Teri Cohen
Los Angeles,USA
Summary
Results-driven business operations leader with expertise in strategic planning, process optimization, managing special projects, and M&A integration. Demonstrated excellence in communication, problem-solving, and adaptability to enhance scalability and operational success aligned with organizational objectives.
Overview
17
17
years of professional experience
Work History
Chief of Staff
Cetera Financial Group
Los Angeles, CA
04.2022 - Current
- Acts as a trusted advisor to the CHRO and connective tissue between senior leadership, facilitating insights for executive decision-making.
- Conduct detailed monthly and ad hoc analyses, and reporting to prioritize data-driven solutions.
- Partner across functions to facilitate M&A integration across over five initiatives, optimizing the onboarding experience for over 850 employees.
- Coordinate workflows and operations while managing special projects, including the digitization of HR systems.
- Plan and manage a departmental budget exceeding $14 million annually.
- Design KPIs to measure performance against goals.
- Assess operating practices to formulate scalable systems and processes, elevating efficiency.
- Create detailed project management documents, timelines, and track against key milestones, and manage stakeholders.
- Organize key events, including conferences, seminars, and board meetings.
CEO’s Chief of Staff
Glass Capital
Los Angeles, CA
08.2020 - 03.2022
- Served as key advisor to CEO and Executive Leadership Team.
- Formulated organizational strategy to enhance collaboration with managers on impactful projects.
- Developed and implemented KPIs, effectively tracking and measuring progress.
- Negotiated contracts, rates, and terms with facilities and suppliers.
- Advised senior leadership on personnel matters, including hiring and talent development.
- Directed internal communications for announcements and press releases.
- Prepared meeting agendas, notes, and briefing materials for leadership discussions.
- Streamlined processes and procedures to enhance productivity and drive continuous improvements.
Corporate Projects Manager
Cydcor
Los Angeles, CA
01.2018 - 03.2020
- Led key projects central to business model focused on enhancing revenue performance of sales clients.
- Owned outcomes of special projects, managing strategic activities from hiring standards to client service protocols.
- Developed board meeting presentations, lender proposals, audit reports, RFPs, and quarterly reviews.
- Streamlined internal hiring standards to align with organizational objectives and client needs.
- Created project plans with established timelines, assigned them to appropriate teams, and managed workflow.
- Built and established strong partnerships with teams, vendors and contractors.
CEO’s Chief of Staff – Wealth Division
The Standard Bank Group
Johannesburg, South Africa
03.2015 - 11.2017
- Recruited for diverse special projects, including human resource optimization, and client tracking.
- Spearheaded workshops on the fundamentals of personal financial management for clients' families, as a philanthropic initiative.
- Developed and implemented an onboarding program focused on teamwork, communication, and banking procedures.
- Created program to promote new managers from within, leading to cohesive leadership structure.
- Leveraged industry trends to shape effective solutions and strategies.
- Prepared presentations, RFPs, and reports for internal and external stakeholders.
- Led initiatives to foster collaboration among staff members across departments.
- Represented the organization at conferences and networking/other events.
- Drove revenue by cultivating successful client relations.
Marketing Manager / Project Manager
ATV
Johannesburg, South Africa
06.2010 - 02.2015
- Executed key tasks for long- and short-form media through targeted marketing channels.
- Secured media opportunities during hardcover book production to drive sales growth.
- Enhanced social media presence, resulting in increased audience engagement.
- Designed public relations strategies, including photoshoots and speaking events for clients.
- Maintained project plans, timelines, and budgets to ensure successful execution.
- Developed and supervised marketing campaigns and events to maximize income and achieve audience targets.
Operations Manager
Logogog
Johannesburg, South Africa
01.2008 - 05.2010
- Enhanced visibility of publications through development of journalistic-style copy.
- Produced press releases, PR kits, and magazine-length teasers to promote new releases.
- Designed marketing collateral with integrated images to engage target audiences.
- Established strong relationships with vendors for effective material negotiation and procurement.
- Cultivated strategic partnerships with clients to achieve sales and customer service objectives.
- Managed operations of a publishing business, focusing on public relations strategies.
- Responded to RFPs to secure new business opportunities.
Education
Bachelor of Commerce -
University of Johannesburg
Johannesburg, South Africa03.2009
Skills
- Adaptability and agile mindset
- Strategic thinking
- Leadership and communication
- Problem-solving mindset
- Written communication
- Cross-functional collaboration
- Strategic planning
- KPI management
- Project management
- Data analysis and reporting
- Business operations optimization
- Negotiation skills
- Budget planning and oversight
- Influencing without authority
- Stakeholder management
- M&A integration
- Employee onboarding
- Team leadership
- Business acumen
- Attention to detail
- Continuous learning mindset
- MS Office and G Suite
- Talent management strategy
Certification
- Securities Industry Essentials (SIE)
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
- Banking and Finance: Private Equity Finance
- Data Analytics for Business Professionals
- Program Management Foundations
- Agile Methodologies Foundations
Timeline
Chief of Staff
Cetera Financial Group
04.2022 - Current
CEO’s Chief of Staff
Glass Capital
08.2020 - 03.2022
Corporate Projects Manager
Cydcor
01.2018 - 03.2020
CEO’s Chief of Staff – Wealth Division
The Standard Bank Group
03.2015 - 11.2017
Marketing Manager / Project Manager
ATV
06.2010 - 02.2015
Operations Manager
Logogog
01.2008 - 05.2010
Bachelor of Commerce -
University of Johannesburg
Locations
- Los Angeles, CA
- Johannesburg, South Africa
Locations
- Los Angeles, CA
- Open to relocating to certain U.S. states
References
References available upon request.
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