Leads the office team, overseeing customer service and accounts receivable personnel, assigning work, developing staff, managing performance, and ensuring coverage. Partners with commercial and operational leaders to improve administrative processes, customer experience, and efficiency. Oversees administrative costs, records retention, meetings, events, metrics, escalated customer issues, and cross-departmental collaboration.

Consult as a fractional Office Manager for hedge funds, private equity firms, and family offices. Improve operational processes, create and execute monthly action plans, diagnose roadblocks, break goals into actionable steps, implement policies and controls, evaluate progress via KPIs, and maintain detailed consulting records while providing implementation resources.