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Work Background
WestfullerBusiness Operations Manager
Sep. 2022 - Oct. 2024New York, NYOversee, coordinate, and execute strategic business management and firm operations including a CRM system, client management, people management, and internal budget control. Design and enhance firm procedures and manuals through monthly and quarterly compliance and information technology meetings. Define and establish the operational systems and controls for client onboarding best practices. Organize monthly and quarterly compliance and information technology meetings. Responsible for the oversight and implementation of ongoing cyber security implementation, protocols and digital workplace transformation. Engage with external strategic partners on behalf of Senior Management to support key business priorities. Identify and execute short, and long-term projects conducive to streamlining business practices and functions. Synchronize and manage relationships with external vendors and internal departments, including vendor/technology implementations. Successfully develop, oversee and supervise intern and mentorship programs for college undergraduates and graduate students. Consistent and direct reporting to executive team to ensure internal communications, adherence to workplace guidelines and development.
WestFuller AdvisorsChief Of Staff
Sep. 2021 - Sep. 2023New York City Metropolitan AreaIdentify and execute short, and long-term projects conducive to streamlining business practices and functions inclusive of coordinating and supervising the development of client presentation templates and staff training/management of use Oversee, coordinate, and execute strategic business management such as the creation, implementation and management of business communications platform such as, the creation application, communication and training of internal company site via Sharepoint and cloud-based platforms Synchronize and manage relationships with external vendors and internal departments Conduct research and advance planning for reliable client deliverables such as white papers, briefs, and research articles Consult with clients and act as liaison on behalf of Senior Management Develop and act as steward for internal and public communications Support onboarding clients and provide consistent reliable client care
Lloyds Bank Commercial BankingExecutive Assistant
Jul. 2013 - Aug. 2021Support CEO of North America and executive team simultaneously and effectively while maintaining exceptional relationships internally and externally for the bank. Exercise extreme discretion with confidential matters relating to management, people and strategy, and overall business as usual activities. Participated in strategy and brainstorming sessions that affect annual business and policy needs. Developed and implemented a pilot learning and development team specific program to redefine and address colleague demands to be applied across the bank. Instituted, managed and oversaw the Inclusion & Diversity Resource Center through colleague engagement and networking systems. Implemented social awareness initiatives through communications programs specific to cultural events and matters. Organized company events with speakers to address social issues and awareness programs.
Jakobson Properties, LLCProperty Management Assistant
Jan. 2012 - Mar. 2013Administered weekly income and balance reports, entered requisitions and computed PO processing for AP. Orchestrated all proposals, services, and agreements with outside vendors. Advocated for adherence to all NYC guidelines by researching and proposing changes compliant with regulations. Ongoing property management activities with tenants, vendors, and maintenance staff. Reduced the number of delinquent tenant accounts by 80% through the implementation of an effective communications campaign. Created, implemented and ran an email campaign with more than $1M in monthly accounts receivable. Streamlined processes through the creation of templates and procedures resulting in a significant increase in customer satisfaction.
Political Campaigns - GovernmentSupervisor & Political Organizer
Jul. 2009 - Nov. 2011Functioned as lead organizer for two separate campaigns. Served as the main contact for special events/ engagements. Oversaw a team of 40 seasonal employees, ensured information was communicated in a timely and effective manner.
Amber CapitalExecutive Assistant
Oct. 2007 - Sep. 2008Handled confidential documents, employment letters, immigration filings, and travel arrangements. Assisted with monthly company newsletter.
Allen & OveryLegal Administrative Assistant
May. 2006 - Oct. 2007Cultivated client relationships, produced billing documents, assisted with customer service issues, and administered the delegation of assignments to appropriate departments.
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