Project Portfolio--San Francisco



Residential Energy Evaluations










Work Experience

Sonoma County Regional Manager

New Energy Investment Partners

yoUtilBill Home Energy Program

August 2009 - June 2010

ENERGY TESTING: Complete Residential Energy Evaluations including Building Envelope, Appliances, Lighting, HVAC, Well Pumps, Pool & Jacuzzi Pumps, Solar Electric Aerial Mapping, Solar Electric Wattage CalculationsENERGY CONSULTING:Retrofit Bidding, Energy Star, PG&E Programs, Financial Planning: Rebates & Tax Refunds, Contractor Bid Collection, Sonoma County Energy Independence Program (SCEIP) Application Assistance (AB811 Financing), Energy Price and Risk Management, Data-Driven Energy Efficiency, Carbon Management Aids, HERS Rating Info, Energy Efficiency Retrofits

MARKETING: Ground Game Materials, Market Segmentation Maps, PR Events, Target Market Research Assistant Training, Social Networking, Local Green Business Expos

SUPERVISOR: Company Handbook & Procedures Underwriting, Hiring, Firing, Sales & Service Training, and Scheduling a team of 23 Sales Representatives

GREEN BUILDING: Build it Green, US Green Building Council - LEED, Energy Star for Home Performance Testing

ADVISORY BOARDS: Sonoma County Energy Independence Program, Solar Sonoma County, Climate Action Partnership, multiple local Chamber of Commerce City Committees

PROFESSIONAL GROUPS: Climate Protection Campaign, InHabitat, (Bill McKibben), Leadership Institute for Ecology and the Economy (LIEE), West Coast Green Institute (WCGI), Go Local Sonoma County, Green Drinks Sonoma / Santa Rosa / San Francisco, Business Alliance for Local Living Economies (BALLE), American Independent Business Alliance (AMIBA), Bay Area Green Business Program


General Platforms: Windows 7, Windows XP, Mac OSX, Mac iOX / iOS / iCloud

Microsoft Office Suite: Word, Excel, Outlook, PowerPoint, Project, Access, XP, Vista Sales Accounts: Sales Force Customer Relationship Management (CRM), CustomerManagementTool (CMT) Project Management: (MDSS) Standard Performance Contract (SPC) for NRR, NRNC, SBD, RCx Construction Management Expert:Symantec (ACT) American Contractor, Tooltracker

Building Design: American Institute of Architects (AIA) Contractual, AutoDesk Revit, Google SketchUp, AutoCAD, Building Information Modeling (BIM) Marketing / Advertising: Adobe Acrobat, Photoshop, Illustrator, Basic HTML, Website Creation (English /Spanish)Real Estate Sales: True Forms Escrow and Bay Area Real Estate Information Services’ Multiple Listing ServiceReal Estate Appraisal:Verisk Analytics Appraisers Choice (ACI / ACI Track)Remote Access: Citrix, GoToMyPC, Outlook Remote MailFinancial Accounting: QuickBooks Pro, Quicken

Work Experience

Real Estate Brokerage & Appraisal Administrator

Headlands Realty and David Kirchoff Fine Homes

David Kirchhoff Appraisals

Tiburon, CA: October 2004 - December 2005

AGENT DUTIES: Hosted Weekly Open Houses and Private Showings of $2M - $30M Properties House Inspections, Contracting, True Forms Escrow Documentation, BAREIS Multiple Listing Service, Pre-Market Pricing, Association of Realtors Referral Meetings

SALES ADVERTISING: Designed Property Classified Ads in Local and International Periodicals, Agent / Broker / CEO Travel Scheduling, Streamlined Materials with External Branding Consultant for a Company Makeover

APPRAISALS: 24 Hour Residential Turnaround in Marin, San Francisco, Sonoma, Napa, Contra Costa, Alameda

ACCOUNTING: Payables, Receivables, Collections & Billing, General Banking for Three In-House Businesses

LOANS: Residential Loan Packaging, Credit Research, Mortgage Rate Tracking


Certified California Notary Public: Bonded & Insured to March 2012, San FranciscoUSGBC LEED:Currently Studying US Green Building Council Exam Prep West Coast Green: Conference Attendee 2007, 2008, 2009, 2010Emergency CPR/First Aid: American Red Cross--Repeatedly Passed with 100% Crowd Control and Basic Firefighting:United States Coast Guard Certification

Work Experience

Construction Project Engineer

Mayta & Jensen Construction

San Francisco, CA

July 2006 - December 2008

100% UNION: Luxury Residential, Retail, K-12 / CCC Schools, Hospitals, Large Commercial ($10K - $12M) GREEN BUILDING: Team LeadOrganized and compiled a “Green Project Team” for LEED Projects ARCHITECTURAL:Design Conflict Resolution, City Permitting, Engineers (Mechanical, Structural, Electrical), Design Changes, Blueprint Reading & Corrections, Spec Sheet Product Research Binders, Project Progress Updates BID PACKAGING: Negotiated Cost-Effective Subcontracts, Budget Projections, Timeline Reports AIA: Multi-phase AIA Contracts, Proposals, Estimates, RFIs, Submittals, Work/Change Orders, Insurance Claims SUPERVISION:Scheduled & Audited 75-200 Managers, Subcontractors, Foreman, Carpenters, and Laborers B2B MARKETING:Managed Project Photo Library, Subcontractor Ad Sales, Website, Company Preview Magazine SOFTWARE:AIA Contract, Photoshop CS2, Project, Excel, Intranet/Internet, Emergency Server Troubleshooting RESIDENTIAL: Gordon & Ann Getty, Mayor Newsom, Charles Schwab, Steve Krichman, Jerry Rosenberg COMMERCIAL: Robert Mondavi Winery, Sutter Health Centers—Marin General / Novato Community Hospitals, Serramonte Centre (Retail), Westfield San Francisco Center (Retail), Royal Towers Apartments (High Rise), St. Regis Hotel & Residences




Port Agent & Port Manager

Cruise Line Agencies of Alaska

1999-2004 Upper Lynn Canal, Skagway, Alaska

  • