Experience

Hillel at Stanford University

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Past President

  • Jul 2016 - Present

  Chaired non-profit board that nurtures Jewish campus community for Stanford University students, faculty and staff. Co-chaired Executive Director search; instituted board committee structure and policies. During my tenure, management established reliable financial, program assessment, budgeting and reporting systems. Built board cohesiveness, fundraising capacity and satisfaction. Oversaw strategic framing process while strengthening relationships with key Stanford administration leaders. Chaired non-profit board that nurtures Jewish campus community for Stanford University students, faculty and staff. Co-chaired Executive Director search; instituted board committee structure and policies. During my tenure, management established reliable financial, program assessment, budgeting and reporting systems. Built board cohesiveness, fundraising capacity and satisfaction. Oversaw strategic framing process while strengthening relationships with key Stanford administration leaders.



Jewish Family and Children's Services of San Francisco, the Peninsula, Marin and Sonoma Counties

• United States
• Individual and Family Services
• 100 - 200 Employee

• Food Bank Co-Chair

  • Mar 2013 - Present

  Organized and grew two local food banks that serve hungry neighbors, as a program of this non-sectarian social service agency. Recruit and organize 75 volunteers who procure and donate groceries requested by clients facing food insecurity; fundraise when needed to supplement material contributions. Economic downturn, family crises, wildfires, mental and physical illness, and especially the pandemic have driven massive increase in demand in recent years. Collaborate with social workers, case… Show more Organized and grew two local food banks that serve hungry neighbors, as a program of this non-sectarian social service agency. Recruit and organize 75 volunteers who procure and donate groceries requested by clients facing food insecurity; fundraise when needed to supplement material contributions. Economic downturn, family crises, wildfires, mental and physical illness, and especially the pandemic have driven massive increase in demand in recent years. Collaborate with social workers, case managers, volunteer coordinator, local community organizations. Show less Organized and grew two local food banks that serve hungry neighbors, as a program of this non-sectarian social service agency. Recruit and organize 75 volunteers who procure and donate groceries requested by clients facing food insecurity; fundraise when needed to supplement material contributions. Economic downturn, family crises, wildfires, mental and physical illness, and especially the pandemic have driven massive increase in demand in recent years. Collaborate with social workers, case… Show more Organized and grew two local food banks that serve hungry neighbors, as a program of this non-sectarian social service agency. Recruit and organize 75 volunteers who procure and donate groceries requested by clients facing food insecurity; fundraise when needed to supplement material contributions. Economic downturn, family crises, wildfires, mental and physical illness, and especially the pandemic have driven massive increase in demand in recent years. Collaborate with social workers, case managers, volunteer coordinator, local community organizations. Show less



Expertceo Inc.

• United States
• Software Development

• VP of Business Development

  • Jan 2008 - Dec 2013

  At this private, online community for CEOs, built relationships with organizations seeking to market professional services, products or other solutions especially suited for senior executives. Edited popular weekly newsletter, highlighting and creating C-suite-focused content. Match member queries with responses from firms with expertise in relevant domain; moderate site activity. Edit In the Spotlight feature, which sifts and highlights useful, topical and relevant content for… Show more At this private, online community for CEOs, built relationships with organizations seeking to market professional services, products or other solutions especially suited for senior executives. Edited popular weekly newsletter, highlighting and creating C-suite-focused content. Match member queries with responses from firms with expertise in relevant domain; moderate site activity. Edit In the Spotlight feature, which sifts and highlights useful, topical and relevant content for corporate leaders from a variety of periodicals, research, academic and other publications. Show less At this private, online community for CEOs, built relationships with organizations seeking to market professional services, products or other solutions especially suited for senior executives. Edited popular weekly newsletter, highlighting and creating C-suite-focused content. Match member queries with responses from firms with expertise in relevant domain; moderate site activity. Edit In the Spotlight feature, which sifts and highlights useful, topical and relevant content for… Show more At this private, online community for CEOs, built relationships with organizations seeking to market professional services, products or other solutions especially suited for senior executives. Edited popular weekly newsletter, highlighting and creating C-suite-focused content. Match member queries with responses from firms with expertise in relevant domain; moderate site activity. Edit In the Spotlight feature, which sifts and highlights useful, topical and relevant content for corporate leaders from a variety of periodicals, research, academic and other publications. Show less



Rhoda Goldman Plaza

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Board President

  • Jul 2004 - Jun 2006

  Led board of this non-profit, high-end senior living community during time of transition from third-party management to self-managed governance. Chaired search for Executive Director. Board established policies and procedures, performance assessment tools. Census moved from 60% to wait-list and resident (and board member) satisfaction rose substantially. Led board of this non-profit, high-end senior living community during time of transition from third-party management to self-managed governance. Chaired search for Executive Director. Board established policies and procedures, performance assessment tools. Census moved from 60% to wait-list and resident (and board member) satisfaction rose substantially.



Smart Finance & Co.

• Founder/CEO

  • Feb 1995 - Dec 2005

  Consulting practice-advised public and private small to mid-size company CEOs and CFOs on methods to optimize their interactions with the investment community. Consulting practice-advised public and private small to mid-size company CEOs and CFOs on methods to optimize their interactions with the investment community.



Jewish Family and Children's Services

• Past President

  • 2002 - 2004



Montgomery Securities

• Principal

  • Oct 1992 - Jan 1995

  Headed software investment banking practice at this boutique West coast firm that has since been acquired by BofA. Managed initial and secondary public offerings, private financings, merger projects for a variety of enterprise and consumer software companies. Member of firm's commitments (quality control) and recruiting committees. Headed software investment banking practice at this boutique West coast firm that has since been acquired by BofA. Managed initial and secondary public offerings, private financings, merger projects for a variety of enterprise and consumer software companies. Member of firm's commitments (quality control) and recruiting committees.



Office of President of U.S.

• White House Fellow

  • Sep 1991 - Sep 1992

  Non-partisan presidential appointment as Assistant to the Secretary of the Cabinet (Office of the President of the United States). Selected for this competitive program that seeks to identify 'young people of talent' who serve for one year as special assistant to cabinet member or agency head. Oversaw portfolio of agencies/federal units, acting as liaison between Executive Office of the President and cabinet members/agency heads. Non-partisan presidential appointment as Assistant to the Secretary of the Cabinet (Office of the President of the United States). Selected for this competitive program that seeks to identify 'young people of talent' who serve for one year as special assistant to cabinet member or agency head. Oversaw portfolio of agencies/federal units, acting as liaison between Executive Office of the President and cabinet members/agency heads.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Oct 1982 - Aug 1991

  Corporate finance professional, involved in raising capital, advising on financing strategy, and mergers/aquisitions. Initially served clients in financial services, retail, and manufacturing industries. Founding member of technology group (1983), working with clients in the semiconductor, software, medical device and biotechnology spaces. Corporate finance professional, involved in raising capital, advising on financing strategy, and mergers/aquisitions. Initially served clients in financial services, retail, and manufacturing industries. Founding member of technology group (1983), working with clients in the semiconductor, software, medical device and biotechnology spaces.



McKinsey & Company

• Business Consulting and Services
• 700 & Above Employee

• Summer Associate

  • Jun 1981 - Aug 1981

  Between years at MIT's business school, spent summer in Cleveland office of this management consulting firm. Developed PC-based optmization model of machine tool transfer line for Warren, MI manufacturer. Between years at MIT's business school, spent summer in Cleveland office of this management consulting firm. Developed PC-based optmization model of machine tool transfer line for Warren, MI manufacturer.