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Bio

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Experience

    • United States
    • Financial Services
    • Personal Finance Coach
      • Mar 2020 - Present

      My mission is to empower financial freedom for everyone, in an accessible, affordable way. I'm changing the status quo in the financial planning industry by providing price transparency and focusing on financial wellness, not just numbers in accounts.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Money coach at Bolder Money
      • Jun 2022 - Present

      Coach clients via 1:1 text and video calls to achieve a ride range of financial goals including debt payoff, spending plans, saving for large life events and changing their money mindset. I also work with our team of coaches to create Masterclasses and lead workshops on topics such as real estate investing, couples and money and planning for retirement.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Angel Investor
      • Mar 2023 - Present
    • United States
    • Higher Education
    • 700 & Above Employee
    • Procurement Program Manager
      • Dec 2017 - Jul 2021

      Collaborated across procurement teams within Stanford to align on priorities, conduct quarterly planning and achieve KPIs. Trained team leads on new businesses processes as well as system updates.

    • United States
    • Government Administration
    • 200 - 300 Employee
    • Library Board Member
      • Jun 2018 - Jan 2021
    • United States
    • Environmental Services
    • 1 - 100 Employee
    • Senior Finance Manager
      • Nov 2016 - Dec 2017

      Palo Alto, CA Owned and managed a $15M annual operating budget while working closely with all key stakeholders to ensure changing business needs were incorporated.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Director of Finance
      • Nov 2014 - Nov 2016

      San Francisco Managed all accounting and finance aspects of our global operations including supervising our team across the globe, managing audits and developing annual budgets.

    • United States
    • Software Development
    • 700 & Above Employee
    • Business Development and Partnerships Manager
      • Sep 2012 - Dec 2014

      San Francisco Bay Area Maintained partner relationships and drove go to market strategies via building economic models, facilitating executive meetings and managing expectations across multiple teams.

    • Information Technology and Services
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Jul 2011 - Sep 2012

      Sunnyvale, CA Managed all financial aspects for two business units, including cross-functional projects, strategic planning, budgeting cycles and go to market campaign oversight.

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Business Analyst
      • Oct 2010 - Jul 2011

      Owned business analytics needs for three business units, including customer insights, competitive research, user experience, product performance and impacts of promotional efforts.

    • Experienced Audit Associate
      • Jan 2009 - Oct 2010

      San Jose and San Francisco, CA Executed and documented audit procedures over key accounts and line items. Collaborated with client teams to facilitate year-end and quarterly audit processes.

Education

  • University of California, Santa Barbara
    B.S., Business Economics, Accounting, Communications
  • Universidad Carlos III de Madrid
    Communications and Journalism

Community

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