EXPERIENCE
My Career Path
President & CEO
Costa Mesa Chamber of Commerce
Costa Mesa, CA
As President and CEO of the Costa Mesa Chamber of Commerce, I have spearheaded initiatives to strengthen the organization’s impact within the community. By fostering collaborative relationships with local businesses, government entities, and community leaders, I have prioritized delivering value to our members through innovative programs, strategic partnerships, and tailored support. Under my leadership, the Chamber has implemented operational improvements, enhanced membership retention efforts, and cultivated opportunities for growth,
Managing Director
Kairos Strategic Advisors
Huntington Beach, CA
Engaging with mutual benefit trade associations, professional societies, charitable organizations, foundations, and small businesses by helping to reduce costs, lower risks, improve efficiencies, solve challenging problems, & develop strategic initiatives.
President & CEO
California Community Banking Network®
Irvine, CA
Successfully spun-off from parent company as a new and separately chartered California nonprofit organization within 45 days.
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Provided visionary leadership for California nonprofit member trade association offering professional development programs, networking opportunities, and legislative advancements that cultivate a supportive network for industry stakeholders.
Executive Vice President/Executive Director
Independent Community Bankers of America/California Community Banking Network
Newport Beach, CA
Recruited by the CEO to join the senior executive leadership team of an organization with an annual operating budget of $41 million, 281 employees, and five for-profit subsidiaries. Concurrently served as Executive Director of the organization’s wholly owned California subsidiary, a statewide trade association.
Oversaw operations and political strategies, ensuring alignment with organizational objectives and goals.
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Vice President
America's Community Bankers (Now American Bankers Association)
Irvine, CA
Hired to broadened organization’s market share opportunities by actively representing the company before federal legislators and regulatory agencies and establishing new western regional office from ground up.
Director of Government Relations
GC Services, LLP
Laguna Hills, CA
Recruited to develope and managed the organization’s first national government relations division representing the company before multistate & county agencies influencing the acquisition of governmental contracts including California Board of Equalization, Utah State Tax Commission, Oregon Department of Revenue, County of Los Angeles, Orange County Department of Child Support Services, Polk County Florida Clerk of Courts, and U.S. Department of Treasury
President & CEO
California Mortgage Bankers Association
Sacramento, CA
Recruited to revitalize a 50-year-old insolvent organization, transforming its operations and financial health.
Within the first year, achieved a net revenue increase of over $200K, grew membership by more than 30%, and enhanced conference profitability by 28%.
Successfully implemented a $2.1 million annual budget, providing monthly cash flow projections and delivering comprehensive quarterly and annual budget reports to the Board of Directors and key stakeholders.
Identified, developed, and implemented robust accounting procedures and controls, ensuring corporate compliance and financial transparency.
Spearheaded the creation of new marketing materials, driving membership development and elevating the organization’s industry presence.