Experience

Tonal

• United States
• Wellness and Fitness Services
• 200 - 300 Employee

• Manufacturing Engineer - NPI - Reliability Analyst - Field Operations Development

  • Aug 2016 - Present

  San Francisco, California Field Operations Development Manager 8 Direct report Built out a team focused on managing customer issues to resolution Developed an education program for training Tonal's service providers' installation & repair workforce NPI Managed 1st run prototyping Operations Managed warehouse operations for Tonal's stateside warehouse. Managed Tonal's spare part procurement and distribution into mass product. Procurement Sourced hard to find hardware to avoid a… Show more Field Operations Development Manager 8 Direct report Built out a team focused on managing customer issues to resolution Developed an education program for training Tonal's service providers' installation & repair workforce NPI Managed 1st run prototyping Operations Managed warehouse operations for Tonal's stateside warehouse. Managed Tonal's spare part procurement and distribution into mass product. Procurement Sourced hard to find hardware to avoid a stop-ship from occurring. Second sourced Tonal's entire hardware line. Prototype/Alpha/Beta Manufacturing Ran Tonal's local prototyping Ran Alpha and Beta US manufacturing lines prior to moving manufacturing to Taiwan. Doc. Control: Developed Tonal's part numbering system Brought Tonal's PLM system online Migrated BOM and documentation from Google Drive to Arena PLM system Managed change control for the entire company - ECO, MCO, DCO, new part creation,... Fabricator: Fabricated all prototype parts for prototype, alpha, and beta builds at Autodesk's Pier 9 shop. Tools used: 3-axis CNC, 5-axis Water Jet, laser cutters, 3D printers, manual mill, manual lathe, mig and tig welding, full metal shop, and full wood shop. Show less



Sutro

• United States
• Consumer Electronics
• 1 - 100 Employee

• New Product Introduction Engineer - NPI

  • Dec 2014 - Jul 2016

  San Francisco Bay Area Alpha Test Project Manager: Directed Sutro's Alpha test program from infancy to over 80 testers. Worked with CEO in growing alpha test participant base from 4 testers to over 80. Collaborated with CEO, mechanical engineer, chemical engineer, and electrical/programming engineer to develop and refine current alpha program and plan for beta test, product launch, and app development. Worked closely with Alpha testers to develop user friendly operating procedures and an end product that meets… Show more Alpha Test Project Manager: Directed Sutro's Alpha test program from infancy to over 80 testers. Worked with CEO in growing alpha test participant base from 4 testers to over 80. Collaborated with CEO, mechanical engineer, chemical engineer, and electrical/programming engineer to develop and refine current alpha program and plan for beta test, product launch, and app development. Worked closely with Alpha testers to develop user friendly operating procedures and an end product that meets customer expectations and Sutro's engineering design goals. Engineering: Worked with engineers to develop microfluidic pumps that measure water chemistry through colorimetry. Patent Number 9776888. Built an automated AI (SutroBot) that interacted with users over text messaging to send water chemistry prescriptions. Product Development: Refined Sutro's current product offerings. Developed and brought to market a new companion product and put others in the pipeline. Refined customer experience through product development by streamlining product delivery, safety standards, and product packaging and design. Lead Customer Experience Engineer: Worked to gain customer confidence in the Alpha program, answer technical chemical questions, solved current program growing pains, and explain future product offerings. Operation Manager: Managed shipping and receiving, chemical warehouse stock levels, manufacturing of Sutro chemical products, and website store products and pricing. Ordered testing units for field deployment, product packaging, and general supplies. Programmed and tested Alpha units. Fabrication: Fabricated electronics boards using the Other Mill. Fabricated microfluidic pumps using the Other Mill, laser cutter and resin 3D printers. Show less



