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Transformative business leader, driver of major growth, and driven strategist leveraging in-depth experience in conducting operational leadership with action-oriented and results-focused tactics across a diversity of industries. Execute high-level operational analysis to uncover areas for corrective actions as well as process and quality improvements, resulting in business continuity, and seamless operations. Steer resources to most productive uses to create maximum value for company’s stakeholders and to achieve revenue gains.
Highlighted Skills & Key Offerings:
Quality Improvement P&L Responsibility Expense Reduction & Control
Project & Program Methodologies Strategic Planning Cross-Functional Leadership
Staff Training & Development Business Development Collaborative Teamwork
Operational Efficiency Resource Optimization Human Resource Responsibility
Client Relationship Management Compelling Presentations Budget Oversight & Allocation
Medical Terminology Quality Assurance Medical Billing/Coding
Odyssey Capital Advisors, Bala Cynwyd, PA –
Director of Operations
Conduct seamless and efficient operations, as well as fiscal responsibility including budget oversight. Establish and enforce operational procedures for the independent investment advisory firm serving diversified institutions, corporate executives, and small business owners on a national scope.
ORI Homecare, Philadelphia, PA -
Chief Operating Officer ( – )
Oversaw and drove change management initiatives along with rolling out protocols for auditing, procurement, financial reporting, resource allocation, and legal compliance.
PNC Bank, NA, Philadelphia, PA –
Demonstrated authoritative knowledge of bank and investment products and services while giving informative presentations to new and existing clients.
The Byrn Mawr Trust Company, Devon, PA –
Fiduciary Specialist, Wealth Management, and Retirement Services Group
Developed subject matter expertise in retirement plan consulting, development, and management on a group level. Administered educational guidance to employees on ways to optimize benefit options, resulting in long-term relationships and profitability.
Client Service Associate | JP Morgan Chase, -
Financial Advisor| First Genesis Financial Group, –
Client Relations Consultant | Exude, Inc, –
Medical Appeals Specialist |Maximus Federal Services, -
Certified Medical Assistant |Various Medical Facilities, (phone hidden)
MBA, Global Perspective | Arcadia University,
BA, Health Administration | Arcadia University,
AA, Business Administration | Community College of Philadelphia,
Certified Medical Assistant | Thompson Institute,