Experience

TLA Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Aug 2022 - Present

  TLA Financial Services provides institutional investors and high net worth individuals with professional U.S.-style escrow services for assets in Latin America as well as serves corporate and real estate escrow needs of clients in the U.S. and other jurisdictions outside of Latin America. TLA is licensed by the Texas Department of Banking and counts some of the largest law firms, investors and lenders in both the U.S. and Latin America as clients. As COO, I provide leadership and strategic… Show more TLA Financial Services provides institutional investors and high net worth individuals with professional U.S.-style escrow services for assets in Latin America as well as serves corporate and real estate escrow needs of clients in the U.S. and other jurisdictions outside of Latin America. TLA is licensed by the Texas Department of Banking and counts some of the largest law firms, investors and lenders in both the U.S. and Latin America as clients. As COO, I provide leadership and strategic vision to the organization to bring administrative procedures, reporting structures, and operating controls to drive company results. Show less TLA Financial Services provides institutional investors and high net worth individuals with professional U.S.-style escrow services for assets in Latin America as well as serves corporate and real estate escrow needs of clients in the U.S. and other jurisdictions outside of Latin America. TLA is licensed by the Texas Department of Banking and counts some of the largest law firms, investors and lenders in both the U.S. and Latin America as clients. As COO, I provide leadership and strategic… Show more TLA Financial Services provides institutional investors and high net worth individuals with professional U.S.-style escrow services for assets in Latin America as well as serves corporate and real estate escrow needs of clients in the U.S. and other jurisdictions outside of Latin America. TLA is licensed by the Texas Department of Banking and counts some of the largest law firms, investors and lenders in both the U.S. and Latin America as clients. As COO, I provide leadership and strategic vision to the organization to bring administrative procedures, reporting structures, and operating controls to drive company results. Show less



Homeowners Financial Group USA, LLC

• United States
• Financial Services
• 300 - 400 Employee

• Project Manager

  • Mar 2020 - Aug 2022

  Led the prioritization, planning and implementation of cross-functional, corporate-wide initiatives for a privately-owned mortgage company with $3.7 billion in loan volume. Interfaced between technology and operations groups to translate business needs into technical requirements, manage delivery of requirements, and confirm expected results. Implemented business analytics tool (Domo) to provide management team with actionable business intelligence. Led the prioritization, planning and implementation of cross-functional, corporate-wide initiatives for a privately-owned mortgage company with $3.7 billion in loan volume. Interfaced between technology and operations groups to translate business needs into technical requirements, manage delivery of requirements, and confirm expected results. Implemented business analytics tool (Domo) to provide management team with actionable business intelligence.



Arcoro

• United States
• Software Development
• 100 - 200 Employee

• Implementation Consultant

  • 2016 - 2020

  Oversaw high-profile company projects to ensure the successful execution of deliverables for the company’s largest clients as well as led projects to improve company’s operational processes to support high revenue producing products. Partnered with Human Resource executives to understand their operational processes and needs to recommend a system configuration of company’s cloud-based human capital management system that combined strong technical expertise and HR process management to ensure… Show more Oversaw high-profile company projects to ensure the successful execution of deliverables for the company’s largest clients as well as led projects to improve company’s operational processes to support high revenue producing products. Partnered with Human Resource executives to understand their operational processes and needs to recommend a system configuration of company’s cloud-based human capital management system that combined strong technical expertise and HR process management to ensure product utilization and client satisfaction. Show less Oversaw high-profile company projects to ensure the successful execution of deliverables for the company’s largest clients as well as led projects to improve company’s operational processes to support high revenue producing products. Partnered with Human Resource executives to understand their operational processes and needs to recommend a system configuration of company’s cloud-based human capital management system that combined strong technical expertise and HR process management to ensure… Show more Oversaw high-profile company projects to ensure the successful execution of deliverables for the company’s largest clients as well as led projects to improve company’s operational processes to support high revenue producing products. Partnered with Human Resource executives to understand their operational processes and needs to recommend a system configuration of company’s cloud-based human capital management system that combined strong technical expertise and HR process management to ensure product utilization and client satisfaction. Show less



Paradigm Dx

• Phoenix, AZ

• Director

  • 2016 - 2020

  External board member for a diagnostic start-up company that provides information about the genomic makeup of a patient's cancer and therapeutic associations to guide the patient's course of treatment. Company sold to Exact Sciences in March 2020. External board member for a diagnostic start-up company that provides information about the genomic makeup of a patient's cancer and therapeutic associations to guide the patient's course of treatment. Company sold to Exact Sciences in March 2020.



Thomas Title & Escrow

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President

  • 2013 - 2014

  Provided financial and operational oversight to title and escrow company specializing in complex, commercial real estate transactions. Championed strategic initiatives to drive efficiencies across the organization with emphasis on accounting, information technology, and human resources. Provided financial and operational oversight to title and escrow company specializing in complex, commercial real estate transactions. Championed strategic initiatives to drive efficiencies across the organization with emphasis on accounting, information technology, and human resources.



International Genomics Consortium

• Biotechnology Research
• 1 - 100 Employee

• Vice President, Tissue Source Site Network Project Manager

  • 2010 - 2012

  Oversaw operations and project management activities for IGC’s $21 million dollar contract with National Cancer Institute to establish a tissue source site network to provide cancer biosamples and associated clinical data to The Cancer Genome Atlas (TCGA) project.

• Vice President of Business Development

  • 2008 - 2010

  Championed new funding opportunities for non-profit, medical research organization specializing in biobanking and biomedical research. Worked with CEO and President to lead and implement priority, organizational projects.



First National Bank of Arizona

• Banking
• 1 - 100 Employee

• Chief Operating Officer CondoCerts

  • 2006 - 2008

  Managed product development, operations, and finance for $13M e-commerce start-up that provides electronic document management services for community management companies.

• Senior Vice President

  • 2004 - 2006

  Worked with Chief Administrative Officer to manage Legal, Risk Management, Operations & Technology, and Human Resources for bank with $4.0B in assets and $300M in revenue.



TGen - Part of City of Hope

• United States
• Biotechnology Research
• 200 - 300 Employee

• Director of Operations, Molecular Profiling Institute

  • 2003 - 2004

  Managed laboratory operations and business development activities of a start-up genomic reference laboratory founded by TGen and the International Genomics Consortium to provide cutting edge clinical diagnostic service for life threatening diseases.

• Manager, Strategic Planning

  • 2003 - 2004

  Led strategic planning process and prepared presentation and strategic plan for Board review, including clear definition and action plans to achieve short and long-term goals.



Boston Consulting Group (BCG)

• United States
• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • 2001 - 2003

  Completed a broad range of strategy development, customer segmentation, operational effectiveness, and merger integration projects in the pharmaceutical and biotechnology industries. Completed a broad range of strategy development, customer segmentation, operational effectiveness, and merger integration projects in the pharmaceutical and biotechnology industries.



Eli Lilly and Company

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Financial Analyst

  • 1996 - 1999

  Provided business consulting services and financial analysis to Lilly USA’s managed care business and Latin American / Asian Pacific / Japanese affiliates. Provided business consulting services and financial analysis to Lilly USA’s managed care business and Latin American / Asian Pacific / Japanese affiliates.