Complete Resume
Click on the links below to download a one page version of my cover letter and/or resume. A more complete resume with additional details is provided below.
Highlights
-
Familiar with SANDAG's Regional Housing Needs Assessment Report
-
Raised $1.2 million in investor funds
-
Established two private placement funds
-
Prepared investor progress reports
-
Presented at City Council meeting and several conferences
-
Excellent interpersonal skills stemming from social service background
-
Strong presentation skills as a former college professor
-
Comfortable taking on a leadership role
-
Honest, reliable, and ethical
-
History of mediating conflict
-
Strong writing skills, articulate writer
-
Highly organized
-
Dedicated. Won't run if/when things get bad
Employment History
June 2023 - Present
-
Researching legislation on SB9 lot splits, inclusionary zoning, ADUs, and prefab (manufactured, modular, 3D-printed) housing
-
Compiling list of funding sources (grants, loans, tax credits, bonds, etc) for affordable housing development
-
Aiding with projects involving the property tax welfare exemption, ground lease valuations, and density bonuses
-
Assisting with the design of an affordable, for-sale, single-family housing program
Nov 2021 - Present
-
Analyzed SANDAG’s Regional Housing Needs Assessment report and prepared spreadsheets, graphs, and charts
-
Prepared and designed white paper on the need for missing middle and workforce housing
-
Created and designed templates for quarterly investor reports providing financial and project development updates
-
Conducted market research focusing on workforce housing in support of a competitive development bid
Sept 2022 - Aug 2023
-
Managed 39 undergraduate students pursuing community service placements through an AmeriCorps based program
-
Served directly under the program director helping guide program management during its inaugural year
-
Advocated on behalf of students with food insecurity, housing insecurity, mental health, and financial difficulties
-
Led professional development workshops, created new policies, and interviewed incoming class of 131 applicants
-
Co-initiated probation program leading to possible statewide implementation
May 2017 - Nov 2019
-
Managed investor relations, prepared monthly update reports, and addressed investor questions and concerns
-
Approved incoming investments for a $7 million real estate investment fund (Regulation D)
-
Oversaw investments in a $42 million private placement fund (Regulation A+)
-
Onboarded new investors after confirming their status as accredited investors
-
Made presentations to potential investors at nationwide conference
-
Prepared annual reports for current investors and marketing material for prospective investors
-
Designed and recorded marketing videos and webinars
-
Created content for email messages and oversaw campaign aimed at database of 3.8 million individuals
-
Coordinated tasks with team of service providers (e.g. contractors, architects, appraisers, legal team, etc) often mediating when personality conflicts arose
Sept 2013 - June 2017
-
Managed a portfolio of delinquent mortgage loans and residential rental properties
-
Responsible for company records and conducting due diligence on potential investments
-
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
-
Consulted with legal counsel, coordinated services with contractors, and hired property management companies for out of state rental properties
-
Attended educational conferences, training seminars, and marketing events
-
Provided consultative services for fundraising and marketing to other small businesses.
.jpg)
.png)
Aug 2012 - Dec 2019
-
Established a 501(c)(3) non-profit organization focusing on emotional well being
-
Moderated emotional support forums in order to facilitate conversation and assure inappropriate material wasn't posted
-
Offered list of support hotlines and community resources
-
Built website from scratch with encouraging articles, lay explanations of formal mental health diagnoses, and information about non-diagnosable emotionally laden issues
-
Organized community service events including Hurricane Sandy relief and animal shelter support
2007 - 2009
-
Provided academic advising to college students to assure they select an appropriate major and obtain their degree in a timely manner
-
Conducted personal counseling sessions with students on subjects ranging from adjustment to college life, family discord, unplanned pregnancy, etc.
-
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
-
Taught Freshman Orientation, Crisis Intervention, Counseling Techniques, and Human Development courses
-
Developed an emergency procedures manual, a student call log to help keep staff better organized, and a staff training seminars
-
Initiated several mentoring relationships with students
2005 - 2006
-
Offered approvals to behavioral health insurance members
-
Developed strong customer service skills working with upset clients and assisting individuals in navigating the complex insurance world
-
Provided immediate telephone based crisis intervention to employees
-
Maintained and updated confidential client records
-
Guided members in receiving company sponsored employment benefits
-
Operated in a fast paced, metrics driven, highly supervised environment
2003 - 2005
-
Operating under one corporate umbrella, Cerdian's LifeWorks program served civilian employees, while Military OneSource catered to military service members and their families
-
Conducted psychological intake assessments
-
Provided referrals to community based therapists and service providers
-
Connected callers to financial planning, eldercare, relocation assistance, bank robbery debriefing (on-site counseling), and other resources
-
Promoted from Triage department to Consultant
-
Serviced over 2.7 million military personnel and family members
-
Awarded six peer-nominated performance based awards
-
Partook in a Six Sigma project reducing misdirected calls by 30% and saving the Corporation $26,000 that year
-
Trained new employees and respected as a leader amongst colleagues
2001 - 2002
-
Provided individual, family, and group therapy counseling
-
Focused on treatment for sexual abuse, working with both survivors and perpetrators
-
Counseled adolescent females removed from their homes for emotional and/or behavioral issues
-
Initiated a motivational therapy group with court-mandated clients
-
Collaborated with Child Protective Services, the foster care system, case managers, other therapist, attorneys, and family court judges
-
Regularly prepared case summaries for funding sources as well as progress reports, assessments, and recommendations for the legal system
2000 - 2001
-
Provided individual and group counseling for patients diagnosed with various mental health conditions including mood, personality, affective disorders
-
Patients also frequently presented with issues of substance abuse, physical violence, suicidality, and health concerns
-
Led a series of weekly group counseling sessions on topics such as self-esteem, family issues, and goal planning
-
Designed treatment plans, conducted regular mental status exams, contracted for safety, prepared daily progress reports, and wrote discharge summaries
-
Completed thorough intake assessment interviews and presenting finding to an interdisciplinary team
2020 Employment Gap Explained
Not long after GreenZone Properties went out of business I was hired by Sante Realty Investments in Tempe, AZ in their investor relations department. Unfortunately having been hired in early 2020, COVID-19 quickly took over and the company laid me off citing economic uncertainty. Shortly thereafter, I made the decision to return to school and pursue an an MSRE degree at the University of San Diego.
​
Certifications
-
CoStar Certication (Dec 2022)
-
REFM (Real Estate Financial Modeling) in Excel - Level 1 Certification (Sept 2021)