Team player known for my extraordinary ability to communicate in a manner that influences decision making. Skilled in developing strong, trustworthy relationships with individuals and groups inside and outside of the organization. Analytical knowledge, skills, and abilities in all functional areas of business. Extensive involvement in the development of CMS, LMS, and other LAMP apps and software.

Education

  • Master’s Degree in Business Administration
  • Bachelor’s Degree in Economics
  • Career Diploma Esthetics

  • Career Diploma Travel

Licenses

  • Real Estate Broker CA #01760523

  • Esthetician CA License 137419

  • Esthetician WA License 23005958

Skills

Practice Management 
★★★★★
Provide assistance to family law offices in Northern California. Services include reception, legal assistance with matters, web development and office automation services.

Land, Realty and Property
★★★★★
Real estate transactions, title searching, title examination, land inspections, title sales, eminent domain acquisitions, curative closings, right of way appraisals, condemnations, auctions, State acquisitions, relocation, foreclosures, title closings, and customer service.

Financial Management
★★★★★
Risk management, prepare, maintain, and present compliance documents and materials. Financial planning, insurance products, investments, investment advice, assessment of clients’ tolerance for risk, portfolio management, execute trades on clients’ behalf, interpreting complicated financial information, prepare and present financial research summaries, and make informed recommendations.

Traditional and Digital Marketing
★★★★★
Strategic and tactical planning, business development, promotion, distribution, branding, retail management, services marketing, product marketing, content marketing, mobile and email marketing, media production, digital media production and distribution, social channels, social media marketing, keywords, analytics, SEO, and social networking.

Technology
★★★★★
CMS, CRM, LMS, and project management technologies, WordPress® and Drupal®, Adobe® Fireworks (Graphic Design), social media, cloud technology, Linux, Apache, MySQL, php servers, and Microsoft® Office. Chat bots, responsive technology, and work process flows.

Web Development
★★★★★
WordPress, Drupal, Joomla, with integrations with social channels, chat bots, software and apps for LAMP including cPanel, and WHM. Integration with Google and other analytics,

Communication
★★★★★
Respecting the confidentiality of information, identifying and presenting impactful information, recognizing the concerns and perspectives of others,
Selecting language and examples tailored to audience, expressing ideas clearly and concisely in writing, organizing ideas clearly in oral speech in public and groups, using multiple channels or means to communicate important information.

Experience

Business Consultant

Self-Employed

(part-time) Trained over 400 individuals and companies in the use, administration, and development of technologies including Drupal, WordPress, Zoho CRM, and Joomla. Developed training modules and delivered workshops to select audiences. Prepared training and maintained online classrooms. Directed and participated in technical training seminars. Consulted with organizations throughout the United States on the use office technologies.

Featured Speaker

  • DrupalCamp LA, NBC/AOL Beverly Hills, California
  • BADCamp LA, University California Berkeley Berkeley, California
  • DrupalCamp LA, Staples Center Los Angeles, California
  • SandCamp LA, Pruitt College San Diego, California
  • DrupalCamp LA, University California Irvine Irvine, California

Created, Produced and Distributed

  • Virtual Marketing Cafe, Online Classroom Supplement
  • Copywriter Drupal 6.x Training and User Manual – State Administrative Offices
  • Copywriter Drupal 6.x Training and Users Manual – Fortune 500 Company
  • Copywriter Drupal 7.x Training and Users Manual – Fortune 500 Company

Business Consultant

Self-Employed

(part-time) Trained over 400 individuals and companies in the use, administration, and development of technologies including Drupal, WordPress, Zoho CRM, and Joomla. Developed training modules and delivered workshops to select audiences. Prepared training and maintained online classrooms. Directed and participated in technical training seminars. Consulted with organizations throughout the United States on the use office technologies.

