Functional Skills

Business Operations
Business Analysis
Business Planning
Business Unit Strategy
Business Process Outsourcing
Change Management / Org Design
Business Continuity
CRM Selection / Implementation
Customer Analytics
Customer Relationship Management
Customer Experience
Data Visualization / Reports
Forecasting / Projections
Operations Management
Post-Merger Integration

Software Skills

Salesforce
Tableau
PowerBI
Microsoft Excel
Microsoft PowerPoint
Microsoft Visio
Microsoft Office
Data visualization
ActionScript

Certifications

CLSSGBCertified Lean Six Sigma Green Belt
PMPProject Management Professional

Sector Experience

Business Services
Financial Services
Social & Public Sector
Bulge Bracket Investment Banks

Experience

Texas Capital Bank Operations
Director, Revenue Operations & Analysis
5/2024 - 4/2025
Integrated CRM workflows across multiple business lines to streamline onboarding and improve pipeline visibility. Conducted profitability analysis on treasury products to inform pricing strategy. Built banker-facing lead scoring models that improved targeting accuracy and sales efficiency.
JPMorgan Chase & Co Operations
Senior Finance & Business Manager
8/2021 - 4/2024
Directed planning and performance for a 1,100-person global division, delivering business cases with $5M+ in projected savings. Developed full-funnel dashboards to connect sales performance to onboarding and servicing KPIs. Led enterprise OKR alignment across multiple functions to drive progress on strategic initiatives.
JPMorgan Chase & Co Corporate Strategy & Development
Enterprise Strategy Manager, Workforce Planning
6/2019 - 7/2021
Executed 8 global workforce transformation initiatives resulting in $1.2M in recurring cost savings. Developed data-driven relocation strategies and supported executive decision-making by balancing regulatory, operational, and client impact tradeoffs.
CoreLogic Operations
Operations Strategy Lead – Mortgage Servicing
1/2018 - 5/2019
Standardized quality control processes across servicing portfolios, improving QA scores by 7% and reducing vendor error by 15%. Introduced process automation that lowered inventory by 10% and cut client complaints by 8%.
U.S. Army Operations
Transformation Lead
7/2006 - 12/2017
Led strategic logistics transitions and personnel realignment across international military supply chains. Directed cross-functional teams and trained 200+ staff to assume control of warehouse operations in Kuwait. Oversaw safety compliance, inventory integrity, and budget execution in high-pressure environments.