Experience

Hirsch Philanthropy Partners

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Director - Human Resources

  • Jun 2019 - Present

  Hirsch Philanthropy Partners crafts enduring giving strategies with philanthropists who aspire to be agents of change. As a pioneer in the field of philanthropic advising, Hirsch has more than two decades of experience helping individuals, families, and foundations create and implement visionary giving strategies. With deep Bay Area and national roots, our team directs over $115M annually to the organizations, community leaders, and public sector agencies boldly solving our most pressing social issues. Show less



HR Collaborative Solutions

• Senior Human Resource Professional (Consulting)

  • Sep 2018 - Present

  HR Collaborative Solutions, LLC offers a wide range of consulting services with the necessary tools and expertise to help grow your business. We partner with our clients from start to finish, focusing on their needs while producing new ideas, developing effective strategies and designing high quality and scalable solutions. Contact us to learn more. HR Collaborative Solutions, LLC offers a wide range of consulting services with the necessary tools and expertise to help grow your business. We partner with our clients from start to finish, focusing on their needs while producing new ideas, developing effective strategies and designing high quality and scalable solutions. Contact us to learn more.



Allergy & Asthma Medical Group of the Bay Area

• United States
• Medical Practices
• 1 - 100 Employee

• Human Resources Advisor

  • Jun 2019 - Dec 2019



The League - Meet Intelligently

• United States
• Consumer Services
• 1 - 100 Employee

• Director of Human Resources

  • Oct 2018 - Jun 2019

  The League is a pre-series A mobile social dating app. We have a fierce determination to change the dating space for the better. The League is live in 55 cities, brings in healthy, growing revenue each month, and has a 100,000+ wait list of people in other metros waiting for their city launch! The League is a pre-series A mobile social dating app. We have a fierce determination to change the dating space for the better. The League is live in 55 cities, brings in healthy, growing revenue each month, and has a 100,000+ wait list of people in other metros waiting for their city launch!



CMG Financial

• United States
• Financial Services
• 700 & Above Employee

• SVP Human Resources

  • Dec 2016 - Feb 2018

  Served on the senior management team with oversight of Human Resources functions to include workforce management, employee relations, benefits administration, payroll processing, recruitment, training, and compliance with federal, state and local employment and tax laws. Immediately tasked with rebuilding these under-resourced teams and assessing all internal processes after SVP position left vacant for some time. Right-sized the team and implemented changes to various processes to elevate service levels and ensure we offered high touch service to all employees and management. Identified strategic objectives for senior management team to improve communication and collaboration within this key group. KEY ACCOMPLISHMENTS: • Charged with domestic responsibility for 1,400 employees located across the country in 75+ branch locations with a remote workforce of approximately 30% of staff • Managed 22 employees (in-office and remote) • Onboarded 650 employees in 2017 through highly coordinated recruiting practices; overall increase of 40% in headcount for the year • Conducted comprehensive needs assessment for Human Resources, Recruiting and Payroll teams; evaluating resources, systems and business processes • Partnered with management teams across the organization to ensure professional development and management training • Created HR initiatives and employee benefits that aligned with core business priorities and corporate vision • Managed internal employee relations issues, consulting with outside counsel as needed Show less



Conifer Financial Services

• San Francisco Bay Area

• Managing Director, Head of Human Resources

  • Mar 2011 - Aug 2016

  Managing Director, Head of Human Resources for a leading independent asset services firm providing fund services, tax, and financial reporting. Served as key member of senior leadership team and strategic planning advisor to executive and management team. Drove all aspects of human resources, including global workforce management and communications, employee relations, benefits administration, payroll, compensation planning, recruitment, training, mid-year and year-end performance management activities, and compliance with federal, state, international, and local employment laws and best practices. Key Accomplishments: • Charged with global responsibility for 175 employees in 5 locations in 4 countries (United States, Canada, Singapore, and British Virgin Islands). • Crafted strategic HR strategies, initiatives, services, and benefits that aligned with core business priorities and corporate vision. • Identified and fine-tuned culture-building and engagement strategies to support performance motivation, and instituted a “culture club” to keep CEO connected with workforce. • Negotiated and retained a quality benefits program to ensure competitive packages for employees, and collaborated with committee to administer a healthy and balanced 401(k) plan. • Consulted on all senior-level hires and directed talent management and recruitment to source and identify high-potential candidates via traditional options, social media, and select agencies. • Directed offsite, consultative planning sessions for senior leadership team to shape strategies based on common goals that related to ever-changing business and industry dynamics. • Partnered across the organization to ensure professional development and technical and management training. • Managed internal employee relations issues, consulting with outside counsel as needed Show less



Thomas Weisel Partners

• Investment Banking
• 1 - 100 Employee

• Director, Head of Human Resources

  • Jan 1999 - Dec 2010

  • Managed the overall provision of Human Resources policies, procedures, and programs including benefits administration, performance evaluations, compensation planning, and compliance • Led an HR team of eight; developed and managed HR budget maintaining cost-effectiveness • Promoted the primary HR objective of attracting, motivating, and retaining high-caliber employees at all levels • Developed comprehensive benefit and compensation plans for approximately 450 employees • Reviewed, developed, and administered HR policies and procedures; assists in ensuring compliance with all company policies and with all federal and state employment and labor regulations • Delivered guidance and recommendations to management on employee relation issues; worked with individual employees to evaluate and resolve work-related issues • Administered company’s online employee performance review process semi-annually • Oversaw compensation evaluation and analysis to ensure consistency in onboarding, guidelines for salary increases and bonuses, and industry benchmarking; reported to the executive committee on performance metrics • Worked in collaboration with executives and partners on company-wide projects • Conducted mandatory training for managers • Ensured Sarbanes-Oxley Act (SOX) compliance through processes and controls at department and entity level • Directed 401(k) plan in coordination with a committee to ensure fund selection met a broad range of products • Instituted hiring strategies including campus and lateral recruitment to encourage internal promotions Show less



Montgomery Securities

• San Francisco

• Director of Corporate Services

  • Oct 1986 - Dec 1998

  • Managed 75 associates; delegated work responsibilities and clearly defined expectations and outcomes • Spearheaded the standardization of systems and service offerings, resulting in a 50% reduction in staff, a 60% increase in volume, and a 200% increase in user base • Maintained responsibility for bottom-line factors including company vision, long-range strategic planning and the modernization and automation of operations • Reduced the need for warehouse space by 25% by implementing a timely and accurate records retention system Show less