Experience

Fisher Center for Real Estate & Urban Economics

• United States
• Research Services
• 1 - 100 Employee

• Stewardship Officer, Policy Advisory Board

  • Apr 2016 - Present

  UC Berkeley - Haas School of Business The Fisher Center for Real Estate & Urban Economics (FCREUE) is an interdisciplinary research center at the Haas School of Business. The position includes analysis on the finance function of the team, budgeting and planning, external and donor communications, stewardship and gift management. The position also contributes to the Center's long range strategic planning to fulfill the goals and mission of the Center. As the Stewardship Officer, my role provides financial oversight and support for… Show more The Fisher Center for Real Estate & Urban Economics (FCREUE) is an interdisciplinary research center at the Haas School of Business. The position includes analysis on the finance function of the team, budgeting and planning, external and donor communications, stewardship and gift management. The position also contributes to the Center's long range strategic planning to fulfill the goals and mission of the Center. As the Stewardship Officer, my role provides financial oversight and support for all aspects of FCREUE’s philanthropic gift program -- Policy Advisory Board (PAB) and serves as the primary liaison for the gift program. This includes the spectrum of services involved in donor solicitation, documentation, processing, new fund creation, donor communications and acknowledgment, as well as activity reports and analysis. Our Board are a group of approximately 230 real estate and finance industry leaders, many of whom are University major gift donors or UCB alumni. Board members contribute to FCREUE over $2.5 million in annual gifts which fund the Fisher Center’s research efforts, teaching support and general operations. My role facilitates the consistent flow of gift revenue through active donor stewardship and contact in a high touch environment. In addition, my position has incorporated the stewardship and administration of FCREUE’s affiliated 501c3 the Berkeley Real Estate Forum (BREF) by acting as its Secretary.

• Policy Advisory Board Coordinator

  • Dec 2012 - Apr 2016

  UC Berkeley - Haas School of Business Perform financial and administrative services for the fundraising team of the Fisher Center for RE and Urban Economics, an interdisciplinary research center at the Haas School of Business. The position includes analysis on the finance function of the team, budgeting and planning, external and donor communications, stewardship and gift management. The position also contributes to the Center's long range strategic planning to fulfill the goals and mission of the Center.



Mechanics Bank

• United States
• Banking
• 1 - 100 Employee

• Vice President-Credit Adminstrator

  • Oct 2009 - Feb 2012

  Walnut Creek, CA Manage a portfolio of existing, qualifying term commercial real estate loans to ensure on-going asset/collateral performance by performing real estate property reviews. Assess tenant risk, debt service impairment, economic and financial trends. Work with department managers to formulate an action plan to correct any detected deficiencies and/or recommend risk grade changes.

• Vice President-Relationship Manager

  • Jun 1996 - Sep 2009

  Walnut Creek, CA $90MM portfolio of clients ranging from C&I lending to Real Estate Construction and Term financing.

• AVP and VP: Regional Client Services Manager

  • Mar 1990 - May 1996

  Walnut Creek, CA Loan and Deposit Operational support for Commercial Banking Group



Manett-Farrow, Inc.

• Product Manager

  • Aug 1987 - Mar 1990

  Oakland, CA Product Management for Mark Cross Handbags and FENDI.



Koret of California

• Apparel & Fashion
• 1 - 100 Employee

• Merchandise Assistant III and Senior Cut Planner

  • Sep 1984 - Jul 1987

  San Francisco, CA Product Development for Missy Casuals, including fabric and sundries selection, costing, pricing, forecasting and sales presentations. Final position as Planner for Koret Womenswear Basics line, Missy and Petite Dressy line.



Levi Strauss & Co.

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Secretary

  • Aug 1982 - Aug 1984

  San Francisco, CA Administrative help to Senior Merchandise Manager for Youthwear Division, with assistance to Product Managers and Sample Book Coordinator.