Experience

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  InfoCompass, Inc.

  • California, United States

  • Founder, Records and Information Management Consultant

    • May 2015 - Present
    • California, United States

    Provide records and information governance consulting services to clients to optimize their business processes, mitigate information risks and increase profits. Expert in implementing iManage Records Manager.

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  ARMA International

  • Sacramento, California Area

  • President, Greater Sacramento Capitol Chapter

    • Jul 2015 - Jun 2017
    • Sacramento, California Area

    The Greater Sacramento Capitol Chapter provides valuable opportunities for members and guests to network with and learn from RIM industry professionals on an almost monthly basis.

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  HP

  • Business Analyst / Records Management Senior Consultant, Information Governance, HP Software

    • Oct 2007 - Apr 2015

    Hewlett Packard (formerly Interwoven/Autonomy)Provided consulting services to clients who have purchased Information Governance software from Hewlett Packard, which includes document management, records management, auto-classification, legal hold, and e-Discovery software. Performed business analysis interviews to understand client’s current information management practices and client’s desired information management state. • Designed records management software to manage large law firm’s physical and electronic records on a matter centric basis resulting in centralized management of matter documents and records to reduce administration time, costs and compliance risk• Created new business process and documentation framework to support cutting edge auto-classification technology resulting in customer finding our automated process was 80% more accurate than their manual process• Developed new type of Statement of Work Estimate for business development opportunity resulting in winning new professional services customer

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  Archives of the Episcopal Church

  • Consulting Records Manager

    • Jan 2007 - Oct 2007

    Provided records management consultation services which included records management program analysis, records surveys, program manual revision, electronic records policy strategic plan revision, staff training and other archival projects as needed.

  • Corporate Records Manager

    • May 2004 - Jan 2007

    Provided records management services to Episcopal Church corporate offices and its employees. Ensured proper records identification, appraisal, arrangement, retention, receipt, protection, disposition and management were in accordance with regulatory and corporate requirements. Created and updated record retention schedules. Managed in-house records center. Represented the Archives on corporate-wide committees. Performed in-depth research requests, legislative background searches and discovery searches. Audited XML publications. Monitored project budgets. Worked on information management project teams with staff in Texas. Wrote weekly and annual reports to inform Director in Texas.

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  Lehman Brothers

  • Archives Consultant

    • 2004 - 2004

    Appraised and indexed company historical collections and provided a recommended strategy for creating an internal corporate archive. Assisted with identifying historical materials for anniversary commemorative exhibit.

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  Hunter College

  • Archivist

    • 1997 - 2004

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  University of California at Davis

  • Book Processing Supervisor, Reserve Bookroom, Shields Library

    • 1995 - 1997