Driven and experienced professional, holding a Master's degree in management, with proven success in overseeing and directly supporting business operations and special projects as well as thinking creatively about process improvement for the overall betterment of the organization.
Employs strong leadership skills driven by the ability to effectively communicate, present and educate as well as assertively make decisions to prioritize and manage multiple responsibilities and priorities at once.
Diligent in conducting analysis of systems and workflows of a complex and fast paced organization, pinpointing opportunity for improvement then leading subsequent discussion and execution of special projects and change initiatives.
Committed to delivering professional and personable experiences with all partners, superiors, direct reports, and external vendors and creating reliable relationship built on trust, and respect
Provide direct business support for the executives of the East region of Wealth Management Banking by overseeing their internal team systems and their front line associates.
Developed processesand standardized procedures on a market and national level to achieve organizational objectives and executed on behalf of market sales directors.
Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
Developed procedural manuals and resource guides for operational areas within scope of business support responsibilities.
Proven results overseeing all aspects of the branch operations, its people, and its clients by continual verification of accuracy and compliance, ensuring associates are safe and happy, and clients are treated with world class service.
Relied on to share strong business acumen and expertise of operations of the Financial Center and partners in Merrill
Edge, Home Loans, and Small Business and known for ability to communicate, educate and inform peers and clients.
Lead a weekly conference call aimed at improving employee satisfaction that recognizes greatness around the market and is designed to showcase true leadership in hopes of inspiring others to also exceed the expectations of others.
Perform daily and monthly auditing to ensure risk is minimized in all aspects, i.e. operational risk, reputational risk, monetary risk, regulatory risk, etc., and when gaps are discovered works with team to uncover root cause and coach them out of it.
Conducts reporting analysis to illuminate gaps in performance within financial center and communicates deliverables, analyze performance, determine root causes, create action plans, and build out a 30/60/90 development strategy
Consistently exceeded all deliverables for performance and behaviors around the Financial Center's revenue, client experience, operations, digital engagement, client outreach, etc
Recorded success as top performer in Maine Market as an individual contributor for both sales dashboard and client experience scores by proactively engaging clients and quickly building rapport, actively listening, thinking strategically about their goals and priorities, making strategic recommendations, following up and escalating problem incidences as necessary.
Summa cum laude graduate
Peer Mentor for HR Management Program – Kaplan University Ambassadors and Leaders Organization – Kaplan University Graduate Student Representative and Planning Committee – Kaplan University Graduate Student Representative for Faculty Curriculum Committee – Kaplan University
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