Experience

St. Patrick School

• Religious Institutions
• 200 - 300 Employee

• Bookkeeper

  • Feb 2023 - Present

  Larkspur, California, United States



Upton Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Associate to Business Intermediary

  • Feb 2020 - Present

  • Launch and manage outgoing marketing campaigns for client companies just coming to market • Produce Confidential Information Memorandums • Assist in preparing financial schedules and valuation analysis • Organize, coordinate and help facilitate buyer due diligence process



Independent Bookkeeper

• Independent Bookkeeper

  • Mar 2019 - Feb 2020

  • Responsible for payroll, accounts payable and accounts receivable for three independent restaurants.



St. Patrick School

• First Grade Aide

  • Jan 2017 - Mar 2019

  Larkspur, California



Cypress Capital

• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Vice President of Business Development and Investor Services

  • Jan 2011 - Jan 2015

  San Francsico, CA • Responsible for securing new selling agreements with premier independent broker dealers expanding the distribution of Cypress’ products and managing broker-dealer relationships • Oversaw and coordinated broker dealer conference schedules, negotiated cost and level of participation • Coordinated all logistical aspects of internal due diligence meetings, including approval of attendees, communications, agenda, accommodations, and expense approvals • Created content and presented at due… Show more • Responsible for securing new selling agreements with premier independent broker dealers expanding the distribution of Cypress’ products and managing broker-dealer relationships • Oversaw and coordinated broker dealer conference schedules, negotiated cost and level of participation • Coordinated all logistical aspects of internal due diligence meetings, including approval of attendees, communications, agenda, accommodations, and expense approvals • Created content and presented at due diligence meetings • Led investor services team by servicing a high volume of inbound inquiries from individual investors and financial advisors • Served as the primary investor services team liaison to the firm’s fund(s) transfer agent, responsible for: - Managing the quarterly investor distribution process for note interest and principal payments including allocation calculations and sample reports, as well as reviewing and approving check registers, ACH and wire transfers - Processing all investor maintenance including transfer processing and ensured all investor data was updated and accurate

• Vice President of Marketing and Investor Relations

  • Oct 2006 - Dec 2010

  San Francisco, CA • Managed all deliverables in support of new fund launches, including: - Creative design and content of marketing materials - Coordination of partners/vendors to ensure timely delivery, within scope and within budget - Distribution of sales collateral and quarterly fund updates to broker dealer home offices • Maintained investor and financial representative CRM database, accountable for data accuracy and report generation • Curated company website communications and content for… Show more • Managed all deliverables in support of new fund launches, including: - Creative design and content of marketing materials - Coordination of partners/vendors to ensure timely delivery, within scope and within budget - Distribution of sales collateral and quarterly fund updates to broker dealer home offices • Maintained investor and financial representative CRM database, accountable for data accuracy and report generation • Curated company website communications and content for external distribution



Atel

• Oil and Gas
• 1 - 100 Employee

• Senior Regional Marketing Director

  • Jun 2003 - Oct 2006

  San Francisco, CA • Sold direct participation equipment leasing investment programs to financial advisors through outbound calling campaigns • Supported external wholesaler with scheduling appointments, travel arrangements, expense reports and organizing seminars and conferences • Contributed to increased sales effectiveness in the territory by providing timely follow-up and actionable ideas



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Registered Sales Assistant - Private Client

  • Apr 2002 - Jun 2003

  San Francisco, CA • Supported two financial advisors managing high net worth individuals by interacting daily on the phone and in person with prospective and existing clients including handling portfolio inquires • Prepared letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients • Ensured required client paperwork was current with firm and industry requirements, rules and regulations



Robertson Stephens

• Administrative Manager - Financial Services Department

  • Apr 2000 - Nov 2001

  San Francisco, CA • Responsible for the day-to-day office administration of 150+ employees including financial advisors, sales assistants and asset managers - Managed new hire intake process and responsible for hiring of all temporary workers - Partnered with facilities for department space planning and moving company resources



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• New Hire Coordinator - Management Solutions & Services

  • Jul 1999 - Apr 2000

  San Francisco, CA •Managed new hire process and assimilation of all new hires into the practice from administrative professionals to senior managers. •Presented weekly new hire orientation package and information to incoming employees.

• Business Administrator - Management Solutions & Services

  • Mar 1998 - Jun 1999

  San Francisco, CA •Implemented billing process for monthly client billings for 16+ managers, included managing all aging receivables.



Qualcomm

• United States
• Telecommunications
• 700 & Above Employee

• Project Assistant - Engineering Finance

  • Oct 1996 - Jan 1998

  San Diego, CA •Generated monthly reconciliation and analysis of financial reports including expenses, capital and budgets. •Assisted department in producing quarterly financial reporting packages and presentations.



Ameriquest Mortgage Corporation

• Administrative Assistant - New Products

  • Aug 1995 - Oct 1996

  San Diego, CA • Interpreted investor manuals and reproduced program guidelines for distribution to 25+ branches in respective geographic areas. • Created and programmed documents for use in funding and closing of residential home loans.