Summary

I am a senior operations and client experience professional specializing in end-to-end onboarding, partner operations, and trust-based relationship management.

My background spans financial services and luxury markets, where I have led the full client lifecycle—from initial engagement through onboarding, activation, and long-term retention. I serve as a primary point of contact for clients and partners, translating complex processes into clear, structured workflows that drive confidence, transparency, and a high-touch experience.

Currently, I lead B2B client onboarding within financial services operations, overseeing the process from underwriting through system activation and technology adoption. I design and implement scalable onboarding frameworks, training materials, and support systems that improve efficiency and partner success.

Within my first year supporting the sales organization, I contributed to a 47% increase in growth, exceeding prior performance benchmarks.

Previously, I owned and operated a luxury jewelry business serving ultra high net worth clients. In the first year of opening, I doubled store revenue and was nominated as one of the best luxury stores in Carmel by the Sea. I led all aspects of the business, including operations, sales training, financial management, and team development, training employees to grow with the business and take on multiple roles. I managed both retail and wholesale operations across Northern and Southern California locations. Working primarily in a remote environment, I curated and delivered millions of dollars in bespoke pieces sight unseen, built entirely on trust, discretion, and exceptional client experience.

Across industries, my focus remains consistent. I drive operational excellence, create clarity within complex processes, and deliver a client first experience that turns complexity into confidence.

Client Relations, Sales and Marketing Director, - Outsource Financial Services 2024-Present

• Own full lifecycle onboarding for B2B clients, serving as the primary operational point of contact from underwriting through activation

• Manage underwriting coordination, credit risk analysis, compliance, documentation, system setup, and financial wallet configuration

• Generate client specific ROI models and pricing strategies to support sales and profitability

• Design and standardize onboarding workflows, training materials, and client processes to support scalable growth

• Partner cross functionally with sales, finance, and operations, working directly with executive leadership to drive efficiency and client success

• Reduce onboarding turnaround time from one week to 24 hours through process optimization

• Contribute to a 47% increase in sales growth by improving onboarding speed, structure, and client experience

• Cross trained across all operational departments, ensuring seamless support and continuity across the business

• Deliver a high touch client experience, ensuring confidence, clarity, and long term relationship success

Creative Strategist & Editorial Mentor - KISMET Magazine 2022- Present

• Created and scaled an interactive digital editorial platform fusing sustainable fashion, equestrian life, and artistic culture.

• Mentored editorial, photography, and styling teams; developed e-commerce strategy; wrote and edited feature articles.

• First digital magazine to embed direct advertiser, article, and Instagram links on every page.

Treasurer - Hoofbeats Are My Melody 501(c)(3) 2023 - Present

• Co-founded nonprofit dedicated to therapeutic equestrian and arts programs in Moorpark, CA.

• Helped raise over $50,000.

• Serve on board of directors overseeing fundraising, community engagement, and operational growth.

Carmel Jewelry Group -Founder / Owner

2011 – 2024 | Remote since 2016

• Owned and operated a luxury jewelry business serving ultra high net worth clients, overseeing all aspects of operations, sales, and brand development

• Built long term relationships with ultra high net worth clients through a white glove, trust driven experience, serving as the single point of contact across the full client lifecycle

• Curated and designed millions of dollars in bespoke and collector jewelry, frequently sold sight unseen through remote client engagement

• Drove revenue growth by doubling store performance within the first year and earning recognition as one of the best luxury stores in Carmel by the Sea

• Led end to end business functions including sales, finance, accounting, merchandising, buying, marketing, advertising, and quality control

• Directed creative strategy including product development, branding, and website development to support both retail and wholesale growth

• Managed retail and wholesale operations across Northern and Southern California locations

• Built and trained a high performing team, developing employees across sales, operations, and client experience to support business expansion

• Represented the brand at trade shows and trunk shows, driving client acquisition and strengthening industry relationships

• Delivered a high touch, relationship driven client experience with a focus on discretion, communication, and operational precision

Website Architect & Copywriter - Kismetmasters.com, OutsourcefinancialServices.com

• Owned the end to end development of two full scale digital platforms, leading all aspects of site architecture, content strategy, and user experience

• Designed and executed site structure, navigation, and conversion focused user flows to support engagement, e commerce performance, and lead generation

• Developed SEO driven content, brand messaging, and product storytelling aligned with business objectives and target audiences

• Drove measurable growth at Outsource Financial Services, contributing to a significant increase in website traffic and strengthening brand credibility through a strong Google review presence

• Directed all visual and written assets, ensuring brand consistency, clarity, and a premium digital experience across both platforms

Finance, Real Estate & Consulting Expertise

I bring a comprehensive understanding of financial operations, asset management, and client advisory across multiple sectors, with a focus on translating complex financial systems into clear, actionable strategies.

Experience includes home mortgages, property management, luxury vehicle financing, invoice factoring, business cash flow solutions, and tax consulting with an emphasis on strategy and client education.

Oversee renovation and improvement projects for both investment properties and personal estates, aligning financial decisions with long term asset value and return.

Serve as a certified facilitator and trainer for luxury and automotive dealerships, developing and delivering training in client communication, product presentation, and high touch sales techniques.

Partner with individuals, teams, and organizations to improve financial clarity, operational efficiency, and client experience, consistently navigating complex processes with precision and a client first approach.