I am a strategic financial professional with more than 15 years of experience in client onboarding, lifecycle management, and operational support across financial services, retirement, accounting, and credit union environments.
I specialize in managing complex onboarding processes, coordinating with recordkeepers and plan sponsors, and configuring platforms to create compliant, high-touch client experiences. My background includes extensive work with brokerage accounts, retirement accounts, KYC/AML/BSA processes, and distribution workflows.
I have led financial education and wellness programs, built multi-channel marketing campaigns, and supported client engagement through workshops, webinars, and one-on-one sessions. I enjoy improving workflows, using automation tools, and helping teams deliver efficient and reliable service.
My experience also includes executive support, office coordination, calendar management, proposal processing, invoicing, renewals, and CRM administration. I am comfortable working remotely and collaborating across departments to keep operations organized and clients supported.
Throughout my career, I have worked in roles that required discretion, accuracy, and strong relationship management. I have consistently focused on retention, satisfaction, compliance, and operational excellence while supporting both internal teams and external clients.
I am currently seeking a new corporate home where I can bring my experience in onboarding, client service, and financial operations to a team that values high-touch support and continuous improvement.
Headed the design and implementation of multi-pillar PEO client wellness programs; defined goals and success metrics; executed financial education programs; deployed multi-channel marketing campaigns; managed client lifecycle onboarding and support; optimized internal processes using HubSpot automation; coordinated scheduling and logistics.
Delivered executive-level support; managed client onboarding, platform training, retention, KYC, invoicing, renewals, and proposal processing; maintained calendars and email systems; organized workflow and deadline tracking.
Managed account servicing and fund movements; coordinated brokerage account openings and KYC; processed distributions, ACH transfers, rollovers, and retirement account setup; scheduled client reviews; maintained CRM records; supported media and marketing initiatives.
Championed collections efforts; provided financial counseling; collaborated on general ledger accuracy; supported member retention; serviced business and personal accounts; maintained KYC/AML/BSA knowledge; trained members on banking platforms.
Trained and onboarded new hires; negotiated with delinquent borrowers; delivered credit counseling; led employee training and development; served as lead teller and vault custodian; managed ATM operations and cash handling; cross-sold financial products; processed loans; facilitated IRA distributions, rollovers, and transfers.
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