At Mitchell Investment Group, I support financial and business operations across hundreds of accounts in a $276M+ financial advisory practice. I create and customize Orion reporting, reconcile data across systems, and investigate operational issues through resolution.
I’ve also managed financial and operational performance for a portfolio of approximately 200 properties at Mynd Property Management Company, and analyzed and validated mortgage data at Cardinal Financial. Earlier, I developed a collections process at University Partners that helped reduce delinquency from approximately 15% to 2%.

