An analytical, innovative and results oriented executive with experience in finance, investing, information services, and operations. Major strengths include excellent leadership, management, and technical skills to develop business plans, evaluate marketing opportunities, improve operations, simplify business processes, administer investments, and facilitate the implementation of computer software and hardware. Also skilled in financial reporting requirements, corporate financing, purchasing, project management, and administering compensation, benefit and pension plans and board responsibilities. The California Chamber of Commerce is the largest, broad-based business advocate in California, working at the state level to influence government actions affecting all California business. CalChamber leverages front-line knowledge of laws and regulations to provide a easy-to-use compliance products, training and HRCalifornia employment law software. Responsibilities include leading CalChamber’s business unit which includes the sales, operations, information technology and marketing departments focused on increasing product, training, and member revenues, helping identify opportunities to simplify processes. In addition, interpreting and reporting revenues and expenses timely and accurately, administering & developing compensation and benefit plans, negotiating medium-term financing, and managing short-term and long-term investment portfolios. Directed the implementation of changes to the monthly financial reports, which provide timelier and better data for reviewing results and making decisions. Supervised the termination of CalChamber’s Defined Benefit Plan while improving the 401K Plan. Directed a cross-functional team formed to combine three stand-alone websites and data bases into one, including implementation of an enterprise system for financial reporting. Ongoing support to improve all departments supporting the businesses.

Responsibilities included interpreting and reporting revenues and expenses timely and accurately, leading the businesses to increase revenues, helping identify opportunities to simplify operations, improving information technology, developing compensation and benefit plans, and negotiating working capital and medium term financing. Managing a short-term investment portfolio ranging from $5,000,000 to $12,000,000 during the year, leading an Investment Committee responsible for over $32,000,000 dollars of 401k Investments and CalChamber's $10,000,000 long-term investment portfolio.

The Women's Alzheimer's Movement, founded by Maria Shriver, is an organization that raises awareness of women's increased risk for Alzheimer's and raises funds for women-based research. In December, 2021 the organization became part of the Cleveland Clinic in Las Vegas, Nevada,

Founding Member of the Sacramento FEI Chapter

Responsibilities included interpreting and reporting revenues and expenses timely and accurately, working with sales and marketing to increase revenues, helping identify opportunities to simplify operations, improving member relations, developing compensation and benefit plans, and negotiating working capital and medium term financing.

Responsibilities included timely, complete and accurate reporting of financial results, evaluating capital expenditures, negotiating operating and capital leases, developing compensation and benefit plans and negotiating working capital and medium-term financing.