Jene Hoosier
COO at Sanctuary Wealth
- Role
- Chief Operations Officer at Sanctuary Wealth
- Location
- Redlands, CA, US
- LinkedIn followers
- 500 followers
About Jene Hoosier
Chief Operating Officer that drives growth through the implementation of repeatable process improvements to scale cost-effectively. Builder of high performing teams that takes a hands-on role in the organization to take concept to revenue generating realities. Servant leader that thrives in identifying market opportunities while collaborating across organizations to execute enterprise initiatives. Operations executive with passion for solving complex problems by connecting with people to deliver the technical or practical solutions. Process driven leader with a recognized ability to build relationships that transform culture and drive ahead of the competition while positioning enterprise to reach record breaking revenues. A few highlights include: • Spearheaded the successful launch and rapid growth of fintech solution that required a comprehensive strategy to identify market needs, functionality, testing, and onboarding of users. • Aligned the team to enterprise goals while driving results and leading the execution to ensure that the budget and resources were effectively utilized to attain revenue and strategic goals. • Identified a market gap and applied relentless drive to supervise the roll out of a comprehensive redesign of the customer experience on the enterprise software platform. • Concepted and deployed a certification process to onboard customers to the technology solution cost effectively while also creating a path to success. Areas of Expertise: Enterprise Software Go – to Market Strategy Operations Management Executive Leadership Change Management
Experience
Chief Operations Officer
Jan 2023 — Present
Education
California State University-San Bernardino
B.A., Finance & Accounting
2005 — 2008
Skills
- Asset Management
- Management
- Portfolio Management
- Business Process Improvement
- Financial Accounting
- Process Improvement
- Leadership
- Account Reconciliation
- Strategic Planning
- Investments
- Analysis
- Financial Modeling
- Microsoft Excel
- Corporate Finance
- Financial Reporting
- Accounting
- Banking
- Mutual Funds
- Risk Management
- Financial Analysis
- Auditing
- Finance
- Financial Planning
- Strategic Financial Planning
- Business Analysis
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