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Work Background
TeamsharesPresident, Network Company
May. 2023 - Nov. 2024Seaside, California, United StatesTeamshares Inc. is an employee ownership platform for small business, driven by proprietary software, education, and financial products. Its mission is to create $10 billion of new wealth for employees through stock ownership. The company buys traditional small businesses from retiring owners to make them 80% employee-owned within 20 years. Teamshares is the market leader for small business employee ownership, with 90+ companies acquired to date. Built-In Distributors, a luxury home appliance retailer with two locations in the Monterey Bay area of California, was founded in 1962 and acquired by Teamshares in 2023. Assumed the president role shortly after the company became part of Teamshares' portfolio of small businesses. Responsible for all aspects of the company, but areas of emphasis included:
- Grew written sales 11% YoY and delivered sales (revenue) 6% YoY in a market that was flat to down for the industry
- Extensive change management to modernize the business operations and integrate into the Teamshares network
- Empowered experienced staff of 19 to use their knowledge to improve the business; provided opportunities for career development and internal growth
- Continual focus on process improvement in all aspects of the business - financial, sales, operations, warehouse
- Drive cross-functional collaboration across teams and locations
TeamsharesOnboarding Business Lead
May. 2022 - Nov. 2024- Created scalable processes to smoothly transition companies being acquired by Teamshares into the network, focusing on the retiring owners and the employees of the companies. - Worked cross-functionally within Teamshares to identify the key points of integration and plan how to execute necessary integrations when acquired companies had disparate systems, processes, and roles.
- Primary point of contact for retiring owners from acquisition until a president was in place.
- Traveled to acquired companies to meet with employees, explain the transition, and field questions. - Directly involved in the transition process for 52 acquisitions.
MartianCraftProgram Manager
Aug. 2021 - May. 2022- Oversaw full lifecycle of mobile software development projects for company’s largest client; active portfolio ranged from 22 - 28 projects at a given time
- Managed client relationship with CIO and directors responsible for portfolio projects
- Worked with clients, stakeholders, and development teams to keep projects on-time and -budget
- Identified project requirements; developed project plans, roadmaps, specs, and communications plans;
tracked and reported on deliverables, milestones, and other aspects of projects
Lambda SchoolProgram Manager, Marketing
Mar. 2021 - Aug. 2021- Led cross-functional marketing initiative to announce a new backend engineering program, developed in partnership with Amazon.
- Responsible for all aspects of admissions and marketing events
- Liaison with School and Outcomes teams to improve communication and collaboration across organization
Lambda SchoolProgram Manager, Experiential Learning
Nov. 2019 - Mar. 2021- Responsible for all aspects of operations and continual improvement of Build Weeks
- Collaborated with school leadership to address student concerns about difficulty in working across tracks in Build Weeks. Implemented changes to provide a more equitable and collaborative student experience across all tracks.
- Worked cross-functionally with teams across the school on a variety of projects and processes Special project: Member of the limited-term cross-functional PMO team that developed and launched 13 inter-related projects simultaneously, reworking many of the school's core offerings and operations.
- Identified and removed blockers, planned and executed on all of the inter-related projects - Identified gaps or overlaps between constituent projects and worked with project leads to remedy
- Created, organized, and disseminated documentation to project leads, stakeholders, staff, and students
- Tracked progress across all projects and worked with project leads to ensure timely, coordinated launches
- Functioned as a “utility player” to pitch in wherever needed on any of the projects in order to meet deadlines
MartianCraft, LLCProject Manager
Aug. 2017 - Nov. 2019I oversaw the successful execution of mobile software development projects for our largest client. I managed client relationships, developed project plans, and ensured projects were completed on time and within budget. My role involved collaborating with various teams to track progress and report on project milestones.
U.S. BankBusiness Relationship Manager
Jun. 2016 - May. 2017Responsible for new business generation and increasing revenue from existing customers for a 22-branch region. Trained branch staff on all aspects of small business products and customer management.
U.S. BankCommercial Training Project Manager
Oct. 2008 - Jun. 2016Led learning and development projects related to small business and commercial lending. Researched and wrote e-learning and instructor-led courses and supplemental materials. Collaborated with business line subject matter experts to design and execute learning solutions. Occasionally delivered training courses virtually and in-person.
U.S. BankRelationship Manager
Jan. 2007 - Oct. 2008Managed a $95MM commercial portfolio. Responsible for all aspects of underwriting and portfolio management for a 17-branch region, including preparing credit approval document preparation, financial spreads, assisting branch staff with loans, and credit quality goals.
U.S. BankAssistant Relationship Manager
Sep. 2004 - Jan. 2007Prepared credit approval documents. Analyzed financial and other data to support loan decision recommendations. Maintained portfolio management systems for region. Assisted Region President with managing commercial customer relationships.
U.S. BankExecutive Assistant
Oct. 2003 - Sep. 2004Provided administrative support to Regional President and District Managers for a 17-branch region.
New Northwest BroadcastersAccount Executive
Dec. 2002 - Oct. 2003
Columbia Memorial Hospital FoundationDevelopment Associate
Oct. 1999 - Dec. 2002
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