I provide comprehensive on-site office management support at the firm’s headquarters and remote support of 5 satellite offices. I'm a member of a ten-person administrative support team collaborating on prioritizing, planning, and executing routine and specialized tasks to keep the company running smoothly. We collectively support all employees by supplying the processes, tools, and infrastructure necessary to perform their jobs efficiently and effectively.I deliver technical support for all office equipment and their infrastructure at each office, assisting IT with procurement and distribution logistics, hardware installation and software support. I lead teams that organized and procured meeting supplies, refreshments, and meals for in-house and off-site meetings with vendors, clients, and employees including identifying and sourcing refreshments for employees during the workday, at monthly staff meetings and biweekly company happy hours.I vetted and helped select the third party administrator for the company’s ESOP afterward being accountable for end-to-end ESOP communications, administration, and support. I coordinate the annual insurance application process and generate certificates of insurance throughout the year as needed.I manage end-to-end mail and shipment processing including safely and securely packaging high-value items for shipment, maintaining adequate packing and shipping supplies and proactively keeping senders and receivers informed of shipment status.I lead teams that plan, vet suppliers, manage logistics and execute multi-day company meetings for 15 to 40 attendees including scheduling and organizing quarterly Board of Directors’ meetings both in-house and off-site. I assist in organizing the annual company shareholder’s meeting.Along with administrative and remote team support, I helped plan, manage, and execute internal and external office moves at several offices and the company headquarters.

In addition to my Office Management duties, I identified, assessed, and helped select facilities service providers – janitorial, electrical, plumbing, HVAC – for headquarters. I also serve as primary liaison for satellite office’s facilities and their property managers.

Following my experience as a business owner at ArtZone, I took a position where I could continue exercising my strong communication, organization and logistical skills in a new environment – a Registered Investment Advisory firm. I am now familiar with most aspects involved in providing investment advisory services to both individuals and organizations including client confidentiality and SEC compliance. As Office Manager, I was responsible for all facets of office administration, ensuring satisfaction of employees’ work needs, from end-to-end human resource and benefit administration responsibilities, to coordinating all outside vendor activities: supplies, equipment and infrastructure (IT, phones, security, property and parking management). I executed Savant’s 12-person office move from San Francisco to Oakland, leading a location selection team, managing the complete logistics to prepare for and accomplish the move then smoothly resuming operations.As Finance Manager, I was responsible for all day-to-day bookkeeping functions (receivables, payables, payroll, cash management and budgeting) using Quick Books, quarterly reporting to the CEO and various stakeholders, all aspects of maintaining necessary insurance policies, conducting vendor due-diligence surveys and contract negotiations. I coordinate with the firm’s accountant annually for tax preparation and on an ad-hoc basis for specific situations. As assistant to the CEO, I coordinate, review and participate in discussions with Savant’s attorneys and other professional service providers on both strategic and long-term goals.

I was one of two owners who opened this Fine Art Gallery. We were the only full time staff and responsible for every aspect of running a brick-and-mortar operation. We designed, furnished and maintained the Gallery space while working with a stable of 15+ artists. In six years we presented over 80 exhibitions and hosted more than 40,000 visitors. I managed a part-time assistant who designed and maintained the Gallery website with 2,900+ pages of content. I managed all aspects of client relations; bookkeeping in Quick Books and communicating with our accountant; maintaining the artists’ and clients’ electronic and hard copy records and files; all vendor interactions; contributing to the Gallery’s on-line presence (website, Facebook, Twitter, Yelp! and numerous event submission web sites); sending press releases to over 400 local, national and international contacts from a list we created and maintained and managing our e-mail announcement list of over 6,000 recipients. I planned and executed the complete gallery move from Charles Campbell to ArtZone 461. I helped negotiate the lease and planned and executed significant tenant improvements and gallery infrastructure installation. I registered the new business with all local, state, and federal agencies, maintained all registrations in good standing.

I joined the Campbell Gallery to manage day-to-day operations as we restarted the Gallery’s exhibition schedule and recruited new artists. I managed all Gallery operations for both our exhibition space and sculpture garden. I learned the Fine Art Gallery business, everything from installing exhibitions to shipping artwork. I worked with the Campbell Gallery partners, all the artists and most of the clients in a pleasant, largely informal but always professional environment. I was the primary contact person for all Gallery vendors and built and maintained those relationships. I managed the interns and their tasks. I assumed responsibility for the Gallery bookkeeping tasks in Quick Books from an outside vendor and began filing state sales tax returns, sending vendor 1099s and working with the Gallery accountant to assemble the annual partnership returns.

Hired as a programmer responsible for all phases of systems development: requirements gathering and analysis; systems and business process design; system, support and end-user documentation; unit, system and integration testing; move to production; user support. Learned several programming languages and other aspects of HP’s marketing business as I transitioned to support HP’s early web presence. Our team developed the first on-line access to product sales literature at HP.Promoted to software development project manager within HP’s early hp.com organization. Our team’s primary goal was to implement systems to manage HP product information and provide consistent content to both on-line and hard-copy content consumers. These business requirements pushed the early Content Management Systems (CMSs) to their limits and we had to work with them to handle HP’s volume. Our team managed integrations between the CMS and its source systems and subscribers. At the same time I learned the content acquisition work flow process from source content definition and creation through editing and review steps before publication.My final position at HP was leader of the Architecture and Design Team for the CMS. My team consisted of representatives of HP product content creators and consumers from across the company. We transformed business requirements into software specifications for a rolling development schedule executed by an external programming team. I was responsible for the timely execution of the development tasks to meet the release train; I also reported to the operations support team to respond to urgent production issues.