Touchstone Climbing

• United States
• Spectator Sports
• 1 - 100 Employee

• Senior Support Analyst and Operations Manager

  • Sep 2002 - May 2015

  San Francisco, CA Senior Support Analyst: Implemented Touchstone's philosophy of developing a community - not just a "gym"​ - by growing lasting relationships with the member base, promoting strong community ties to the facility. Handled customer interactions that were beyond the scope of the Support staff. Consistently solved customer problems to their satisfaction. Handled member climbing injuries: acted with compassion and tact while extracting information and documenting the occasional accident; handled… Show more Senior Support Analyst: Implemented Touchstone's philosophy of developing a community - not just a "gym"​ - by growing lasting relationships with the member base, promoting strong community ties to the facility. Handled customer interactions that were beyond the scope of the Support staff. Consistently solved customer problems to their satisfaction. Handled member climbing injuries: acted with compassion and tact while extracting information and documenting the occasional accident; handled emergency services, crowd control, notifying family or friends of the incident, and securing their valuables; followed up with the member on their recovery. Lead Operations Manager: Scheduled Support and Belay staff and filled open shifts with employees from other Touchstone locations. Managed an array of projects from maintenance work to overseeing film crews. Ran odds and ends errands for Mission Cliffs. Managed snack, beverage, and office supplies levels. Worked with San Francisco Fire Inspectors on surprise inspections to bring Mission Cliffs up to code. Cash management: Managed cash, credit card, returns, gift cards, and internet purchases across a multi-register platform. Assisted Manager with bank deposits and operating cash needs. Community outreach: Qualified, authorized, and tracked all Mission Cliffs donations. Organized community outreach events to Mission district at-risk youth and nonprofit charitable organizations. Qualified price discounts on a by-need sliding scale. Staff training and mentoring: Trained new Support and Belay staff on operational procedures, safety standards and procedures, and Touchstone philosophy. Acted as a mentor to all levels of Support and Belay staff. Directed kids'​ programs: Provided "Kids Campers" ages 6-14 with a fun growth-inducing environment which employed team building activities and games, one-on-one confidence coaching, climbing technique coaching, and mentoring. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Floor Operations Analyst

  • Apr 2001 - Aug 2002

  Pacific Stock Exchange Options Floor, San Francisco, CA Managed Schwab's newly formed Pacific Coast Options Exchange Desk. Developed relationships with Schwab's newly acquired retail customer base. Worked closely with Schwab's floor brokers and Market Makers to build out a retail and institutional presence on the west coast trading floor.



Casey Securities, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Institutional Option Sales Analyst

  • Dec 1995 - Apr 2001

  Pacific Stock Exchange Options Floor, San Francisco, CA Institutional Sales Associate: Managed a portfolio of institutional clients, Market Makers, and Broker Dealers. Developed and maintained client relationships to attract order flow. Assisted Pacific Coast Market Makers across multiple exchanges to displayed proper pricing over the quote system. Assured proper pricing on a verity of combination and spread options trades, i.e. Synthetics, Butterflies, Strangles,... Retail Sales Associate: Managed Saloman Smith Barney's West Coast trade… Show more Institutional Sales Associate: Managed a portfolio of institutional clients, Market Makers, and Broker Dealers. Developed and maintained client relationships to attract order flow. Assisted Pacific Coast Market Makers across multiple exchanges to displayed proper pricing over the quote system. Assured proper pricing on a verity of combination and spread options trades, i.e. Synthetics, Butterflies, Strangles,... Retail Sales Associate: Managed Saloman Smith Barney's West Coast trade desk. Solely managed what was a two-man operation while doubling trade volume. Maintained an exceptional relationship with Saloman Smith Barney's New York trade desk to assure order flow to the Pacific Coast Stock Exchange over Chicago, New York and Philadelphia. Managed floor Market Maker relationships to achieve company and client goals. Wire Operations Manager: Managed a team of four wire operators on six wires. Trained the team on how to politically handle broker side trade breaks, price discrepancies, and client side trade errors. Schwab Wire Operator: Worked on a small team to manage Schwab's west coast wire operation. At the time, Schwab's wire produced the highest trade ticket volume on the west coast. Managed trade price data entry, price discrepancies, trade breaks, high attention orders such as IOC, market orders, FOK,... Show less



Union Safe Deposit Bank

• Savings Desk Clerk

  • Jan 1994 - Nov 1995

  Savings Desk Clerk: Redeemed government bonds for clients: filed bond redemption documentation for Series E bonds, Savings Notes, and Series EE bonds; maintained an in-depth working knowledge of the redemption process for client Q&A. Opened and closed customers' Certificates of Deposit. Provided offsite procedural and systems training to newly acquired bank's employees. Merchant Teller: Processed large sums of cash for USDB's merchant base. Developed and maintained "friendships" with… Show more Savings Desk Clerk: Redeemed government bonds for clients: filed bond redemption documentation for Series E bonds, Savings Notes, and Series EE bonds; maintained an in-depth working knowledge of the redemption process for client Q&A. Opened and closed customers' Certificates of Deposit. Provided offsite procedural and systems training to newly acquired bank's employees. Merchant Teller: Processed large sums of cash for USDB's merchant base. Developed and maintained "friendships" with USDB's merchant base. Assisted Branch Operations Manager with distribution and collection of teller line cash. Supported teller line in finding closing discrepancy's. Soft sold a variety of USDB financial instruments. Documents Room Manager: Organized and tracked all required branch documentation for Federal Reserve bank audits. Assisted Federal Reserve auditors with requested documents during audit. Managed Kitchen: Ordered all food and snacks for employee kitchen. Show less