Environment:  Startup   Regulated   Dynamic   Diverse   Nimble   Design
Employees:  Grew to 200

Led the scaling of daily operations to support sales growth and long term business resilience in residential and commercial construction from $100,000 to $10 million annually. 

• Partnered with CEO to turn goals into actionable steps and successful execution 
• Primary liaison to external stakeholders, including high net worth clients, legal representatives, government agencies, tax accountants and insurance agents.
• HR :  Recruited, trained, and developed an in-house back office team
• Accounting:  Oversaw 6 concurrent projects for precise job costings and vendor relations.
• Processes : Revamped policies to ensure  full compliance with labor and accounting laws.
• Operational cost management:  Directed initiatives to maintain expenditures < 8% of sales.
•  International Procurement:  Directed sourcing/ logistics for high value goods across borders.

SKILLS ACED:  Organization, Communication, Research, Community, Blue Chip Sales, Patience 

Environment:  Startup   Regulated   Customer Facing   Fast-Paced    Precise    Unity    Global  
Employees:  Immediate team: 250   Company wide: 17,000

One of the founding directors of a research-driven Equity department which ranked in the top 10 of industry surveys among 50+ peer firms within two years of launch.

• Key role in hiring and build-out of a 250-person research, sales, and trading organization.
• Led coverage on blue-chip pension and hedge fund  in New York, Boston, London and Paris.  
• Selected as one of four founding directors to establish the international Equities Research, Sales, and Trading floor for DLJ’s head European office in London.
• Coordinated high value, cross-border equity transactions as liason between Pension and Hedge fund portfolio managers and our corporate finance department and traders
• Leveraged blue-chip relationships to establish proof of concept.
• Participated in transition and integration activities following UBS’ acquisition of Warburg  and CSFB’s acquisition of DLJ (2000). (nb. UBS acquired CSFB in 2023).
• Founded a women’s industry network to foster professional support and meaningful relationships beyond the office.  

SKILLS ACED:  Communication, Public Speaking, Community, Ethics, Blue Chip Sales, Packing

Environment:  Fintech Startup   Ambiguous   Creative   Purpose-Driven  Improv   
Employees:  7

Founded and led  end-to-end development of a feminine-finance mobile application.

• Designed and iterated UX flows and sketches to align product features with target users’ financial needs and behaviors, applying user research and design thinking principles.
• Defined and managed the product feature roadmap.
• Recruited, coordinated, and managed global, cross-cultural team.
• Represented the company through public speaking and communication efforts.

• Led beta testing and positioned company for potential acquisition or transformation into an educational platform in adjacent industries such as mental health and health screenings.

SKILLS ACED:  Creative Solutions, Design,, Team Building, Public Speaking, Saying No