Operations: • Managed day-to-day operations across intake, marketing, and HR teams, overseeing hiring, onboarding, and ongoing team support. • Led the integration of internal systems and tools (HubSpot, Zapier, Aloware, CallRail, Google Workspace) to improve workflows. • Built a custom AI tool using Gemini to provide supervisory-level review of intake calls, flag compliance risks (e.g., premature casequalification, unapproved guidance, or directing medical actions), and support coaching and quality control. • Managed relationships with partner firms handling referrals and identified new referral partnerships to support business growth. Marketing: • Managed and optimized Meta ad campaigns, regularly reviewing ad performance with a focus on cost per acquisition and lead quality. • Directed the overall marketing budget strategy and managed fund allocation based on firm performance and sign-up goals. • Worked closely with media buyers and creative teams to develop and refine high-performing ad content and campaigns. • Oversaw compliance of all advertising materials and campaigns with California regulations, including SB 37 requirements. • Managed SEO and web development teams for website updates, blogs, and social content to boost online presence and organic traffic.

• Delivered $28M+ in new sales for FY’25 through strategic client acquisition and portfolio growth. • Built strategic relationships with community partners and COIs, expanding market presence and generating referrals. • Led client portfolio management using CRM insights to identify opportunities and improve retention.

• Secured $36M+ in lending, investment, and retention during FY’23 by leveraging referral systems and managing pipelines. • Developed and executed sales and retention strategies, consistently exceeding targets.

• Closed $70M+ in investment and retention opportunities in FY’19, recognized as Top Performer nationally. • Supported four financial planners in business development and client strategy. • Led team training on client engagement and financial planning tools, improving advisor efficiency.

• Managed accounts across Canada through engagement with brokers, group plan managers, and personal clients. • Assisted on restructuring the group insurance products through risk analysis, policy audits, and cost-effective solutions. • Identified and corrected system flaws in online quoting, preventing significant revenue loss.