Chief Operating Officer

• Feb 2023 - Present

Work across various departments including Sales and Marketing, Operations, and Finance and Admin to review and improve process, identify hurdles and collaborate to find solutions. Oversee several personnel initiatives including the recruitment, retainment, and training and development strategies for our staff. As a firm operating on EOS, fill the Integrator role and work alongside our Visionary to identify and carry out key initiatives to grow the firm and increase profitability.

Firm Administrator

• Feb 2018 - Feb 2023

As the Firm Administrator, I manage various aspects of operations, human resources, and administration. I oversee our employee lifecycle including the hiring, onboarding and retention of our staff. As we strive to build and maintain a culture of excellence, I focus on various aspects of employee engagement and work with our directors to make necessary adjustments to current policies, benefits and other internal initiatives. I manage our client and prospect data within our CRM tool, and am responsible for publishing articles and announcements via e-mail as well as on our company webpage. Show less

Practice Coordinator

• Aug 2012 - Feb 2018

Permissions Manager

• Oct 2010 - Oct 2012

Assist in the application, creation and development of questions for use in state-run standardized tests. Responsibilities include working with publishing companies and individual agents to ensure copyright permission, as well as creating test questions using assigned guidelines and requirements. Assist in the application, creation and development of questions for use in state-run standardized tests. Responsibilities include working with publishing companies and individual agents to ensure copyright permission, as well as creating test questions using assigned guidelines and requirements.