Experience

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  JDAssociates, Inc.

  • San Francisco, California, United States

  • Independent Real Estate Certified Transaction Coordinator

    • Jun 2020 - Present
    • San Francisco, California, United States

    As an independent Residential Real Estate Transaction Coordinator, I provide a flexible addition to your support team. My focus are the details, deadlines & execution management of both Seller & Buyer side transactions. Responsibilities include:- Reviewing purchase agreements, counter offers, addendums & amendments to ensure all are complete, fully executed & in compliance.- Preparing a fully executed disclosure package including all required C.A.R., local forms & reports.- Provide status reports & track deadlines per contract agreement.I am proficient with resources such as ZipForms, Glide, SkySlope, Dotloop, Disclosures.io, DocuSign, eSignature, Digital Ink.

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  Engel & Völkers

  • San Francisco Bay Area

  • Global Real Estate Advisor

    • Apr 2018 - May 2021
    • San Francisco Bay Area

    My entire focus was helping my clients make informed decisions, represent their best interest & close successful transactions. My activities included client development, listening to my clients’ needs, providing a valuable resource at all phases of the transaction, develop strategic/tactical planning, negotiation & execution that maximized the success for my buyers and sellers’ goals. Support of my clients’ transactions included making & reviewing offers, creating disclosure packages, ensuring documentation/signatures/escrow & closing were completed on schedule, tracking the negotiating & financing resources. Utilized available resources that included I am proficient with resources such as ZipForms, Glide, SkySlope, Dotloop, Disclosures.io, DocuSign, eSignature, Digital Ink.

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  Arm, Inc.

  • 150 Rose Orchard Way, San Jose, CA 95134

  • Director, Marketing Events US & EMEA

    • Feb 2017 - Feb 2018
    • 150 Rose Orchard Way, San Jose, CA 95134

    Managed a team Marketing Events department of 5 that was responsible for all facets of planning and executing both international and domestic customer-facing events. In addition, managed internal and external resources of various sizes responsible for completion of each event, project and/or deliverables.

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  Hill & Co. and Berkshire Hathaway Real Estate

  • San Francisco

  • REALTOR®

    • Jul 2014 - Jan 2018
    • San Francisco

    Represented clients through all phases of a real estate transaction and exceed all expectations. I apply the many management, problem solving, organizational, creative, and client service skills I have successfully utilized during my long & rewarding career as a corporate Events Director & Executive Production Manager. Large company or small, individual client or large family, my clients always get the best that I can give.

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  JDAssociates Inc.

  • San Francisco

  • Events & Executive Production Director

    • Jan 1994 - Jun 2014
    • San Francisco

    As the Principal of JDAssociates, Inc. I was an Independent Events Director for a professional, strategically oriented consulting, project development and management company. Key Accomplishments: Executive Program Manager for a top executive’s yearly world-wide presentations to country leaders, thought leaders and influencers, with an emphasis in emerging countries. Managed international and domestic teams, content consistency, budgets, vendors, materials, sites, production, logistics, and security. Each country required alternative and creative means to accomplish both the domestic and international goals. Produced six Executive Presentations during an external Software Developers’ Conference. Presentations included production of original & re-edited video, on-stage demonstrations, and on-stage guests. For four consecutive years managed the planning of a nationwide employee Volunteer Day where all volunteer kick-off events and community activities took place at the same time on the same day. Worked with regional employee project contacts to plan the budget, resources, parameters for each project, and debrief reports.Clients included: Intel Corp., Charles Schwab & Co, Schwab Advisor Services,

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  Action Motivation Inc.

  • San Francisco Bay Area

  • Vice President/Account Manager

    • 1988 - 1994
    • San Francisco Bay Area

    Served as Vice President and Account Manager for this Meeting Management and Employee Incentive Program firm. Key Accomplishments: Managed for three years all production and logistic aspects of an annual Sr. Leadership Customer Meeting. Highly confidential, multi-day event included a large technology showcase, multi-track agenda, print and electronic materials production, simultaneous translation, off-site events, and extensive security. Conceptualized, developed and executed content, production, and logistic activities for a multi-year internal Customer Service event. Activities included integration of Sr. Managers’ performances within the context of the overall program goals. Initiated new business efforts that diversified this firm’s client base by securing and establishing long-term relationships with diverse companies.Clients included: PG&E, Intel Corp, Pacific Bell, Fireman's Fund Insurance

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  Mojo MDA/Allen & Dorward Advertising

  • San Francisco Bay Area

  • Account Executive – Sales Promotion Division and Assistant Account Executive – Advertising Division

    • 1981 - 1988
    • San Francisco Bay Area

    Served in a variety of positions within this San Francisco, California advertising & sales promotion agency.Key Accomplishments: In a department of three people, contributed to the increase of the new promotions division’s billings from zero to $3MM within one year. Developed and managed the rollout of three Dole Foods new products introduction to consumers via a variety of simultaneous promotional activities. Strategically developed B2B campaign for a growing software development company. Components included CDs, print and POP materials, and direct mail.Clients included: Dole Foods, Lucky Stores, Mechanics Bank, Castle & Cooke Inc.