

Executive Business Partner and operations leader with 10+ years of experience serving as a trusted advisor to CEOs and executive leadership teams. Proven success optimizing executive operations, leading cross-functional initiatives, managing confidential business matters, and driving organizational efficiency across finance, HR, operations, client relations, and strategic projects. Recognized for anticipating executive needs, solving complex business challenges, and creating structure that enables leadership teams to operate at their highest level.
Support executive leadership within an insurance and commercial real estate organization by managing executive operations, client relations, commercial insurance administration, financial processes, international travel logistics, reporting, and strategic business initiatives. Serve as a trusted partner responsible for improving efficiency, maintaining operational excellence, and delivering exceptional client service.
Promoted from Executive Assistant to Vice President of Operations, leading cross-functional business operations across finance, HR, production, sales, and administration while serving as a trusted strategic partner to executive leadership. Managed payroll, budgeting, banking authority, recruiting, trade shows, international travel, and operational initiatives that improved organizational efficiency and business performance.
Provided high-level executive support to a team of CPAs, financial advisors, and bookkeeping professionals within a fast-paced tax and wealth management practice. Served as a trusted administrative partner responsible for managing client communications, financial documentation, operational workflows, and executive scheduling while maintaining strict confidentiality and regulatory compliance.
Provided comprehensive executive, administrative, and operational support to senior leadership within a fast-paced real estate consulting environment. Managed complex business and personal priorities while coordinating client relations, property management activities, executive travel, events, and special projects. Served as a trusted partner responsible for maintaining organization, efficiency, and exceptional client service across multiple business functions.