Chief Executive Officer

By |2025-10-22T17:22:56-04:00September 29th, 2025|

Strategic operations leader focused on scaling processes and improving service delivery across financial services organizations. Reduced operational costs by 30% through process optimization Led digital transformation initiatives affecting 500+ employees Implemented new CRM system improving client onboarding by 40% Managed vendor relationships saving $2M annually Built and led high-performing [...]