Experience

Honua Hawaiian Skincare

• United States
• Manufacturing
• 1 - 100 Employee

• COO

  • Jan 2018 - Present

  San Francisco Bay Area Mission-driven skincare inspired by the power of Hawaiian healing botanicals. - E-commerce management, including customer acquisition, behavior, retention, store analytics - Operational expertise - relentless focus on profitability of product lines and individual products, while maintaining ultra-high quality of raw materials - Financial reporting - P&L, COGS analysis and improvement - Distribution and fulfillment - established in-house fulfillment for e-commerce and wholesale… Show more Mission-driven skincare inspired by the power of Hawaiian healing botanicals. - E-commerce management, including customer acquisition, behavior, retention, store analytics - Operational expertise - relentless focus on profitability of product lines and individual products, while maintaining ultra-high quality of raw materials - Financial reporting - P&L, COGS analysis and improvement - Distribution and fulfillment - established in-house fulfillment for e-commerce and wholesale following several years of 3PL - Marketing - grassroots and digital marketing guru - promotion and optimization across search and social channels, email marketing expert - Production planning - sourcing domestic and international components and raw materials, inventory management, contract and in-house manufacturing, new product development, geographical and regulatory compliance - Structuring sales and distribution agreements with independent and national retailers including Credo Beauty, GOOP, Detox Market, Bergdorf Goodman, Neiman Marcus, JCPenney, Kinder Beauty, Causebox, Auberge Resorts and more - Pioneering partnerships with sustainable suppliers and non-profits to preserve Hawaiian ecological diversity and integrity -Dynamic ability to adapt and learn the skills needed to move things forward in a fast-paced environment Show less



San Francisco Zoo & Gardens

• United States
• Museums, Historical Sites, and Zoos
• 100 - 200 Employee

• Board Member

  • Jul 2015 - Present

  San Francisco - Chair of development committee - Fundraising for capital and ongoing operations - Chair of inaugural wine walk at the zoo event (coming soon) - Ongoing fundraising reporting for the entire Board of Directors and executive team



GSN Planet

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Board Member

  • Jul 2022 - Present

  GSN helps leading spas and hospitality companies expand their sustainability commitment through education, tools and better resources.



Wanderglow

• Chief Creator

  • Dec 2017 - Dec 2020

  www.wanderglow.com A beauty meets wanderlust destination featuring globally-inspired beauty rituals.



Ra Power Management

• Advisor

  • Aug 2014 - Aug 2018

  Oakland, CA



HiLovely

• Founder / COO

  • Jun 2014 - Aug 2017

  San Francisco HiLovely is an innovative beauty company changing the ecosystem for beauty tutorials through Beauty Chat - the first 1:1 platform dedicated to beauty advice and consultations. HiLovely was acquired by a private party in 2017. Key initiatives: - Finance: Financial forecasting and analysis, all FP&A activities - Budgeting and bookkeeping, using QuickBooks - Payroll and all related activities - Fundraising: Ran successful angel investor process, including all presentations and… Show more HiLovely is an innovative beauty company changing the ecosystem for beauty tutorials through Beauty Chat - the first 1:1 platform dedicated to beauty advice and consultations. HiLovely was acquired by a private party in 2017. Key initiatives: - Finance: Financial forecasting and analysis, all FP&A activities - Budgeting and bookkeeping, using QuickBooks - Payroll and all related activities - Fundraising: Ran successful angel investor process, including all presentations and follow-up - Analytics: Google Analytics implementation and ongoing management - Social Media: Creation of social media presence completely organically, including content, content calendar, analytics across all channels - Management: Built talent base to 40 subcontractors under management - Business Development: Launched partnerships with top tier beauty brands - Promotion: Lead programs with bloggers for promotional and relationship purposes - PM: Project manager for mobile app and website development - Self-taught Google Analytics power user - Oversee all team members, across beauty, social media and operations - Transformation from social media recluse to advocate Show less



Lashfully

• Advisor

  • Jun 2014 - May 2015

  San Francisco Bay Area Advised on fundraising and sale of multiple salons to a private party.



