Tess Stiles
Napa,CA
Summary
I'm a dynamic and results-oriented Director of Operations and Business Development Leader with over 15 years of experience in enhancing organizational efficiency, driving sustainable growth, and fostering high-performance cultures. I excel when spearheading operational transformations, crafting innovative business strategies, and forging strategic partnerships. I have a proven track record of enhancing profitability, nurturing talent development, and boosting client engagement. I strive to continue providing exceptional leadership and mentorship capabilities, complemented by an entrepreneurial mindset that inspires teams to achieve excellence.
Overview
13
13
years of professional experience
Work History
Director of Operations
Ong & Company CPA
01.2024 - 2026
- Designed and implemented training initiatives aimed at promoting professional development and strengthening team collaboration.
- Mentored team leaders in best practices for operational excellence and employee engagement initiatives.
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Led cross-functional teams to implement strategic initiatives aligned with organizational goals.
Operations Director & Head of Culture
Goering & Granatino CPA
01.2019 - 01.2023
- I achieved significant reduction in operating costs through effective management of daily operations and cultural initiatives that fostered collaboration and productivity.
- Improved client relationships and positioned the firm for growth by streamlining workflows and enhancing service delivery.
- Elevated employee morale and retention through the design and launch of engagement programs aligned with board objectives.
- Drove hiring and organizational restructuring to align with long-term strategic goals.
Client Onboarding Consultant
Creative Planning Trust Company
01.2024 - 2024
- I've designed and implemented client onboarding programs that improved integration, reduced time-to-productivity, and strengthened client satisfaction.
- Developed scalable processes across a nationwide network of trust attorneys, aligning onboarding systems with company-wide performance goals.
- Implemented innovative CRM tools, improving efficiency and communication across teams.
Small Business Co-Owner
LT3 Innovations
01.2011 - 01.2020
- I've spearheaded business development initiatives.
- Directed sales teams to consistently exceed targets, improving client retention and achieving significant revenue growth.
- Trained new employees on operational processes, enhancing team efficiency and productivity.
Investment Advisor
Legg Mason Investment
01.2010 - 01.2021
- Cultivated strong client relationships through regular communication and tailored financial advice.
- Collaborated directly with lead team to optimize portfolio performance and risk management
- Developed personalized investment strategies for high-net-worth clients
Education
Business Administration & Management
Kansas State University
05-2010
Skills
- Collaborative initiatives
- Operational efficiency enhancement
- Opportunity identification
- Team leadership & development
Websites
Accomplishments
Inventors Center of Kansas City Speaker
Timeline
Director of Operations
Ong & Company CPA
01.2024 - 2026
Client Onboarding Consultant
Creative Planning Trust Company
01.2024 - 2024
Operations Director & Head of Culture
Goering & Granatino CPA
01.2019 - 01.2023
Small Business Co-Owner
LT3 Innovations
01.2011 - 01.2020
Investment Advisor
Legg Mason Investment
01.2010 - 01.2021
Business Administration & Management
Kansas State University
COMMUNITY LEADERSHIP
Peer Mentor – National Association of Women Business Owners (NAWBO), Kansas City, Speaker & Member – Inventors Center of Kansas City