Experienced business leader with a strong record in operations management, financial control, and customer relations. Known for streamlining processes, building loyal client relationships, and leading teams to support growth and service quality.
Work History
Owner
Nex Fi Technologies
2025.10 - Current
Directed daily operations and prioritized tasks across business functions.
Developed service offerings aligned with client needs and market demand.
Managed customer relationships and resolved inquiries with timely follow-up.
Coordinated vendors, contractors, and external partners to support delivery.
Monitored budgets, expenses, and revenue to maintain financial control.
Prepared business proposals, presentations, and client communication materials.
Owner/Chief Executive Officer
Nexus Financial Limited
2014.07 - 2025.09
Directed financial services strategy, aligning operations with client needs and business growth objectives.
Oversaw budgeting, forecasting, and cash flow management to support stable financial performance.
Reviewed risk exposure and implemented controls to strengthen compliance and operational integrity.
Built and maintained client relationships, ensuring responsive service and long-term account retention.
Monitored regulatory requirements and updated internal procedures to maintain policy adherence.
Mentored team members, reinforcing accountability, accuracy, and high professional standards.
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Manager
H&R Block Inc, Northeast Division
2011.08 - 2014.04
Coordinated staff schedules and workload priorities to maintain consistent branch coverage.
Led daily office operations, ensuring smooth tax preparation workflow and timely client service.
Trained associates on tax software, filing procedures, and customer interaction standards.
Reviewed returns for accuracy, compliance, and completeness before final submission.
Assistant Operations Director
Paradise Adult Day Care
2008.09 - 2011.08
Collaborated closely with the Operations Director in setting goals, establishing priorities, and developing long-term strategies for continued success.
Streamlined operational processes by identifying inefficiencies and implementing targeted solutions.
Contributed to the successful execution of new product launches by coordinating efforts between sales, marketing, and operations teams.
Supported recruitment efforts by participating in interviews, evaluating candidates'' qualifications and fit within the organization''s culture.
Management Analyst
Prometric
2005.07 - 2008.08
Developed management reports supporting forecasting, planning, and performance review decisions.
Monitored key metrics and summarized trends for leadership and stakeholder updates.
Coordinated cross-functional input to refine procedures and align service delivery standards.
Analyzed operational data to identify workflow gaps and recommend process improvements.
Surgical Technologist
University Of Maryland Medical System
2003.03 - 2005.06
Maintained aseptic technique throughout cases to protect sterile field and patient safety.
Passed instruments and supplies promptly, anticipating surgeon needs during procedures.
Verified counts of sponges, sharps, and instruments before, during, and after surgery.
Handled high-pressure situations calmly and efficiently, contributing to successful completion of critical surgeries.
Assisted surgeons in complex procedures for optimal patient outcomes and reduced recovery time.
Case Manager
MD DHR - Department of Social Services
1996.07 - 2003.02
Conducted comprehensive intake interviews to assess client needs, eligibility, and immediate service priorities.
Coordinated individualized service plans with community providers, schools, and social service partners.
Maintained accurate case records, assessments, and documentation in compliance with state and agency requirements.
Monitored client progress and adjusted interventions to support stability, safety, and self-sufficiency.
Program Analyst
Internal Revenue Service, IRS
1985.10 - 1995.11
Analyzed program data to identify trends, risks, and process improvement opportunities.
Evaluated program performance against guidance, ensuring accuracy and compliance with requirements.
Developed concise reports, briefs, and correspondence for leadership decision-making.
Coordinated cross-functional stakeholders to resolve policy, workflow, and operational issues.