Team Lead/Executive AssistantTeam Lead/Executive Assistant

I’m an operations and client success leader with a background in BPO, sales coaching, legal operations, and mergers and acquisitions support. I focus on helping professionals transition into business ownership and improve their financial trajectory. I currently work with Regalis as a Client Success Manager and Team Lead, where I guide clients through the final stages of acquiring a business. I help match buyers with opportunities that align with their skills and goals, support SBA loan readiness... See more