Experience

Money Habitudes
• United States
• Financial Services
• 1 - 100 Employee
• Money Habitudes® Certified Facilitator

  • Aug 2023 - Present


Samaritan House of San Mateo County

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Financial Empowerment Program Manager and Coach

  • Jul 2017 - Jul 2022

  San Mateo, CA Recruited to assess, redesign, and build out the program serving all San Mateo County residents. Worked in collaboration with in-house management and staff, volunteers, and community partners. Grew a volunteer coaching team, through recruiting, training and development, expanding it from 2 to 14 committed members. Concurrently was certified site coordinator for free VITA tax service, both in-person and virtually, filing, on average, over 150 returns each season, with a team of over 10… Show more Recruited to assess, redesign, and build out the program serving all San Mateo County residents. Worked in collaboration with in-house management and staff, volunteers, and community partners. Grew a volunteer coaching team, through recruiting, training and development, expanding it from 2 to 14 committed members. Concurrently was certified site coordinator for free VITA tax service, both in-person and virtually, filing, on average, over 150 returns each season, with a team of over 10 preparers. Designed, developed, and led classes customized for Samaritan House clients, community partners, and the general public. In charge of program evaluation, data collection and analysis. Assisted with grants, wrote program proposals, negotiated with vendors, developed marketing and communication materials, planned all recognition events. Notable quote from one participant of “The Journey”, an 8-month intensive program: “Participating in this program was the best decision I ever made. It has changed my life, and my son’s life, incredibly.” https://samaritanhousesanmateo.org/ Show less



SparkPoint

• Software Development
• 1 - 100 Employee

• SparkPoint Coordinator/Financial Coach

  • Jan 2017 - Jul 2017

  Skyline College, San Bruno, CA As a SparkPoint Coordinator/Financial Coach at Skyline College, I served as the lead financial coaching trainer for financial coaches; maintained a library of materials and online resources related to financial literacy and education; worked with individuals one-on-one by providing personalized financial coaching and in groups by designing and leading financial workshops, informational activities and class presentations. I assisted in the planning, coordination, and implementation of… Show more As a SparkPoint Coordinator/Financial Coach at Skyline College, I served as the lead financial coaching trainer for financial coaches; maintained a library of materials and online resources related to financial literacy and education; worked with individuals one-on-one by providing personalized financial coaching and in groups by designing and leading financial workshops, informational activities and class presentations. I assisted in the planning, coordination, and implementation of SparkPoint services such as special events and activities that support financial literacy and education, data collection, student employment and college success; assisted individuals with accessing and obtaining public benefits; connected students to employment services; provided other services and activities that supported student retention and success; and provided back up for SparkPoint services as needed. http://skylinecollege.edu/sparkpoint Show less



Noodlehead Productions

• Public Relations and Communications Services

• CEO

  • Sep 2012 - Jan 2017

  San Francisco Discovered and capitalized on a unique market need. Collaborated with a graphic designer to create an instructional laundry symbol guide for North American users. Researched and evaluated vendors: printers, web developers, and hosting companies. Worked closely with the web designers to develop an online retail presence. In 2012, launched Rhonda's Laundry Symbol Guide. Continue to monitor sales and production. What I loved most about this was having my idea turn into a… Show more Discovered and capitalized on a unique market need. Collaborated with a graphic designer to create an instructional laundry symbol guide for North American users. Researched and evaluated vendors: printers, web developers, and hosting companies. Worked closely with the web designers to develop an online retail presence. In 2012, launched Rhonda's Laundry Symbol Guide. Continue to monitor sales and production. What I loved most about this was having my idea turn into a reality. I enjoyed every stage of the process, from partnering with a friend in designing the product, to working with a web designer to create the site. Show less



Financial Services - Various

• Financial Counselor (Volunteer)

  • Jan 2015 - Dec 2016

  San Francisco, CA Provide financial coaching and counseling. Helping evaluate client finances at the EDC's (Eviction Defense Collaborative) Rental Assistance Disbursement Component and coaching clients through the process. Leading youth financial education seminars around the Bay Area as an Operation Hope volunteer. Counseling and coaching private clients in personal financial literacy skills. Reviewing business plans, offering clients feedback and guidance at the Renaissance Entrepreneurship Center.… Show more Provide financial coaching and counseling. Helping evaluate client finances at the EDC's (Eviction Defense Collaborative) Rental Assistance Disbursement Component and coaching clients through the process. Leading youth financial education seminars around the Bay Area as an Operation Hope volunteer. Counseling and coaching private clients in personal financial literacy skills. Reviewing business plans, offering clients feedback and guidance at the Renaissance Entrepreneurship Center. Assisting clients with their tax preparation through Tax-Aid. Working with local nonprofits and private clients has allowed me to hone my financial services skills. What I enjoy most is counseling clients and helping them understand how to make the most of their personal financial resources. Show less



Hannah Kaufman & Associates, Inc.

