Work History

Work History
Mar 2014 - Present

Chief of Staff

Hispanics in Philanthropy
  • Organizational Management
  • Internal and External Communications
  • Program and Staff Management
  • Human Resources
  • Technology
  • Event Coordination
  • Marketing and Social Media
  • Crowdfunding (hipgive.org)
2002 - 2014

Owner

Virtual Simplicity/Sally Around The Bay

Full Service Business Support

  • Social Media
    • Support and training
    • Initial set up
    • Maintenance
    • Planning, analyzing, and reporting
    • Marketing campaigns
  • Business Brainstorming & Accountability
    • Organizational skills training
    • Coaching & Mentoring 
    • Brainstorming
    Administrative, Marketing and Technical support
    • Executive assistance
    • project management
    • team leader (multi-VA practice)
    • accountability
    • calendar management
    • bookkeeping
    • newsletter coordination
    • form creation
    • copywriting/editing
    • branding support - logo, brochures, letterhead
  • Blog/Website Set Up & Maintenance
    • WordPress
    • Joomla
    • BlogSpot
    • Dreamweaver
    • TypePad
    • SEO
Jun 2008 - Present

Social Media & Marketing Director

Mountain Biking Marin
  • promotion and coordination of mountain bike events through marketing campaigns
  • management of social networking sites (facebook, twitter, blogs)
  • management of website, newsletter, and clients database
  • administrative support
  • bookkeeping (AR/AP)
Nov 2013 - Jun 2014

Salesforce & Social Media Support

Graterol Consulting
  • Technical assistance and trainings on how to use the Salesforce system, how to enter data and view reports.
  • Data entry, coordination & management.
  • Social Media support & trainings.
Sep 2010 - Apr 2013

Operations and Administration

Davis Capital Partners
  • Operations and Administration
    • Coordinated move and set up of new office. (Purchased furniture, computers, hired movers, set up Internet, computers, phones, managed design of logo and business cards, filed new business paperwork - WC/Liability insurance, Payroll, etc)
    • Bookkeeping / Tax Prep, AR/AP
    • Compliance management
    • Financial reports
    • Client relations
    • Prep and send quarterly newsletter and statements
    • Manage mailing list
    • Research
    • Communication with banks, brokerages and other financial institutions
  • Human Resource
    • Manage employee benefits
    • Recruit new employees
    • Oversee Payroll and employee reimbursements
  • Administration
    • Meeting coordination
    • Manage sub-tenants
    • Communication with building management
    • Organize filing system for research
  • Tech Support
    • IT Support
    • Keep Website updated
    • Troubleshoot computer issues
    • Set up new programs
2002 - 2006

Director of Operations

Abundantia Consulting
  • project coordination
  • technical assistance
  • financial operations overseeing (administrative, accounting, A/P, A/R, payroll, budget development, and projections)
  • human resources support
  • website development and maintenance
  • management and maintenance of clients database
  • administrative support
2000 - 2002

Executive Assistant to VP of Sales

Limited Brands Bath & Body Works
  • management and coordination of events
  • training and technical assistance
  • database management
  • local and regional projects overseeing and coordination
  • financial reports generation
  • newsletter design and coordination
  • human resources support (employees satisfaction surveys, employee/customer relations, handling confidential, and sensitive personnel issues)
  • regional financial operations overseeing (administrative, accounting, A/P, A/R, payroll, budget development, and projections)
1996 - 2000

Office Manager / Bookkeeper

Smith Chiropractic Center

Office Manager

  • coordinate and oversee a very active and fast-paced office (200+ daily patient visits for 3 doctors)
  • maintain a database for scheduling and tracing patient visits
  • train and supervise front desk receptionist
  • coordinate seminars, shows and fairs including booth and conference room reservations as well as order props and set up
  • purchase, install and maintain computer equipment including PC hardware and software
  • organized, developed and currently update a filing system that includes medical records and X-rays
  • created, developed and currently maintain an email database for electronic communication between patients and doctors
  • perform direct mailing and faxblast for office promotions and seminars
  • design and create advertisements, coupons, flyers, newsletters and other promotional materials for seminars and special events as well as office décor

Bookkeeper

  • responsible for overall financial operations including administrative, accounting, A/P, A/R, budget development and projections
  • manage and maintain an extensive medical billing/collections from patients, attorneys and insurance companies
  • monitor inventory, supplies and equipment orders
  • prepare weekly, monthly and yearly financial reports as well as patient statistics using Excel and chiropractic software
  • handle employee reimbursements
1994 - 1996

Daycare Supervisor & Teaching Assistant

Ross Academy Montessori School
  • organize, coordinate and supervise daycare staff and activities
  • assist school director with employee scheduling
  • provide support to head teacher with daily routines and educational activities
  • tutor children in reading, writing and math skills

Education

Education
2004 - 2004

Project Management

University of California, Berkeley Extension
1991 - 1993

BA

University of California, Irvine

Recent Trainings

Toastmasters - Current

WordCampSF - Jul 2013

BABS (Bay Area Bloggers Society) - Power Blogging - May 2013

BlogHer Pro - Dec 2012

Social Media Success Summit 2010 - May 2010Social Media 201 for Nonprofits presented by John Kenyon at CVNL - March 2010Best Practices in Electronic Advocacy (eAdvocacy) presented by Arnold Chandler - March 2010

Summary

Through my work with business owners, I discovered I have a real passion for supporting entrepreneurs and new businesses. I have helped many business owners focus their energy, get organized and be accountable, making it easier for them to save time and money, and get things done. I specialize in social media, communications, event coordination, creating and managing communities on and offline and connecting people.

I am an entrepreneur, owner of Virtual Simplicity and Sally Around the Bay. I co-authored the book Managing Your Thriving Business for Success and wrote the e-booklet The ABCs & 123s of Getting Stuff Done! I have a BA from the University of California, Irvine in Social Ecology specializing in psychology and human behavior, and training in project management from the University of California, Berkeley Extension.  I live in the San Francisco Bay Area.