Functional Skills

Litigation Support
Budgeting
Customer Relationship Management
Business Development
Risk Management
Digital Transformation
Talent Acquisition
Performance Management
Revenue Growth
Regulatory Compliance
Operational Efficiency
Business Process Outsourcing
Content Marketing
Contract Pricing / Negotiation
Service Delivery

Software Skills

G Suite
Microsoft Office
Salesforce

Sector Experience

Business Services

Experience

Registered Agent Solutions, Inc. Operations
Vice President, Business Licensing
7/2021 - Present
Built division from ground up, developing frameworks, workflows, hiring plans, and growth strategies within first four months. Designed and deployed proprietary licensing compliance software, enhancing operational efficiency and client experience.
• Developed and executed strategic plan to achieve 400% growth within two years through large-scale compliance projects.
• Directed market entry strategy, creating website content, marketing collateral, and sales materials to establish brand presence.
• Fostered relationships with C-suite executives, legal teams, and CPA firms to drive compliance and business expansion.
• Optimized revenue streams by refining service offerings, streamlining internal processes, and integrating new technologies.
• Led talent acquisition, onboarding, and performance management strategies, ensuring team scalability, retention, and success.
• Drove company-wide process improvements by aligning new service operations with existing business functions.

by SwissRe Operations
Assistant Vice President, Senior Licensing & Appointment Specialist
3/2020 - 6/2021
Led strategic initiatives to enhance operational efficiency, strengthen compliance protocols, and optimize onboarding for agents and B2B partners, directly contributing to business expansion and regulatory excellence. Played a pivotal role in streamlining agent licensing and carrier appointment processes for fast-growing B2B2C digital insurance company.
• Transformed agent licensing operations, ensuring seamless processing of hundreds of agent and agency appointments while maintaining full regulatory compliance.
• Drove digital transformation, providing key business use cases and system specifications for the development of a new Salesforce-based licensing platform, ensuring a smooth rollout for internal and external users.
● • Enhanced risk management, conducting in-depth criminal history analyses to maintain agent integrity and compliance with executive-set background standards.
• Developed and standardized policies and procedures, eliminating inconsistencies and improving operat

LicenseLogix LLC Operations
Director of License Compliance
6/2015 - 2/2020
Advanced rapidly through four leadership roles in under five years, demonstrating expertise in regulatory compliance, business licensing strategy, and operational leadership. Spearheaded large-scale compliance initiatives, optimized service delivery, and drove revenue growth by enhancing licensing operations for 10,000+ business licenses across multiple industries.
• Supervised high-performing team of 11 compliance specialists, overseeing end-to-end license management, renewals, and regulatory compliance for a diverse client portfolio.
• Designed and implemented quarterly project roadmaps, optimizing resource allocation, workload distribution, and team performance tracking against SMART goals and KPIs.
• Strengthened market positioning, conducting high-impact training sessions for business partners and clients, and representing clients at state board meetings.
• Enabled business expansion by identifying new partnerships, service offerings, and compliance consulting opportunities ti

Shumaker Williams, P.C. Legal
Associate Attorney/Law Clerk
1/2013 - 1/2015
Promoted from Law Clerk to Associate Attorney after passing the Pennsylvania and New Jersey bar exams, quickly becoming a trusted legal advisor for business clients in corporate formation, regulatory compliance, intellectual property, and contract negotiations.
• Led corporate entity formation and governance, drafting organizational documents, structuring corporate records, and ensuring regulatory adherence.
• Provided legal counsel on high-stakes contract negotiations, employment law matters, and corporate tax issues, mitigating risk and safeguarding business interests.
• Managed trademark and copyright applications, advising clients on IP protection strategies and overseeing compliance with federal and state regulations.
• Devised legal strategies for business licensing and compliance, ensuring seamless operations across multiple industries.
• Supported litigation teams by conducting in-depth legal research on corporate disputes, tax matters, and employment law, strengthening ca