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Lindsey Bryant

@lindseybryant

Operations leader in private capital and real estate who built MFX Ventures’ operating infrastructure, workflows, SOPs, and reporting from the ground up.

United States

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What I'm looking for

I’m seeking a remote Operations, Strategy, or Chief of Staff role where systems thinking and hands-on execution both matter.

At MFX Ventures, LLC, I built the firm’s core operating infrastructure from the ground up, including scalable workflows, reporting systems, and SOPs. I also managed construction draw schedules, investor relations, and compliance reporting across real estate development and cooperative-conversion projects.

At Trilogy Real Estate Group, I built the operational infrastructure for the Equity Markets division and was promoted to lead a 7-person team. I directed execution for $140M+ in private placement offerings and developed systems to improve accuracy and efficiency.

At WealthForge Securities, I managed financial and compliance operations for private placement offerings, including escrow, fund flows, and syndicate diligence. I led the FINRA Rule 5123 filing process and partnered with the CFO and compliance team on audits, 1099 filings, and account reconciliations.

As an Operations & Strategy Consultant, I redesigned CRM, billing, and data-management workflows for an independent financial practice and built SOPs and cybersecurity protocols. I’m seeking a remote Operations, Strategy, or Chief of Staff role where systems thinking and hands-on execution both matter.

Experience

Work history, roles, and key accomplishments

Current

Operations & Strategy Consultant

Current

Independent Financial Services Firm

Jan 2022 - Present (4 years 9 months)

Redesigned CRM, billing, and data-management workflows for an independent financial practice. Built internal SOPs and cybersecurity protocols to strengthen business continuity and regulatory compliance.

CRM Billing Data Management SOP Development Cybersecurity Client Engagement Vendor Management Technology Stack

Director of Operations

MFX Ventures, LLC

Oct 2024 - Apr 2026 (1 year 6 months)

Built the firm's core operating infrastructure from the ground up, designing scalable workflows, reporting systems, and SOPs. Managed construction draw schedules, investor relations, and compliance reporting across multiple concurrent real estate development projects.

Workflow Design SOP Development Investor Relations Compliance Reporting Project Management Dashboard Design Cross Functional Communication Hiring Onboarding

Associate, Broker-Dealer Operations & Syndicate Diligence

WealthForge Securities

Jan 2023 - Oct 2024 (1 year 9 months)

Managed financial and compliance operations for multiple private placement offerings, ensuring accuracy in escrow, fund flows, and syndicate diligence. Coordinated ACH/wire transfers, A/P–A/R, and commission reporting in alignment with FINRA and AML regulations.

Private Placement Escrow Fund Flows Syndicate Management ACH Wire Transfers Accounts Payable Accounts Receivable Commission Payment Reports FINRA AML Compliance

Equity Markets Manager

Trilogy Real Estate Group

Jan 2019 - Dec 2022 (3 years 11 months)

Promoted to lead a 7-person team after building the operational infrastructure for the firm's Equity Markets division from scratch. Directed execution for $140M+ in private placement offerings, developing systems that measurably improved accuracy and efficiency.

Private Placement Operations Team Leadership SOP Development CRM Investor Relations Event Coordination Due Diligence Marketing DEI

Account Executive

Yelp!

Jan 2018 - Jan 2019 (1 year)

Managed a high-volume outbound sales pipeline in Salesforce, consistently exceeding quota through 100% phone-based outreach.

Sales Salesforce Outbound Sales Pipeline Management Phone Outreach

Implementation/Strategy Consultant

Brainbank Strategies

Jan 2017 - Jan 2018 (1 year)

Assessed operational and sales gaps across alternative-fitness client businesses; designed systems and workflows to improve performance and trained sales staff to execute consistently.

Operational Assessment Sales Strategy Workflow Design Training

Leasing Professional

Holland Partner Group

Jan 2016 - Jan 2017 (1 year)

Managed lease administration, payment processing, and marketing for a multifamily community; built resident and prospect relationships that drove retention.

Lease Administration Payment Processing Marketing Customer Relationship Management

Administrative Assistant

Dollar General Corporation

Jan 2015 - Dec 2015 (11 months)

Provided executive support (calendar, travel, budget reporting) for two department VPs; led a project that identified and removed illegal donation receptacles from 10,000+ store locations nationwide.

Executive Support Calendar Management Travel Coordination Budget Reporting Project Management

Sales & Operations Manager

Hotbox Fitness

Jan 2011 - Jan 2015 (4 years)

Built all sales and operating procedures for the Southeast's largest alternative fitness facility; grew and trained a 10+ person sales team; generated 60% of all facility membership sales.

Sales Management Operations Team Building Training Sales Strategy