Functional Skills
Business Unit Strategy
Product Strategy
Business Planning
Market Research
Customer Experience
Sector Experience
Business Services
Financial Services
Real Estate
Languages
English
Spanish
Experience
Kelly Scarlett Associates
Corporate Strategy & Development
Strategy Consultant, Principal
6/2013 - Present
Impact: Develops short- and long-term plans for management teams to solve multifaceted business problems, improve business competitiveness and streamline internal operations. Consults clients on specific management topics. Targeted growth opportunities throughout service offerings and business model. Researched, analyzed, and solved mar
SGHRC Corp
Management Consulting
Management Consultant
1/2009 - 12/2012
Impact: Cultivated mutually beneficial business relationships for external base to grow consulting company. Consulted management by identifying organizational problems. Provided solutions with end-to-end operational improvements and financial leadership. Trained staff on newly implemented processes. Managed projects ahead of time and budgetary expectation
Mutual of America Life Insurance
Sales
Group Retirement Plan Specialist
5/2008 - 9/2010
Impact: Increased Portfolio AUM by 17% during global recessionary conditions. Educated clients on fiduciary responsibility and legislative changes, taught strategies in seminars and held monthly meetings with HNIs, C-Suite executives, and Finance Committees.
Results:
• Recaptured business from 12 under-performing accounts upon arrival and became