Experience

Osprey Funds

• United States
• Financial Services
• 1 - 100 Employee

• Strategy Consultant Osprey Funds

  • Dec 2020 - Present



Palm Springs Real Estate Co., Ltd.

• China
• Software Development

• Licensed Real Estate Agent License # 02118208

  • Sep 2020 - Present



Short Term Rental Property Owner

• Palm Springs

• Business Manager

  • Feb 2012 - Present

  • Researched and analyzed the rental marketplace and developed an astute investment strategy to optimize ROI. • Purchased and renovated two Palm Springs properties – a 7-bedroom, 5,200 sf house and a 5-bedroom, 3,300 sf house, transforming them into luxury rentals that have received stellar ratings from satisfied guests. • Hired third party property management firm and conducted quarterly performance reviews, adjusting marketing strategy to close gaps. • Maintain properties in pristine condition to ensure an outstanding guest experience and to command prime rental rates. Show less



Vacation Rental Owners and Neighbors (VRON)

• Palm Springs

• Co-Leader

  • Feb 2017 - Present

  • Co-founded this Palm Springs-based advocacy organization after the passage of a restrictive short-term rental ordinance. Grew organization to 400 paid members within 12 months. • Leveraged and expanded existing relationships with City Council members to create a credible, informed voice for vacation rental owners. • Acted as Subject Matter Expert on the vacation rental ordinance while advocating with the newly formed Vacation Rental Compliance Department, the City Manager, and members of the City Council. • Managed an ongoing dialogue with vacation rental owners through community meetings, conference calls and the VRON website. Show less



#WeLovePalmSprings

• Palm Springs, CA

• Co-Leader

  • Jan 2018 - Jun 2018

  • Spearheaded a high-visibility, data-driven and results-oriented marketing campaign, leveraging the foundation built by the success of VRON. • Established a governance structure to unify the short-term rental industry, including homeowners, business owners and the local hospitality industry (including hotels), to create a cohesive opposition to a short-term rental ban. • Led the effort and personally developed the branding concept of #WeLovePalmSprings to represent a forward-thinking campaign to preserve short-term rentals in Palm Springs. • Collaborated in creating the process and structure for a research-driven campaign that would utilize data and insights to shape the campaign strategy. • Worked cooperatively with local vacation rental agencies, the hospitality industry, short-term rental hosts and national partners, including Airbnb, to fund and create community engagement around the campaign. • Created fundraising goals and executed strategy that raised $819,000, of which more than 55% was raised from local residents and businesses. • Hired top strategy, media and polling firms to help develop and execute on the strategy, including television, direct mail, radio, digital and field components. • Achieved a resounding success, winning with over 70% of the vote. • Received Hall of Fame Award, 2018 from the Palm Springs Hospitality Association. Show less



REX Shares

• United States
• Financial Services
• 1 - 100 Employee

• Chief Marketing Officer

  • May 2015 - Feb 2017

  Oversee all brand building, marketing communication, digital strategy, website and CRM functions. Oversee all brand building, marketing communication, digital strategy, website and CRM functions.



Sungevity

• United States
• Renewables & Environment
• 100 - 200 Employee

• Marketing Consultant

  • Oct 2013 - May 2014



State Street Global Advisors - Defined Contribution

• San Francisco, CA

• Strategy Consultant

  • Oct 2011 - Sep 2013



Cogent Research

• Managing Director

  • Jan 2011 - Nov 2011

  Lead the syndicated research business which focuses on intermediated distribution within the financial services market place and self-directed investors. Customer satisfaction, brand loyalty, product features and benefits, product innovation, investment options, advisor attitudes and other areas of inquiry are included in various studies. Lead the syndicated research business which focuses on intermediated distribution within the financial services market place and self-directed investors. Customer satisfaction, brand loyalty, product features and benefits, product innovation, investment options, advisor attitudes and other areas of inquiry are included in various studies.



Barclays Global Investors

• Senior Director of Marketing - iShares ETFs

  • Dec 2000 - Nov 2009

  Leader of the relationship marketing and insights team for the iShares Exchange Traded Fund (ETF) business at Barclays Global Investors. Use of strategic direct marketing techniques to build relationships beginning with customer acquisition and developing targeted, end-to-end customer engagement programs. Deep experience developing customer feedback mechanisms including analysis of individual and segment level results. Managed various dimensions of digital marketing, including advertising on third-party websites, paid search and behavioral targeting of email and online campaigns. Show less



MissionWired (Formerly CCAH)

• United States
• Fundraising
• 1 - 100 Employee

• Vice-President and Partner

  • 1998 - 2000

  Fundraising consultant to non-profit organizations. Led an account group that provided strategic planning, creative services and production support for direct mail and telemarketing campaigns. Advised other vice presidents on proper test structure, analysis of test results and ROI assessment based on "allowable" acquisition costs. Fundraising consultant to non-profit organizations. Led an account group that provided strategic planning, creative services and production support for direct mail and telemarketing campaigns. Advised other vice presidents on proper test structure, analysis of test results and ROI assessment based on "allowable" acquisition costs.



Gary L. Ackerman, Member of US Congress

• Legislative Director

  • 1994 - 1998

  Played a leadership role in shaping the Congressman's legislative and political agenda. Created marketing strategies for communicating the Congressman's activities to the media, interest groups and constituents, both in Washington and New York. Hired and supervised staff to assist in the creation of a legislative platform and to devise public relations strategies related to these initiatives. Spent two election cycles on the Congressman's re-election campaigns in New York, playing a critical role in increasing the Congressman's margin of victory Show less