Experience

CoolSys Energy Solutions

• United States
• Environmental Services
• 1 - 100 Employee

• Business Account Manager

  • Aug 2023 - Present

• Business Account Manager

  • Jul 2023 - Present

• Senior Project Manager

  • Mar 2023 - Aug 2023

• Project Manager

  • Sep 2021 - Mar 2023



Touchstone Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Professional

  • Dec 2020 - Sep 2021



Guglielmo and Associates, PLLC

• Director Of Operations

  • Aug 2018 - Dec 2020

  - Successfully on-boarded 2 new Fortune 500 clients.- Allocated resources for an R&D of function within our department, resulting in procedural improvements. Improvements allowed staff of 3 to process workload which previously required 5 FTE..- Decreased exceptions/fallouts by 99% through implementation of procedural programming improvements for 4 of our 5 processes. - Created daily data export for the firm, which resulted in a higher translation success rate to the firm’s clients than that of the firm’s system of record.- Performed root cause analysis on the firm’s key operational processes to identify and remediate current procedural failures.- Lead monthly performance calls with current clients, in which I facilitated the review of current processes, ensuring functionality and procedural adherence. Show less

• Compliance Officer

  • May 2012 - Aug 2018

  - My tenure resulted in the firm being awarded 3 compliance excellent awards by 2 separate clients.- For the firm’s Fortune 500 clients, successfully completed 5 annual onsite client audits, scoring Satisfactory or better.- Executed internal audits and successfully implemented 100s of preventative controls into the firm's processes to ensure compliance.- Held CCCS (Certified Credit and Collections Specialist) Certification - Interfaced daily with clients' compliance teams - Implemented systematic and comprehensive Compliance Management System to meet the needs of Fortune 500 clientele. Managed components included: vendor management, complaint management policy and procedures, training and testing, internal audit program, external audit management, corrective action, and remediation programs. Show less



American Valet

• Tucson, Arizona Area

• Account Manager

  • Oct 2010 - May 2012

  - Managed 2 employees at account location - Responsible for scheduling and payroll of account - Lead by example to promote excellent customer service - Managed 2 employees at account location - Responsible for scheduling and payroll of account - Lead by example to promote excellent customer service