Direct report to CEO & owner. HR Executive leading 350 employees in US (50) & Europe (300). Responsible for developing and implementing global company cultural strategy, global recruiting/hiring/retention, on-boarding/off-boarding, talent management & people development, executive coaching, HR policies, compensation & benefits, employment/labor law compliance in 20+ US states, budgets, organizational leadership, talent management, diversity & inclusion, HR metrics & KPIs, contract negotiation & drafting

Project Manager for commercial window sales (average transaction size $450,000) for high rise projects throughout North America.INTUS creates high performing windows and doors that conserve energy, increase thermal performance, and reduce noise. By balancing superb energy efficiency, affordability, and versatility, INTUS is making sustainable building attainable for any type of commercial project in North America.

Direct report to Chief Operating Officer. Architect of corporate strategy for Customer Experience & Customer Service initiatives. Developed & implemented cross-divisional Customer Experience initiative Values In Practice (V.I.P.), including Voice of the Customer & all Customer Experience metrics. Leader, manager, and architect for multiple teams in Customer Service, Customer Experience, Sales, and Operations. Inspired, mentored and developed dozens of future leaders throughout my tenure. National corporate trainer & passionate corporate cultural advocate. Developed & implemented national customer service (soft skills, best practices) training program for customer-facing staff & new hires. Creator & leader of Hero Camp, national professional development training program, fostering growth mindset, mindfulness, self-awareness, & positivity in the face of adversity and change.

Solved issues with newly sold projects (low margin due to mismeasurements/incorrect product selection, mismanaged customer expectations due to inaccurate messaging from sales, consumer finance partial approvals, cancellations of custom products). Responsible for 14 territories nationwide. Specialized in solving complex consumer finance issues and complex technical issues with windows/siding/roofing projects (sales issues, installation issues). Escalated customer service. Team leader and trainer for new operations staff. Trainer for new field operations staff, new consumer finance staff, and new sales staff.

One-call closed $2,000,000 in sales (residential home improvements). Mentor/Team Leader for team of 6 external sales people. Sales trainer for new staff.

Investment portfolio management; Retirement planning; Probate, estate and trust matters. Licenses: Series 7, Series 66, Life & Health Insurance

Co-founder of company that assists probate attorneys who are dealing with distressed real estate

Direct report to President & owner. Managed team of 11 direct reports. Increased annual revenue by 75% over 5 years. Underwriting committee member for deal review & investment portfolio decisions. Responsible for reviewing, revising, and approving all customer sales agreements. Managed all marketing campaigns (SEO/SEM, direct mail, trade shows). Directed CA state legislative initiative on behalf of business during negotiation & codification of CA Probate Code Section 11604.5. Trustee for Employee Stock Ownership Program (ESOP).

Member of internal underwriting committee responsible for analyzing risk with each potential deal

Closed $13,000,000 in sales of cash advances on inheritances moving through the probate process. Responsible for negotiating terms and contracts with clients, closing clients, putting together underwriting packages for internal underwriters

Senior Legal Assistant on over $950,000,000 of commercial real estate acquisitions, divestitures, and leasing deals. Drafted LLC and LP Agreements. Managed closing process.