Experience

Rise Yaupon

• Food and Beverage Manufacturing
• 1 - 100 Employee

• President and Co-Founder

  • May 2023 - Present

  President and Co-Founder of Rise Yaupon, Inc. A tea growing and manufacturing company that produces American-grown teas aimed at both tasting delicious and promoting health and wellness. We utilize tea as a way to empower and give back to our community. President and Co-Founder of Rise Yaupon, Inc. A tea growing and manufacturing company that produces American-grown teas aimed at both tasting delicious and promoting health and wellness. We utilize tea as a way to empower and give back to our community.



Steele Away Farms

• New Smyrna Beach, Florida, United States

• Farm Manager

  • Feb 2021 - Present

  Getting my hands dirty with growing native plants for teas and essential oils. Tractor driver, weed killer, plant aficionado. Getting my hands dirty with growing native plants for teas and essential oils. Tractor driver, weed killer, plant aficionado.



Ilex Organics

• Manufacturing
• 1 - 100 Employee

• Chief Operating Officer

  • Aug 2021 - Nov 2022



Yaupon Brothers American Tea

• United States
• Food and Beverage Manufacturing
• 1 - 100 Employee

• Chief Operating Officer

  • Apr 2020 - Nov 2022



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Feb 2018 - Apr 2020

  I led a strategy and executional hybrid team that was responsible for developing and driving new pilot programs geared towards revolutionizing the client experience within Schwab’s physical and virtual branch network. By establishing new relationship models and differentiating engagement experiences, my team was accountable for deepening client relationships, measured by increased share of wallet, solutions penetration, client net promotor scores and decreasing attrition rates. I led a strategy and executional hybrid team that was responsible for developing and driving new pilot programs geared towards revolutionizing the client experience within Schwab’s physical and virtual branch network. By establishing new relationship models and differentiating engagement experiences, my team was accountable for deepening client relationships, measured by increased share of wallet, solutions penetration, client net promotor scores and decreasing attrition rates.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager

  • Nov 2010 - Feb 2018

  Financial services is EY’s largest global industry group and our Advisory team helps the worlds retail brokerage, private bank, private asset management and trust organizations solve their most pressing business challenges. I provided strategy and management consulting services to wealth and asset management financial institutions, primarily broker dealers, banks, and retirement organizations. Core competency areas include: - Business transformation and Target Operating Model… Show more Financial services is EY’s largest global industry group and our Advisory team helps the worlds retail brokerage, private bank, private asset management and trust organizations solve their most pressing business challenges. I provided strategy and management consulting services to wealth and asset management financial institutions, primarily broker dealers, banks, and retirement organizations. Core competency areas include: - Business transformation and Target Operating Model development - Client onboarding and retirement solution development and implementation strategy and execution - Business strategy, target operation models, process optimization, business case/economic model development, regulatory impacts (e.g. Dept. of Labor Fiduciary Rule) - Customer engagement, user personas and profiles development - Operational efficiency assessments Show less Financial services is EY’s largest global industry group and our Advisory team helps the worlds retail brokerage, private bank, private asset management and trust organizations solve their most pressing business challenges. I provided strategy and management consulting services to wealth and asset management financial institutions, primarily broker dealers, banks, and retirement organizations. Core competency areas include: - Business transformation and Target Operating Model… Show more Financial services is EY’s largest global industry group and our Advisory team helps the worlds retail brokerage, private bank, private asset management and trust organizations solve their most pressing business challenges. I provided strategy and management consulting services to wealth and asset management financial institutions, primarily broker dealers, banks, and retirement organizations. Core competency areas include: - Business transformation and Target Operating Model development - Client onboarding and retirement solution development and implementation strategy and execution - Business strategy, target operation models, process optimization, business case/economic model development, regulatory impacts (e.g. Dept. of Labor Fiduciary Rule) - Customer engagement, user personas and profiles development - Operational efficiency assessments Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Project Manager, Service Group Associate Manager, Operations Graduate Training Program

  • Jul 2005 - Nov 2010

  At the beginning of my career, through a variety of roles and experiences, I was able to contribute to some of the major programs within Operations and also serve in a management capacity, directly overseeing a team in the firm’s servicing and support call center. At the beginning of my career, through a variety of roles and experiences, I was able to contribute to some of the major programs within Operations and also serve in a management capacity, directly overseeing a team in the firm’s servicing and support call center.