• Operations professional with 10+ years of experience in wealth management, financial services, and energy consulting industries, specializing in operations management, process optimization, and HR compliance.
• Served as Director of Operations & Tax Specialist for a wealth management company, managing custodian relationships, regulatory compliance, payroll, vendor administration, and financial reporting systems.
• As Senior Executive Assistant at a downsized services company, handled scheduling, travel arrangements, and sensitive financial information with confidentiality.
• Supported the president of an energy consulting firm, conducted project research, managed international invoicing, and coordinated communication across multiple projects.
• Proficient in Adobe Suite, Airtable, Asana, QuickBooks, Trello, Microsoft Excel, Google and Microsoft Suites, Minitab, and generative AI tools like ChatGPT.
• BS in Pre-Veterinary/Pre-Medicine from the University of New Hampshire and various certifications, including Lean Six Sigma Green Belt, Certified Agile Professional, and QuickBooks ProAdvisor.

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