Redondo Beach, CA 90278  (310) 283-5618


–  Optimizing operational infrastructure by building loyal teams, transforming processes, and training users.

–  Cultivating productive, synergistic relationships with customers, vendors, and strategic partners.

–  Bridging the communication gap between business needs and technological capabilities.

Strategic Planning | Budget Oversight | New Product Introductions | Vendor Relationships | Customer Support

Project Management | Process Improvement | Risk Management | Analytics and Reporting | Consolidations

Team Building | Mentoring and Coaching | Web Technologies | Process and System Upgrades

Career highlights
–  Won the ING Circle of Honor Award for superior application performance and outstanding customer support.

–  Consistently sustained low turnover while managing multiple support teams.

–  Forged a partnership with Dow Jones that established the Wilshire DJ 5000 Index as a widely used benchmark.

–  Created a credit risk tracking system still in use today at Morgan Stanley, allowing exposure reporting in minutes and enabling quick decision-making to determine and mitigate financial risk.

Cetera Financial Group
Operations Director                                                April 2006 – April 2020

Guided operational infrastructure, requirements analysis and client support for a web-based sales tool with 9,000+ users, directing a release schedule that delivered 1,500+ application fixes and enhancements annually. Controlled a $20M budget, led a team of 12 analysts and 2 supervisors, and oversaw an offshore relationship in India with 170+ employees supporting 15 departments. Owned the application enhancement strategy, project implementations, and operational policies and procedures.

–  Negotiated 300k cost savings for the company’s largest strategic partnerships, while ensuring issue resolution, new product consulting, and ongoing support.

–  Reduced open Salesforce inquiries by 75% within the first three months of taking over by building a cohesive team of analysts, streamlining operations, and improving user support.

–  Drove an 80% reduction in response time across 2 call centers supporting 8 broker-dealer firms.

–  Increased platform adoption from under 4,000 to 9,000+ users.

–  Extended the application with 10 new platforms without adding headcount.

Wilshire Associates – Vice President Analytics                                                                                                                                      March 2001 – April 2006

Morgan Stanley – Manager Private Wealth Management Operations                                                                                             May 1999 – March 2001


Fordham University

Master of Business Administration (MBA) – Finance

State University of New York at Albany         Bachelor of Arts (BA) – Finance

  • Updated 3 years ago

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