• CEO/CFO

  • 1994 - 2012

  San Francisco Grew small-scale family business to mid-sized company with 150+ attorney clients. Oversaw daily operations, supervised staff and independent contractors. Managed finances, long-term capital planning, and HR functions. Served as point-person with clients, contractors, and government regulators. Responded to Requests for Proposals (RFP). Managed 6 staff and 40+ contractors. What I most enjoyed was creating a company that was recognized for excellent customer service. Knowing that our… Show more Grew small-scale family business to mid-sized company with 150+ attorney clients. Oversaw daily operations, supervised staff and independent contractors. Managed finances, long-term capital planning, and HR functions. Served as point-person with clients, contractors, and government regulators. Responded to Requests for Proposals (RFP). Managed 6 staff and 40+ contractors. What I most enjoyed was creating a company that was recognized for excellent customer service. Knowing that our staff treated everyone in a professional manner while providing outstanding customer service was very satisfying. Having the opportunity to continually learn new things and meet the challenges of running the company was a bonus. Top Contributions *Led the company through 2 business acquisitions. Negotiated the contracts. Planned and implemented the office relocations. In the end, we improved both the workflow and the staff morale. *Cut revenue loss 90% by redesigning transcript production process, instituting a cash-on-demand (COD) authorization prior to production. Mitigated need for collection calls, allowing staff to focus on other duties. *Enhanced customer service by upgrading the technology and proprietary CRM system. Installed a new phone system with dedicated lines and purchased multifunctional and networked copiers. Managed transition with virtually no downtime. Show less



One Circle Foundation

• United States
• Business Skills Training

• National Trainer

  • 2007 - 2008

  Chosen as 1 of 10 initial Licensed National Trainers who were assigned to facilitate training sessions across the U.S. Became a licensed trainer after completing rigorous training program. Co-led several workshops for groups of 25 - 45 diverse individuals. Developed, prepared, and organized training materials. Tracked and reported training expenses. I truly believed in the work we were doing and felt immense satisfaction being a part of the various projects. I loved having a… Show more Chosen as 1 of 10 initial Licensed National Trainers who were assigned to facilitate training sessions across the U.S. Became a licensed trainer after completing rigorous training program. Co-led several workshops for groups of 25 - 45 diverse individuals. Developed, prepared, and organized training materials. Tracked and reported training expenses. I truly believed in the work we were doing and felt immense satisfaction being a part of the various projects. I loved having a variety of responsibilities from outreach to training to working with colleagues in different locations. Show less



Safe Passage Training

• CEO

  • 2004 - 2008

  San Francisco and US Launched this company to support my part-time work with organizations that provide services to youth in the areas of social competency and violence prevention. In addition to designing custom programs, I was the San Francisco Bay Area Trainer for the Joseph Matteucci Foundation's What's Up With Guns program. I became a licensee of The Empower Program, a trained instructor of the Respect For All Project's (now Groundspark) "Let's Get Real" curricula, and a trained national licensee and… Show more Launched this company to support my part-time work with organizations that provide services to youth in the areas of social competency and violence prevention. In addition to designing custom programs, I was the San Francisco Bay Area Trainer for the Joseph Matteucci Foundation's What's Up With Guns program. I became a licensee of The Empower Program, a trained instructor of the Respect For All Project's (now Groundspark) "Let's Get Real" curricula, and a trained national licensee and facilitator of the One Circle Association's Girls Circle Program. Trainings varied from small groups of 15 people to large audiences of 1200. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Training and Organization Development Specialist

  • 1982 - 1992

  San Francisco In Operations (2 yrs); earned Series 7 and 63 licenses. Joined Personnel (2 yrs), performing recruitment and employee relations functions. Also in charge of all corporate personnel relocations. Training and Organization Development (6 yrs), assessing needs, developing, designing and implementing a variety of programs for all levels of the company.