EXPERIENCE
Five roles. One consistent thread.
From financial services compliance to business operations to digital strategy — the work has always come back to the same thing: making sense of complex, high-volume information.
Ordered by relevance to:
- Investment Client Engagement AnalystMay 2025 – September 2025
Executed and validated high-volume financial transactions for advisor and client accounts, maintaining zero regulatory deficiencies under SEC/FINRA standards.
- Partner, Digital Strategy & Web DevelopmentSeptember 2026 – PresentCAREER TRANSITIONFebruary 2026 – September 2026Business Operations & Analytics ManagerJune 2023 – February 2026
Returned to Digitalized Elevation in September 2026 as a partner leading digital strategy and web development, following a business operations & analytics role and a career transition.
Partner, Digital Strategy & Web Development · September 2026 – Present
- Leading premium website development and digital strategy for client engagements.
- Directing marketing strategy, SEO, and brand/content direction.
- Overseeing business operations, client relationships, and project delivery.
Business Operations & Analytics Manager · June 2023 – February 2026
- Built and maintained Excel-based KPI dashboards and reporting systems to track financial performance and business metrics, improving pipeline visibility by 300% across revenue and performance reporting.
- Performed ongoing data validation, discrepancy analysis, and trend identification across CRM and operational systems, ensuring data integrity and accuracy across 10+ workflows.
- Analyzed unit economics — including client acquisition cost, service delivery time, and contribution margin — to identify key performance drivers, improving projected gross margin by 18%.
- Automated reporting and workflow processes, reducing manual errors and supporting 85% year-over-year revenue growth.
AI-assisted reporting and analysis (Business Operations & Analytics Manager role), with every output reviewed against source business data before use.
ExcelKPI DashboardsCRMData ValidationUnit EconomicsProcess Automation - Financial Strategy ConsultantJanuary 2020 – December 2020
Built financial models and market-facing content that increased consultation revenue 40% and generated 250K+ impressions.
- HR Operations AnalystMay 2023 – October 2023
Processed 2,000+ HR records weekly with zero compliance violations, and rebuilt the digital filing system to cut retrieval time in half.
- Senior Luxury Sales StrategistJune 2022 – August 2024
Generated $100K+ in personal revenue within four months and mentored a team of associates after promotion to full-time.