Community Engagement Coordinator

• Jul 2021 - Present

Founder & Chief Consultant

• Jan 2017 - Present

Shepherding ideas from mind to impactful action. Helping sales professionals and entrepreneurs get all those ideas out of their head and into "boots on the ground" so they can fully implement ideas, strategies, and marketing plans. Using Behavior Analysis and Human Design, helping entrepreneurs prioritize goals and identify gaps between ideas, goals, and desired outcomes. Provide analysis of software, digital systems and written tools to create organizational systems customized for each client. Help clients determine and adhere to their chosen organizational and time management systems. Put on the Boots! Filling the gap in the client's systems needs including marketing service and support, social media management, client contact, CRM and follow-up management, expense tracking and reporting, continuing education and licensing management, P&L management.

Proprietor and 5-Star Rated Superhost

• Mar 2017 - Present

5 Star Rated Superhost and Chief Designer, Proprietor, and Hospitality Maven at SE Portland's "Foodie Fun" airbnb destination - The Urban Owl. https://www.airbnb.com/rooms/15817715 The Urban Owl consistently receives frequent guest reviews describing their user experience with us as the "Best Airbnb ever." 5 Star Rated Superhost and Chief Designer, Proprietor, and Hospitality Maven at SE Portland's "Foodie Fun" airbnb destination - The Urban Owl. https://www.airbnb.com/rooms/15817715 The Urban Owl consistently receives frequent guest reviews describing their user experience with us as the "Best Airbnb ever."

Branch Manager & Marketing Strategist

• Apr 2008 - Nov 2016

Created and facilitated the "Almost Home" first-time home buyer workshop integrating technical mortgage knowledge with goal & desire setting, comprehensive budgeting, and "best-fit" planning. (Prior to July 2016, worked under the umbrella of First Priority Financial, acquired by Caliber Home loans in July 2016.) Created and facilitated the "Almost Home" first-time home buyer workshop integrating technical mortgage knowledge with goal & desire setting, comprehensive budgeting, and "best-fit" planning. (Prior to July 2016, worked under the umbrella of First Priority Financial, acquired by Caliber Home loans in July 2016.)

VP, Institutional Investment Sales, Consulting & Executive Client Management

• Sep 2002 - Mar 2008

Institutional investment and retirement plan sales and consulting for mid-large size companies and foundations. Retirement plan administration, trust and custody administration. Institutional investment and retirement plan sales and consulting for mid-large size companies and foundations. Retirement plan administration, trust and custody administration.

Instructor - Business & World Affairs

• Sep 2002 - Jun 2004

Adjunct Business instructor of Business & World Affairs class. Adjunct Business instructor of Business & World Affairs class.

VP, Senior Client Manager - Institutional Retirement Plan and Investment Consulting

• May 1996 - Aug 2001

Institutional investment and retirement plan administration and consulting. Trust and custody operations management. Regional office management and Director, Oregon Division. Institutional investment and retirement plan administration and consulting. Trust and custody operations management. Regional office management and Director, Oregon Division.