Tonya Alonzo
Colorado Springs,CO
Summary
Strategically-minded executive leader known for productivity and efficiency in task completion. Possess specialized skills in operational strategy, process optimization, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring seamless organizational operations and fostering collaborative work environments.
Overview
20
20
years of professional experience
4
4
years of post-secondary education
Work History
Chief Operating Officer
First Affirmative Financial Network
Colorado Springs, Colorado
04.2022 - 02.2026
- Oversaw operational strategies for sustainable investment practices and client engagement.
- Developed and implemented policies to enhance organizational efficiency and effectiveness.
- Directed financial planning initiatives aligned with company goals and market trends.
- Collaborated with cross-functional teams to streamline project management processes.
- Provided guidance and support for problem-solving efforts.
- Developed and refined short- and long-term strategies to drive growth and profitability.
- Monitored performance metrics to ensure that quality standards are met.
- Analyzed customer feedback data to identify trends in product satisfaction.
- Managed staff recruitment, training, and development processes.
- Reviewed policies and procedures to ensure compliance with applicable regulations.
- Developed and implemented strategies to increase operational efficiency.
- Ensured compliance with safety protocols, industry standards, and legal requirements.
- Negotiated contracts with vendors and suppliers for goods or services.
- Reviewed, analyzed, and interpreted financial statements.
- Analyzed financial data and identified areas for improvement, for cost savings.
- Created annual budgets and monitored expenses against budget goals.
- Developed operational policies and processes, guaranteeing staff maintained compliance with federal, state, and local laws and regulations.
- Maintained a positive work environment by resolving employee disputes promptly.
- Implemented process improvements to reduce waste and optimize workflow.
- Conducted financial forecasting to explore strategic options, and develop creative solutions to complex business issues.
- Identified new business opportunities through market research analysis.
- Maximized profits through reducing expenditures and evaluating prices.
- Fostered an environment of continuous improvement, encouraging innovation, and efficiency.
- Evaluated performance by analyzing and interpreting data and metrics.
- Supported the CEO with operational insights and strategic decision-making.
- Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
Owner/CEO
Barre3 Colorado Springs
Colorado Springs, Colorado
04.2021 - 10.2024
- Developed engaging fitness classes tailored to diverse client needs.
- Managed daily operations and ensured a welcoming studio environment.
- Coordinated marketing efforts to promote classes and increase membership.
- Trained and mentored staff on customer service best practices.
- Implemented community outreach programs to build local partnerships.
- Oversaw inventory management for fitness equipment and supplies.
- Fostered a supportive community among members through events and activities.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Oversaw budgeting and financial management.
- Identified new opportunities for growth, expansion, and diversification.
- Provided direction and guidance to employees.
- Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Developed strategic plans to increase profitability and efficiency.
- Reviewed legal documents related to business operations.
- Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
- Developed policies and procedures for the organization.
- Led startup and creation of operational procedures and workflow planning.
- Employed and managed vendors by negotiating deliverables, cost and expected quality.
- Hosted special events to boost brand awareness and increase community engagement.
- Collaborated with other owners on joint ventures and shared resources.
- Analyzed market trends to identify new business opportunities.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Oversaw daily operations and ensured alignment with Barre3's mission and values.
- Fostered partnerships with local businesses to expand Barre3's regional presence and outreach.
- Grew business by 332% successfully
- Increased social media and community presence by 100%
Senior Manager, VP Retirement Plan Services Operations
T. Rowe Price
Colorado Springs, Colorado
01.2016 - 04.2021
- Led multiple cross-site departments responsible for remediation and corrections for all T. Rowe Price multimillion-dollar retirement plans and all legal Non-Discrimination Testing and Compliance Audits for over 800 corporate retirement plans
- Responsible for T. Rowe Price's 401 k plan operations successfully with high quality and service to clients
- Responsible for development of management team and success in various Retirement Plan Services areas
- Strategically lead and plan for multiple departments and T. Rowe Price by identifying, implementing, and executing utilizing LEAN principles successfully saving thousands of hours and multiple Full-Time positions over 3 years to reduce expenses and create efficiencies
- Recruit, retain, and develop top talent in the Retirement Plan Services department and within T. Rowe Price
- Increased department quality to 100% consistently and improved client service in department receiving more positive feedback than from several key accounts
- Responsible for creating and executing processes and policies around risk items in the business and partnering with Internal Audit, Legal, Compliance, and HR
- Led the first idea and implementation of Robotics Process Automation for multiple departments successfully creating thousands of hours of savings and efficiency gains within the business (received an award for ideas and implementation)
- Participated in the firm PRIDE Advisory Group and Chair for the Colorado office. Part of the Regional Diversity and Inclusion team. Chosen to be formal mentor in the firms Women's Round Table, received global diversity award for 2019 and 2020 for T. Rowe Price for outstanding efforts for the firm.
