Operations Coordinator

• Mar 2023 - Present

Business Owner

• Apr 2014 - Present

• Managing over 100 students, creating and maintaining systems for instruction, payment collection, and promotion. • Generate $30,000/mth in revenue ($360,000 annually) with 150 full time students, increasing profitability per student by 15% within 2 years. •Generate year end and monthly reports to track financial progress •Developed a parent association/booster club and non-profit organization to support the business financially and strengthen client relations as well as increase customer retention. •Negotiate studio leases, vendor contracts, and salaries/compensation for instructors. •Proactively communicate with clients to ensure a clear understanding of policies and procedures. •Coordinate special events including competitions and fund raisers. Each requiring contract negotiations with venues, vendors (food & bev and merchandise), VIP’s, room blocks, as well as the collection and distribution of funds. •Create and market new classes. Reach out to and build relationships with other businesses and organizations that benefit and or promote the program. Show less

Director Of Operations

• Oct 2021 - Mar 2023

Performed firm due diligence and spearheaded the transition from broker dealer to RIA, maintaining 100% client retention Perform account-level trade auditing, with a focus on TLH & model tolerance weighting Construct internal processes & procedures for client onboarding and investment model transitions, which served as the backbone for our RIA transition Created & maintain processed for tracking of outstanding tasks, opportunities & revenue projections for the team in Wealthscape, Orion, and RedTail Show less

Director of Investments

• Aug 2020 - Oct 2021

Senior Investment Coordinator

• Jan 2020 - Aug 2020

Developed uniform systems and processes for securely collecting, storing, and retrieving personal, as well as compliance data in SalesforceCreated custom automated processes and workflows through SalesforceDocumented best practices for opening, closing, and servicing investment accounts through Charles Schwab and FidelityCoordinated and facilitate actions items with clients, financial advisors, and third-party vendors to ensure efficient and timely executionIntegrated firm technologies, while ensuring interdepartmental communications and operations ran smoothly throughout the onboarding process Show less

Investment Associate

• Mar 2019 - Jan 2020

Financial Planning Coordinator

• Oct 2018 - Mar 2019

In addition to operational duties, I help financial advisors craft plans tailored to clients’ financial needs.

Business Owner

• Jan 2003 - Apr 2014

• Opened facilities in 3 cities. Each requiring local real estate market research, assessment of fair value rental rates, negotiation of lease terms, oversight of tenant improvements and management of studio operations. • Networked with local businesses, schools, municipalities and civic organizations to build awareness and establish brand identity for the program. • Actively communicate with clients to better understand their needs and increase retention. • Implemented an automated accounts receivable collection system to improve efficiency. • IDTANA-SR(Regional Teachers Association): Treasurer- managed liquid assets, contract administration for vendors, invoice processing, and generation of monthly as well as annual budget reports. Show less