Experience

• 

  Summit Financial Group, LLC

  • San Francisco Bay Area

  • Executive Assistant

    • Feb 2023 - Present
    • San Francisco Bay Area

• 

  AMM Fencing

  • Pleasanton, California, United States

  • Head of Sales and Customer Service

    • Aug 2021 - Dec 2022
    • Pleasanton, California, United States

    I led a team of 10 that managed the front office business operations and sales of this $5-10M outdoor construction company. Hired and onboarded 3 members during my tenure. • Streamlined operations thru process improvement techniques then digitized those processes by selecting and implementing a CRM system. Changes improved employee productivity and personalized the customer journey increasing win rate to 45%, lowering outstanding A/R by 38% and increasing customer satisfaction demonstrated by our 4.7-star rating on Google and 4.5-star rating on Yelp.• Designed and built first ever company KPI dashboard and sales reporting allowing for strategic data-based business decision making for marketing spending, product mix. staffing capacity and pricing.• Realigned team roles creating individual employee ownership of specific KPI metrics leading to increased revenue opportunities, higher customer advocacy and increased accountability.• Directed development of post-production follow up process that increased number of customer reviews by over 100%. • Developed new sales compensation and commission structure by analyzing best practice and running various scenarios to determine best outcome for company bottom line and the sale professionals. • Negotiated purchase of fleet of company vehicles after exhaustive search. Analyzed lease vs. purchase options. Implemented preventive maintenance program for fleet.

• 

  Blue Oaks Church

  • United States
  • Religious Institutions
  • 1 - 100 Employee

  • Director of Family Ministry

    • Sep 2018 - Aug 2021

    I oversaw the Family Ministry department managing three staff members and team of forty-five volunteers responsible for delivering programs for kids from birth through high school.• Spearheaded creation of systemic processes for volunteer recruiting, onboarding, training, & appreciation. Processes increased volunteer satisfaction and led to higher retention. • Led ministry through COVID crisis by envisioning new ways connect with kids and families. Moved to online and digital services, pick up events, and individual outreach. Monitored directives from county and national health agencies and developed programs to keep students physically healthy while also keeping them connected to community to support their mental health.

  • Director of Volunteers - Kids

    • Apr 2017 - Sep 2018

• 

  Teen Esteem

  • Pleasanton, CA

  • Development Director

    • Aug 2015 - Apr 2017
    • Pleasanton, CA

    I led the donor relationship and fundraising for this regional non-profit that focuses on educating and empowering students (K-12), parents, educators and the community on challenges young people face.• Created and implemented donor development plan which increased annual fundraising by over 40%• Doubled number of monthly donors providing greater consistency and sustainability in funding.• Wrote content and guided the creative development of fundraising campaigns utilizing a variety of platforms including physical mailings, email campaigns, social media campaigns, and website content.• Organized multiple fundraising events for 200+ attendees including in person auctions and fundraising dinners. Led the marketing and sales efforts for these events as well as the venue selection, contract negotiation and donation collection. Directed team of 8 volunteer coordinators who developed the fundraising message themes, acquired auction items, created displays, managed logistics, and directed the full volunteer team of over 50.

• 

  Keller Williams Realty, Inc.

  • Hilton Head / Bluffton, SC

  • Realtor

    • Apr 2012 - May 2014
    • Hilton Head / Bluffton, SC

    • Licensed South Carolina real estate agent• Personally closed $5 million in sales (17 transactions) while overseeing the contract to close processes for an additional $5 million in sales (35 transactions) for the On the Mark team.• Converted 20% of all prospects including internet leads into clients and closed 75% of those deals.• Developed business plan identifying goals for each success area including lead development, contracts, and business systems. Structured monthly & daily activities based on progress toward goals.• Built a personal “touch” system through CRM database to prospect for leads and convert them to clients. Touches include personal visits, phone calls, individual emails, reports, and articles containing information useful to the prospect, and invitations to relationship building events.• Created marketing materials for multiple media channels including print advertising (postcards, flyers, newspaper, and magazine), social media, and other internet advertising venues.• Completed BOLD training in 2013.

• 

  Gateway Realty

  • Bluffton, SC

  • Realtor

    • Nov 2011 - Apr 2012
    • Bluffton, SC

• 

  AMD

  • United States
  • Semiconductor Manufacturing
  • 700 & Above Employee

  • IT Sales Systems Manager

    • 1999 - 2000

    Managed a team of 10 IT professionals with an annual operation budget over $5 million. Consistently met customers’ needs by delivering projects on time and on budget.• Led team that redesigned sales reporting system which consolidated company wide sales data into meaningful trend analysis for corporate executives• Created white paper for executive management to explore uses for B2B internet solution

  • Senior Project Manager

    • 1998 - 1999

    I led the project team responsible for functional & performance testing for company-wide ERP implementation ensuring minimal interruptions to business continuity.

• 

  Fry's Electronics

  • San Francisco Bay Area

  • Information Technology Manager

    • 1996 - 1998
    • San Francisco Bay Area

    Revitalized and managed the department that created, upgraded and maintained the point of sale, inventory control, distribution, purchasing, and accounting software systems.• Created and introduced full software lifecycle processes for formalized project planning, analysis, design, development, peer design and code reviews, version control, configuration management, and full testing regiments.• Led the IT integration and conversion effort required after buyout of a competitor by creating “bridging” programs allowing operation of both computer systems until full integration was complete.• Interviewed, hired, trained and mentored 10 staff members using daily coaching, regular performance reviews and offering constructive feedback.

• 

  Ernst & Young

  • San Francisco Bay Area

  • Information Technology / Business Process Consultant

    • 1995 - 1996
    • San Francisco Bay Area

    Process redesign and computer system design work for multiple Fortune 500 companies.

• 

  Ford Motor Company

  • Greater Detroit Area

  • Information Systems Analyst

    • 1993 - 1995
    • Greater Detroit Area

• 

  Packard Electric

  • Warren, Oh

  • Co-op Engineering Student

    • 1991 - 1993
    • Warren, Oh