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American Financial Network · Team and process leadership

Building a team for nationwide onboarding.

Coordinating the people and processes behind new employees, branches, and divisions.

The assignment

Support nationwide onboarding for employees, branches, and divisions at American Financial Network. The work crossed departmental boundaries and required coordination with people responsible for legal, financial, and operational decisions.

My contribution

I built and led a four-person onboarding team and streamlined workflows across accounting, payroll, legal, and executive leadership. I served as a direct liaison to the CEO, President, and General Counsel.

The result

The team provided coordinated onboarding support nationwide. The experience strengthened my ability to take a broad assignment, organize the work, and bring multiple departments together to complete it.

“Jeff could be handed a project with limited description, run with it, and achieve completion quickly.”
Jonathan Gwin, Esq. · AFN COO and General Counsel
Recommendation, October 2015

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