Experience

Fit 4 The Cause, Inc.

• Wellness and Fitness Services
• 1 - 100 Employee

• Board Member

  • Feb 2019 - Present



Morton Marketing Systems

• Ventura County and beyond

• Retention Marketing Manager

  • Jan 2018 - Present

  Morton Marketing Systems is a boutique-style, retention marketing company with relationship coaches who work with business professionals to show them how to always stay top of mind with their clients and retain them, building loyalty to your brand. The "leaking bucket" concept models a business as a bucket and customers as the water in the bucket. The leaking bucket refers to a business that is losing customers and market share, because they strictly seek to build business, but in doing so, tend to forget to service and show appreciation for their existing clients. One way to fix this leak is to plug it. Because marketing to acquire new clients is 5-25X more costly than taking care of current customers, it serves our clients and companies better to focus on retention marketing, in order to plug the leak of clients leaving. WE HELP YOU BE REMEMBERED. Show less



Boys & Girls Club of Greater Conejo Valley

• Conejo Valley

• Member Board Of Directors

  • Jun 2017 - Dec 2018



Morton Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Accountant

  • Feb 1987 - May 2015

  I was responsible for the treasury function across all entities and provided accounting services on portfolios on shore and off shore entities. Ensure all financial records were maintained in compliance with company's policies & procedures while maintaining strict internal control procedures and confidentiality. Assisted the Controller on financial reporting and special projects. I was responsible for the treasury function across all entities and provided accounting services on portfolios on shore and off shore entities. Ensure all financial records were maintained in compliance with company's policies & procedures while maintaining strict internal control procedures and confidentiality. Assisted the Controller on financial reporting and special projects.