MW monogram

Finance · Operations · Leadership

Experience

From Fidelity Investments to Chief of Staff: finance, compliance, and operations work, most of it as the right hand to business owners and CEOs. The common thread: I take a fast-moving business and give it the numbers, systems, and structure to grow, or to sell.

2026 – PresentConcurrent roles

Jan 2026 – Present

Summit Graphics

Director of Finance

A vehicle wrap shop specializing in commercial fleet graphics, color changes, and paint protection film. I joined to rebuild its financial and operating foundation, and I work on both sides of the business: the books and the customer.

  • On pace to more than triple annual revenue in six months. Put cash-flow discipline in place (Profit First method), trimmed expenses, led a marketing push, and added a paint protection film service line.
  • Built recurring revenue through dealership partnership programs that create steady, repeat work.
  • Designed an AI-built quoting system that standardizes every quote and calculates job costs in real time, so pricing is faster, more accurate, and always covers costs.
  • Building for sale-readiness: mapping the infrastructure, hiring and training a general manager, and moving ownership out of day-to-day operations.
  • Maintain 24-month forecasting models that guide expansion and owner distributions.
Jan 2026 – Present

GainzTrain

Director of Operations & Finance

A fresh, macro-friendly meal prep service in Orem, Utah, serving gym-goers, student athletes, and busy professionals. I run operations and finance and help drive growth through sales and content.

  • 55% profit margin (before owner pay) through tight expense management and deliberate resource allocation.
  • Replaced paper with one operating system. Designed an AI-built dashboard covering orders, assembly, delivery, menu, ingredients, customers, and finance. It saves about 8 hours a week and has sharply reduced fulfillment errors.
  • In-house books with a real month-end close: revenue reconciled against payment records before a month is marked final.
  • Drive growth through cold outreach sales, marketing strategy, and filming and editing the brand's content.
  • Own SOPs, bookkeeping, budgeting, tax-efficiency planning, and long-range business planning.
May 2023 – Jan 2026

Acaydia

Chief of Staff & Director of Finance

An accredited aesthetics college and full-service medical spa in Provo, Utah. I owned the full financial operation across both sides of the business and served as the CEO's operational right hand for a 160-person organization.

  • Helped position the business to receive multiple acquisition offers by the time I left.
  • 41% revenue growth. Raised tuition, built enrollment incentives, grew spa memberships and client acquisition, launched new offerings, and relocated facilities to support larger classes, while tightening expenses so the growth reached the bottom line.
  • 100% federal compliance record. The first person outside executive leadership trusted with Title IV compliance since the school's founding in 2006, with zero material findings across multiple audits.
  • Retention. Introduced training and feedback systems that cut student withdrawals in half and reduced staff turnover by two-thirds.
  • Scaled operational capacity by 23% within the first 24 months.
  • Built the financial reporting systems leadership used to make decisions.
May 2022 – Apr 2023

Alpha Sales

Senior Project Manager

  • Managed 1,500–2,000 active residential solar projects at a time for a 15-person sales team, coordinating clients, reps, municipalities, and internal departments from contract to completion.
  • Built a tracking system from scratch that kept projects moving, reduced stalls, and improved client retention and communication.
May 2020 – Dec 2020

Fidelity Investments

Customer Relationship Manager

  • Supported financial advisory clients inside a global, highly regulated institution.
  • Passed the FINRA-administered Series 63 exam.

Education & credentials

Toolkit

P&L ownership · FP&A & 24-month forecasting · Budgeting & cash-flow management · Month-end close & reconciliation · Federal regulatory compliance (Title IV) · Reporting dashboards · SOP & process design · Team leadership · AI-built tools (Claude Code) · QuickBooks · Stripe

Let's talk

Looking for a Chief of Staff or a portfolio operator?

I'm exploring Chief of Staff and Portfolio Operations roles at investment firms and high-growth companies. I'd love to hear what you're building.

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