Situation professionnelle
Souhait professionnel
- Chef de groupe
- Chef de projet
- Services aux particuliers
- Informatique (éditeur, constructeur, ESN)
Résumé
I am passionate about solving problems, acting as a bridge between departments to get things done, and would love to bring my drive and excitement for new challenges and innovative strategic projects to a new role in financial services.
During my 7+ years as Operations Manager at Reston Wealth Management (a boutique investment management firm in the USA), I was a transversal business leader who built or rebuilt many company operations from scratch around the goal of maximizing sales team performance (the financial advisors) and led a dynamic operations team. In this role, I took on technical challenges like analyzing and upgrading 30+ backend Salesforce processes to improve efficiency and providing training to all employees as part of the transition to new technology, as well as non-technical ones like mentoring less experienced staff.
Being that Reston Wealth is a small but growing business, my responsibilities were broad and the skills required quite extensive, which helped me develop the ability to learn quickly and work across all facets of the business, including HR, marketing, finance, client service, etc. I understand working in regulated environments, enjoy people management and taking care of my team, and want to evolve my career in Europe going forward.
Open to roles in France, Luxembourg, the UK or Switzerland
Expériences professionnelles
Business process architect, vp
ALLIANZ GLOBAL INVESTORS , Paris
Depuis le 01 août 2025
Business manager, vice president in the coo office
ALLIANZ GLOBAL INVESTORS , Paris
De Janvier 2025 à Août 2025
Business manager
ALLIANZ GLOBAL INVESTORS , Frankfurt am main - CDI
De Mars 2023 à Juillet 2025
Formation complémentaire
Bachelor of Arts
Patrick Henry College - History
2006 à 2010
Associations
Parcours officiels
Langues
Anglais - Langue maternelle
Français - Courant
Compétences
Centres d'intérêt
- Salesforce CRM Administration
- Power BI
- Tableau
- Trello
- Jira
- Google Workspace
- Microsoft Office (advanced Excel)
- Genealogy
- languages
- dance
- yoga
- French
- travel