Years of Experience

15+ years

Overview

Operations executive with 15+ years of experience in financial services operations, process improvement, and team leadership. Expert in scaling operations and implementing technology solutions.

Skills

Operations Management Process Improvement Team Leadership Technology Implementation Vendor Management Compliance Project Management Six Sigma Change Management

Education

MBA in Operations Management, Stanford Graduate School of Business
BS in Industrial Engineering, UC Berkeley

Certifications

PMP, Six Sigma Black Belt, Lean Management

Full Description

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 operations team of 25+ professionals

Contact Information

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