Experience

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  Alpha Delta Pi Sorority

  • Alumnae Relations Director, Western District

    • Jan 2020 - May 2021

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  UCLA Alumni Association

  • United States
  • Higher Education
  • 100 - 200 Employee

  • Director, Western States Alumni Networks

    • Jun 2014 - Nov 2015

    • Responsible for the development and implementation of a multi-faceted program for alumni, students, and friends that complemented and supported the mission of the University throughout northern California and the western United States• Strategically identified and cultivated new regional leadership to develop eleven new alumni networks, quadrupling the number of networks in the region • Developed creative strategies to engage young alumni, regional chapters, parents and others. • Worked closely with in-house communications team to execute the new engagement plan that includes print and social media• Created and supported all regional networking, conferences, speaker series and fundraising activities in the region• Established and maintained strong working relationships with colleagues in Development, Government and Community Relations, Student Affairs and other key departments to coordinate programming and to reach common goals• Speaker at UCLA Volunteer Leadership Conference on alumni outreach and engagement

  • Assistant Director, Northern California and Pacific NorthWest Regional Networks

    • Jan 2014 - Jun 2014

    • Assisted with the planning, organization and implementation of the alumni affairs programs in Northern California• Provided support for building and strengthening community among alumni in the region• Assisted alumni networks with volunteer recruitment, stewardship, training and development

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  Educational Foundation of Orinda

  • Orinda, CA

  • VP of School Campaigns

    • Jun 2013 - Jun 2014
    • Orinda, CA

    • Lead the strategic planning, design and tactical implementation of both direct mail and phone campaigns to raise $1.5MM annually in support of the Orinda Union School District• Responsible for the recruitment, training and development of 15 volunteer solicitors to engage 2,500 families in the community• Leveraged analytical resources to determine effectiveness of existing solicitation processes to ensure continued evolution of the solicitation message• Worked with marketing committee to developed a theme and message to encourage a culture of giving and gratitude that brings a fresh perspective to motivate current and prospective donors

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  Del Rey Parents Club

  • Orinda, CA

  • President

    • Jun 2009 - Jun 2011
    • Orinda, CA

    • Managed diverse revenue streams totaling more than $2MM during my tenure, including $1MM in philanthropic support from parents, teachers and community members• Cultivated, inspired and recruited 40 board members and 300+ volunteers• Worked closely with school administration and district leadership to strategically align financial and personnel resources with student/school needs• Elevated parent community awareness via diverse communication processes about the complex financial needs of the public school system• Re-envisioned volunteer recruitment and training to better align parent skills with school needs• Effectively served as organizational spokesperson and liaison with other community entities • Worked with a creative team to develop new tools for online communication, registration and payment system saving thousands of dollars and countless volunteer hours• Maintained revenue streams in economic downturn which enabled the organization to maintain funding of teacher/student ratios, art, PE, library and current technology needs of the students• Chair of School Site Coordinating Council, a state-mandated teacher/parent committee responsible for creating the school site plan and school funding priorities• Member of District Coordinating Council, responsible for coordination of programs and capital needs. Participated in monthly meetings with the Superintendent, the School Board, School Principals and other Parents’ Club Presidents

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  Citicorp

  • San Francisco

  • Private Banking Credit Officer, AVP

    • Mar 1993 - Apr 1999
    • San Francisco

    • Underwrote requests for $2MM - $50MM credit extensions for new and existing clients• Managed and performed annual reviews of $500MM loan portfolio of 60 Private Banking relationships involving marketable securities, privately-held companies, restricted stock and commercial real estate secured credit facilities• Performed detailed financial analysis on companies, including trend and ratio analysis, and interpreted the financial information• Performed credit and personal financial statement analysis on individuals, guarantors, and co-borrowers in order to determine repayment capacity based on cash flow statements, tax returns, and statements• Prepared monthly and/or quarterly reviews of existing borrowers in order to track compliance with various loan covenants as outlined in the Loan Agreement

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  Wells Fargo Bank

  • San Fransisco Bay Area

  • Personal Banker, Sales Manager

    • 1989 - 1993
    • San Fransisco Bay Area