Accomplished financial services and operations professional with 16+ years of progressive experience in client relationship management, financial services, operations leadership, healthcare support, and customer success. Proven ability to collaborate with financial advisors, manage complex client accounts, improve operational efficiency, and lead teams through coaching, hiring, and development. Seeking a remote client success, operations, financial services, account management, or leadership position.
Partner with financial advisors to establish and maintain Donor Advised Fund accounts. Guide advisors through account setup, maintenance, documentation, and operational processes while delivering client service. Resolve complex account issues and collaborate with internal departments to improve efficiency and client satisfaction.
Managed daily business operations and employee performance. Interviewed, hired, onboarded, trained, and coached employees. Supervised a three-person research department and improved operational processes, customer satisfaction, scheduling, workflow, and productivity.
Assisted members with healthcare claims, benefit questions, and account support. Updated member demographic information while maintaining accuracy and confidentiality. Supported member health assessments and coordinated claims-related assistance.
Managed delinquent student loan accounts and helped borrowers identify repayment solutions. Ranked among the Top 5 collectors for two consecutive years and consistently exceeded collection goals through relationship-building, negotiation, and communication.
Certificate of Completion, Ancient Chinese Theory
College Coursework Completed
High School Diploma
This professional hasn’t added portfolio projects yet.
This professional hasn’t listed any services yet.