Results-driven operations, administrative, and client relationship professional
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Results-driven operations, administrative, and client relationship professional with 25+ years of experience supporting financial services, real estate operations, and property management. Expertise in project coordination, contract administration, regulatory compliance, customer service, and managing complex transactions. Recognized for building strong client relationships, improving operational efficiency, and collaborating with cross-functional teams.
Extensive risk management, operational support, and process improvement experience. Proficient in Microsoft office, CRM systems, and managing multiple priorities in fast-paced environments.
REALTOR® - Samson Properties & Cattawood Spring Realty LLC - Maryland & Washington, DC
(2016-06)
Manage residential real estate transactions from consultation through closing for buyers, sellers, landlords, and tenants.
Sales Associate / Client Relationship Manager - Oppenheimer & Co. Inc. - Washington, DC
(2003-10 - 2018-10)
Supported investment portfolios exceeding $350 million dollars.
Assistant to Compliance & Branch Managers - Morgan Stanley Dean Witter - Washington, DC
(1998-08 - 2003-10)
Supported branch compliance and administrative operations.
Secretary, Board of Directors (Volunteer) - Greencastle Manor II Condominium Association - Silver Spring, MD
(2018-04)
Secretary, Board of Directors (Volunteer) - Cross Creek Club Homeowners Association - Silver Spring, MD
(2009-11 - 2017-12)
Served on the board governing a 600+ home community.
Associate of Arts - Business Administration - Montgomery College