Explore how I've partnered with organizations to turn challenges into success stories, demonstrating the power of strategic change and digital empowerment.

Transforming Buiness Through Strategic Innovation and Technology

Hi, I’m Shari!

As a Strategic Operations and Compliance Leader, my mission is to revolutionize programs, spearhead initiatives, and deliver significant outcomes. I am a driving force behind sustainable growth and innovation, committed to continuous learning and making a positive impact in every endeavor. Learn more about me, or continue scrolling to view detailed case studies.

Areas of Expertise

  • Proficiency in creating and implementing strategies to manage compliance and risk within wealth management.

  • Proficiency in FINRA, SEC regulations, and compliance, ensuring adherence to all legal and ethical standards.

  • Leadership in revamping AML frameworks, significantly enhancing compliance structures and optimizing sanctions screening processes, while ensuring rigorous adherence to regulatory standards.

  • Expert in navigating business, operational, and compliance risks, deploying strategies to mitigate exposure and align with regulatory standards, ensuring business continuity and compliance integrity.

  • Adept at crafting and managing compliance roadmaps to drive initiatives and enhance regulatory alignment.

  • Demonstrated expertise in guiding both specialized and cross-functional teams towards high performance and strategic goals, with a focus on achieving regulatory compliance and operational excellence.

  • Exceptional ability to think outside the box and find creative solutions to complex business challenges.

  • Capability to develop and implement forward-thinking strategies that align with business goals and drive growth.

  • Skilled in transforming operational infrastructures to improve process scalability and efficiency.

  • Proficient in restructuring workflows to enhance efficiency and unify operations across departments.

  • Expert in establishing governance frameworks for regulatory compliance projects, ensuring alignment with legal requirements and organizational standards. Skilled in steering project strategies to meet critical regulatory milestones efficiently.

  • Proficient in leading cross-functional teams to deliver projects on time and within budget.

  • Demonstrated ability in optimizing tech stacks and managing vendor relationships to align with strategic goals and enhance compliance.

  • Effective in advocating for policy changes and engaging with stakeholders to secure compliance and strategic interests.

Case Studies: Tackling Business Challenges with Proven Solutions

Explore my portfolio of case studies, demonstrating how I solve complex problems, optimize processes, and deliver measurable impact. Tap the case study image for an in-depth view.