Managed the day-to-day account responsibilities for a national customer, Starbucks, as part of Taylor Farms' Fresh Prepared Foods division - Sales, Operations, Finance and Supply Chain. Our “fresh” processing expertise, vertical integration, geographic capabilities, and product portfolio strategy to customer, resulted in high customer satisfaction and 185% revenue increase over five years ▪ Established consistent customer processes and controls across seven owned and operated manufacturing facilities across USA to deliver consistent quality and meeting Starbucks finished good fill-rate expectation of 99.5%, while influencing corporate profitability. ▪ Managed the account’s internal financial performance across all production facilities. Spearheaded national new item costing and organized continuous improvement initiatives to eliminate waste and establish best practices. This improved communication and set expectations with the customer, while having a wide range of production volumes between production facilities. ▪ Developed product standards for materials, budgets, and labor that were adopted by all production facilities and uploaded to regional Enterprise Resource Planning (ERP), Microsoft Dynamics AX, for national Bill of Materials (BOM) consistency. ▪ Served as customer communications point of contact for sales, business performance, new item launches, pricing rationale, operations, supply chain, commercialization, continuous improvement analysis, as well as ad hoc requests. ▪ Successfully negotiated national price increases with the customer based on regional wage pressures and by demonstrating operational inefficiencies caused by low volume production quantities through item level analysis, resulting in customer agreement to volume-tiered pricing.

Built new customer relationships with 15+ corporate brokerages in the western region for east coast-based company extending reach across USA. Generated a book of business 35-45 accounts, valued $2.0-$2.5M in premiums.▪ Analyzed risk for healthcare facilities and constructed insurance policies for Western region.▪ Identified new business opportunities and implemented marketing plans to sell healthcare capabilities to appointed insurance brokers.▪ Negotiated pricing with brokers to build a profitable book, while balancing market competitiveness.

Cultivated and maintained strong customer and business relationships with brokers focused on healthcare industry customers through quarterly sales presentations.▪ Managed a book of 20-30 accounts, worth $2.75M-$3.25M in premiums.▪ Commercial lines healthcare underwriter servicing brokers in the Northwest and West regions.▪ Evaluated account performance at the time of renewal and quoted revised policies.

Portfolio Property Investors manages two office buildings in downtown Oakland. Worked directly with management to meet financial objectives and budgeting. Created and distributed marketing materials to advertise vacancies.

Boutique private equity firm, specializing in oil and natural gas. Worked one-on-one with the two Principal Partners of the firm. Prepared and recorded Offering documentation for investors, coordinated client contact information with clients for distribution of investor updates and sales material and managed online collection of due diligence files for prospective investors.