Strategic operations professional with 7 years of experience in finance and investing, focused on reporting, transaction management, and process improvement for growth-oriented RIAs and private wealth teams. I have led operations across $20M to $500M AUM, strengthening client onboarding pipelines and back-office workflows for faster, more accurate processing. I drive compliant, scalable reporting systems and operational controls. At Village Global, I built automation that cut quarterly and annual report prep from one month to one week, and I led workflow redesign that reduced vendor invoice closing by 40% while improving AP system controls. I currently oversee operations for a $20M AUM independent wealth management firm, including transaction management, client onboarding, and quarterly financial reporting standards. I also bring SEC compliance experience from prior roles and hold the Series 65 to support advisory-focused operations.
Experience
Financial Administrator
Bison WealthDec 2025 – Present
<p>· Direct operations for $20M AUM independent wealth management firm specializing in high-net-worth investors with sophisticated financial needs.</p><p>· Oversee transaction management and client onboarding pipelines, streamlining back-office procedures to accelerate processing times for complex accounts.</p><p>· Lead quarterly financial reporting and enhance analysis standards, improving accuracy and scaling the process nationwide across interconnected firms.</p>
Business Consultant
Nick’s GroceryApr 2024 – Dec 2025
<p>· Supported development of a non-profit, mission-driven grocery business plan projected to generate $3M+ in annual revenue across diverse streams.</p><p>· Partnered with leadership and non-profit consultants to build business plan and pro-forma models, successfully leading to donation round and acquisition of building space.</p>
Operations & Finance Manager
Village GlobalJan 2022 – Jan 2024
<p>· Directed fund operations for $500M AUM and $10M operating budget, vendor management, wire disbursements, and SEC compliance.</p><p>· Built reporting systems that cut quarterly and annual report prep time from one month to one week, increasing automation and accuracy.</p><p>· Led workflow redesign that reduced vendor invoice closing by 40% and improved AP system controls, ensuring timely and compliant processing.</p>
Operations Manager
Raymond JamesDec 2019 – Mar 2021
<p>· Supervised daily operations for $200M AUM private wealth team, processing $1M+ in daily money movements and trades.</p><p>· Assisted with office expansion, including direction and training of new admin team.</p>
Operations Specialist
All County Property ManagementSep 2018 – Mar 2019
I worked as an Operations Specialist at All County Property Management during this period.
Office Manager
Guardian ManagementOct 2017 – Aug 2018
I worked as an Office Manager at Guardian Management during this period.
Operations Assistant
Tebo PropertiesMar 2017 – Oct 2017
I worked as an Operations Assistant at Tebo Properties during this period.
Education
Series 65 | Uniform Investment Adviser Law Examination
B.A., Liberal Arts
Skills
Languages
- English
- Native or bilingual proficiency