At The Bus Network, I initially led the Quality Assurance Team to ensure clean production deployments for a B2B SaaS. I later took on Customer Success and Onboarding operations, strengthening client relationships and helping ensure clients’ needs and questions were addressed.
I’ve worked on renewals, retention, and growth, and supported expansion into new userbases. I directly onboarded and trained over 200 companies.
At Primerica, I served as Regional Leader, training representatives and helping families work toward financial independence. I maintained more than $1M in assets under management and helped expand the company through Long Island.
At Broadridge, I supervised billing for mutual fund summary prospectus products and automated their mailing, resulting in 50%+ efficiency. My experience also includes B2B sales management at AMM Industries and energy management at Lantern Energy.
