• Founder and chief executive of this management consulting, executive coaching, and communications consulting firm• Consultant to individuals and public, private, and non-profit agencies, companies, and organizations• Advisor, thought partner, strategist, trainer, & coach on internal/external communications, corporate strategy, executive leadership, DEI• Interim/Acting C-suite executive during leadership transitions and executive leaves of absence• Creative leader, process facilitator, thought partner on visual and verbal content strategy• Writer, editor, and script advisor to clients in television, film, and publishing• Storytelling advisor to artists, authors, advocates, journalists, and others• Speechwriter and public speaking coach to chief executives, senior leaders, elected officials, political candidates, authors, artists, commencement speakers, award recipients, students• Keynote speaker and storyteller at conferences, employee gatherings, special events

• Coach & guest lecturer on all aspects of internal & external executive communication • Lead workshops on executive presence, leadership, public speaking, storytelling• Share specialized expertise relative to diversity, equity, & inclusion• Prepare a select cohort for TED style keynote presentations• Serve as a consultant resource and thought partner to the Graduate School of Business• The coach most in demand according to the 2021 survey of the GSB Academic Council

• Served as the lead speechwriter to the newly inaugurated president of Stanford University • Served as the lead speechwriter to the Chairman of the Board of Trustees, & other trustees• Planned, coordinated, and developed other internal and external executive communications• Responsible for introducing the new administration to the community through storytelling • Collaborated with the Office of Development to hone donor communication and plan events• Researched, drafted, and edited other communications in support of senior administrators• Acted as communications advisor and liaison to internal schools and departments• Recipient of two performance-based awards• Selected to serve as a Resident Fellow

• Served as the agency's bicameral liaison to Members of Congress and their staff • Advised agency leadership on all matters relative to congressional stakeholder concerns• Managed & participated in preparation of agency principals for congressional testimony• Drafted congressional testimony, speeches, and questions for the record• Facilitated briefings between agency staff, Members of Congress and their staff• Facilitated and provided technical assistance on legislative and regulatory matters• Represented the agency by attendance at hearings, briefings, and meetings• Conducted outreach to congressional offices to build and strengthen relationships• Advised agency leadership on internal management issues and operations• Served as External Affairs liaison and relationship manager to multiple internal stakeholders• Served as SME on multiple topics, ex. Consumer Response, consumer complaint database• Proposed & led new speechwriting process to support DEI and heritage month speakers• Proposed & led design of new Bureau-wide hearing prep tools, workflow models, processes• Proposed & led design of External Affairs' quarterly performance reports to agency director• Recognized by agency for substantially improving Bureau-wide efficiency & collaboration• Elected by colleagues to serve as the President of the Bureau's first ERG

• Selected for special assignment to support the Office of Communications• Served as one of the agency's two speechwriters for 6 months• Performed concurrently with Congressional Liaison duties • Drafted the announcements for several historic Bureau enforcement actions • Drafted speeches, talking points, FAQs, responses to media inquiries for agency leadership• Drafted press releases on agency milestones, advisories, report publications, etc.

• Served as primary liaison and point of contact for Consumer Response to the Office of the President, Office of the Vice President, and the United States Congress on inquiries submitted on behalf of constituents• Led the formation of the Government Team, whose portfolio included constituent inquiries submitted through the Office of the President, the Office of the Vice President, Members of Congress, and other state and federal entities• Issued interim and final responses to the Office of the President, the Office of the Vice President, Members of Congress and congressional staff • Recruited team members; developed team mission, goals, and strategies; streamlined business processes; established work scoping and planning standards; drafted and proposed position descriptions and qualifications for staff and detail positions; exercised a high level of judgment with respect to all responsibilities, including personnel and team management • Led team work and team decisions; ultimately responsible for the team's performance; guided and monitored day-to-day operations; including high level change management• Collaborated successfully with internal stakeholders across Bureau divisions and levels of management to improve processes and problem solve challenges • Reviewed and investigated complaints of regulatory non-compliance; responsible for making Quality Assurance (QA) recommendations to Intake, Investigations, senior staff, and other interested stakeholders• Served as a Product Manager to lead the development of a secure web based portal for congressional offices to access real time updates on inquiries submitted, in order to enhance agency responsiveness to Congress and congressional oversight relative to constituent inquiries• Prepared and delivered updates to senior executives and managers in External Affairs in order to prepare the agency's Director for congressional testimony

•Briefed Congresswoman and senior staff on consumer protection policy issues leading to the Congresswoman's call for a national moratorium on foreclosures and comprehensive relief for homeowners•Established relationships with major banks, servicers, and GSE’s to successfully facilitate communication and compliance with federal and state laws and guidelines on behalf of constituents•Developed communications model for compiling success stories to increase awareness of the Congresswoman's successes•Led efforts to identify foreclosure prevention best practices across 25 congressional offices, the bipartisan Arizona congressional delegation, and AZ Attorney General's Office•Chosen by congressional leadership to train congressional staff nationwide in advocacy best practices•Referred to as “the Gold Standard” in constituent advocacy by GSE and industry relations directors•According to the Speaker’s Office, resolved more constituent cases per year than any other staffer in Congressional history•Completed 2600+ constituent cases involving mortgages, student loans, credit cards, financial fraud, and economic hardship; utilized knowledge of federal banking regulations, state laws, compliance standards to prevent more than 150 foreclosures valued at $30 million•Inside Tucson Business Influence Award recipient•Staffed, represented the Congresswoman at events; drafted and/or delivered statements and speeches on her behalf; accepted and presented awards; offered briefings and solicited input Key Accomplishments: •Recouped $170,000 from the Bernard Madoff Trustee on behalf of a US Navy WW II Veteran, a misled investor •Worked with the State Department to arrange immediate safe transport of an American student in Egypt, who was in danger at the height of uprising; garnered national attention for such a swift and compassionate response•Won landmark IRS case on behalf of terminally ill LGBT woman and her spouse, who were unlawfully taxed on health insurance

•Lead researcher for this research and advocacy think tank focused on improving local economies and supporting ethical profit-making•Designed, conducted, and analyzed research on the impact of predatory payday lending•Lead author of research paper cited in the successful statewide initiative to end predatory payday lending in Arizona and included as 'Exhibit A' in a lawsuit filed by the AZ Attorney General•Payday lending research also cited in consumer law course at the University of Arizona•Developed participatory research practices, including a multi-media storytelling project, which resulted in a book and photography exhibit, and earned the organization a $40,000 grantKey accomplishments: •Determined that predatory payday lending practices were extracting more than $20 million dollars annually from middle to low income families in Pima County•Research cited as Exhibit A in Arizona Attorney General’s groundbreaking case to stop military and low to moderate income families from being preyed on and defrauded•Established participatory research practices, which centered and financially compensated those most impacted by predatory practices