Experience

Cathedral Capital, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Manager of Operations

  • Oct 2020 - Present

  At CathCap, we are catalysts for accelerated profit. We empower Entrepreneurs to achieve their financial goals by delivering transparent and accurate financials that provide clarity and enable them to make informed decisions. We specialize in law, medical, E-commerce, Saas, advertising, and manufacturing industries. Our team of professionals include Strategists, COOs, CFOs, Controllers, Financial Analysts, Data Visualizers, Accountants, Bookkeepers, and System Integrators that provide fractional services to coachable entrepreneurs. At Cathedral Capital, I play a pivotal role in optimizing business processes, spearheading the development of a companywide training plan, and enhancing IT infrastructure. Additionally, I champion cross-state coordination, orchestrating annual company-wide in-person meetings across 12 states, and collaborate to implement performance metrics tailored for diverse workforces, driving measurable results and operational efficiency. Show less



American Income Life Insurance Company

• United States
• Insurance
• 700 & Above Employee

• Operations Manager

  • Sep 2017 - Oct 2020

  In my role at American Income Life, I led talent acquisition, onboarding, and training processes, ensuring a skilled and motivated team. I was instrumental in the company's swift shift from in-person to virtual operations during challenging times. My introduction of daily tracking metrics for calls, appointments, and sales conversions drove business growth. Furthermore, my initiative in creating a quality assurance procedure significantly reduced form decline rates, enhancing operational accuracy and client trust. Show less



Bull & Barrett, LLP

• Law Practice
• 1 - 100 Employee

• Office Manager/Paralegal

  • Nov 2014 - Jun 2017

  As an Office Manager/Paralegal, I managed a diverse portfolio of over 30 case files, ensuring timely progression and resolution. My responsibilities spanned from coordinating trial preparations to drafting legal documents and maintaining open communication with clients. I also oversaw diverse office tasks, from accounts processing to meeting coordination, ensuring a conducive work environment and streamlined operations. As an Office Manager/Paralegal, I managed a diverse portfolio of over 30 case files, ensuring timely progression and resolution. My responsibilities spanned from coordinating trial preparations to drafting legal documents and maintaining open communication with clients. I also oversaw diverse office tasks, from accounts processing to meeting coordination, ensuring a conducive work environment and streamlined operations.