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
Steve Bender - Advocate for the Underdog
Kelly Peeler - CEO of NextGen Vest
Kenton Hyatt & Cheryl De Ciantis - Clarify Your Values
Darrell Weekes - Make Your Marketing Strategic
Hugo Gonzalez - Help the Entrepreneur Thrive
Allan Maguire - Systemize Business Processes
Peter Chang - Bring Innovation and Creativity to OC Schools
Paul Lanigan - Recover from a Bad Patch and Regain Your Mojo
Pilgrim Talks: Chip Espinoza, Manage Millennials Effectively
Peter Lawson - Transform Accounting Fees from a Cost to an Investment
Pilgrim Talks: John Silvani, Founder and CEO of Gravity Software
Pilgrim Talks: Dave Seibert, CIO of IT Innovators
Ryan Huff - Make CRM Easy
Gregory Wahl - Consider Going Public
Pilgrim Talks: Jacqueline Sidman, CEO and Founder of the Sidman Institute
Pilgrim Talks: Steve McIntosh, author of Evolution's Purpose and Founder of Zen and Now
Pilgrim Talks: Tim Santoni, President of Santoni Investigations
Pilgrim Talks: Michael Levin, Founder and CEO of Business Ghost
Pilgrim Talks: Mike Muhney, Founder and CEO of VipOrbit
Pilgrim Talks: Teresa Smith, candidate for Mayor of Orange
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