic and prioritizing client satisfaction.
Designed & implemented engaging home learning environment during COVID-19 pandemic.
Promoted to Strategic Project Manager as recognition for successful outcomes driving organizational transformation.
Established and led ten regulatory and policy control liaisons, ensuring centralized governance and supervision of policies, procedures, communications, and controls testing.
IT Vendor Management & Operational Excellence Leader
Led strategic sourcing and contract negotiations for critical IT systems across Finance, HR, Corporate Oversight, and Intranet technologies (managed $40M annual budget).
Professional Licenses
FINRA Series 7, 63, 9/10