Dynamic and results-driven Chief of Staff adept at optimizing processes, fostering collaboration, and driving organizational success. Seeking to utilize extensive experience in strategic planning, project management, and team leadership, coupled with a background in graphic design, to optimize operations and facilitate innovation within a forward-thinking company.
Operational efficiency
Operations oversight
Strategic planning
Strategic planning and execution
Process improvement
Quality assurance
Cost control
Leadership training
Workforce planning
Performance analysis
Risk mitigation
Financial controls implementation
Operations management
Teamwork and collaboration
Team leadership
Decision-making
Staff training/development
Staff management
Employee development
Customer service management
Customer service
Employee relations
KPI tracking
Business leadership
Effective leader
Customer relations
Hiring and onboarding
Performance improvements
Relationship building
Organizational structuring
Human resources
Management team building
Scheduling
Department oversight
Business development
Client account management
Sound judgment
Sales tracking
Revenue generation
P&L Administration
Records organization and management
Change management
Business marketing
Special promotions planning
Calendar management
Mergers & Acquisitions
Participated in the merger of HPC and Aprio. Worked with the legal and executive team to prepare required documentation during the due diligence process. Provided information necessary to integrate HPC team into Aprio’s cloud accounting teams.
Technology Partnerships
Participated in the merger of HPC and Aprio. Worked with the legal and executive team to integrate incoming firm tools and software staff within Aprio’s workflow, while maintaining security and seamless client experience.
Marketing Booklet
Participated in the merger of HPC and Aprio. Worked with the legal and executive team to create a services booklet that detailed all of the services we provided, teams that we work well with and ideal client profiles.
Wanderlux Yacht Charter Start Up
Created a website including logo and site design, professional photos, calendar, service offerings and pricing. Chose and integrated online marketing and booking software.