Experience

The League

• United States
• Consumer Services
• 1 - 100 Employee

• Chief Of Staff

  • Jun 2018 - Present



CMG Financial

• United States
• Financial Services
• 700 & Above Employee

• Corporate Ambassador

  • Apr 2014 - Dec 2017

  Was considered “the face” of the organization - in a similar capacity to the W Hotels’ “Whatever/Whenever” philosophy Was customer service at the ultimate level for its employees and client base, providing top tier guidance and assistance within the organization Organization and fulfillment of all company events at corporate and national levels, including annual 250-person conference and retreat for top sales producers and guests Served as personal and executive assistant to Chief Executive Officer/President Served as personal and executive assistant to Executive Vice President Oversight of corporate headquarters office building as its onsite contact for the building manager and tenants Show less



The CMG Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Acting Executive Director

  • 2011 - 2017

  CMG Financial's Non-Profit arm January 2011 - December 2017 (alongside mortgage positions). Oversight of the Foundation in its entirety. Orchestrated annual fundraiser for 400 guests, raising on average $750K+ each event. Organization and fulfillment of all fundraising outreach for local and nationwide catastrophic events and needs. CMG Financial's Non-Profit arm January 2011 - December 2017 (alongside mortgage positions). Oversight of the Foundation in its entirety. Orchestrated annual fundraiser for 400 guests, raising on average $750K+ each event. Organization and fulfillment of all fundraising outreach for local and nationwide catastrophic events and needs.



CMG Financial

• United States
• Financial Services
• 700 & Above Employee

• Operations Manager - Correspondent Lending

  • 2013 - 2014

  Co-Managed processing, review, underwriting & purchasing correspondent lending operational staff membersWorked daily with C-suite level executives of the sellers organizations to offer customer service and deliver productOversaw recruitment, scheduling, performance evaluations, employee training of all staff membersWas responsible for motivation and employee development Evaluated, monitored and updated policies and procedures

• Operations Manager, HARP Consumer Direct Lending

  • 2012 - 2013

  Helped create a division for the company exclusively for HARP loansCreated and managed/coached a team of agents to speak with borrowers and take applicationsManaged and trained group of 15 to facilitate the process from application to funding



Project Inform

• United States
• Research Services
• 1 - 100 Employee

• Development Associate

  • 2011 - 2012

  AIDS Service Organization - Assisted Director of Development with daily fundraising for the organization; annual fundraising activity amounting to $3.0MM+. Event production coordinator for all organization activities, including the spring and fall galas for hundreds of donors. Assisted in city-initiated fundraisers for the AIDS service community; worked with organizations’ volunteers on a daily basis AIDS Service Organization - Assisted Director of Development with daily fundraising for the organization; annual fundraising activity amounting to $3.0MM+. Event production coordinator for all organization activities, including the spring and fall galas for hundreds of donors. Assisted in city-initiated fundraisers for the AIDS service community; worked with organizations’ volunteers on a daily basis



CMG Financial

• United States
• Financial Services
• 700 & Above Employee

• Wholesale Account Executive/Retail Account Executive

  • Dec 2000 - 2011

  Was in Top 5 of producers each year. Developed new relationships that met company goals and objectives/maintained relationships with Brokers. Developed and presented formal training presentations. Physically in the field throughout week. Maintained contact database and sent frequent correspondence on programs, procedures, company changes, and enhancements. Developed communication and marketing material for brokers with consistent branding and corporate approval. Maintained pipeline reports and expiring rate locks for broker. Monitored pull through reports for brokers with continual coaching for acceptable performance Show less



Gateway Bank F.S.B.

• United States
• Banking
• 1 - 100 Employee

• Wholesale Account Executive

  • 2001 - 2003