Over a decade of helping people fulfill their real estate goals. I am a licensed Realtor who is a Certified Probate Specialist. Successful at closing Short Sales as well. • Prospect to locate potential buyers and sellers regarding residential real estate• Create needs analysis based on individual assessments• Initiate contracts, open and close escrows and maintain files• Project management of remodeling projects to gain the highest return for sellers• Negotiate price and concessions with sellers, buyers and banks

• Conducted biopsychosocial screenings, assess needs, and create care plans for the geriatric population• Provided clinical interventions and psychoeducation for the aging, such as major medical diagnosis end-of-life, and grief• Completed home visits to check for safety risks and assessed physical limitations via ADL/IADL scaling• Identified services for clients to reach goals of remaining in their homes or recommended higher level of care for living accommodations • Evaluated previous care plans for effectiveness and altered to meet current client needs• Communicated and collaborated with clients, family members, doctors, caregivers, and volunteers • Referred clients to local resources including financial, companion, transportation, and personal hygiene

Worked with the geriatric population, providing case management for in-home care services.

• Conducted biopsychosocial screenings with elementary students (ages 5-12) and parents• Performed needs assessments, created, and administered 8-10 week treatment plans• Provided interventions, and evaluate treatment effectiveness• Facilitated individual and group counseling utilizing evidence-based therapy (CBT)• Collaborated with interdisciplinary team, including principals, teachers, psychologists, and parents• Contacted Child Protective Services as a mandated reporter• Referred students and parents to outside counseling services and community programs• Produced the first Resources and Referral Handbook for the District

• Supported c-suite executives across time zones• Provided advanced administrative duties; responsible for project support and coordination; including preparation of client proposals and presentations; engagement agreements; project timelines; and final project deliverables • Organized meetings, managed calendars, and booked travel• Enhanced the administrative handbook• Managed and assisted in setting up the new Orange County office location; coordinated all IT and office installation; and tended to vendor contracts• Led the recruiting efforts for all new hires

• Supported the President for special projects• Analyzed costs and revenue streams to determine areas of profitability• Initiated Letters of Intent to various health plans for center acceptance• Coordinated therapist’s credentialing with health plans• Created company handbook as well as processes for a growing practice

• As one of the original hires for this start-up health care organization, I played an integral role in developing the Outreach Department: authored department handbook, processes and procedures; created training materials; conducted training classes; and implemented bonus structure• Managed and grew a team of four to fourteen, including hiring and training• Coached Outreach Team in scripting, resulting in 8,000 appointments in 2016, accessing $120,000,000 in revenue• Increased Outreach Team’s scheduling rate from 50% to 60% by implementing strategic tactics• Trained multiple national regions to engage local members and utilize software efficiently• Initiated project management procedures for launching new health care clients such as Blue Cross, Anthem, Health Net, and IEHP• Designed and produced reports to track production and analyze results to improve processes• Resolved escalated patient and health care issues• Produced a quality assurance (QA) metric system, performed audits, and reported statistics to management• Communicated and collaborated with IT desired alterations in software for efficiency and scalability• Adhered to confidentiality guidelines (HIPAA and PIH)

Residential real estate agent, specializing in southern California and previously in Colorado. I love helping people find their first home, dream home or investment property.