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Work Background
Program Support AssociatesProfessional Fiduciary
May. 2023United States, San AntonioFollowing a medical emergency on May 6, 2023, I assumed full-time fiduciary responsibility for an elderly client with dementia as her legal guardian, Power of Attorney, and estate executor. Key accomplishments include:
• Recovered, secured, and audited all major financial and physical assets
• Averted the loss of 160 acres of generational family land—originally granted in the 1800s—by proactively contacting the State of Montana and resolving delinquent estate taxes
• Managed and negotiated with creditors to preserve estate integrity and cash flow
• Ensured investment prudency and intervened to prevent exposure to predatory financial advisors
• Conducted full tax compliance efforts across multiple years
• Personally sourced and vetted both rehabilitation and assisted living facilities to ensure high-quality, ethical care
• Provided daily in-person support for six months during her rehabilitation and transition to long-term care
• Acted as her primary medical advocate and care coordinator across providers, remaining engaged as her daily representative and decision-maker
• Oversaw formal medical competency evaluations and documentation
• Drafted and executed updated legal instruments including Will and Power of Attorney
• Served as liaison between family members, care teams, and legal advisors
• Recognized by staff and residents at the assisted living facility for integrity and diligence—personally approached by several individuals to serve as their own guardian, Power of Attorney, or executor
• Brought stability, transparency, and ethical governance to a previously disordered and high-risk situation
This role has required legal fluency, financial strategy, daily caregiving, and sustained ethical leadership in protecting a vulnerable elder and preserving a multigenerational legacy.
APX PartnersAgent
May. 2021United States, San AntonioSourced buyer for 90M medical practice. Secured customer in need of 100M in financing for large multiunit construction project. Sourced funding for several mid-rise hotels. Continuously vetting investors and entrepreneurs seeking capital.
Thomas J Davis IncSenior Vice President
Nov. 2011 - Oct. 2021South Korea, SeoulTJD was an architect-engineering services company with up to 150 professionals. Developed and implemented enterprise-level strategic planning, budgeting, forecasting, and sourcing for small business offering professional services to the federal government. Spearheaded and shaped business development, legal, accounting, human resources, international labor law, customer relations, employee relations, and organizational development strategies, polices, practices, and initiatives to enable company leadership and personnel to surpass client expectations.
• Established corporate culture to reshape the organization to compete in the newly established competitive marketplace.
• Conceptualized and integrated strategies to maximize organizational effectiveness., diagnosed weaknesses company-wide and within departments and provided solutions to expand capabilities and reshape the company to prepare for changing contracting strategy moving forward.
• Transitioned to new labor regulations successfully negotiated settlement avoiding litigation saving over an estimated 500K in legal fees.
• Successfully developed, negotiated, and achieved government approval for revised rates with an average 40% increase in bill rate from legacy contract rates.
• Lead the capture and successfully won a $100M indefinite delivery/indefinite quantity (IDIQ) contract, and the sole small business selected among leading large business competitors.
P3S CorporationChief Operating Officer
Aug. 2006 - Sep. 2021United States, San Antoniollaborated with CEO in establishing and driving organizational vision, operational strategy, and hiring needs of 8(a) woman-owned startup with 400+ employees across 20 states. Grew company from home-based business to one of fastest growing companies in the United States. Translated strategy into actionable goals for performance and growth, helping to implement organization-wide goal setting, performance management, and annual operations planning.
• Part of the executive team that increased corporate revenue from $0 to an average of $15M and several large contracts were awarded with over 400 staff in over 20 states supporting federal agencies.
• Drove talent acquisition efforts to fill key positions within government contract terms and conditions. Trained recruitment and business development teams with 95% of available billable hours on all task orders utilized.
• Directed recruiting, onboarding, professional development, performance management, and achieved 95% retention rate on task orders throughout the company.
• Developed company policies and procedures that met all federal, state, and local business requirements; enforced compliance to the specific performance work statement (PWS) and took corrective actions as needed to ensure 100% customer satisfaction.
Various See SummaryVarious See Summary
Nov. 1986 - Jul. 2006United States, San Antoniousiness Manager, Zachry Construction, May 2006 – Jul 2006 (Texas)
Started business operations training on site in and in corporate offices. It was soon apparent the management systems in place were not presented in a manner that could reasonably be mastered, so it was decided to leave before both parties invested more time.
Contracts Manager, City of San Antonio, Nov 2005 – Apr 2006 (Texas)
Responsible for monitoring revenue contracts for audio-visual and catering contracts for the Henry B. Gonzales convention center, San Antonio, Texas. While the benefits were good, the pay was significantly lower than anticipated after deductions for said benefits.
Project Coordinator, Thomas J. Davis Inc., Jan 2005 – Oct 2005 (Korea)
Started working as assistant to project managers. Unfortunately, a family crisis required an abrupt return to Texas.
Contract Specialist (Contractor), Dept of Treasury, Sept 2003 – Dec 2004 (Texas)
Worked as a contractor on site for the Department of Treasury contracting action office – Fed Source. Responsible for converting statements of work to a more appropriate performance work statement format. Lead a team of 5 technical writers to correct over 5,000 position descriptions that were shared throughout the organization at the other sites. Responsible for developing a task order evaluation process compliant to the federal acquisition regulation that included government risk tolerance to ensure the most appropriate contractor was awarded the task order. The task orders were primarily administrative or professional services throughout the USA. We supported over 1 billion in services awarded to 8 contractors on the IDIQ contract. Eventually was offered a GS14 position in Seattle but decided to remain a contractor.