- Panelist with two other women professionals outside of T. Rowe Price for the Denver Women's Summit in 2020 (How to Lead teams through the COVID chaos)
- Led cross-functional teams to drive strategic initiatives and enhance operational efficiency.
- Developed and implemented comprehensive project plans aligned with organizational goals.
- Managed stakeholder communications to ensure alignment on project objectives and timelines.
- Evaluated team performance and provided constructive feedback to foster professional growth.
- Developed and implemented strategies to improve operational efficiency, reduce costs, and increase productivity.
- Provided strategic direction to departmental heads regarding resource allocation decisions.
- Implemented new technologies such as ERP systems or CRM tools to streamline business processes.
- Coordinated with IT department to implement new technologies and systems enhancements.
Lead Manager, Retirement Plan Services Operations
T. Rowe Price
01.2013 - 01.2016
- Led the enhancement of business through best practices, sound management philosophy and related performance objectives
- Plan, develop and implement strategies within agreed budgets, resources, and timelines
- Continually monitor levels of team engagement, morale, and partner with HR to address any issues
- Successfully certified in Business Process Improvement and gained significant efficiencies within the department
- Recognized as a subject-matter expert and called on to serve as a mentor across groups
Client Administration Manager, Retirement Plan Services
T. Rowe Price
01.2012 - 01.2013
- Held direct reports accountable to standards of performance and recognize success
- Managed and oversaw a team of associates who serve as daily operational contacts for 401(k) plans and administrators
- Ensured that T. Rowe Price policies and procedures were abided by, in addition to ERISA and DOL policies as services were executed for clients
- Coordinated plan sponsor services with internal departments, Relationship Managers, Communication Consultants and Sales
- Communicate with and ensure consistency between direct reports, client contacts and other operations associates
- Recruited and selected candidates to fill open positions within the department
Client Operations Manager, Retirement Plan Services
T. Rowe Price
01.2007 - 01.2012
- Actively partnered with internal and external clients to achieve win/win solutions
- Oversee adjustment processing for Retirement Plan Clients with $32b in assets and 1.5mm participants
- Managed Plan Accounting Report process for all 1200 retirement plans
- Motivated team members and peers to use consultative model to achieve optimal results through sound business decisions
- Coached and developed associates to raise talent level and increase bench strength
Participant Service Center Senior & In-Plan Associate
T. Rowe Price
01.2006 - 01.2007
- Pulled calls and provide feedback through joint monitoring sessions, mentoring & coaching
- Assisted with recognition program for entire department and coordinated team building activities
- Offered excellent client service to retirement plan participants, received multiple quality awards
Education
MBA - Concentration in Human Resource Management
Colorado Technical University
Colorado Springs, CO 03.2009 - 01.2011
Bachelor of Science - Concentration in Human Resource Management
Colorado Technical University
Colorado Springs, CO 03.2006 - 01.2008
Attended - Human Services
University of Pittsburgh @ Bradford
Bradford, PA 08.1994 - 05.1995
Skills
- Operational strategy
- Financial planning
- Project management
- Risk management
- Compliance auditing
- Team leadership
- Process improvement
- Data analysis
- Performance evaluation
- Employee development
- Budget management
- Operations management
- Organizational development
- Financial management
- Operations oversight
- Business development
- Human resources management
- Business administration
- Compliance management
Additional Training And Licensing
- Lean Six Sigma Certified
- Emerging Leader Lab Program for CEO's, Black Rock
Certificates And Awards
- Global Diversity award for T. Rowe Price 2019 and 2020
- Lean Leader Award for T. Rowe Price 2018
- Robotics Recognition for T. Rowe Price 2018
Timeline
Chief Operating Officer
First Affirmative Financial Network
04.2022 - 02.2026
Owner/CEO
Barre3 Colorado Springs
04.2021 - 10.2024
Senior Manager, VP Retirement Plan Services Operations
T. Rowe Price
01.2016 - 04.2021
Lead Manager, Retirement Plan Services Operations
T. Rowe Price
01.2013 - 01.2016
Client Administration Manager, Retirement Plan Services
T. Rowe Price
01.2012 - 01.2013
MBA - Concentration in Human Resource Management
Colorado Technical University
03.2009 - 01.2011
Client Operations Manager, Retirement Plan Services
T. Rowe Price
01.2007 - 01.2012
Bachelor of Science - Concentration in Human Resource Management
Colorado Technical University
03.2006 - 01.2008
Participant Service Center Senior & In-Plan Associate
T. Rowe Price
01.2006 - 01.2007
Attended - Human Services
University of Pittsburgh @ Bradford
08.1994 - 05.1995