Experience

The Bancorp

• United States
• Banking
• 500 - 600 Employee

• Vice President of Product Development

  • Jul 2023 - Present

• AVP Payments Project Manager

  • Jun 2022 - Aug 2023

  - Lead implementations of new partners of the bank: development of project schedules, provide direction regarding the Bank’s policies and guidelines, ensure program implementation and compliance with governing entity rules and regulations. - Drive progress on organizational initiatives including process enhancements and workflow optimization



Slater Builders Inc.

• United States
• Construction
• 1 - 100 Employee

• Marketing Manager

  • Feb 2021 - Jun 2022

  Costa Mesa, California, United States - Create strategic marketing campaigns to align with project milestones - Partner with business development to implement strategies for company growth - Implemented Salesforce to streamline business development and operations engagement, acting SF administrator - Support RFP and RFQ proposals - Manage all social media engagement - Create, design and produce all marketing collateral - Produce copy for content across website, social media, proposals, and press releases -… Show more - Create strategic marketing campaigns to align with project milestones - Partner with business development to implement strategies for company growth - Implemented Salesforce to streamline business development and operations engagement, acting SF administrator - Support RFP and RFQ proposals - Manage all social media engagement - Create, design and produce all marketing collateral - Produce copy for content across website, social media, proposals, and press releases - Direct website refresh to align site with company focus and goals Show less



OLS

• Senior Portfolio Manager

  • Sep 2018 - Feb 2021

  Orange County, California Area - Identify and engage companies seeking funding - Perform market research and diligence reviews to assess profitability of investments - Manage investments on an ongoing basis through weekly analysis and marketing support - Marketing content creation and design - Direct projects in various industries including: Real Estate, Entertainment, Technology and Healthcare



Wisely by ADP

• United States
• Financial Services
• 1 - 100 Employee

• Director of Marketing

  • 2017 - 2018

  Irvine, CA - Marketing lead for all projects, initiatives and strategy - Maintained annual/monthly department budget to guide annual marketing strategy and sponsorships - Fostered relationships with top vendors including Visa, Mastercard, and Metabank - Developed connections with new clients while cultivating marketing relationships with top clients - Planned, contracted and lead successful company events ranging from 100-1000 attendees - Headed marketing shift from client based marketing… Show more - Marketing lead for all projects, initiatives and strategy - Maintained annual/monthly department budget to guide annual marketing strategy and sponsorships - Fostered relationships with top vendors including Visa, Mastercard, and Metabank - Developed connections with new clients while cultivating marketing relationships with top clients - Planned, contracted and lead successful company events ranging from 100-1000 attendees - Headed marketing shift from client based marketing to cardholder based marketing - Public speaking engagements at internal conferences and national conventions

• Assistant Director of Marketing

  • 2014 - 2017

  Irvine - Assisted in strategy and planning for B2B and B2C marketing initiatives - Research Studies: Headed two separate annual research studies on generational trends in payments

• Marketing Liaison

  • Oct 2011 - Feb 2014

  Irvine, CA - Managed daily activities of marketing department - Project coordination, event planning, marketing collateral creation

• Executive Assistant

  • Nov 2010 - Jul 2012

  - Sole support for CMO - Assisted in multiple departments; accounting, fulfillment, operations, IT



Weldex Corp.

• Account Manager

  • Sep 2009 - Nov 2010

  Cypress, CA - Headed global sales accounts, communicating and traveling internationally to expand current relationships and develop new business - Worked as a liaison between customers and engineers on specialized OEM projects to ensure customer satisfaction



CA Future Focused

• United States
• Education Administration Programs
• 1 - 100 Employee

• Academic tutor

  • 2007 - 2009

  • Instructed High School students in multiple subject areas such as English, Biology, Geometry, and Algebra. • Improved student’s grade point average by at least one grade level within three months of tutoring.



City of Foster City

• United States
• Government Administration
• 1 - 100 Employee

• Recreational Leader

  • 2005 - 2009

  Foster City, CA • Supervised and managed a team of twelve camp leaders in daily activities and supervision of children. • Planned and implemented eight hours daily activities for a group of 40+ children. • Effectively worked with children of all developmental levels, including those with autism and ADHD.