Experience

Fleri

• United States
• Individual and Family Services
• 1 - 100 Employee

• Vice President Of Product Development and Revenue Operations

  • Oct 2021 - Present

  Identify opportunities to help streamline the way immigrants support their loved ones in their countries of origin; establish partnerships and processes required to do so. Help lead growth strategy development. Identify opportunities to help streamline the way immigrants support their loved ones in their countries of origin; establish partnerships and processes required to do so. Help lead growth strategy development.



Bridge Solutions LLC

• United States
• IT Services and IT Consulting

• Founder and Managing Director

  • Nov 2017 - Present

  Bridge Solutions LLC exists to help people manage life's risks in accessible, appropriate and dignified ways. We are a research and design firm focused exclusively on how to develop distribution channels and design products which better address the risk management needs of those whom formal financial services doesn't often specially target. This could include products and platforms which provide cash upon emergency events like car breakdowns, outpatient procedures, smaller legal events, etc. The idea is to develop products and platforms that provide people a short-term "bridge" so they don't get into rat races with themselves, cycles of borrowing, tapping social networks may already be financial stressed. We want these bridges to be appropriate for people's lives, accessible and easy to understand, and to maintain their dignity as individuals and members of the communities they live in. Show less



Principal Financial Group

• United States
• Financial Services

• Financial Analyst - Risk Management

  • Jul 2013 - Sep 2021

  Profitability and capital forecasting Capital management support Model and Forecast process development Process development Team member development General advisory and support — DEI, financial inclusion Profitability and capital forecasting Capital management support Model and Forecast process development Process development Team member development General advisory and support — DEI, financial inclusion



PYRAMID THEATRE COMPANY

• United States
• Performing Arts
• 1 - 100 Employee

• Co-founder, Managing Director (CFO)

  • Aug 2015 - Oct 2016

  Co-founder of Des Moines first theatre company focused on works by black playwrights. Composed supporting documentation for and worked with legal professionals to incorporate the organization and attain 501(c)3 status. Developed Pyramid's initial budget, pricing strategy, compensation structure and fundraising targets. Managed the organization's finances to produce positive net income at the end of year 1 (with an earned ratio over 55%). Established relationships with various partners to support all organizational activities including: establishing a fiscal sponsorship relationship (for fundraising), banking capacity, performance venues, insurance providers, actors' unions, etc. Performed all of the theatre's banking and accounting functions, as well as developed year-end financial statements. Developed guidance on opportunities for improvement in financial and operational infrastructure upon departure. Show less