CAREER

GOLDSTEIN MEDIA, LLC, Doylestown, PA
Business Operations, 2007 – Present
 

Researched, developed, structured, and built an interactive marketing agency. 

Achievements include:
  • Evaluated and improved processes and created SOPs, which decreased project completion time by 30%.
  • Implemented reporting standards and analysis, which improved profitability by 20%.
JLFRANKLIN WEALTH PLANNING, San Rafael, CA (Remote)
Business Operations Manager, 2020 – 2022
 
Managed process evaluation, development, and implementation. Responsible for SOP creation, prospect tracking, onboarding, and client service. Drafted client meeting agendas, lead staff and client meetings, and followed up on action items. Supported Chief Compliance Officer with all SEC compliance responsibilities. Assisted with business development including executing social media and email marketing strategy, promoting the Startup Wealth podcast, and other special projects.
 
Achievements include:
  • Improved form completion process, decreasing processing times and errors by 20%.
  • Streamlined remote client onboarding process, which increased client satisfaction.
  • Eliminated CRM prospect backlog resulting in a $2 million increase in assets under management.
  • Researched and implemented EOS Traction principles, increasing goal achievements by 25%.
BULLPEN BOYS, INC., Southampton, PA
Business Operations Manager (March 2009 – September 2020)
Inventory Manager (August 2008 – March 2009)
 

Oversaw process and procedures development, employee development, ecommerce inventory management and order fulfillment, vendor relations, and financial reporting.

Achievements include:

  • Increased sales volume 25% through successful staff development, implementation of proper business processes and systems, as well as improved vendor relations.
  • Oversaw migration to new systems, which improved efficiencies and decreased labor costs.
  • After quickly learning company complexities, promoted to Business Operations Manager within 7 months.
ACRE MORTGAGE & FINANCIAL, INC., Bensalem, PA
Loan Officer & Loan Officer (2005-2008)
 
  • Built relationships with vendors and underwriters to quickly close loans and expand client base.
  • Utilized high-level organizational skills to implement and manage all tasks from origination to closing.