Strategic operations leader focused on scaling processes and improving service delivery across financial services organizations.Reduced operational costs by 30% through process optimizationLed digital transformation initiatives affecting 500+ employeesImplemented new CRM [...]
Operations specialist focused on RIA compliance, efficiency, and client service excellence.Led operations for $200M+ RIA with 1,000+ clientsImplemented compliance programs ensuring zero regulatory issuesOptimized operational processes reducing costs by 25%Led [...]
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Vestavia Hills, AL 35216
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