Online Resume
Click on the links below to download a summarized version of my cover letter and/or resume. A more thorough version of my resume with additional details is provided below.
Highlights
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Raised $1.2 million in investor funds
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Established two private placement funds
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Prepared investor progress reports
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Presented at City Council meeting and several conferences
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Familiar with SANDAG's Regional Housing Needs Assessment Report
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Excellent interpersonal skills stemming from social service background
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Strong presentation skills as a former college professor
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Honest, reliable, and ethical
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History of mediating conflict
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Strong writing skills, articulate writer
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Highly organized
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Dedicated. Won't run if/when things get bad
Employment History:
Nov 2021 - Present
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Conducted market research focusing on workforce housing in support of a competitive development bid
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Analyzed SANDAG's Regional Housing Needs Assessment report and prepared spreadsheets, graphs, and charts
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Provided marketing recommendations and organizational support, including building an Airtable database
- Designed and created templates for quarterly investor update reports
Sept 2022 - Present
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Advising 24 undergraduate students pursuing community service placements through an Americorps-like program
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Serving directly under the program director helping to guide management during the program's inaugural year
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Overseeing students placed on probation, assisting community partners, and interviewing the incoming class of applicants
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Planned and led a professional development workshop, initiated a student-led training program, and created new program policies
May 2017 - Nov 2019
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Managed investor relations, prepared monthly update reports, and addressed investor questions and concerns
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Approved incoming investments for a $7 million real estate investment fund (Regulation D)
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Answered questions about the Private Placement Memorandum (PPM)
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Assured that Subscription Booklets were properly completed
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Reviewed potential investor financial documents to confirm their status as "accredited investors"
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Worked with third parties such as self-directed IRA custodians to assure a smooth investment process
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Arranged for Company conference attendance including identification of appropriate events, scheduling and other logistics, setup/takedown of booth, and operation of booth during event
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Made presentations to potential investors at conference breakout sessions
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Oversaw investor change requests and maintained Company records
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Prepared annual reports for current investors and marketing material for prospective investors
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Designed and recorded marketing videos and webinars
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Created content for email messages and oversaw campaign aimed at database of 3.8 million individuals
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Coordinated tasks with team of service providers (e.g. contractors, material suppliers, legal team, security, etc) often mediating when personality conflicts arose
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GreenZone Properties went out of business, which is why I am no longer with the Company
Feb 2018 - Dec 2019
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Managed investor relations, prepared monthly update reports, and addressed investor questions and concerns
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Oversaw logistics of a $42 million private placement fund (Regulation A+)
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Approved incoming investments and assured that Subscription Agreements were properly completed
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Answered questions about the Offering Circular
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Uploaded and managed investor documents on an online portal (including K1 statements, subscription documents, and third party forms)
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Worked with third parties such as self-directed IRA custodians to assure a smooth investment process
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Arranged for Company conference attendance including identification of appropriate events, scheduling and other logistics, setup/takedown of booth, and operation of booth during event
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Oversaw investor change requests and maintained Company records
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Designed and recorded marketing videos and webinars
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Created content for email messages and oversaw campaign aimed at database of 3.8 million individuals
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Met with potential business partners to initiate conversations about merger & acquisition, tour facilities, and determine their needs
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Alchemy Kings went out of business, which is why I am no longer with the Corporation
Sept 2013 - Present
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Managed a portfolio of delinquent mortgage loans and residential rental properties
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Responsible for company records and conducting due diligence on potential investments
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Reached out to delinquent mortgage borrowers seeking resolution, using counseling skills to understand what happened and how the loan might be brought current going forward
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Consulted with legal counsel, coordinated services with contractors, and hired property management companies for out of state rental properties
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Attended educational conferences, training seminars, and marketing events
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Provided consultative services for fundraising and marketing to other small businesses.
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Aug 2012 - Dec 2019
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Established a 501(c)(3) non-profit organization focusing on emotional well being
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Moderated emotional support forums in order to facilitate conversation and assure inappropriate material wasn't posted
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Offered list of support hotlines and community resources
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Built website from scratch with encouraging articles, lay explanations of formal mental health diagnoses, and information about non-diagnosable emotionally laden issues
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Organized community service events including Hurricane Sandy relief and animal shelter support
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The Encouragemint website is still operational, but as of December 2019 the Corporation is no longer being actively managed
2007 - 2009
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Provided academic advising to college students to assure they select an appropriate major and obtain their degree in a timely manner
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Conducted personal counseling sessions with students on subjects ranging from adjustment to college life, family discord, unplanned pregnancy, etc.
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Offered career and transfer counseling to students undecided about their future career paths and who planned to transfer to another institution to continue their education
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Taught Freshman Orientation, Crisis Intervention, Counseling Techniques, and Human Development courses
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Developed an emergency procedures manual, a student call log to help keep staff better organized, and a staff training seminars
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Initiated several mentoring relationships with students
2005 - 2006
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Offered approvals to behavioral health insurance members
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Developed strong customer service skills working with upset clients and assisting individuals in navigating the complex insurance world
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Provided immediate telephone based crisis intervention to employees
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Maintained and updated confidential client records
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Guided members in receiving company sponsored employment benefits
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Operated in a fast paced, metrics driven, highly supervised environment
2003 - 2005
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Operating under one corporate umbrella, Cerdian's LifeWorks program served civilian employees, while Military OneSource catered to military service members and their families
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Conducted psychological intake assessments
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Provided referrals to community based therapists and service providers
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Connected callers to financial planning, eldercare, relocation assistance, bank robbery debriefing (on-site counseling), and other resources
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Promoted from Triage department to Consultant
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Serviced over 2.7 million military personnel and family members
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Awarded six peer-nominated performance based awards
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Partook in a Six Sigma project reducing misdirected calls by 30% and saving the Corporation $26,000 that year
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Trained new employees and respected as a leader amongst colleagues
2001 - 2002
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Provided individual, family, and group therapy counseling
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Focused on treatment for sexual abuse, working with both survivors and perpetrators
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Counseled adolescent females removed from their homes for emotional and/or behavioral issues
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Initiated a motivational therapy group with court-mandated clients
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Collaborated with Child Protective Services, the foster care system, case managers, other therapist, attorneys, and family court judges
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Regularly prepared case summaries for funding sources as well as progress reports, assessments, and recommendations for the legal system
2000 - 2001
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Provided individual and group counseling for patients diagnosed with various mental health conditions including mood, personality, affective disorders
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Patients also frequently presented with issues of substance abuse, physical violence, suicidality, and health concerns
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Led a series of weekly group counseling sessions on topics such as self-esteem, family issues, and goal planning
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Designed treatment plans, conducted regular mental status exams, contracted for safety, prepared daily progress reports, and wrote discharge summaries
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Completed thorough intake assessment interviews and presenting finding to an interdisciplinary team
2020 Employment Gap Explained
Not long after GreenZone Properties and Alchemy Kings went out of business I was hired by Sante Realty Investments in Tempe, AZ in their investor relations department. Unfortunately having been hired in March 2020, COVID-19 quickly took over and the company let me go citing economic uncertainty.
Over the summer I began casually working with a pair of developers. I assisted with designing a website aimed at educating future real
estate developers and raising capital for a residential land development project as well as an office building. In both cases my employment was deemed a consultative service under Peaceful Property Solutions.
During this time I made the decision to pursue an MSRE degree. I began researching programs, studying for the GMAT, and putting together my applications.