Technical Writer, Dougherty Consulting Services, May 2003 – Aug 2003 (Texas)
While at DCS was part of a two-person team that developed a maintenance and repair handbook for the Turumi Lodge located on Osan air base, Korea. This project was completed and is currently being used by the USAF today.
Cost Estimator, Thomas J. Davis Inc., Jan 2003 – May 2003 (Korea)
Worked full-time in cost estimating section conducting quantity take offs on architectural drawings. Unfortunately, soon after we arrived in Korea, we discovered our daughter needed speech therapy that was not available in Korea and so we returned to Texas.
Student, Austin Community College, Jan 2002 – Dec 2002 (Texas)
To help become more familiar with the construction industry to support improved technical knowledge of construction methods and materials, cost estimating, blueprint reading, 19 credit hours earned.
Controller, Thomas J. Davis Inc., Jul 1996 – Dec 2001 (Korea)
Returned to Korea as the Controller responsible for full lifecycle accounting for the entire company. This included supporting all HR regulations for various staff nationalities and employment regulations. Responsible for documentation to ensure compliance with contract requirements. Represented the company during Army and DCAA audits.
Claims Adjustor, Oklahoma City Clinic, Feb 1996 – Jun 1996 (Oklahoma)
Responsible for processing claims according to Medicare regulations and used medical coding to ensure compliance with regulations.
Unemployed, Oct 1995 – Jan 1996 (Oklahoma)
After leaving Korea unemployed for several months to receive needed medical treatment.
Support Services Manager, Thomas J. Davis Inc., Sept 1993 – Sept 1995 (Korea)
Responsible for compiling and coordinating design drawings and documents to meet US government regulations. Responsible for all project reproduction and delivery.
Satellite Manager, Econo Car, Nov 1986 – Aug 1993 (Texas)
Started working at Econo-Car rent-a-car in my sophomore year of high school and throughout college. Started as a vehicle make ready specialist, then promoted to rental agent, then promoted to night manager. Immediately after college graduation was promoted to satellite location manager responsible for 3 employees and over 150 vehicles supporting 3 location in San Antonio.
EDUCATION
• Master of Science, Strategic Management (International Business), Troy University
• Bachelor of Business Administration, Sam Houston State University
• Associate of Arts, General Studies, Blinn College
• 19 college credit hours in Construction Science, Austin Community College
• Construction Internship, Maranatha Church, San Antonio, Austin College
• High School Summer Internship: Lange Poteet, and Company, CPA 1987
SummaryExperience Summary
May. 1984United States, San AntonioWORK EXPERIENCE
Multi-dimensional executive with a progressive track record of effective results in market positioning, human capital management, strategic planning, and revenue/profitability initiatives. Broad organizational development expertise gained through progressive experiences winning and leading multi-million-dollar government contracts, providing variety of solutions to federal agencies and U.S. Military.
Sustained accomplishments in talent acquisition (500+ personnel), training, operations management, cost-effectiveness initiatives, and client life cycle management for certified small business and startup companies with contracts valued at $100M+. Consistency developing teams, methodologies, and strategies through artful blend of people, processes, programs. Utilizing technology to maximize performance, productivity, quality and deliver on company value proposition. Acted as the face of the organization and lead all public relations.
Highlights of Expertise
Fiduciary & Estate Oversight
• Exercised full fiduciary responsibility as guardian, Power of Attorney, and executor
• Structured and executed pre-inheritance financial support agreements with physician-certified capacity
• Oversaw estate preservation and prevented homestead loss via direct intervention with the State of Montana
• Conducted asset recovery, tax compliance, and forensic financial review
• Restructured investments for liquidity and protected against predatory financial products and advisors
• Managed annuities exit strategies, ensuring liquidity to support monthly care obligations
• Maintained all legal documentation, including gifting authority and estate-justified transfers
• Advocated daily during medical rehab, assisted living, and skilled nursing transition
• Trusted within the elder care community and requested to serve as fiduciary for others
Executive Leadership & Operations
• Manage Day-to-Day Operations
• Strategic Planning & Implementation
• Organizational Development
• Crisis Management
• Strategic Communications
• Public Relations (Host Nation / SOFA)
• Corporate Liaison (Foreign Government)
• P&L Responsibility / Accounting
• Budget Development & Monitoring
Contracting & Program Management
• Contract / Project Management
• Contract Negotiation – $100M+ IDIQ
• Ensure Compliance with Federal Regulations
• Quality Assurance Surveillance Plan (QASP) Oversight
• DCAA Audit Lead (5 Audits)
• Repatriation of Deceased Employees (International Protocol)
Business Development & Capture
• Business & Proposal Development
• Bid / No-Bid Evaluations
• Cost & Pricing Analysis
• Strategic / Risk Management
• Merger & Acquisition Strategy
Talent & Organizational Management
• All Recruiting and Corporate Hiring
• Human Resources Lifecycle Management
• Labor Relations & Collective Bargaining
Cross-Functional Coordination
• Coordinate with Technical Teams
• Cross-Functional Stakeholder Collaboration
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