Experience

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  Stone Oak Wealth Management

  • Chief Operating Officer

    • Dec 2021 - Present

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  Covenant

  • Controller

    • Dec 2020 - Dec 2021

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  One Advocate Group

  • Chief Operating Officer

    • Apr 2017 - Dec 2020

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  St. Anthony Catholic School

  • San Antonio, Texas Area

  • Chief Operating Officer

    • May 2011 - Mar 2017
    • San Antonio, Texas Area

    Responsible for reporting to the Board of Directors on the management of operations and financials of a 110 year old campus with 400 students and over 300 parents.Manage all HR related matters for over 50 staff and administration. Including but not limited, to managing health benefits, retirement planning, human resourcing, contract negotiation and conduct risk.Responsible for all financial management including: (1) ensuring the financial expense budget of over $3M is adhered to, (2) overseeing Collections Manager responsibilities of accounts payable and accounts receivable, (3) managing Development Director responsibilities of annual fundraising, (4) payroll administration and (5) contract negotiations.Perform marketing and community outreach to promote the school for annual fundraising and facility rental.Responsible for managing 2 Facility Managers, including the maintenance and repair of 7 facilities of over 75,000 sq. ft.Acted as school liaison with construction contractor for the completion of a new $5M middle school in 2013, which includes state of the art culinary facility, collaboration tech lab and science lab. Managed the 2016 financial 5-year strategic plan which required team collaboration with school administration, Board of Directors and parent volunteers. This is to include a new multifaceted revenue plan such as facility rental, classroom naming opportunities and enhancing existing summer & enrichment programs.Played an integral role in the implementation of a Wellness Program, which included the institution of a new healthy meal program, classroom education on nutrition and gardening.

• 

  Amici Hair Studio, LLC

  • San Antonio, Texas Area

  • Co-Owner

    • 2006 - 2015
    • San Antonio, Texas Area

    Oversaw the salons financial capital investment, market analysis, branding, operations and financials, with a total of 5 employees working in the full service salon. Located in the Tobin Hill Historic District.

• 

  AT&T

  • Austin, Texas

  • Associate Director Product Marketing

    • Jun 2010 - May 2011
    • Austin, Texas

    Acted as the business requirements liaison for the AT&T Global Wi-Fi Product Marketing team, for the implementation of an enterprise application software SAP Sales Order Tool.Managed a Contract Management team of 5, in the document management and negotiations of Wi-Fi agreements with customers such as AT&T Cowboy Stadium and AT&T Park | Giants Stadium.Responsible for the financial management for the AT&T Global Wi-Fi Director team. This required successfully collecting and interpreting data on a weekly basis with the Product Marketing team and disseminating critical data to the Director on a monthly basis.

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  AT&T

  • SAP Security Team Lead

    • 2007 - 2010

    Team leader for 7-10 SAP Security Developers, located in multiple states. Managed their daily deliverables which included creating and maintaining enterprise end user access for over 250,000 AT&T employees.Responsible for providing SAP Security 5-year strategic planning and execution for the continued growth through merger and acquisitions.Worked closely with internal and external audit teams to ensure compliancy according to AT&T Security Policy and Requirements guidelines.Coordinated with SAP software developers from international locations. This required involvement throughout the software development life cycle, with a primary focus on the Design/Development, Coding/Implementation and Testing/Integration.Worked closely with IT leadership groups to define technology timelines, milestones & deliverables. In addition acted as liaison to build partnership between client organizations and IT development teams.

  • Senior Business Manager

    • 2005 - 2007

    Coordinated Project/Program deliverables for a virtual team of 15 employees across multiple technical disciplines by ensuring successful timeline management, issue resolution, delivery of documentation and project communication. The successful deployment resulted in the delivery of a new enterprise web portal and security solution for over 250,000 AT&T employees. As a result I was a recipient of the prestigious AT&T CIO Award.Participated in overseeing long term strategies which helped to increase performance and optimization across the technology landscape.

  • Associate Director HRO Technology

    • 2003 - 2005

    Managed the HR technology deliverable for a new state of the art enterprise HR Service Delivery Model called HROneStop. HROneStop was delivered to all SBC employees. Responsible for overseeing a team of 7-10 managers in the definition of the functional/business/technical requirements and managing the implementation and testing the overall technology required to support Interactive Voice Response (IVR), ACD, Web Portal, Knowledge Base (HR Data Repository) and HR Support Center Applications. Directed the project management to sets policies, direction and objectives. As part of the project management responsibilities I oversaw the technology status, issue, risks and communication.

  • Chief of Staff to Vice President of Operations Support Systems

    • 2001 - 2003

    Reported directly to the Vice President of Industry Markets. Monitored and managed monthly budget for over 300 employees nationwide worth $30M by successfully ensuring we were at least $1.5M under budget for each of the 2001 and 2002 calendar years.Responsible for coordinating and managing two management downsizings which entailed tactical planning, close administration with Corporate HR, Legal and all Senior Leadership.Assisted the Vice President with coordinating and managing the business unit goals, objectives and action items. This required drafting written documents that included internal and external communication plans to attain goals and objectives.Coordinated and administrated projects to provide business unit efficiencies and meet SBC merger and legal mandates.

  • Area Manager Operations Systems Support Lead

    • 2000 - 2001

    Team lead for 5 managers who provided global technical support for over 150 external customers (including MCI and Sprint). Oversaw the daily deliverables and managed issue resolution. Coordinated and provided Overview training for approximately 85 managers.Provided on-site demonstrations for external Southwestern Bell customers and managed escalations.

  • Area Manager Operations System Support

    • 1999 - 2000

    Single point of contact for over 25 Southwestern Bell Global accounts, including AT&T (pre-merger), on technical issues and responsible for transitioning call centers from manual requests to mechanized solutions. Provided demos to the Public Utility Commission.

  • Manager - Operator Services

    • 1998 - 1999

    Team lead for 7 Desktop Support Managers in the delivery of desktop support, long term planning, and desktop mechanization for Operator Services organization and leadership team.

  • Call Center Manager for Network and Credit and Collections

    • 1996 - 1998

    Lead, direct and manage inbound/outbound 30 Collection Representatives and 25 Repair Technicians.