Desirae

Resourceful Director of Client Services with 8 years of experience in client operations and educational leadership. Proven track record in managing complex service requests and optimizing operational systems, ensuring regulatory compliance and client satisfaction. Demonstrated leadership as a Grade Level Team Lead Teacher, driving data-driven instruction and strategic planning initiatives.

Skilled in communication, account management, and customer service, dedicated to enhancing client experiences and fostering collaborative environments.

Director of Client Services - Verus Capital Partners - Scottsdale, AZ

(2022-01)

• Lead client operations and service strategy, serving as primary point of contact for account inquiries, troubleshooting, and complex service requests across brokerage, annuity, and advisory platforms.
• Manage account lifecycle processes including new account openings (individual, trust, inherited IRAs), transfers (DTC/position), beneficiary updates, and resolution of NIGOs to ensure regulatory compliance and seamless onboarding.
• Oversee cash movement and distribution workflows, including ACH transactions, check processing, RMD calculations/distributions/corrections, QCD processing, 529 distributions, and payroll contribution coordination.
• Administer compliance-sensitive events such as death claims, RMD notifications, IRS documentation, systematic distributions, and sponsor confirmations, maintaining accuracy and client trust during high-impact situations.
• Maintain and optimize CRM and operational systems (Redtail, RIAWave), including data integrity, workflow template creation, agreement updates, and archival management.
• Coordinate executive and client communications, including scheduling meetings, managing document execution (DocuSign, notarization), facilitating client touchpoints, and supporting internal initiatives (e.g., Book Club, office operations).

2nd Grade Lead Teacher - Great Hearts Academies - Gilbert, AZ

(2018-08 - 2021-01)

• Grade Level Team Lead (2018-2020): Assist team in data driven instruction and planning.
• Academic Team (2020-2021): serving as the executive council to the headmaster and helps with short and long term strategic planning in service to our mission: to nurture a love of intellectual and moral virtue.
• E Pluribus Unum Project (2020-2021): assisting in deepening and improving the Great Hearts model, with respect to the diversity of the American experience and welcoming all students and staff, in alignment with the Great Heart's core purpose (talent/hiring processes, curriculum, and school location)

Bachelor of Arts - Educational Studies - Grand Canyon University (2015-08 - 2018-04)