Life and Business Coaching

Offering executive services to health freedom champions, children advocates, free speech warriors, Parallel Economy, decentralized crypto projects and enlightened non-profits entities.

Managing the Student Wellness Center 75 employees which is comprised of Student Health, Counseling and Psychological Services and Wellness and Health Promotions. Student Health includes primary care, sports medicine, laboratory, radiology, physical therapy, and pharmacy. Engaged third party consultants to review the entire organization and provide recommendations on improvement. Focused on increasing patient utilization rates, reducing expenses and improving customer service. Hiring new staff to fill vacancies and resetting performance expectations for all staff.

Transferred from 65-person division to a 345-employee division, directed its $100 million annual budget, and developed the yearly business plan for 3 self-support entities. Led development of student wellness services, professional development, HR optimization, transaction processing, and quality control. Provided the department’s first comprehensive budgeting, which brought nearly every program on track despite high turnover in several other departments.•Helped obtain basic needs grant from CSU which provides food and a permanent pantry for students in need. Also helped secure grant for students who need remediation. •Helped the director of Student Wellness Center to improve facilities, wellness programs, and HR. Also supported the Student Health Center’s financials and HR processing.•Initiated and led the opening of several new facilities which give students a sense of belonging, including the SJSU welcome center (the first in the school’s 161-year history), the African-American/Black Student Success Center, the Chicanx Student Center, and the Undocumented Student Resource Center. •Collaborated with Academic Affairs to create program that enables students to have more one-on-one interactions with professors, which received rave reviews from students. •Established the economic crisis response team, which enabled students in need to obtain food, shelter, and emergency funds. Helped resolve several sensitive issues without incident or lawsuit. •Provided guidance to the health director in budgeting, HR, and navigating SJSU’s infrastructure to secure approvals for programs (including immunizations, alcohol training, and sexual assault prevention). •Remapped the Student Health budget (in collaboration with the campus) without raising student fees. Enabled SJSU to hire more counselors for students’ mental health, stress, and drug problems by reallocating expenses.

Achieved many departmental firsts for university advancement by developing & monitoring its $12 million budget, leading yearly strategic planning, and creating or improving many policies & procedures for donation processing, HR, fiscal management, and IT. Met or surpassed all fundraising and operational goals, and helped elevate 6 employees to higher positions. • Played supportive role in raising $208 million in funding (the goal was $150 million) which provided many scholarships. Also increased matching gifts to the institution by 58%. •Helped obtain $5 million for the nursing school (the funds established a new nursing doctoral program and enabled upgrading of the nursing building). •Organized several university-first campus-wide events, including fundraising, donor appreciation, and executive honoring. Transformed the event center to complement events’ themes. Expanded donor appreciation beyond thank you letters. •Provided strategies for optimally managing HR and established a staff-development committee. •Upgraded the division’s infrastructure for safety. Added security features to buildings, created visitor sign-in procedures, distributed photos of banned personnel, and trained front desk staff in security procedures. Also assisted with several sensitive issues; helped resolve them without incident or legal action. •Increased the IT staff 100%, and managed software for donor relations, prospecting, and stewardship. Also developed the first financial dashboard for the VP. Improved analysis of 200K student records by creating regression analysis process with 35 data points. Also led the upgrading of the donor data system on time and under budget.

•Supported the campaign to launch the first California medical school in 40 years. Worked team lead to secure approval from legislators, stakeholders, and the UC office in Berkeley. Introduced the concept to them, and planned the organization of the center, which included several buildings. Evaluated student service, operational, IT, and HR needs.•Found $8 million in misclassified donations which pushed the University’s fundraising campaign over the $50 million goal.•Managed the annual giving department and increased donations 100%. Used more data analysis, upgraded procedures, and modernized the software. Also enhanced stewardship and developed new ways to appreciate donors. •Designed and implemented an integrated Moves Management system for prospects—one of the most sophisticated prospect-management systems in California at the time. •Led team that organized regional alumni events in San Francisco, Los Angeles, Riverside, Palm Desert, and Phoenix. Also co-led UC Day in Sacramento (with 15 legislators and UC president Bob Dynes). Created new format for homecoming, established dinners for chancellor and donors, and increased number of events >200%.•Improved many IT capabilities. Also integrated automated data transfer between several donor systems, modernized many servers, implemented recurring payment program for donors, and developed & implemented a bulk emailing service. •Introduced many new policies & procedures, including server backup, conflict of interest policy, stewardship guidelines, naming policy, space rental policy for donors, and pledge write-off procedures.

•Played important team member role in securing $264.4 million in donations (versus goal of $225 million) for scholarships, centers, and grants. Helped steward the funds.•Upgraded the database and introduced the idea of providing staff with a new desktop or laptop every 5 years. Added address capability, new reports, and better emailing. Cleaned the data and made it accurate; acquired 10K addresses of “lost” alumni. •Directed several quality-improvement initiatives which reduced time per transaction. •Managed prospect research team and increased the identification of prospects for donations >100%.•Created mechanism for donors to make gifts using electronic funds transfer.

•Managed all aspects of advancement services, including benefactor system management, IT support, gift processing, and the matching gift program. Articulated and implemented the vision and goals, formed the 3-year work plan developed & managed the budget, and mapped all processes.•Worked as the unofficial CFO and director of annual funds for the division’s $2.5 million budget during 8-month transitional period. •Improved and managed IT. Upgraded the donor database and the prospect-management system. Also cleaned data (many errors previously occurred).•Streamlined gift-giving processes by documenting policies and procedures.

Responsible for special events planning and execution. Managed the membership marketing and benefit programs. Responsible for preparing monthly financial information and monitoring budgetary expenditures. Managed revenue producing programs such as the affinity credit card and insurance porgrams.

Coordinated administrative functions for main office as well as supplies for six school sites. Supervised receptionist and the food program for three schools. Provided customer service to parents and vendors. Formatted the monthly newsletter. Processed payroll for over 90 staff members. Assisted in new hire orientations.

Responsible for general office management including processing payroll for staff. Assisted lobbyist on bill analysis. Worked closely with volunteer Board members. Assisted with the yearly conference planning and execution. Responsible for office supply coordination and technology issues. Answered calls on the California Youth Crisis Line. Prepared bulk mailings filing and storage maintenance.

Series 6 licensed to sell mutual funds. Opened new accounts. Basic accounting functions including making deposits.