About Us
Award winning leader
A history of managing people, processes and technology solutions to enhance growth and profitability, and create efficiencies. Adept at systems implementation, with specialized results in;
· Financial Operations
Synergy Realization
· Training and Education
Team Integration and Talent Retention
· Organizational Design and Employee Development
· Risk Management
· Analytics / Dashboards
· Workflow Design
A True Specialist
- Designed infrastructures where operations colleagues are engaged to support the growth of the company, while maintaining their focus upon efficiency, quality, client satisfaction and minimizing risk
- Built start-up operations and fulfillment teams (processing, underwriting, risk management, service & support)
- Redesigned business workflow to minimize headcount and improve profitability
- Introduced metrics-driven, accountability-based culture including AML/BSA/SAR
- Collaborated with US Secret Service, FBI, State Attorneys General and other authorities to minimize the negative effects of fraud and misrepresentation in financial services organizations
I Can Help!
- Help independent business owners to prioritize initiatives and define metrics to measure success
- Supply Chain - Document end-to-end processes
- Define competitive differentiation, value/mission statements
- Employee Evaluation - Rank team members' productivity and alignment with company values
- Develop current team members with the highest potential
- Cognitive and Behavioral evaluation