Featured Speaker

  • DrupalCamp LA, NBC/AOL Beverly Hills, California
  • BADCamp LA, University California Berkeley Berkeley, California
  • DrupalCamp LA, Staples Center Los Angeles, California
  • SandCamp LA, Pruitt College San Diego, California
  • DrupalCamp LA, University California Irvine Irvine, California

Created, Produced and Distributed

  • Virtual Marketing Cafe, Online Classroom Supplement
  • Copywriter Drupal 6.x Training and User Manual – State Administrative Offices
  • Copywriter Drupal 6.x Training and Users Manual – Fortune 500 Company
  • Copywriter Drupal 7.x Training and Users Manual – Fortune 500 Company

Business Consultant

Self-Employed

(part-time) Trained over 400 individuals and companies in the use, administration, and development of technologies including Drupal, WordPress, Zoho CRM, and Joomla. Developed training modules and delivered workshops to select audiences. Prepared training and maintained online classrooms. Directed and participated in technical training seminars. Consulted with organizations throughout the United States on the use office technologies.

Featured Speaker

  • DrupalCamp LA, NBC/AOL Beverly Hills, California
  • BADCamp LA, University California Berkeley Berkeley, California
  • DrupalCamp LA, Staples Center Los Angeles, California
  • SandCamp LA, Pruitt College San Diego, California
  • DrupalCamp LA, University California Irvine Irvine, California

Created, Produced and Distributed

  • Virtual Marketing Cafe, Online Classroom Supplement
  • Copywriter Drupal 6.x Training and User Manual – State Administrative Offices
  • Copywriter Drupal 6.x Training and Users Manual – Fortune 500 Company
  • Copywriter Drupal 7.x Training and Users Manual – Fortune 500 Company

Real Estate Investor

Self-Employed

Researched, evaluated, and purchased real estate opportunities in Butte, Humboldt, Kern, Sonoma, and Riverside County.  Half of the properties were short-term growth investments. These investments were selected based on my ability to increase the value through sweat equity. The other half of the properties were long-term income investments. These were managed using the latest property management techniques. As a result, my units consistently earn above market rents.

Right of Way Agent

State of California Department of Transportation (Caltrans)

Appraised and acquired real property rights under eminent domain proceedings including preparing written offers based on the fair market value, negotiating settlements with property owners, and working with State attorneys with land value litigation. Secured property rights for transportation projects by researching public and private records in order to determine the true owners of property and their interests. Assisted attorneys on condemnation process for necessary easements that could not be acquired by negotiation.

Acquired abstracts and performed due diligence researching courthouse public records. Managed all escrow functions for project portfolio including document preparation, signing, processing, and closing transactions.

Founder and Portfolio Manager

New Pacific Advisors, LLC

Responsible for operations with full P&L and operational accountability with a team of financial advisors, accountants, traders, and interns. Developed and managed $15.5 million in client assets in retirement and non-retirement accounts.

Responsible for development, management, and administration of company contracts in accordance with SEC and State Department of Corporations regulations, company policies, legal requirements, and client specifications. Prepared and maintained contract documentation and provided information to industry regulators.

Featured in these publications:

  • Horsesmouth ®: “How a Financial Advisor Cornered the Divorce Market”
  • Horsesmouth®: “Are You Getting Referrals From These Professionals?”
  • Financial Planning Magazine® Cover Article: “A Brave New Web”
  • Financial Planning Magazine®: “To Link or Not to Link“
  • Financial Planning Magazine® Subject of highlighted profile: “One Woman’s Web Philosophy”

Finance, Marketing, Management, and Management Information Systems Instructor (p/t)

California State University, Chico

Humboldt State University

Finance, Marketing, Management, and Management Information Systems. Delivered over 4000 lectures to upper division university business and information technology students on a variety of subject matters. Provided personalized curriculum development, classroom instruction, test preparation, and grading for all submitted assignments.

Course titles included:

  • Survey of Marketing
  • Survey of Finance
  • Sales Force Management
  • Retailing, Management of Organizations
  • Internship and Cooperative Education
  • Managing Personal Success
  • Principles of Finance
  • Project Management
  • Understanding Global Business
  • Windows
  • Word Processing and Presentation Software
  • Spreadsheets and Graphics
  • Introduction to Databases
  • Risk and Insurance
  • Financial Planning
  • Financial Management
  • Investment
  • Enterprise Technology
  • Integration
  • Senior Seminar in Applied Strategic Decision Making
  • Windows
  • Word Processing and Presentation Software

Title Representative / Title Examiner / Title Searcher / Clerical Staff

North American Title / Oroville Title /  Ticor Title

Worked my way through college on the title side of the title insurance industry.