With six business lines - Corporate Banking, Venture Banking, Specialty Finance, Real Estate & Construction, Structural Finance and Fund Finance, AvidBank is a different approach to commercial banking. Responsive, Collaborative and Accountable.

Startup company in Insurtech/HRtech helping parents navigate their parental leave benefits.Provide guidance and knowledge regarding leave management in all states.

Offering HR guidance and advisory services to startups, including establishing repeatable and scalable HR processes and practices. Assisting with onboarding services and project-based work.

Venture backed startup company in process intelligence technology.Providing daily operational and strategic HR guidance to drive company growth. Offering comprehensive leadership and support to HR and Recruiting teams. Successfully scaling headcount from 52 to 120+ employees and establishing a global presence across three regions.• Global regions – US, Canada, and India with 7+ other international employees• Implemented an effective onboarding process that successfully established a positive company culture, leading to improved employee retention rates• Achieved significant cost savings for the company by optimizing HR software programs, leading to a 20% reduction in software expenses• Immigration process and policy driver• Remote only company

Startup company - closed January 2022Venture backed startup revolutionizing robotics, computer vision, machine learning, and innovative mechanical design. Direct report and trusted advisor to the CEO. Member of the executive team. Administered day to day tactical hands-on HR and strategic HR guidance to position the company for growth. Provided wide-ranging leadership and guidance with direct reports in HR, Recruiting, Accounting, IT and Facilities.• Increased headcount with 26 new hires in the first half of the year• Provided strategic guidance to executives on budgeting and headcount planning, resulting in optimized HR resources and improved workforce planning to support the company's high-growth objectives• Championed the company culture and values by organizing team-building activities and events that fostered a sense of ownership and belonging, resulting in increased employee satisfaction and retention• Successfully facilitated workers’ compensation audit resulting in a decrease in monthly premium• Established onboarding process that established positive company culture• Led and managed facilities team, negotiated contracts, and acquired new leased properties within timelines

Key Results:• Evaluation and optimization of HR software programs resulted in a decrease in software spend• Created and implemented compensation range structure• Aligned benefits with company culture• Guided the company through the pandemic by establishing our COVID plan, COVID policy and implementing the remote and hybrid work schedules

Startup company providing startups and emerging growth companies with consulting in accounting, finance and HR services with an emphasis in startups in Technology, and Life Sciences.HRBP Consultant for clients• Assist clients with guidance on scaling their company• Virtual and on-site consulting for startup clients – ensuring the startup client is positioned for growth, employee engagement, and legal compliance. On demand and fully customizable HR practice.• Control client cost down by staying within budget and project scope and offering tactical services of HR Generalist team members. • Support of full life cycle of employee – providing guidance on best practice while keeping focused on the client goals and culture. • Create complete virtual HR Department for client.• HR compliance and guidance – advising compliance regulations that will fit in with a high growth company to ease the adverse employer-centric rules.internal HR Business Partner• HR support for accounting consultants - providing advice and guidance to our Accounting and Finance professionals to assist their clients.• On-Boarding and Policy Development - new hire process and efficiency of infrastructure• Training – monthly seminars for our professionals to be able to interact socially and educationally. Continuing Professional Education credits certified thru the NASBA are available to our CPAs for all seminars.• IT Department – improved internal IT thru procurement consistencies, security measures and maintenance of company laptops, software and hardware.• HR compliance – constant and consistent reviewing and interactions with all compliance for California, other states and Federal laws and regulations.

Comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration, and a leader in business outsourcing services, analytics and compliance expertise.Client facing field HR Business Partner and Account Manager, consulting with over 75 clients on compliance and strategic business practices in a variety of industries including startups. Strategic and tactical advice and guidance in HR matters from compliance, employee relations, policy creation and onsite training. Strategic partner with Business owners, CEOs, CFOs and HR Directors. Collaborative advisor to executive management teams assisting to align people strategies with corporate initiatives. Consulting services for clients with 10 to 300 worksite employees to help achieve their business strategies.• Independently manage $1.2M client annual revenue• Maintained highest client retention in California division• Top NPS score in US• Consulting services for clients with 10 to 300 work site employees to help achieve their business strategies – startups and small businesses• Create, coordinate, and development timely delivery of service and projects• Partner with clients on short and long term deliverables, compliance and strategy• Provide onsite training in all facets of human resource development• Support Sales team on sales calls and closing goals

HR consulting and project management of transition into two separate HR organizations. Responsible for quick assessment and documentation of all HR Business Center projects and improvements of processes to aid in the transition of departments. HR Duties in HR Call Center supporting over 8,000 employees in two hospitals with advice, employee relations, manager support and HR questions.• Project Specialist for creating and documenting HR Business Center processes. Transition into separate HR departments requiring creating documentation of process and function.• Assessing processes for quick and fiscally responsible improvements. Created the metric tracking of Call Center calls and cases saving the HR business unit $36,000.00 annually.• Tuition Reimbursement Administrator having complete ownership and administration. Conducted companywide presentations on process.• Retirement and Pension Audit project. Assisted Retirement and Pension specialist through audits.

Startup company in healthcare staffingUnique staffing niche of hospital strikes. High pressure and fast paced working environment. Support of the company headquarters full onsite and offsite staff, as well as, the “event” of staffing the replacement needs of the healthcare client. Solo HR.• Created HR Department• Accredited Company with the Joint Commission in 2009 and 2011• Established Best Business Practices for hiring and onboarding of all employees• Manage healthcare licensing campaigns• Work closely with all levels of the company from CEO to General Counsel to Accounting Manager and the HR and legal team of the clients• Analyze compliance issues and create solutions• Manage insurance and workers' compensation claims• Execute administrative HR functions• Construct HR policies and procedures• Manage onboarding and assimilation process as well as termination and layoff process• Achieve results on high pressure, fast paced projects• Proven ability to develop policy and lead change• Confidence to offer constructive feedback

• Budget Committee Chair | Board Member | TreasurerMission Valley School AssociationSeptember 1995 – June 2011 (15 years 10 months) Successful budgeting that enabled the Association to hire a full time computer lab teacher for over 12 years. Decreased fundraising from many to two major revenue generators.[2 visible recommendations for this position]------------------------------------------------------------------------------------• Treasurer | Event CoordinatorBoy Scouts of America Troop 125February 2003 – May 2011 (8 years 4 months)Successful budgeting that enabled the Troop to purchase an enclosed camping trailer and new camping supplies.[4 visible recommendations for this position]------------------------------------------------------------------------------------• Recording Secretary | Board MemberSouth Fremont National Junior Basketball October 2010 – March 2011 (6 months) ------------------------------------------------------------------------------------• Commissioner, Instructional Equity Commission Fremont Unified School District September 2005 – July 2007 (1 year 11 months) Voted in to position by Fremont Unified School Board

Collaborated with Global IT team and Management to implement, track and be compliant in IT policies and procedures.• Coordinated Document Control• Policy Management• Procedure Integration

HR Manager | Co-OwnerEstablished Mortgage Company from origination to operations management. Created HR Department and implemented payroll, benefits, employee relations and budgeting while working strategically with vendors.Employee RelationsBenefitsBudgetingPayroll