Bio
Credentials
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Accounting Fundamentals
LinkedInOct, 2016- May, 2026 -
Fred Kofman on Managing Conflict
LinkedInOct, 2016- May, 2026 -
Certificate of Achievement Accounting Technician
Chabot-Las Positas Community College DistrictDec, 2013- May, 2026 -
Certificate of Achievement in Bookkeeping
Chabot-Las Positas Community College DistrictJun, 2013- May, 2026
Experience
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Global Risk Solutions, Inc.
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Discovery Bay, California, United States
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Chief Sales Officer (CSO)
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Jul 2023 - Present
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Discovery Bay, California, United States
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ActiCare Health
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Livermore, California, United States
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Operation & Logistics Manager
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Mar 2020 - Mar 2022
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Livermore, California, United States
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Controller
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Mar 2017 - Mar 2020
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Oakland CA
• Restructured, organized financials & corporate team to meet the needs of a growing start up. • Worked with board of directors and management team to develop and implement operational policies and strategic plans• Provided annual reports to the board in accordance with the By Laws.• Worked with the board and management team to set short and long term goals. Used forecasting to set quarterly cash flow goals for each department.• Strategized and developed growth & learning matrix so staff members could advance vertically or horizontally in the company
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Cannery Cafe
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Hayward CA
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Co-Owned
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Jul 2014 - Mar 2016
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Hayward CA
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Blue Heron Catering & Events
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Greater Bay Area
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Vice President-CFO-Owned
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Jan 2005 - Mar 2016
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Greater Bay Area
• Merged our two companies and successfully rebranded parent company to reflect the changing Bay Area food environment.• Over saw all fiscal activity and developed relationships with financial institutions.• Was in charge of maintaining and monitoring legal and regulatory documents. Developed and implemented a tracking system for these documents• Developed policy and procedures for: warehouse operations, food procurement, in-house food safety and transport. • Fine-tune and maintain current HR requirements, employee handbook and policy & procedures.• Developed company accounting policies using QB Pro, trained staff in implementing and maintaining all accounting books and to generate all financial and managerial accounting reports.• Capitalized on networking skills to reach out to local businesses and increase corporate sales by one third. Helping the team increase sales and meeting goal year after year.
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Royal Raspberry Catering
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Oakland CA
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Vice President-Manager-Owned
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1991 - Oct 2015
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Oakland CA
• Started full-service catering company. Successfully marketed and branded the company received contracts as preferred caterer status through government and private agencies. • Developed policy and procedures for: food procurement, preparation, and service. Well versed in diverse menu planning, customer consultation, staffing, and staff coordinating & managing at events and conferences.• Specific account situations are given below with emphasis on problems solved.
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Education
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California State University - East Bay
Master of Business Administration - MBA -
Piedmont High School
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UC Berkeley
Bachelor's Science
Suggested Services
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References
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