Operates this business consulting firm that strives to provide comprehensive business administration and project management to make each personal and business activity run as efficiently as possible. Utilizes a rich tapestry of experience from foundational administrative tasks such as organizing, automating (templates, checklists, spreadsheets, etc.), and tracking to complex tasks such as planning and implementing multi-part project timelines and processes.Notable Engagements: • Evaluate current business processes for a top tier real estate agent; make recommendations and create, implement, and document a variety of systems in order to produce efficiencies that boost production; template create in Canva; manage office move and set up; CRM cleanup/maintenance. • Create master project timeline template and provide ongoing PM support for a healthcare consultancy firm for the implementation of a major multipart, multiyear initiative including training, trade shows, and extensive marketing collateral.

For over a decade, I played an instrumental role in Age Wave’s multi-faceted initiatives for numerous Fortune 500 companies. As director of program management, I crafted and executed complex multi-phase project plans spanning several years for national thought leadership research studies, professional and public learning programs, and video productions.I was responsible for planning and managing workflow, resource allocation, production of deliverables, and facilitating project integration. Working closely with upper management, both internally and externally, I ensured that the scope and direction of each project was on schedule.Key responsibilities included:• Create and oversee the implementation of consecutive intricate project timelines/workplans.• Orchestrate internal and external resource allocation.• Management of clients and vendors related to coordinating and ensuring all project milestones are met, constraints, and approvals; preparing detailed materials; managing version control; and providing quality control on all work.• Participate in key calls/meetings with all levels of executives, leading status update report and presentation.• Budget management including client invoicing and expense approval/processing.• Executive event planning and management including collaborating with clients’ event planning teams; coordinating event space, vendors, and attendees; and creating, coordinating, and disseminating event materials.• Assist in new hire activities such as reviewing resumes, conducting interviews, onboarding, and training.

• Co-develop and implement project management processes for growing business.• Coordinate and support all project management activities including timeline development, implementation, and accountability.• Prepare documents including drafting/proofing memos, proposals, SOW’s, PPT presentations, etc.• Liaison between executives, clients, associates, prospects, and vendors.• Facilitate all meeting needs including scheduling, materials, break out group activities, AV, catering, and logistics.

• Assist in the development, coordination, and management of all new business initiatives. • Calendar management and coordination for complex and dynamic schedules.• Travel management such as researching itineraries and making reservations for ground, hotel, and air or working with travel agency.• Prepare meeting materials including agendas, presentations, spreadsheets, and backgrounders.• Expense report preparation and submission.• Manage sales, support, and marketing programs for all financial professional education systems.

Recruited initially as an Executive Assistant, I worked with Helena Jones under her company, Platinum Investing & Realty, at three mortgage brokers over our years together, including Olympia Funding, 1st Metropolitan Mortgage, and Countrywide Home Loans wearing multiple hats with increasing responsibility.Primary Responsibilities: • Provide mortgage loan consulting with credit analysis, loan offerings, loan processing, and loan signings with CA Notary Public services. • Lead the establishment of two new branch locations and its equipment, vendors, operations, policies, and procedures.• Bookkeeping responsibilities, including AR/AP and expense reports.• Liaison with business partners, account managers, clients, underwriters, CPA’s/tax preparers, etc.• Assist in the creation and execution of marketing campaigns, CRM, and manage client care coordination.• Manage executive calendar, travel, finances, and six rental properties across the county.

Working at three different agent offices in Ojai, CA, Ventura, CA and San Francisco, CA, I was responsible for providing customer service, insurance quotes, writing insurance policies, and filing claims. In addition, I created and executed cross-policy marketing/sales campaigns.