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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.


  • 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 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

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Employment History

Sept 2022 - Present

  • Teaching two sections of Real Estate Principles

  • Managed 39 undergraduate students pursuing community service placements through College Corps program (a subsidiary of AmeriCorps)

  • 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

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

June 2023 - Dec 2023

  • Analyzing data on LIHTC/CTCAC tax credit awards and the property tax welfare exemption

  • Assisting with the design of an affordable, for-sale, modular, single-family housing program

  • Researching state law and local codes/regulations including 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

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.

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Community Service Advisement

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

LifeWorks logo
Military OneSource logo

Employee Assistance Programs for Civilians and the Military Community

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


Certifications & Trainings

  • Low-Income Housing Tax Credits and Tax-Exempt Bonds (8-hour seminar by the California Housing Partnership (Oct 2023)

  • CoStar Certication (Dec 2022)

  • REFM (Real Estate Financial Modeling) in Excel - Level 1 Certification (Sept 2021)

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