Experience

WEALTHAWK

• United States
• Technology, Information and Media
• 1 - 100 Employee

• Co-founder & CEO

  • Jul 2021 - 2 years 6 months

  San Diego, California, United States [Early stage wealthtech] Developing strategy, assembling a world-class team, building a product users love, forming a company to deliver that product.



League of Women Voters of San Diego

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Executive Leadership

  • Jun 2015 - 8 years 7 months

  Serving as president and now vice president, grew this organization to become the 5th-largest of more than 700 nationwide, with record revenues and event attendance. Revitalized this century-old institution by introducing new technologies and creating strategic alliances; restructured systems, protocols and board of directors, including creation of governance committee; devised and directed a voter information and turnout campaign for San Diego, which boasted 84% participation in the 2020… Show more Serving as president and now vice president, grew this organization to become the 5th-largest of more than 700 nationwide, with record revenues and event attendance. Revitalized this century-old institution by introducing new technologies and creating strategic alliances; restructured systems, protocols and board of directors, including creation of governance committee; devised and directed a voter information and turnout campaign for San Diego, which boasted 84% participation in the 2020 General Election; advised on and conducted government relations, media communications, issue management, corporate and social responsibility, information dissemination and strategic communications. Enhanced organization's entire communications practices – internally: digitized newsletter, upgraded website for improved interaction, and introduced new technology platforms; externally: built robust social media presence, presented testimony before elected officials and legislative bodies, presented before local clubs and organizations, and conducted press conferences. Show less



League of Women Voters of California

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Director

  • Jul 2019 - Jul 2021

  Provided strategic leadership, including setting direction, making policy and strategy decisions, overseeing and monitoring organizational performance, and ensuring overall accountability. Fiduciary who helped steer the organization toward a sustainable future by adopting sound, ethical, and legal governance and financial management policies, as well as by making sure it had adequate resources to advance its mission.



Advisor of the Year

• United States
• Capital Markets

• Founder & Executive Director

  • Jun 2015 - Nov 2018

  Greater San Diego Area Founded and ran this organization, generating opportunities for more than $500M in M&A transactions for wealth management clients, as well as up to $1B in middle market opportunities for 23 sponsors. Initiated strategic alliances with BNY Mellon, UCSD Rady School of Management, Sheppard Mullin, Association for Corporate Growth and others; organized panel discussions featuring women business owners to highlight and explore solutions to gender issues and related challenges; hosted award events to… Show more Founded and ran this organization, generating opportunities for more than $500M in M&A transactions for wealth management clients, as well as up to $1B in middle market opportunities for 23 sponsors. Initiated strategic alliances with BNY Mellon, UCSD Rady School of Management, Sheppard Mullin, Association for Corporate Growth and others; organized panel discussions featuring women business owners to highlight and explore solutions to gender issues and related challenges; hosted award events to recognize, support and connect leading professional service providers in the mid-market M&A space to help increase their growth and success. Keynote speakers include Histogen founder Gail Naughton, PhD, investor / founder Ernest Rady, and others.

• Marketing Communications Special Project Manager

  • Jun 2015 - Nov 2015

  Debuted this new organization through branding (directed creation of its logo and website), community outreach (created social media communications and distribution to key audiences), media relations (wrote and distributed series of media releases), and event management (provided turn-key event planning). Drove attendance and publicity by creating and providing to all winners website widgets and promotional materials, including media releases, they posted on their own company's websites.



Marketing & Communications Consultant

• Advertising Services
• 1 - 100 Employee

• Independent Consultant

  • Mar 2010 - Dec 2017

  Helped clients articulate and convey their message to key audiences by strategically managing their brand, content and community outreach, including executive presentations, websites, newsletters, social and media relations; managed creative team, worked with other media professionals such as printers, mailing houses, etc. Clients: BNY Mellon, La Jolla Institute for Allergy & Immunology, ACCESS Destination Services, American Academy of Marital Lawyers, CDC Small Business Loans and others.



951 Media

• Founder & COO

  • 2002 - 2010

  Guided corporate branding, public relations and community outreach, and generated all business development / marketing communications materials and collateral. Managed publishing process, including writers, designers, photographers and production staff to execute marketing and editorial content of regional magazine and web sites for maximum results and impact. Managed multiple projects concurrently and re-engineered processes for high efficiency.



PR Associates, Detroit MI

• Sr. Account Supervisor

  • 1995 - 1999

  Developed and executed complex global communications strategies (internal and external) for international consortium in the automotive industry. Worked with senior executives from multi-national companies worldwide to translate complex engineering materials into manageable marketing and presentation communications content for them and their constituents. Managed media relationships, account relationships and traveled to Europe and South America on assignment. Wrote, edited and/or published… Show more Developed and executed complex global communications strategies (internal and external) for international consortium in the automotive industry. Worked with senior executives from multi-national companies worldwide to translate complex engineering materials into manageable marketing and presentation communications content for them and their constituents. Managed media relationships, account relationships and traveled to Europe and South America on assignment. Wrote, edited and/or published technical documents and materials, including print, web, DVD, presentation, trade show and media releases. Directed specialty teams from four to a dozen skilled professionals. http://www.autosteel.org/Programs/ULSAB.aspx http://www.worldautosteel.org/projects/ulsab/ Show less



Honeywell Inc., Southfield MI

• Internal Communications Manager

  • Jan 1994 - Sep 1995

  Ran global employee communications for the $10 billion automotive division of Allied-Signal Inc. (now Honeywell). Wrote, edited and published newsletter for 90,000 employees in a half-dozen countries and languages. Directed international team of translators and designers, as well as multiple contractors, including agencies. Worked with senior executives to develop and communicate key messages and managed a wide variety of activities and projects.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Communications Manager

  • Jan 1991 - Jan 1993

  Wrote and edited copy, composed and produced internal and external communications materials, assisted in speech-writing and communications strategy, and managed multi-site employee communications as well as media relations. Worked with company president and senior level executives.



Times Publishing Co

• United States
• Civic and Social Organizations

• Marketing and Production Coordinator

  • Jan 1987 - Jan 1989

  Composed and executed production for monthly magazine, and coordinated various marketing projects and events.