Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Customer Success Manager
      • Oct 2021 - Present

      Strike Graph is a security compliance company. Our customers earn revenue faster by completing security audits successfully and quickly. Strike Graph is a security compliance company. Our customers earn revenue faster by completing security audits successfully and quickly.

    • United States
    • Law Practice
    • 300 - 400 Employee
    • Compliance Manager
      • Jun 2015 - Oct 2021

      - Manage stakeholder compliance, legal, operational, regulatory and security audits of the Firm’s 16 offices located across the United States. - Work internally with lines of business leaders to remediate audit findings, organizing data, supporting documents, and ad hoc training to ensure the successful close-out of these reviews. Track historical performance to offset future repeat findings. - Implement firmwide virtual audit best practices to support favorable review results during transition from on-site to on-line regulatory audits during the pandemic. - Oversee change management compliance through the monitoring of 150+ monthly external stakeholder operational and regulatory directives by leading internal meetings with lines of business leaders and Partners. - Supervise the Firm’s collateral document program, ensuring the confidential handling of 1,500+ sets of loan documents by custodians located at the Firm’s 11 West Coast offices. - Onboard 650+ employees to the Firm’s PDF technology via live and online training.

    • Legal Services
    • 1 - 100 Employee
    • Operations Liaison
      • Jun 2012 - May 2015

      - Complete 75+ client due diligence packages in a three month time period to demonstrate Firm’s compliance with changes to the industry's regulatory standards.- Develop 45+ policies to document compliance with regulatory requirements and create an online resource for firmwide access to this information. Responsible for annual version control of documents to confirm policies remain current.- Initiate annual online employee training program to ensure firmwide understanding of updates to regulatory requirements and industry best practices. - Client liaison for on-site security reviews and compliance control testing at 11 Firm offices throughout the Western United States.- Facilitate review and execution of client and vendor agreements.

    • Executive Assistant
      • Jun 2009 - Jun 2012

      - Coordinate business licenses for Firm’s expansion into 9 additional offices across the Western United States. Recruit staff to support new locations, review resumes and initiate contact with candidates. - Arrange professional travel for 85+ attorneys, marketing and personal travel for Partners.- Coordinate annual holiday parties, firm-wide quarterly lunches, and bi-weekly morale boosting activities for 11 offices and 300+ employees across the Western United States. - Reconcile expense reports for shared marketing events and report on cost-saving opportunities..- Administrative responsibilities include preparing minutes for Partner, marketing, and department meetings, and assisting the Director of Operations and Chief Operations Officer in Firm initiatives on an as-needed basis.

Education

  • University of Portland
    Organizational Communication, Organizational Communication, General
    2005 - 2009

Community

You need to have a working account to view this content. Click here to join now