May 2013 to 2000 Vice President, Business DevelopmentAspiriant LLC Los Angeles, CA Jun 2011 to May 2013 Manager, Investment OperationsCharles Schwab & Co Los Angeles, CA Aug 2008 to May 2011 Business Lead, Advisor Services Trading & OperationsTransfer of Accounts
Sep 2006 to Aug 2008 ManagerCitigroup Smith Barney Salt Lake City, UT May 2005 to Sep 2006 Operations Manager, Branch AVPAmerican Express Salt Lake City, UT Nov 2003 to May 2005 Team Leader, Sales & Operations
Education:
University of Phoenix Phoenix, AZ Jul 2010 Masters of Business Administration in planningUniversity of Phoenix Phoenix, AZ Nov 2008 B.S. in Business Marketing
Skills:
Operations & process improvement Visio workflow design Contract negotiation Business reporting & metrics International tax expert Audit, compliance & risk Marketing plan & collateral development PowerPoint & Keynote presentations Website design Software release management Salesforce CRM Pilot programs planning & implementation Call center management Active securities trading Employee development, mentoring Training curriculum & delivery
Boissevain High School Boissevain Palestinian Territory, Occupie 1984-1986, Killarney Collegiate High School Killarney Palestinian Territory, Occupie 1986-1991