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Work Background
Las AguilasChief Administrative Officer (CAO)
Jan. 2021 - Dec. 2024San Antonio, Texas, United StatesIn my role aimed at maturing and cultivating future leadership for the organization, I focused on its value-creation, aligning with its notable mission and vision for this private family office. I inherited several areas, including Human Resources, Marketing Communications, strategic planning, business processes, and technology, and prioritized upgrading and upscaling the team to align with our short and long-term strategic direction. Additionally, we created a comprehensive multiyear strategic playbook, encompassing a 10-year strategic outlook, a 3-year forecast, and a 1-year execution roadmap. This initiative was instrumental in guiding our path forward and ensuring alignment with our short-, medium-, and long-term goals.
Civitas Capital GroupManaging Director & Chief Operating Officer
Jan. 2017 - Dec. 2019Dallas/Fort Worth AreaJoining a startup business with substantial EB-5 and private equity assets, I assumed a multifaceted role overseeing various critical functions, from business operations to technology expansion, Human Resources, Investor Relations, Marketing Communications, Legal, and Compliance. As a culture ambassador along with the co-founder, I played a part in helping to shape the organization’s ethos, emphasizing strategic leadership and fostering a culture of accountability and responsibility. My focus centered on crafting and executing a strategic vision and execution plan, emphasizing the importance of alignment between strategy and action.
Ameritas Investment Corp.Vice President, Chief Administration Officer
Jan. 2013 - Dec. 2017Lincoln, Nebraska AreaIn my role overseeing business operations, I helped lead a comprehensive technology transformation, impacting substantial revenue and assets. Contributing to strategic plans to expand reach and impact, I led the creation of a growth strategy for Ameritas Investment Corp., charting a course to double RIA assets within three years, from $5 billion to $10 billion by 2020. Additionally, I led the development and deployment of a payout pricing strategy by assembling a skilled pricing team, analyzing the data, and gaining alignment with stakeholders; we implemented the new structure that resulted in increased revenue, demonstrating the effectiveness of strategic decision-making and execution. Throughout these initiatives, I focused on driving tangible results while fostering a collaborative and innovative environment. By aligning business milestones with overarching objectives, we achieved immediate goals and positioned the company for further growth and success in a competitive market landscape.
Darla Wilton, LLC / COO InsightPrincipal & Strategic Consultant
Jan. 2012Dallas/Fort Worth AreaSpecializing in interim COO/CAO solutions for various businesses, Brokers, Dealers, RIAs, and nonprofits, guiding them through strategic visioneering and execution, operational, talent, technology, leadership, and special project needs. Leveraging my experience, I ensure smooth transformations, allowing firms to focus on their core objectives with confidence.
BlackRock, Inc.Director | Senior Business Consultant - RIA Customized Solutions
Jan. 2011 - Dec. 2012San Francisco Bay AreaI helped tailor programs for ETF money managers to elevate their sales, investment strategies, and overall business growth through strategic visioning, planning, execution, and coaching. We orchestrated a thorough discovery process for some of BlackRock’s institutional ETF clients. This process identified key pain points and led to the successful attainment of financial objectives for clients with assets ranging from $500 million to over $3 billion. Moreover, I helped enhance client wholesalers’ performance by optimizing their sales teams and advising on compensation plans. These efforts empowered wholesalers to surpass sales targets and drive greater incentives, contributing to overall business success and client satisfaction.
Williams Financial GroupSenior Vice President | Director - Advisor Services
Jan. 2008 - Dec. 2010Dallas/Fort Worth AreaI joined the team to develop a fee-based Registered Investment Advisor (RIA) as a premier service. Managing a $2 million budget and overseeing a team of eight, we handled managed accounts, asset servicing, wealth management, retirement consulting, RIA compliance, and marketing. We enhanced Williams Financial Group’s RIA business model by focusing on recruiting and retaining top financial advisors that were key to leveraging the Williams' boutique wealth offerings, successfully increasing Assets Under Management (AUM) by 180% within two years, reaching $2.1 billion.
AIG RetirementVice President, Field Development | Broker | Dealer Operations - National Sales Division
Jan. 2004 - Dec. 2008Houston, Texas AreaI introduced a disciplined strategic focus for driving sales, enhancing field development, and improving overall performance. As a part of the National Sales Division, I played an essential role in shaping strategies alongside our executive team. Within three years, we experienced a turnaround in deposit performance, increasing from $6.2 billion to $7.5 billion. This was due to our commitment to our strategic vision, strong execution, and collaborative efforts in driving positive change and achieving tangible results.
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