Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Loden Sherpa

Queens

Summary

Financial professional with strong relationship-building and problem-solving abilities. Proven track record of exceeding expectations in high-pressure environments. Experienced operations manager skilled in cost reduction, operational streamlining, and productivity enhancement. Knowledgeable in industry trends, providing insights for growth and business expansion.

Overview

1
1
Certification
8
8
years of professional experience

Work History

Retreat Operations Manager

Palyul Retreat Center
McDonough
06.2024 - Current
  • Sourced and replenished operational supplies for over 200 participants, facilitating seamless operations.
  • Served as primary point of contact for vendors, confirming orders and managing delivery timelines to ensure on-time fulfillment.
  • Resolved discrepancies and urgent requests by prioritizing based on lead times, ensuring timely fulfillment of operational needs.
  • Determined order quantities and timing by analyzing consumption trends, optimizing purchasing decisions across various materials.
  • Led a five-person operations team, assigning daily responsibilities and addressing operational challenges.
  • Collaborated with seven-person management team to align priorities and streamline workflow processes.

Intern - Senior Loan Manager's Assistant

Accompany Capital
Jackson Heights
06.2019 - 08.2019
  • Assessed creditworthiness of loan applicants through financial data analysis to aid risk evaluation.
  • Identified discrepancies and flagged potential risks early to improve accuracy of loan assessments.
  • Developed and maintained financial reports in Excel to provide insights into clients' financial health.
  • Coordinated daily communication between clients and loan officers to streamline interactions.

Quality Control Intern

Department of Education
Long Island City
06.2018 - 07.2018
  • Resolved quality issues in partnership with interpreters and staff, ensuring timely and effective solutions.
  • Assisted in developing and reviewing language materials, ensuring accuracy and consistency in service delivery.
  • Collaborated with cross-functional teams to enhance language and interpretation processes, improving service delivery.

Education

Bachelor of Business Administration - Economics

Baruch College
Manhattan, NY
01-2024

Skills

  • Supply chain management
  • Inventory management
  • Vendor negotiation
  • Operational supply management
  • Process optimization
  • Data analysis
  • Quality assurance
  • Project coordination
  • Team leadership

Certification

  • Financial Modeling and Valuation Analyst
  • Securities Industry Essentials (SIE) FINRA
  • DCF Model

Timeline

Retreat Operations Manager

Palyul Retreat Center
06.2024 - Current

Intern - Senior Loan Manager's Assistant

Accompany Capital
06.2019 - 08.2019

Quality Control Intern

Department of Education
06.2018 - 07.2018

Bachelor of Business Administration - Economics

Baruch College
Loden Sherpa