Wendy Worrell, Mba Email & Phone Number

California, United States

● Handle all aspects of running a permitted home bakery, including recipe development and pricing,marketing materials and communications, online ordering development and database maintenance,spreadsheet productivity tracking and business accounting● Ensure continual compliance with all city, county, state and federal business, health and safetyrequirements for a food business● Regularly donate an income percentage to various charities and nonprofit organization fundraisingefforts for cause awareness, including baking as part of the Hamantaschen for Ukraine initiativesupporting humanitarian aid in Ukraine in 2022 and 2023● Continually build community relationships as an active vendor at local festivals and association events

United States

● Worked collaboratively with Executive Director to complete full establishment thru dissolution lifecycle activities of WHPA as a California 501(c)3 nonprofit public benefit charity providing, conducting, & promoting research and education focused on energy efficiency, environmental quality, sustainability through the HVACR lens● Evaluated, established, & oversaw infrastructure and systems development for daily activitiesof membership, donor & gift management, event marketing/engagement yielding critical reporting for operational decisions, and helped extend capacity by 8 mo. while evaluating sustainability models in light of industry changes● Directly supported activities of WHPA's Board of Directors / Officers including meeting scheduling, preparation, execution and follow-up, logistics management, materials prep, attendance tracking, and meeting minutes resulting in goal progress and informed decision making● Developed and implemented annual stakeholder engagement plans and tracking metrics for breadth and depth of participation in and satisfaction of hosted educational webinars, online committee meetings, in-person educational meet & greets and annual in-person membership / leadership meetings with volunteers, donors, speakers and guests● Ensured Committee/Group adherence to WHPA Charter requirements, S.M.A.R.T. goals/workproduct development and summary reporting, meeting coordination and facilitation, agendadevelopment, teleconference and webinar recording, live scribe and minutes generation, informationdissemination, and roster maintenance which ensured nonprofit protocol compliance● Through a Better Buildings, Inc. subcontract role, acted as primary Staff supporting multipleCommittee/Group Chairs of the Western HVAC Performance Alliance (WHPA as an unincorporatedentity) to achieve progress toward the goals of the California Energy Efficiency Strategic Plan(CEESP) resulting in an extensive database of change agent work products

Laguna Woods, Ca & Remote Consulting

● Assisted the President/Broker and acted on his behalf as needed for contract authorizations, agentcertification renewals, and a wide variety of special projects like gathering and analyzing operatingand market share data, drafting liability responses for attorney consultation, researching specificrules and regulations, and assisting with marketing tools creation● Built trust and high customer satisfaction levels through regular communication and engagementwith the Broker, 75+ in-house Realtors (both on/off site), other staff members, clients and vendors● Evaluated, selected, implemented, maintained and administered Lucero Summit brokeragemanagement system, which yielded stronger, more accurate analytical tools and centralizedinformation used for budgeting and “to the penny” monthly reconciliations with corporate parent● Helped reduce overall liability by standardizing transaction management processes across multiplein-house agencies that enabled the organization to handle record numbers of transactions andachieve the Division’s first million dollar income month● Created agent policies and procedures manual, which facilitated higher productivity as a result ofreduced delays in required paperwork and lessened retraining time focused on the same items● As a Consultant, managed and processed weekly newspaper advertising content and layouts, relatedwebsite maintenance, database training and troubleshooting, plus Agent income review and annual1099 processing, yielding consistent operational results and efficient reporting

B.A., Psychology And Sociology (Double Major)

Dean's Honor List

Mba, Business Administration

Activities and Societies: Whitehead Leadership Society InducteeWhitehead School of Business, Dean's Honor List