Where There’s a Will There’s a Way
Business
Summary
Work Experience
2-1-1 Orange County (211OC): President and Chief Executive Officer (Sept. 2013 – current)
OC Partnership: Chief Operating Officer (July 2011 – Aug.2013) / Chief Executive Officer (Sept.2013 – April 2014)
Mortgage Lending (2001 – 2011) Mortgage broker for companies offering financing to consumers and investors
Salesmation.com, Newport Beach, CA (2000 – 2001) VP Strategic Business Development
MatchLogic (a wholly owned subsidiary of Excite@Home), Westminster, CO (1998 – 1999) VP of Sales
Customer Development Corporation, Peoria, IL /Huntington Beach, CA (1997 – 1998) VP of Business Development
The Polk Company, Denver, CO (1995 – 1997) VP, Strategic Business Development
TeleTech Telecommunications, Inc., Denver, CO (1991 – 1995) VP, Sales & Marketing
Infobase Services, Conway, AR (1988-1991) Director and then President of joint venture
Nonprofit Volunteer Experience
St. Clement’s by the Sea Episcopal Church (1999 – 2018) Senior Warden of Vestry (2011 – 2012) President of bi-lingual congregation and church council with oversight of finance, outreach, fundraising, administration, volunteers, communications, and Christian education committees. Junior Warden of Vestry (2017-2018) / Stewardship (2016-2017) / Outreach Chair (2009-2011) / Finance Chair (2000 – 2002) / Hospitality Chair (1999 - 2000) / Episcopal Church Women / VP and Program Chair (2007 – 2009) / Natural Church Development Facilitator (2004 -2005)
Business Networking International (2008-2011) / Rotary International (2005 – 2009) / National Alliance for Mental Illness (2008) / B/PAA International (now Business Marketing Association) (1981 – 1993) Int’l. Board of Directors (1989 – 1992)
Education
University of Denver, Daniels College of Business, Emerging Leaders Program
Malcolm Baldrige Award Process
Columbia University Sales Management (Post Grad Course)
Certified Business Communicator (B/PAA, now BMA)
Valparaiso University, Bachelor of Science of Fine Arts
The EOS Life
The Importance of Proper Employee Compensation
Challenges That Law Firms Can Overcome with EOS
Helping Every Employee Live the EOS Life with Eric Lindsley of Knight Watch
EOS Turns Clients into Life-Long Friends
Entrepreneur Roundtable
Working Smarter, Not Harder with the EOS Life
How EOS Companies Deal With Supply Chain Logistics
Helping People Reach Their Full Potential through EOS
Building Community with EOS
Making Music Easier for Creators
Taking the Burden off the Founder with EOS
How EOS Has Changed the Law Firm
Integrators: An Integral Part of YOUR Leadership Team
Be a Workplace Where People Flourish
Fixing the Root Cause of Business Problems
Entrepreneurship IS All Fun & Games!
Leading Your Team to Success Instead of Burnout
Negotiations Are like Relationships
Run Your Business Without Ruining Your Life
Create your
podcast in
minutes
It is Free
Making Bank
Bank of America Treasury Insights
How I Crushed It
The Ramsey Show
Planet Money