“MY PASSION IS TEACHING BUSINESSES HOW TO OPERATE AND THRIVE!”
Attracted $800k with roles and process changes at Wealth firm
25% Profit margin increase in 1 year for Insurance business
Transformed hobby to scalable Healthcare business during Covid
Recouped $11mil implementing new processes at Regional Bank
And more ...
I started transforming businesses before college even started. My path began with overhauling the inventory system for a John Deere affiliate company and then new processes for my SUNY Campus Service company. Both experiences lead to improved profitability, operations, and service. In my sophomore year of college, I developed and implemented a process to recoup $11 million from FEMA for M&T Bank. My junior year included the design and implementation of a tax identification and collection process that recouped $9 million for the Mortgage Lending Division in the first 3 months of implementation. At this point, I realized I was destined for business operations transformations but needed experience in finance.
I started a nighttime MBA on Qualitative Business Operations and then moved to Boston MA to study Certified Financial Planning™ at Boston University, took MBA Corporate Finance classes at Boston College, and Enrolled Agent Business Tax classes at Northeastern. Meanwhile, I moved from sales assistant to Financial Advisor and worked with business owners on business and personal financial stabilization and growth.
This experience and education lead me through a role working with Angel and VC investors to become Senior Planner and Operations Transformation role at a multi business family office firm, Director of Operations and Senior Planner role at large tax firm, and Chief Operations Officer at an Insurance and Wealth Management Business.
In 2007, I started MyVirtualCOO, a consulting firm for businesses. I added Virtual Solutions for Advisors by creating the largest, free, online directory of vetted USA outsourced providers to businesses.
I am lucky to attract and work with a select group of businesses that seek to transform their operations, mindset, and growth. I am a huge believer in continuous learning, having choices, and rising up. I am published, speak at major conferences, and yearn to help more businesses that work with consumers. In my spare time, I advocate for public schools, gun safety, and the homeless, and am a mom of 2 teenagers and a wife to one very understanding man.
I welcome you to join me in the pursuit of knowledge. As great people have said before, with knowledge comes freedom and choices. So join us! The more, the merry!
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