At HSA Global, I support the CEO across four group entities, coordinating leadership standups and tracking decisions and action items. I introduced a meeting-governance and task-tracking system that gave leadership real-time visibility into cross-team commitments and blockers.
I coordinate KYC/KYB and AML documentation for a FINTRAC-registered Money Services Business, including source-of-funds and EDD narratives. I also prepare partner outreach materials and due-diligence packs for banking, brokerage, and technology partnerships.
At Pegasus Mortgage Lending Center, I managed loan administration and supported accounting and payroll across three affiliated entities. I developed an Agent Retention Dashboard and initiated an SMS retention campaign, receiving a Special Project award for the contribution.

