Leticia Luna Santiago
Director of Operations @Asset Preservation Wealth & Tax
Signup · Get unlimited contacts
WORK HISTORY
Director of Operations @Asset Preservation Wealth & Tax
Scottsdale, AZ, US
As Operations Manager, I oversee a broad range of functions to ensure operational excellence across multiple locations. Key responsibilities include:Operational Efficiency: Managing and optimizing operational systems, processes, and infrastructure at our offices in AZ, CO, OR, IN, and NV.Staff Recruitment & Training: Collaborating with the HR Manager to establish consistent hiring practices and effective training programs for new hires.Onboarding IRA Advisors: Leading the onboarding process for IRA advisors with our Registered Investment Advisor (RIA). This includes managing marketing materials such as business cards, advisor bios, and headshots to ensure a professional and cohesive presentation.Seminar Preparation: Overseeing the preparation of seminars at each location, ensuring adequate stock of seminar materials, and coordinating logistics to facilitate successful events.Inventory & Financial Management: Handling inventory control and financial oversight to optimize resource allocation and cost management.Marketing & IT Services: Supervising marketing initiatives and IT services to support operational needs and business growth.Risk Management & Strategic Solutions: Identifying and addressing operational and tactical risks, providing strategic solutions, and assessing opportunities for process improvements.Team Coordination: Collaborating with back-office teams to ensure seamless business operations, foster positive morale, and uphold company values.Issue Resolution: Raising, tracking, and resolving medium complexity issues, removing barriers, and escalating as needed. Providing clarity and guidance to team members and stakeholders.Special Projects: Working closely with the CEO on strategic planning and special projects to advance business objectives.
EDUCATION
Santa Susana High School
High School Diploma, General Studies
ABOUT LETICIA LUNA SANTIAGO
Accomplished Director of Operations with experience driving YOY sales and business growth, improve operational efficiency, driving staff morale and retention, and exceeding operational and business goals. I pride myself on my outstanding experience developing and executing intensive training to improve high-performing teams. My strong qualifications in maximizing sales, empowering organizations to succeed, and improving the bottom-line have been an essential part of my success story. I also strive hard to deliver better than average results, drive consistent performance, lead complex operations, and build strategic relationships that drive maximized growth.Some highlights of my career achievements are as follows- I have a strong track record of delivering steady YoY growth. As Director of Operations, successfully achieved $1.5M+ in paid business in the first year,$3M+ in the second year, and $5.5M+ in the third year- As an enterprising leader, I am skilled in cultivating excellent relationships with key clients, staff, and colleagues. I have been highly effective at building cross-functional teams and developing inter-department communication/collaboration to drive business goals- I am adept at identifying areas in need of improvement, developing innovative solutions, and surpassing all goals and expectations.Please feel free to connect with me on LinkedIn, or email me directly.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.