Kids Food Fight

Chief Creative Officer (CCO) & Founder

It's my pleasure to help others to discover their ideal, Whole Wellness situation and then map a route to get there. 
Clients and I meet weekly or bi-weekly to establish a baseline of wellness and then build upon it. We set large and small challenging goals. At a realistic pace, clients raise themselves up to their highest level of Whole Wellness.

Master Wellness Advisor

One New Heartbeat

I'm excited to be a part of a different approach to Wellness that includes 
•	Process and problem resolution integrating training needs and quality monitoring
•	Developing training solutions using sound adult learning techniques and approved templates, 
         materials including manuals, job aids, visual aids, wall charts, PowerPoint presentations, etc. 
•	Coordinating with the CEO, ensuring all activities reach toward the organization's goals
•	Creating and delivering training curriculum, assessments, surveys and evaluations
•	Grant writing to secure local and national funding

Board Member, Operations & WRAP Group Facilitator

Unbeatable Mind

After completing the powerful Unbeatable Mind Foundations course myself and studying to be a certified UM coach, it's been my honor to edit and add research to the UMF course.  Check out the link below to see Lesson One, which I recently updated.

Writer, Researcher & Editor

Marathon Laundry Machines, Inc.

•	Managed customer, vendor and partner relationships
•	Strategic planning for scaling business and production of V2 of our product

Operations Manager & Executive Assistant to the CEO

Massage by Kate

- Enjoy building personal relationship with my clients - not just their name, kids' names and dog's name, but also their profession, recreational activities and personal stories. Deliver the highest quality personalized service on every encounter with clients. 
- Marketing including quarterly volunteer community outreach events, design and distribution of print materials and website to communicate the spirit of the business as well as describe the offerings and their many benefits to clients. Developed referral program that generated 2 to 4 new clients/month. 
- Bookkeeping and tax management for a sole proprietor-run small business. Managed a detailed and flexible schedule.

Principal/Founder

Your First Mate, Inc.

Your First Mate offered percentage-based savings and quarterly tax payments for sole proprietors made effortless, so they could focus on what they do best: their trade.
- Strategic planning, market research, product vision, cash flow analysis, manpower planning, brand management, corporate development, exceptional customer focus and fundraising.
- Collaborated with several innovative thought leaders in the fintech industry on product development.
- Website design, launch and maintenance, wrote professional copy about out mission and our service with a call to action to speak to specific desired groups of potential customers. Launch, bookkeeping, tax management and legal upkeep for a C-corporation.

Deliv

- Increased the driver pool by over 200% in 10 markets by working with the onboarding team to post job descriptions locally and nationally, interviewed, maximized the results, and cultivated a driver referral program. Mastered CRM, team collaboration and internally designed software.
- Streamlined the scheduling process for hundreds of drivers in four time zones by identifying the math behind hour distribution and recommending UI improvements to the drivers' and schedulers' in-house software. 
- Collected and used driver feedback to improve their experience to a higher level of independent contractor satisfaction. Developed personal rapport between the driver community and the operations team via telephone best practices, Facebook and internal applications.

Operations, Scheduling & Recruiting Consultant

Complete Solar Solution, Inc

- Extreme attention to details to coordinate the 400+ steps involved in residential solar system installations. Helped reduce installation time from 6 months to 2 weeks by identifying multiple tasks that could occur simultaneously and implementing a complex workflow schedule. Maintained up to 30 concurrent active customers in various stages of installation and led weekly team meetings to stay current of progress. Manages maintenance and repair of multiple solar systems.
- Maintained long-term customer, vendor, subcontractor and financial relationships. Provided excellent, personalized service including hand-written thank you cards during the holidays. Mastered CRM and internally designed software, QuickBooks and office management. 
- Curated content and created the template for our Solar System Owner's Handbook. It included every detail of a customer's experience with us, their system requirements, agreements with utility companies, system maintenance, warranties, guarantees, expected output, welcome and thank you letters, etc.

Operations Manager/ Employee #1

Economics Department at San José State University

- Coordinated quarterly educational events and annual retreats, from stimulating weekends of discussion for teachers to the annual Regional Economic Summit, at which 450 high school economics students from all over the Bay Area argue economic issues and complete for capital glory for their assigned countries. 
- Record keeping for the Center for Economic Education (CEE) Step to College program and maintenance of CEE inventory of educational materials.

Administrative Assistant

- Author, editor, & researcher
- Advanced Level WRAP (Wellness Recovery Action Plan) Facilitator
- Licensed Unbeatable Mind Coach 
- former Board Member, Operations & certified WRAP Facilitator at One New Heartbeat
- Founder of fintech company Your First Mate, Inc.
- Operations & Community Management at Marathon Laundry Machines, Deliv, Complete Solar & San José State University Economics Dept.
- Specialties: Whole Wellness, personal empowerment, operations, finance, relationship building/management, exceptional customer service, executive support, Spanish speaker, project management, event planning, bookkeeping, AP/AR, ADP payroll processing, time management, tax preparation, efficiency, stress management, dog training, feng shui & independent films

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