Bio
Credentials
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Giving and Receiving Feedback
LinkedInMay, 2021- Apr, 2026 -
Being an Effective Team Member
LinkedInFeb, 2021- Apr, 2026 -
Building Trust
LinkedInFeb, 2021- Apr, 2026 -
Communicating Nonverbally
LinkedInFeb, 2021- Apr, 2026 -
Employee Experience
LinkedInFeb, 2021- Apr, 2026 -
Igniting Emotional Engagement
LinkedInFeb, 2021- Apr, 2026 -
Learning to Be Approachable
LinkedInFeb, 2021- Apr, 2026 -
Preparing for Successful Communication
LinkedInFeb, 2021- Apr, 2026 -
Building Business Relationships
LinkedInDec, 2020- Apr, 2026 -
Communication Foundations
LinkedInDec, 2020- Apr, 2026 -
Crisis Communication
LinkedInDec, 2020- Apr, 2026 -
Interpersonal Communication
LinkedInDec, 2020- Apr, 2026 -
Certificate Program, Business Analytics: From Data to Insights
The Wharton School -
Certificate Program, Essentials of Human Resources
SHRM -
Texas Notary; Certified Notary Signing Agent
The Office of the Texas Secretary of State
Experience
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Cboe Global Markets
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Remote
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Paralegal
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Apr 2023 - Present
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Remote
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Business Strategy and Planning Director
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Aug 2021 - Apr 2023
Repeatedly promoted to greater leadership roles throughout a flawless 10+ year career. Deliver leadership and administrative support. Develop and coordinate process improvement strategies, including tools needed to establish and sustain company goals for best-in-class performance.Key Achievements➣ Devise/deliver strategic, operational planning, and implementation that ensures management is up to date on business processes, goals, objectives, and timelines.➣ Liaison between Sr. HR Business Partner and Team, enterprise CoEs, and CoSA staff members on business performance objectives.➣ Serve as Program Leader for several talent development programs, pay/performance, goals, critical roles, development planning, retention risks, succession planning, quarterly check-in QA, and HRBP learning series.➣ Coordinate and submit relevant, broader-level Executive Council and Board/Council/Committee-driven requirements.➣ Develop trend analysis for involuntary turnover and Time to Fill data, skills review deep dives, separation studies, and key external hire assessments.➣ Grasp knowledge and foundational understanding of numerous HR topics and provide concise “value-added picture” concepts—engaging thought-provoking changes.
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United States
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Financial Services
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700 & Above Employee
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Executive Operational Planning Manager
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2017 - 2021
Managed a $76.2M HR Partnership budget and 84 FTE for direct and gross G&A expenses across five groups, including gap-solving and workforce planning. Serve as the Service Delivery Manager for Affiliate Agreements.Key Achievements➣ Creator of the HR Staff Agency Business Review slide deck—focused on enterprise scorecard metrics, financials, and other HR-related touchpoints.➣ Ensure Senior HRBPs had up-to-date information to support critical CoSA HR decisions.➣ Interact and collaborate positively with peers, co-workers, and executive leadership.
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Legal Assistant / Sr. Administrative Associate / Executive Associate
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Oct 2012 - Mar 2019
Assumed greater administrative leadership roles while not missing a beat in relieving EMG, HRBPs, attorneys, and legal analysts of routine work assignments and administrative details. Continuously monitored project leaders, ensuring all project milestones were met or concluded ahead of schedules on multiple projects.Key Achievements➣ Managed and maintained various budgets, including $198 HRBP, $800K Corporate Development, $140K Sr Regulatory Legal Outside Counsel, $11K Financial Center Team (191 Centers) Recognition, and $1.02M operating budget that supported 45K+ military/civilian personnel and 34K+ local area retirees.➣ Managed multiple executive calendars, email, correspondence, travel/expense reporting, and prioritized work to allow executives to focus on mission objectives.➣ Reviewed and developed reports, correspondence, and multifaceted presentations for compliance standards, content, graphics, and accuracy.➣ Served as a dedicated specialist with Contracts and Accounts Payable.➣ Expertly handled, created, reviewed, and coded 100+ invoices within the e-Settlements system that ensured a streamlined process and on-time payments.➣ Forecasted trips, conferences, events, and other budget numbers to ensure proper fiscal fiduciaryrequirements were maintained. ➣ Organized and executed multiple meetings, workshops, Town Halls, calibration sessions, and strategic planning sessions—secured venues and catering needs, built slide deck presentations, and coordinated multiple guest speakers enterprise-wide.➣ Accommodated technical support, command priorities, and compliance with regulations.
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Legal Analyst I
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Oct 2012 - Jul 2017
Acknowledged as subject matter expert in conducting numerous confidential New Invention Submission (NIS), Patent Disclosure meetings, and innovation brainstorming sessions. Oversaw multiple matters simultaneously with various deadlines that resulted in dozens of patents issued over a three-year timeline.Key Achievements➣ Facilitated and managed 9 Outside Counsel Firms with the patent prosecution process.➣ Assisted with visits (security requirements, room reservations, 100+ inventor invitations, educating on our patent prosecution policy, processes and guidelines).➣ Reviewed and governed draft patent applications and documents for filing and processing; ensured proper utilization of Foundation IP (Docketing Management System).➣ Created Guidelines and Policy documents lining proper patent prosecution flow, and budgetprocedures—effectively and efficiently controlled operational and mission objective success.➣ Performed a complex intellectual property patentability study to determine the scope of protection with the purpose of providing legal counsel to the client.➣ Investigated and analyzed claim set(s), prosecution histories, and relevant information to formulate a response following a smart Intellectual Property strategy.➣ Created a task and tracking system to review, obtain signatures and expedite patent application filings.➣ Modified the process for executing the required oath of declarations and assignments for each patent application; demonstrably increased efficiency.
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Brown Mackie College
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San Antonio, Texas, United States
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Adjunct Instructor – Criminal Justice
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Aug 2012 - Oct 2013
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San Antonio, Texas, United States
Managed classroom instruction by designing and delivering instructional plans that met course competencies. Ensured all activities supported lesson objectives were approved.Key Achievements➣ Kept accurate records, submitted grades, and enforced school/campus academic and attendance policies.
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3Sixty Integrated
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San Antonio, Texas, United States
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Service Coordinator / Accounts Receivable
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Aug 2012 - Oct 2012
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San Antonio, Texas, United States
Charged with managing 5 service technicians on daily business operations providing customer support requests for security solutions.Key Achievements➣ Posted Accounts Receivables and Payables on time and resolved any discrepancies.➣ Generated detailed reports each week that highlighted company commits, projections, and actuals.
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Major Retired
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Oct 1989 - Sep 2012
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Education
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Boston University - Metropolitan College
Master of Science - MS, Criminal Justice -
Seton Hall University
Master of Independence Program – Intellectual Property Law, 10 semester hours in Legal Research and Writing, Copyright Law, Torts -
University of Maryland University College
Bachelor's degree, Criminology, Psychology / Business Management -
University of Maryland University College
Bachelor's degree, Investigative Forensics -
Community College of the Air Force
Associate of Applied Science, Production Management -
St. Philip's College
Associate of Science - AS, Biology, General -
University of Maryland Global Campus
Associate of Arts - AA, Liberal Arts -
University of Maryland Global Campus
15 Semester Hours of Biology
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References
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