SolarCity

• United States
• Renewable Energy Semiconductor Manufacturing
• 700 & Above Employee

• Head of Fund Management and Fund Relations

  • Oct 2012 - Jun 2014

  San Mateo, CA * Head of investor/lender relations with all of SolarCity fund investors, lenders and limited partners. Established quarterly meetings and reporting packages for all investors * Created fund management group to address SolarCity's needs to manage all solar financing funds as well as investor requirements to understand performance of their respective funds * Led fund deployment and management of SolarCity's tax equity and debt funds as well as asset-backed securities * Managed separate… Show more * Head of investor/lender relations with all of SolarCity fund investors, lenders and limited partners. Established quarterly meetings and reporting packages for all investors * Created fund management group to address SolarCity's needs to manage all solar financing funds as well as investor requirements to understand performance of their respective funds * Led fund deployment and management of SolarCity's tax equity and debt funds as well as asset-backed securities * Managed separate deployment and analytics/compliance teams to best achieve investor objectives pre and post-funding * Oversaw reporting and compliance requirements for investment funds and debt facilities * Implemented deployment best practices that address both investor/ L.P. return and reporting requirements as well as SolarCity’s operational success * Critical involvement, including final sign-off, in closing of all tax equity and debt funds * Negotiated contracts, including commercial leases and PPAs * Hired and trained team, including internal transfers and external hires Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Investment Banking

  • Jul 2006 - Sep 2012

  Palo Alto, CA and New York City, NY * Spearheaded Citi's Cleantech Initiative – exclusively developed business and coverage plan for the sector. Managed client coverage and deals until departing Citi * Cleantech coverage responsibilities included formulating group strategy, executing deals, establishing and maintaining relationships with industry players, and staying current on multiple verticals of the industry * Extensive experience advising clients on strategy, industry trends, M&A, equity and debt capital markets and… Show more * Spearheaded Citi's Cleantech Initiative – exclusively developed business and coverage plan for the sector. Managed client coverage and deals until departing Citi * Cleantech coverage responsibilities included formulating group strategy, executing deals, establishing and maintaining relationships with industry players, and staying current on multiple verticals of the industry * Extensive experience advising clients on strategy, industry trends, M&A, equity and debt capital markets and structured finance transactions * IPO/Equity experience spans clean tech and consumer industries - created roadshow materials, coordinated roadshow, advised on optimal investor holdings * Industry experience includes internet, semiconductors, software, supply chain, and cleantech * M&A execution including buyside and sellside experience across technology sectors * Business development for cleantech sector coverage * Developed financial forecasts and complex tops-down and bottoms-up models on product lines, individual companies and sectors, often with very limited data and information * Execution and transaction experience includes mergers and acquisitions, divestitures, initial public offerings, follow-on equity offerings, convertible bonds, high yield debt and stock repurchases

• Business Staffing Manager, Technology Investment Banking

  • Jan 2010 - Oct 2011

  Palo Alto, CA * West Coast investment banking junior team manager, responsibilities include: Performance and review evaluations, Compensation communication and management, Junior banker development and experience planning, Resource and staffing allocations * Responsible for global technology investment banking franchise materials, including global strategy and vision, hiring plans, priority clients and resource management * Led recruiting, hiring and training for analyst and associate summer and… Show more * West Coast investment banking junior team manager, responsibilities include: Performance and review evaluations, Compensation communication and management, Junior banker development and experience planning, Resource and staffing allocations * Responsible for global technology investment banking franchise materials, including global strategy and vision, hiring plans, priority clients and resource management * Led recruiting, hiring and training for analyst and associate summer and full-time programs * Passionate involvement in Citi's global campus recruiting program since joining the firm * Firm-wide team captain for UCLA Anderson recruiting team



Murphy-Hoffman Company (MHC Kenworth)

• United States
• Truck Transportation
• 700 & Above Employee

• Special Projects Manager

  • Jan 2003 - May 2004

  Kansas City, Missouri Area * Managed CRM implementation process including extensive internal diligence, RFP creation, and vendor selection process * Spearheaded other efficiency improving projects



PwC

• Professional Services
• 700 & Above Employee

• Intern

  • Jan 2001 - May 2001

  Marseille, France