Provides pro bono consulting to San Diego nonprofit organizations in matters such as strategic planning, budgeting, marketing, corporate governance, and product development.

Oversaw purchasing, planning, and inventory control functions for power measurement product lines.• Created interim ERP system, directed transition of acquired inventory to new facility, and established processes for effectively managing material flow to support ongoing production and service requirements.• Cultivated relationships with materials suppliers for all newly-acquired products to notify them of ownership change, ensure smooth transition, and negotiate pricing, terms, and delivery.• Directed effort to set up stockroom in new facility and established inventory control procedures.

Managed capacity planning, master scheduling, vendor relationships, and materials procurement. • Established and implemented vendor sourcing process for capital equipment acquisition to streamline potential vendors and ensure optimal pricing, terms, and service for R&D, engineering, and production requirements.• Leveraged annual spend with key materials and capital equipment suppliers to drive continuous improvement and ensure favorable pricing, lead time, and terms.• Negotiated 35% annual cost reduction with existing vendor for calibration services of company-owned capital equipment.• Led cross-functional teams in driving vendors to resolve materials defect issues, including identification of root cause and implementation of short- and long-term corrective action. • Oversaw test station capacity planning, including materials and capital equipment procurement, master scheduling, and test station delivery to production facility.• Developed and implemented capacity model to optimize test station mix across product lines, resulting in improved test station utilization, reduced floor space usage, and cost savings effectuated by return of underutilized capital equipment.• Performed ongoing capacity analysis against sales forecast and developed weekly report to advise senior management of engineering and production test stations required to meet forecasted demand, including proposed expenditures and implementation schedule.• Coordinated with operations management, product engineering, and contract manufacturer to integrate newly developed test stations and phase out obsolete test stations from production.• Developed weekly report updating operations management on worldwide test station capacity, test fixture development, capital equipment lease/rental status, and purchase order metrics.

Counseled senior adults in various legal matters, including estate planning, government benefits, and elder abuse.

Executed strategic assignments for the Director of Materials.• Negotiated to execution over 40 Master Purchasing Agreements with key suppliers.• Developed proposal for supplier consolidation to generate economies of scale for production materials and reduce bills of material cost.• Created MS Excel model for determining economic order quantities of production materials to improve material availability and minimize carrying cost.• Developed proposal for implementation of formalized supplier feedback process to reinforce supplier/customer partnership and ensure key suppliers were equipped with information and support necessary to meet Anritsu performance expectations.

Served as primary interface for public and privately-held companies. Managed private securities offerings, SEC filings, and corporate governance matters. Assisted clients in strategic partnership investments, mergers and acquisitions, and preparation and review of business agreements. Representation includes:• Internet personal finance service provider in $4.5M Series A and $12.1M Series B venture capital financings.• Publicly-traded e-commerce/telesales service provider in $11.5M share-for-share/cash acquisition of a privately-held Philippines-based call center.• Private equity investor in $66M strategic investment in a leading Chinese-based infant formula company.• Publicly-traded molecular diagnostics company in $20.6M private placement of common stock and warrants.• Lessor of intermodal containers in $148.5M initial public offering.

Counseled and assisted clients in general corporate matters, including entity formation, nonprofit tax exemption, mergers and acquisitions, and various business agreements. Management responsibility for trademark practice. Representation includes:• Professional sports organization in trademark prosecution and protection.• Major skin care manufacturer in trademark prosecution and protection.• Manufacturer of carbon fiber components in acquisition by laboratory equipment manufacturer.• Performing arts client in corporate formation and procurement of 501(c)(3) tax exemption status.• Nonprofit institute in corporate dissolution.

• Reviewed attorney briefs and motions.• Conducted research and prepared memoranda to assist the judiciary in deciding legal matters in civil procedures.

• Developed and implemented manufacturing build schedule to enable inventory control and fulfill sales demand forecast.• Implemented processes to align purchasing, planning, manufacturing, quality control, and stockroom functions.• Assisted in interdepartmental initiative consolidating and formalizing vendor selection process to improve internal efficiency, streamline vendors, and reduce materials cost. • Partnered with vendors to supply accurate demand forecast, negotiate favorable pricing, ensure on-time purchase order delivery, and expedite priority orders.

• Managed staff of seven customer service representatives and six materials purchasers/planners. • Achieved greater than 50% annual service revenue increase by transforming service business from a cost center to a profit center.• Developed and presented weekly performance metrics to senior staff reporting service revenue, forecast, profitability, accounts receivable aging, and on-time delivery of customer orders.• Conducted meetings with key clients and vendors to review demand forecast, evaluate vendor performance, and track continuous improvement objectives.