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Work Background
Mint CRO | Inc. 5000 CompanyProject & Operations Manager
May. 2024Oversee company-wide operations and project delivery initiatives across HR, finance, and technology. Serve as project manager for key software and process implementations — defining scope, coordinating cross-functional teams, and ensuring timely, measurable outcomes. Partner with executive leadership to improve financial visibility through new reporting frameworks and performance analytics. Manage vendor contracts and department budgets to align project resources with organizational priorities. Lead employee training and enablement programs that drive adoption and efficiency across teams. Known for connecting strategy to execution and fostering collaboration between technical and operational functions.
Star Equity Management/Stream Real Estate/Urban Housing VenturesOperations & Project Manager
Aug. 2018 - Aug. 2024Directed operations and project management efforts across three affiliated real estate and investment companies. Managed multiple concurrent projects — from property development coordination and technology upgrades to financial reporting enhancements. Served as the key liaison between investors, executives, and vendors, ensuring transparent communication and timely execution of deliverables. Implemented collaboration systems (ClickUp, Google Suite, Slack) that streamlined reporting and communication across teams. Designed investor communications and performance reports that improved stakeholder visibility and trust while supporting compliance and operational efficiency.
B3 Wealth StrategiesOperations & Client Services Project Manager
Jun. 2012 - Jul. 2018Bellevue, WALed client onboarding projects and operational initiatives, coordinating across advisors, compliance, and support teams to ensure seamless transitions and exceptional service delivery. Managed end-to-end implementation of the firm’s CRM system, including vendor selection, configuration, and user training, resulting in improved client tracking and workflow visibility. Partnered with leadership to align operational strategies with long-term growth goals. Developed documentation and standardized workflows that reduced onboarding time and improved service consistency.
NordstromSales & Team Development Manager
Oct. 2006 - Dec. 2010Seattle, WAManaged daily operations for a high-volume department and led a team of sales associates, consistently achieving top-tier customer satisfaction and sales results. Directed training and onboarding programs that improved service consistency and team performance. Collaborated with leadership to plan and execute promotional initiatives and department-wide process improvements. Recognized for developing future leaders and building a culture rooted in accountability, collaboration, and customer excellence.
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