06/2025 – PresentFinance & Operations Lead
- Protect firm revenue accuracy through weekly rebate tracking and reconciliation across a $20M+ AUM client base, with direct operational support to the CEO and trusted access to confidential broker protocols.
- Resolve 20–30 client account, onboarding and technical issues weekly while coordinating daily operations across a 20-partner broker network and managing 5 key relationships (MetaTrader 5, multiple broker CRMs).








