Experience

FinTrust Connect

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Founder & CEO

  • Aug 2021 - Present

  Drive business initiatives, creating new client relationships with major financial services organizations. Provide headhunting, recruiting, executive search, and permanent staffing and advisory services. Train and oversee Sales, Operations, Accounting, Marketing, HR, and Information Technology departments. Shape the organization's culture, empower leaders, build high-performance teams, and manage key relations with significant partners and stakeholders. Key Accomplishments: • Empower corporate leaders to create authentic team engagement that multiplies retention and attracts top talent and next-generation leaders. • Saved a client time by reducing a critical search from multiple months to two weeks; resulted in recovering the organization thousands in outsource costs. • Created tailored talent acquisition strategies for clients and adding key client relationships by acting as a corporate talent advisor and being involved in corporate workforce strategy and planning. • Develop technology to innovate the company recruiting processes. • Expanded Statement of Work (SOW), special project and consulting services for clients in areas such as risk, audit, compliance, data science & analytics, model risk management, Cloud Migrations, Systems Migrations, change management, Artificial intelligence (AI), Machine Learning (ML), Business Process Automation (BPA), Robotics Process Automation (RPA), and other tailored projects. • Effectively craft custom client and candidate strategies to ensure the best team and company match Show less



Ascendo Resources

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Partner - Financial Services

  • Apr 2013 - Jun 2020

  Started as a recruiter and was promoted to managing director and later made Partner in February of 2018. Subject matter expert for risk, compliance, credit, data, technology, and interim or consulting staff augmentation for the banking and financial services industry of areas which include; front office, middle office, and back-office skillsets. Provided mentorship, guidance to career professionals as well as a staff recruiter and students entering the career market. Key Accomplishments: • Successfully developed a book of business of $3,200,000 from 2013 to 2017 in temporary and permanent placements. • Achieved top producer of the organization for three consecutive years out of 100+ employees’ organization. • Led, managed, and trained an effective and high-performing team of 8 recruiters to business develop and recruit. • Surpassed $1M in gross revenue within two years, while adding $3M of new market revenue to the company. • Managing producer that recruited, led, trained branch staff in a brand-new market territory additionally to managing P&L, marketing, branch culture, and expansion. • Developed branch policies and procedures and optimized business process flow to increase 45% employee productivity. Show less



Paradise Capital Group

• United States
• Investment Banking
• 1 - 100 Employee

• Private Wealth Consultant

  • Jan 2010 - Apr 2013

  Monitored financial market trends, updated clients' accounts for any changes such as economic, life changes, or financial performance that called for a financial plan reassessment. Key Accomplishments: • Delivered an average of $45,000 in quarterly sales of new accounts, maintain existing client relationships, and implemented new client screening procedures to enhance departmental operations. • Analyzed oil/gas and gold stocks and provided investment recommendations; committee later selected 2 of the recommendations to invest in using $50,000 in company portfolio – resulted in a 35% increase in investor participation. Perform a complete research and selection of public company operations/comparables utilized in IPO valuation for a $5M initial public offering social media company and advised investment committee in acquisition due to exceptional historical profits and possible future parent company mergers. Strategically analyze oil, gas and gold stocks and recommend investment options based on performance index success; committee’s selection of 2 recommendations utilizing $50K in portfolio investment funds that resulted in a 35% increase in investor participation. Aggressively monitor financial market trends, update client account demographics and financial performance that could require plan reassessments. Show less