Multifaceted Finance and Project Management Expert
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I hail from Gilbert, Arizona, proud of my native roots. My professional journey spans over 20 years in diverse industries, including banking, brokerage, education, project management, underwriting, and the latest chapter in FinTech as a Lead Manager.
I possess a genuine passion for initiating projects from their inception and skillfully navigating them to successful launches. My career has been marked by a commitment to collaboration, actively engaging in thoughtful brainstorming sessions with colleagues. Moreover, I find value in fostering a culture of continuous improvement, leading committees comprised of level one agents to gather insightful feedback on their roles.
I am a results-oriented executive with a successful background in product development, project leadership, and anti-money laundering (AML) expertise. I specialize in guiding product lifecycles, leveraging market research for innovative strategies and revenue growth. As the former CEO of JP Funding Source, I strategically expanded the client base and maintained rigorous compliance standards.
During my tenure at Upgrade Inc., I pioneered the growth of the front-end fraud prevention team, presenting impactful findings and collaborating with Product Management for procedural enhancements. My leadership resulted in successful recruitment and continuous improvement through audits.
As a Pricing Underwriter at Credibly, I optimized underwriting processes, achieving Top 5 status for operational efficiency and turnaround times.
In my tenure at Upgrade, Inc., I gained insights into financial management, risk assessment, and mitigation strategies. I have also been engaged with various entrepreneurial principles, learning how to identify opportunities, innovate, and navigate the challenges inherent in building a new business during a global pandemic.