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Work Background
Inside Fitness Counseling and Life CoachingChief Executive Officer
Sep. 2017Frisco, Texas, United StatesSteered company growth, achieving consistent 30% year-over-year revenue increases
Mentored 100+ business owners and C-suite executives, boosting operational efficiency by an average of 40%
Forged strategic partnerships to drive revenue growth and expand market presence
Implemented data-driven decision-making processes, enhancing profitability by 25% over 3 years
Developed and executed comprehensive business strategies for 20+ high-growth client companies
Oversaw executive leadership team and managed public relations through media engagements, conferences, and external meetings with state and local policymakers
Collaborated closely with grantee partners to design and implement work plans aligned with grant agreements
Crafted growth-oriented business strategies, outlining both short-term and long-term company objectives
Maintained expertise in State and Federal board licensing regulations and negotiated favorable insurance provider rates
Managed partnerships with local hospitals, schools, mental health facilities, and juvenile correctional institutions
Collaborated with local behavioral health boards to develop training materials, research papers, and webinars, promoting mental health funding and awareness
Introduced comprehensive reports and metrics to track business growth, provider effectiveness, and profitability
Oversaw monthly and annual financial planning activities, including budget reviews, forecasting, and annual budgeting
Prepared periodic reports for behavioral health operations and finance leadership
Innovated counseling and coaching methods, dramatically increasing client intake from 400 to 5000 annual sessions
Integra Mortgage SolutionsVice President Solution Delivery
Sep. 2014 - Jul. 2017Dallas/Fort Worth AreaAs the VP of Solution Delivery, my goal is to ensure that client engagements are completed on time, on budget and at the highest level of quality. My primary responsibility is in planning, structuring and executing implementation projects for Sunrise Recon. I am also the primary manager of Integra’s Solution Delivery staff supporting client implementations and other projects related to improving business processes within Investor Accounting. ABOUT INTEGRA
Integra Mortgage Solutions is primarily a software company. We offer targeted solutions to address challenges within Mortgage Services and Lending that our the founding members have faced themselves while working at other companies. Our deep knowledge of the business allows us to also provide Business Advisory services that help companies achieve process improvement and operate more efficiently. With SunriseRecon as our first large-scale release, we are focused on providing a complete Custodial Reconciliation and Test of Expected Cash solution to address the needs of Investor Accounting.
Ocwen Financial CorporationMortgage Servicing Consultant
Dec. 2013 - Aug. 2014Coppell TX
Nationstar MortgageMortgage Servicing Consultant
Aug. 2012 - Dec. 2013Provided strategic guidance to C-level executives across diverse industries
Led high-priority projects for Fortune 500 clients, consistently meeting or exceeding project milestones
Developed and implemented performance improvement strategies, resulting in average 20% increase in client profitability
Homeward Residential, Inc.Director Investor Services Data Management
Dec. 2009 - Aug. 2012Optimized business operations, reducing costs by 15% while enhancing service quality and customer satisfaction
Spearheaded the successful implementation of an ERP system across 3 global offices, leading cross-functional teams to ensure seamless integration
Coached and mentored the senior management team, resulting in a 35% improvement in leadership effectiveness scores
Actively engaged with key business partners to ensure ongoing alignment between IT systems and overall business strategy
Set priorities and managed daily/weekly activities of teams to deliver value through applications and data services
Contributed to the IT leadership team and supported broader IT initiatives, fostering innovation and digital transformation
Drove the strategy to empower every function in the company to leverage data in making key business decisions
Oversaw the development of a scalable, secure, and robust data platform used by teams across the company, incorporating a rigorous data protection model to meet global compliance requirements
Managed investor relations, securing $30M in Series B funding to fuel company growth and technological advancements
JPMorgan ChaseSnr Operations analyst
Apr. 2007 - Dec. 2009
Bank of AmericaInvestor Accounting Analyst
Jul. 2004 - Apr. 2007
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