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Playbook

  • I thrive in dynamic environments servicing flagship international clientele.  
  • Kind but Firm 
    NY grit + London polish 
  • Still learning

Skills

PROJECT MANAGEMENT

I  understand the nuances of a team is foundational to company timeline, growth, communication and problem solving. 

COMMUNICATION & SALES

Through years in Sales and Operations management, I have  developed clear and concise verbal and written communication to convey a goal or solution.

BUILDING COMMUNITY

It’s in the small steps over time.  On Wall Street, we built a community of women who looked after each other up and are still friends today.  In real estate,  my porch was the place  to talk through issues with architects and employees and a compass for new ex-pat families.  

PROBLEM SOLVING

There is always more than one solution - choosing the correct course is part facts and experience and part art.

UX DESIGN

I love the challenge design and detail to solve a users problem in both an enjoyable and streamlined method.

achievements

  • Launched high performing institutional  equity sales and trading teams in New York and London from inception to Top 10 rankings in their segment.
  • Scaled daily operations of residential and commercial construction company to support 2000% sales growth.
  • Created and launched online financial wellness platform from conception to beta testing.

Summary

Dynamic operations, sales and financial professional with leadership expertise across Institutional equities, construction and fintech in the US, European, Asian and Caribbean markets.  

Served as key liaison between C-Suite and Blue Chip clients in New York and Boston and managed a diverse cast of archetypes, from low to high-skilled labor, emphasizing respect and motivation to drive team performance beyond financial incentives. 

Proficient in navigating nuances of geographic client origins to tailor projects and build lasting relationships. 

Education

WHERE I'VE BEEN

Mirara Construction & Development Co. Ltd
20062025

COO

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 take goals turn into action steps.
  • Primary liaison to external stakeholders, including high net worth clients, legal representatives, tax accountants,  insurance agents and government agencies..
  • 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 

UBS Park Avenue, New York, NY & London, UK
19962006

Director - Institutional Sales Trader

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

Led coverage on blue-chip institutional U.S. pension and hedge fund accounts 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
  • Contributed to the hiring and build-out of a 250-person research, sales, and trading organization.
  • Leveraged blue-chip relationships to establish proof of concept.
  • Supported the development of research-driven sales strategies that contributed to the platform ranking in the top 10 of industry surveys among 50+ peer firms.
  • Participated in transition and integration activities following UBS’ acquisition of Warburg  and CSFB’s acquisition of DLJ (2000), maintaining continuity of client service and trading operations. (nb. UBS acquired CSFB in 2023).

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

Afirefi LLC, New York, NY
20192025

Founder, Project Manager, UX manager

Environment:  Startup   Ambiguous   Creative   Purpose-Driven  Improv   Team Building 
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 or health screenings.

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

PERSONAL

Renovated and sold four properties at profit.
Maintain personal stock/crypto investment portfolio.
Love reading about design, technology, nutrition and longevity.

I enjoy biking, skiing, running, golfing, padel and yoga and F1 racing - sports as community.
Raising 14 year old tenacious daughter.  

SOFTWARE & OTHER

AI/GROK, PM/Trello, Workflow/Slack, Admin/MS Suite, Create/Canva Website/Wix, Bloomberg, Coinbase and any other software or coffee machine you are using. Learning French.