Bio
Credentials
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FINRA Series 6, 63 & 65
FINRADec, 1998- May, 2026
Experience
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360 Destination Group
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Santa Barbara, California Area
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Operations Manager for Santa Barbara & Ojai
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Jan 2017 - Present
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Santa Barbara, California Area
I oversee the scheduling, contracts and all facets of Sales Incentive Trips and Corporate Conferences for companies like Google, Spotify, Aetna, Fiserv and DuPont. Usually business sessions, outdoor activities, evening events and offsite gatherings as well as team building challenges are part ...
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Santa Barbara Polo & Racquet Club
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Santa Barbara, California Area
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Director of Sales & Events
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Nov 2012 - Nov 2016
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Santa Barbara, California Area
Developed & implemented comprehensive marketing and advertising strategies as well as long-term planning for the purpose of attracting new members and building up the Sunday Polo crowds during the May - October polo season. Networked with hotels, corporations, non profits, restaurants, visit...
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Pet Assisted Therapy Volunteer
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Jul 2008 - Jul 2016
My dog, Daisy Mae, and I visit Cottage Hospital weekly as she is a Certified Therapy Dog. Google “Daisy Mae and Santa Barbara” to see lots of pictures and read her inspiring story. She’s been on the cover of the Independent and featured in the News-Press and Carpinteria Coastal View News. We als...
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Events Unlimited
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Santa Barbara, California Area
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Wedding Planner & Estate Location Representative
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Aug 2000 - Mar 2013
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Santa Barbara, California Area
I oversaw all facets of the company's communications with clients, prospects and the vendors. I provided prospects with budget spreadsheets, oversaw estate location tours, then executed contracts for all location, coordination and catering services. Our specialty was estate weddings in Sant...
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EventRents Inc.
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Santa Barbara, California Area
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Event Director and Sales Project Manager
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Jun 2012 - Nov 2012
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Santa Barbara, California Area
I represented EventRents in the Santa Barbara marketplace promoting their rental services and overseeing all aspects of prospect and client relationship management for the higher value clients and events. I listened to clients' visions, then advised them as to their specific needs and possib...
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PlanMember Financial Corporation
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Nationwide
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National Recruiter
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Aug 2005 - May 2012
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Nationwide
PlanMember is headquartered in Carpinteria, but focuses on increasing the national presence including growing the number of physical financial centers all over the country. I helped build our nationwide footprint of physical Financial Centers from 0 to 14 as well as brought on around 60 successf...
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Hispanic Business magazine
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Goleta, CA
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Event Director
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Apr 2005 - Aug 2005
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Goleta, CA
I was hired as a contract employee to put on 2 large 500+ business conferences, one at the Las Vegas Convention Center and one at the Beverly Hilton. 3 Event Coordinators reported directly to me and I also procured sponsors for the event including Land Rover. I advertised for the conferences, c...
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Ogilvy Hill Insurance
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Santa Barbara, California Area
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Insurance Marketing
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1999 - Apr 2005
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Santa Barbara, California Area
I represented clients (local businesses like Lazy Acres and Rusty's Pizza) to the insurance carrier marketplace in the areas of Workers Compensation and General Liability. I would get to know the processes and company culture in order to present them in a positive light, thereby mitigating t...
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Northern Trust
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Santa Barbara, California Area
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High Net Worth Client Services - Banking Associate
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1998 - 1999
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Santa Barbara, California Area
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Santa Barbara Unified School District
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various elementary & junior high schools
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Substitute Teacher
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1997 - 1998
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various elementary & junior high schools
Adams, Monroe, Franklin, La Colina, Flora Vista, SB Junior High. . .
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Education
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1994 - 1998UC Santa Barbara
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1990 - 1994Half Moon Bay High School
Suggested Services
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References
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