Experience

National Legacy Capital Group

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • May 2022 - Present

  San Diego, California, United States Credit, funding, operations, everything but sales for leasing, line of credit, and working capital loans for excellent ISO.



Plexium

• United States
• Biotechnology Research
• 1 - 100 Employee

• Operations Specialist

  • Jun 2021 - May 2022

  San Diego, California, United States purchasing & executive administration

• Accounting Specialist

  • Oct 2020 - May 2021

  San Diego, California, United States accounts payable & executive administration



Thermo Fisher Scientific

• United States
• Biotechnology Research
• 700 & Above Employee

• Revenue Recognition Analyst

  • Aug 2019 - Mar 2020

  Carlsbad, CA Order and contract review for ASC 606/IFRS 15 compliance to standardize revenue recognition. Duties include contract review, defining performance obligations, allocation of price(s) and recognition of revenue. Temporary position.



Oxford Inns, Suites & Hotels

• Accounting Specialist

  • Jun 2016 - Jul 2019

  Bend, Oregon Area Daily and monthly revenue recognition for an 18 property regional hotel chain. Duties include Excel reporting, bank reconciliations, budgeting, payment of excise, sales and use tax for our properties, monthly closing, answering the phone and other accounting and administrative duties as required. Used Adagio accounting software.



UC San Diego Extended Studies

• United States
• Higher Education
• 200 - 300 Employee

• Adjunct Faculty

  • Apr 2009 - Jun 2019

  Accounting Instructor



Commercial Finance & Leasing Bank of Cardiff, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Funding Manager

  • Dec 2013 - Jun 2016

  Greater San Diego Area Office management and small-ticket leasing fundings. Duties included everything from buying snacks to using Excel to prove the leases would be profitable for us. Left position to care for ill family member.



San Diego

• Higher Education
• 1 - 100 Employee

• Consultant

  • Feb 2011 - Dec 2013

  Yorba Linda & San Diego Small business consultant focusing on revenue generation for local businesses. I use a two-prong approach through social media and business analysis to cut waste and overhead.



Five Point Capital

• United States

• Accounting Manager

  • Dec 2009 - Feb 2011

  Began in December - produced financial reports for the previous July through end of the year as they had not been able to produce the reports. Employee of the month in March 2003 for catching up on reporting. All aspects of accounting, report generation, A/P, payroll, board reporting and all duties as assigned.



Grossmont College

• United States
• Higher Education
• 500 - 600 Employee

• Adjunct Faculty

  • Jan 2004 - Feb 2011

  Accounting instructor



Pentech Financial Services

• Financial Services
• 1 - 100 Employee

• Accounting Manager

  • Oct 2004 - Dec 2009

  San Diego, California, United States Accounting Manager for small-ticket leasing company. Booked all deals, ran office, Executive Assistant to Sr. VP and General Manager. Only employee not laid off to run things after financial collapse of 2008.



Coleman College

• Higher Education
• 1 - 100 Employee

• Networking Instructor

  • Jun 1999 - Oct 2004

  San Diego, California, United States Taught local and wide area networking concepts. Can teach the OSI model like no one else! Picked up accounting classes as well.



First World Communications

• Canada
• Computer Networking

• Broadband Services Product Manager

  • Jun 1998 - Jun 1999

  San Diego, California, United States Product manager for DSL, Frame Relay and ATM at startup CLEC.



Industrial Computer Source (now Kontron)

• Product Manager

  • Jun 1995 - Jun 1998

  Increased product line sales 250% each fiscal year, while increasing margins. Generated $2MM in new business directly from third-party product offerings. 3rd party contract auditing, review and negotiation with Nortel, Lucent, Force Computers, Dialogic, Natural MicroSystems, and Ariel. Increased product line sales 250% each fiscal year, while increasing margins. Responsible for profitability, and choosing the networking and telecommunications products that would appear in the catalogs. ICS… Show more Increased product line sales 250% each fiscal year, while increasing margins. Generated $2MM in new business directly from third-party product offerings. 3rd party contract auditing, review and negotiation with Nortel, Lucent, Force Computers, Dialogic, Natural MicroSystems, and Ariel. Increased product line sales 250% each fiscal year, while increasing margins. Responsible for profitability, and choosing the networking and telecommunications products that would appear in the catalogs. ICS mailed 6 million catalogs a year, with 12 different versions. Show less