Talented Senior Leader offering 20+ years of experience in trend monitoring, market pricing and deal-making. Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Representative
New York Life & NYLIFE Securities
05.2024 - Current
Met with customers to assess needs, financial status, and eligibility.
Built strong relationships with clients through transparent communication and trust-building activities.
Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
Representative of the Month for two consecutive months
ASSOCIATE VICE PRESIDENT OF OPERATIONS
IBEX Global
11.2021 - 12.2023
Operations- managed thirteen campaigns between multiple locations with over 1,000 employees
Developed new onshore admin labor strategy culminating in record breaking profits
Managed multiple Site Locations
Coordinated closure of two onshore locations and strategically relocated employees to Work at Home positions
Oversaw talent acquisition efforts, attracting top talent from diverse backgrounds and skill sets while maintaining a rigorous selection process for continued excellence within the organization.
Reduced employee turnover rates by fostering a positive work environment and offering competitive compensation packages.
Enhanced operational efficiency by streamlining processes and implementing cost-saving measures.
Negotiated favorable contract terms with vendors and suppliers, reducing operational costs without compromising quality or service delivery standards.
SENIOR SITE DIRECTOR
IBEX Global
06.2018 - 10.2021
Led three Onshore Locations to top of Client Scorecard; ultimately growing Campaign into new Offshore Region
Improved and innovated operational standards and ensured all policy and procedures were followed
Drove strategies and processes relating to all aspects of workforce management, including forecasting, staffing, scheduling, and reporting disciplines
Assisted and advised Country VP in developing, tracking, and managing strategic objectives across multiple campaigns and lines of business
DIRECTOR OF OPERATIONS/SITE DIRECTOR
IBEX Global
01.2014 - 06.2018
Planned, coordinated, and executed successful Texas Launch of Frontier - New Braunfels and San Antonio
Built strong, Self-Contained Management Teams in both locations, resulting in top performance on Client Scorecards
Ability to grow and maintain productive relationships with Peers and Clients alike
Instrumental leader for Frontier Campaign, increasing HC from 280 agents to over 1000 agents within 36 months, resulting in over $26 million in annual revenue
Drives strategies and processes relating to all aspects of workforce management, including forecasting, staffing, scheduling, and reporting disciplines
Fosters culture of consistency, accountability and continuous improvement
Attracts and retains highly effective management and supervisory staff through mentoring, coaching, development, appraisal and motivation techniques
Assists in preparation and management of capital budget, operating budget, and expense management for Site Operations
Develops and manages contact center capacity plan inclusive of development of annual plan required for operational need
Strategically identifies and improves process for growth, efficiency and profitability relative to enterprise need
SENIOR OPERATIONS/TRAINING MANAGER
IBEX Global, Frontier Communications
04.2011 - 01.2014
Strategic planning, development, staffing, management and financial performance of 150 employees
Train, direct, and motivate shift to achieve profitability and client standards daily
Management team of 7 Supervisors and 6 Team Mentors
Manage and coordinate action plans for daily operations, establish work priorities and ensure customer inquiries are handled effectively while meeting cost, productivity, customer satisfaction, sales, and quality goals
Improved shift attrition from 12% to 4.5% in 90 days
Improved shift sales goal 1.5% to 8.5% in 90 days
Established Supervisor compensation plan to improve RPH by $5 per staffed hour
Maintained and approved legacy Supervisor staff through providing purpose, direction, motivation and recognition
Education
BACHELOR'S DEGREE - LEADERSHIP
University of Arizona Global Campus
12.2024
ASSOCIATE OF APPLIED SCIENCE - Computer Engineering Technology
Austin Peay State University
Clarksville, TN
01.1995
Skills
Global Call Center Operations
Relationship Building
Employee Relations
Cultivating Productive Relationships
Motivational Leadership
Analyzing Financial Data
Cost Reduction Strategies
Budgeting
Forecasting
Sales Forecasting
Performance Analysis
Continuous Improvement Projects
Certification
Financial Industry Regulatory Authority Securities Industry Essentials (SIE) Exam; FINRA; 08/24
Financial Industry Regulatory Authority Investment Co. and Variable Contracts Products Rep Exam (Series 6); FINRA; 10/24
Timeline
Financial Representative
New York Life & NYLIFE Securities
05.2024 - Current
ASSOCIATE VICE PRESIDENT OF OPERATIONS
IBEX Global
11.2021 - 12.2023
SENIOR SITE DIRECTOR
IBEX Global
06.2018 - 10.2021
DIRECTOR OF OPERATIONS/SITE DIRECTOR
IBEX Global
01.2014 - 06.2018
SENIOR OPERATIONS/TRAINING MANAGER
IBEX Global, Frontier Communications
04.2011 - 01.2014
ASSOCIATE OF APPLIED SCIENCE - Computer Engineering Technology
Austin Peay State University
Financial Industry Regulatory Authority Securities Industry Essentials (SIE) Exam; FINRA; 08/24
Financial Industry Regulatory Authority Investment Co. and Variable Contracts Products Rep Exam (Series 6); FINRA; 10/24
BACHELOR'S DEGREE - LEADERSHIP
University of Arizona Global Campus
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