Finance, Marketing, and Technology
Team player known for my extraordinary ability to communicate in a manner that influences decision making. Skilled in developing strong, trustworthy relationships with individuals and groups inside and outside of the organization. Strong analytical knowledge, skills, and abilities. Extensive involvement in the development of Web 2.0 marketing assets.
- Master’s Degree in Business Administration
Bachelor’s Degree in Economics
Real Estate and Right of Way Specialized Training
My background is inclusive of the three pillars of business namely marketing, finance, and technology.
Digital Marketing and Web Development Consulting
(part-time) Trained over 400 individuals and companies in the use, administration, and development of CMS websites. Developed and delivered training modules and workshops to selected audiences. Prepared training and maintained online classrooms. Directed five-day technical seminars. Conducted training sessions in remote facilities throughout the United States.
Provide feedback to assist companies and their employees in their training development. Developed training plans and meeting agendas with project team leaders. Identified recommendations for business process improvement.
- DrupalCamp LA, NBC/AOL Beverly Hills, California
- BADCamp LA, University California Berkeley Berkeley, California
- DrupalCamp LA, Staples Center Los Angeles, California
- SandCamp LA, Pruitt College San Diego, California
- DrupalCamp LA, University California Irvine Irvine, California
- Copywriter Drupal 6.x Training and User Manual – State Administrative Offices
- Copywriter Drupal 6.x Training and Users Manual – Fortune 500 Company
- Copywriter Drupal 7.x Training and Users Manual – Fortune 500 Company
Property Manager and Real Estate Broker
Maintain accurate and impressive financial statements and files for real estate assets under management. Optimize rental income through the use of modern housing options such as converting units into vacation property, bundling utilities and renting rooms, and careful selection of properties and tenants. Effectively reduce delinquency and increase net operating income.
Guide property improvement projects, partnering with contractors, building owners, and stakeholders to secure on-time completion.
Prepare lease and rental agreements, ensuring accuracy and completion. Perform office administration and accounting functions, including balancing accounts, collecting and recording rental payments, and data management.
Use online property management SAAS applications including Cozy and Tenant Cloud.
Marbles the Brain Store
Responsible for the overall management and supervision of operations of flagship store for the western region. Located in the San Francisco Centre Mall at the entrance to BART. Rescued the store after abrupt turnover in staff in response to termination of the previous store manager. Regained control of sales, operations, and staffing in time to exceed all sales expectations for the Holiday season.
Right of Way Agent
State of California Department of Transportation (Caltrans)
Appraised and acquired real property rights under eminent domain proceedings including preparing written offers based on the fair market value, negotiating settlements with property owners, and working with State attorneys with land value litigation. Secured property rights for transportation projects by researching public and private records in order to determine the true owners of property and their interests. Assisted attorneys on condemnation process for necessary easements that could not be acquired by negotiation.
Acquired abstracts and performed due diligence researching courthouse public records. Managed all escrow functions for project portfolio including document preparation, signing, processing, and closing transactions.
Founder and Portfolio Manager
New Pacific Advisors, LLC
Responsible for operations with full P&L and operational accountability with a team of financial advisors, accountants, traders, and interns. Developed and managed $15.5 million in client assets in retirement and non-retirement accounts.
Responsible for development, management, and administration of company contracts in accordance with SEC and State Department of Corporations regulations, company policies, legal requirements, and client specifications. Prepared and maintained contract documentation and provided information to industry regulators.
Featured in these publications:
- Horsesmouth ®: “How a Financial Advisor Cornered the Divorce Market”
- Horsesmouth®: “Are You Getting Referrals From These Professionals?”
- Financial Planning Magazine® Cover Article: “A Brave New Web”
- Financial Planning Magazine®: “To Link or Not to Link“
- Financial Planning Magazine® Subject of highlighted profile: “One Woman’s Web Philosophy”
Finance, Marketing, Management, and Management Information Systems Instructor (p/t)
California State University, Chico
Humboldt State University
Finance, Marketing, Management, and Management Information Systems. Delivered over 4000 lectures to upper division university business and information technology students on a variety of subject matters. Provided personalized curriculum development, classroom instruction, test preparation, and grading for all submitted assignments.
Course titles included:
Survey of Marketing, Survey of Finance, Sales Force Management, Retailing, Management of Organizations, Internship and Cooperative Education, Managing Personal Success, Principles of Finance, Project Management, Understanding Global Business, Windows, Word Processing and Presentation Software, Spreadsheets and Graphics, Introduction to Databases, Risk and Insurance, Financial Planning, Financial Management, Investment, Enterprise Technology, Integration, Senior Seminar in Applied Strategic Decision Making, Windows, Word Processing and Presentation Software.
- Fundamentals of Corporate Finance (manuscript)
Authors: Bodie, Merton, and Crawford
Publisher: Prentice Hall
- Finance: Investments, Institutions, and Management, 2/e
Author: Stanley G. Eakins, East Carolina University
- Retailing Management, 1/e
Authors: Michael Levy, Babson College
Barton A. Weitz, University of Florida @ Gainesville
Publisher: McGraw Hill- Irwin
Branding, Retail Management, Marketing Strategy Development, Services Marketing, Product Marketing, Content Marketing, Mobile and Email Marketing, Media Production.
Project Management, Analyze Wants and Needs, Set Strategy and Planning, Assist in Software Selection, Design and Create, Pre-Launch Testing, Documentation and Instruction, Launch and Monitor.
Financial Planning, Insurance Investments / Variable Annuities, Investment Advice (Registered Investment Advisor – expired), Measure Client’s Tolerance for Risk for Asset Allocation, Portfolio Management (FINRA 6, 63, 65 – expired), Execute Trades on Clients’ Behalf, Interpreting Complicated Financial Information, Prepare and Present Financial Research Summaries, Make Informed Recommendations, Prepare, Maintain, and Present Compliance Documents and Materials.
Real Estate Broker
Real Estate Appraisals (IRWA Certificate I), Real Estate Acquisitions BRE#01760523, Eminent Domain (IRWA Certificate I), Title Document Examination, Mortgage Loans NMLS #1287007, Perform Escrow Functions to Close Transactions, Property Management, Resort and Second Property Specialist, Senior Real Estate Specialist.
CMS, CRM, LMS, and Project Management Technologies, WordPress® and Drupal®, Adobe® Fireworks (Graphic Design), Social Media, Cloud Technology, Linux, Apache, MySQL, php Servers, Microsoft® Office, Global Positioning Systems (GPS).
Respecting the Confidentiality of Information, Identifying and Presenting Impactful Information, Recognizing the Concerns and Perspectives of Others,
Selecting Language and Examples Tailored to Audience, Expressing Ideas Clearly and Concisely in Writing, Organizing Ideas Clearly in Oral Speech in Public and Groups, Using Multiple Channels or Means to Communicate Important Information.