Experience

Internet Society Foundation

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Director of Operations, Philanthropy

  • Nov 2022 - Present

  • Strategically leading philanthropy operational functions to position the Internet Society Foundation’s Philanthropy division for success • Providing strategic direction working closely with Philanthropy and Internet Society (ISOC) functions to maximize effectiveness and impact • Overseeing grantmaking operations, grants system management, program launches, budget oversight, compliance, and project management • Managing a team of four direct reports: Operations Project Manager, Fluxx… Show more • Strategically leading philanthropy operational functions to position the Internet Society Foundation’s Philanthropy division for success • Providing strategic direction working closely with Philanthropy and Internet Society (ISOC) functions to maximize effectiveness and impact • Overseeing grantmaking operations, grants system management, program launches, budget oversight, compliance, and project management • Managing a team of four direct reports: Operations Project Manager, Fluxx Operations Manager, Technical Systems Lead, and Operations Specialist • Collaborating with Programs, MEL, Communications, and Executive leadership to achieve the Foundation’s Philanthropy objectives and goals. • Partnering with ISOC Finance and Legal functions to ensure effective financial oversight, fiscal responsibility, legal compliance, and due diligence • Constructing and leading a new Grants Management function to strategically streamline grants administration to increase efficiency and oversight • Directing project management of program builds and launches, budget forecasting, annual planning, staff resources, and collaborative projects • Strategically driving and implementing change to make structural and procedural improvements to operational functions and approaches Show less



Conrad N. Hilton Foundation

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Program Operations Manager

  • Jan 2021 - Oct 2022

  • Managed day-to-day operations for the Program Department of 60+ staff, comprised of 7 strategic initiatives distributing between $300M to $400M in grants • Established effective operational activities and coordination with other departments; administered compliance, policies, and procedures • Conceptualized and built the Programs Hub, an internal webpage of resources, policies, and updates to improve department operations and communications • Executed $1.5M Sector Strength grant… Show more • Managed day-to-day operations for the Program Department of 60+ staff, comprised of 7 strategic initiatives distributing between $300M to $400M in grants • Established effective operational activities and coordination with other departments; administered compliance, policies, and procedures • Conceptualized and built the Programs Hub, an internal webpage of resources, policies, and updates to improve department operations and communications • Executed $1.5M Sector Strength grant portfolio, composed grant writeups, and worked with the President and VP to determine allocation • Oversaw $5M department budget encompassing 13 team budgets; supervised coding, expense reviews, and payment workflows • Directed annual budget planning with program teams, prepared comprehensive department budget and analysis reports for VP of Programs • Performed quarterly budget analysis of each program area, delivered forecast reports of spending and savings to the Director of Finance • Reconciled budget dashboard of expenses, tracked consultant contracts, and created detailed expenditure reports for program teams • Streamlined approval workflows, created new expense project coding system, implemented semi-automation of budget processes for increased efficiency • Developed department contracts in partnership with the Office of General Counsel, managed consultants, vendors, invoices, and payments • Produced and implemented extensive grant calendar of task workflows and board materials deadlines in collaboration with the Executive Office and Grants Management • Trained, coached, and supervised Programs Operations Specialist within operations responsibilities to build a productive and effective team • Led operations onboarding and training, facilitated cross-team mentorships, coordinated team building activities, and provided personalized support to staff • Drove continuous improvement by identifying and implementing solutions for the department to operate more successfully and efficiently Show less



Patch Lending

• United States
• Real Estate
• 1 - 100 Employee

• Director of Investor Relations

  • May 2019 - May 2020

  Los Angeles, California, United States • Managed a team of cross-functional personnel throughout investor relations operations for a real estate crowdfunding company, servicing 1000+ investors • Launched daily investment opportunities to the FinTech crowd platform; improved processes which increased launch times by 80% • Previewed, priced, and closed investments to institutional domestic and international partners, ranging from $100K - $2M+ • Implemented successful systems to improve overall efficiency and profitability in… Show more • Managed a team of cross-functional personnel throughout investor relations operations for a real estate crowdfunding company, servicing 1000+ investors • Launched daily investment opportunities to the FinTech crowd platform; improved processes which increased launch times by 80% • Previewed, priced, and closed investments to institutional domestic and international partners, ranging from $100K - $2M+ • Implemented successful systems to improve overall efficiency and profitability in relation to credit facilities, loan funding, and investment sales • Directed targeted investment marketing campaigns and distributed daily emails to investor database to maximize investment crowdfunding • Prepared and delivered timely investor updates and monthly asset management reports to provide consistent communication with stakeholders • Oversaw and supervised Zendesk customer service portal ensuring inquiries were addressed in a timely and effective manner • Led weekly IR meetings, trained and supervised Investor Relations Associates, and provided coaching to achieve professional growth • Resolved institutional partner requests for portfolio management updates and due diligence for targeted relationship management • Collaborated with C-Suite executives and FP&A team to ensure effective cash and credit line management Show less



DLI, LLC

• Operations Manager, Investor Relations

  • Sep 2014 - May 2019

  Los Angeles, California, United States • Led the Investor Relations Operations department for an SEC-Registered investment adviser, with 2000+ investors and $1B AUM • Managed financial services of onshore/offshore funds, providing exceptional service to high net-worth individuals, institutional investors, RIAS, family offices, and broker dealers • Managed all aspects of onboarding- subscriptions, custodians, redemptions, bank reconciliations, AML/KYC and ERISA/OPERA compliance • Collaborated with executive management, fund… Show more • Led the Investor Relations Operations department for an SEC-Registered investment adviser, with 2000+ investors and $1B AUM • Managed financial services of onshore/offshore funds, providing exceptional service to high net-worth individuals, institutional investors, RIAS, family offices, and broker dealers • Managed all aspects of onboarding- subscriptions, custodians, redemptions, bank reconciliations, AML/KYC and ERISA/OPERA compliance • Collaborated with executive management, fund administrator, and general counsel to deliver investor communications and portfolio updates • Built departmental systems for operations processes, held client meetings; hired, trained, and supervised Operations Associates • Oversaw the management of sensitive information, database systems, software, and data rooms to ensure accuracy and compliance • Partnered with accounting and finance teams to provide timely audited financials and Schedule K1s Show less



OVERTONE INDUSTRIES

• United States
• Performing Arts
• 1 - 100 Employee

• Managing Director

  • Apr 2013 - Sep 2014

  Los Angeles, California, United States • Directed full cycle operations for a non-profit performing arts company, managing all business aspects to achieve strategic goals • Oversaw programming, production, grant cycles, finance, fundraising, development, communications, marketing, and strategic planning • Developed and launched the first-ever community arts engagement program of monthly choral workshops to achieve outreach objectives • Implemented branding and marketing strategies by creating a new website, logo, branding… Show more • Directed full cycle operations for a non-profit performing arts company, managing all business aspects to achieve strategic goals • Oversaw programming, production, grant cycles, finance, fundraising, development, communications, marketing, and strategic planning • Developed and launched the first-ever community arts engagement program of monthly choral workshops to achieve outreach objectives • Implemented branding and marketing strategies by creating a new website, logo, branding materials, and social media profiles • Managed all finance functions including operational budget and accounting, working closely with external consultant to prepare Form 990 • Researched and wrote grant proposals for state, national, and private funding mechanisms, prepared funding plans, budgets, and reporting • Executed successful fundraising campaigns and community outreach initiatives • Galvanized and established an active board of directors with 5 new members • Spearheaded and co-produced a multi-disciplinary theatre piece for the New Original Works Festival at REDCAT Center in Disney Concert Hall Show less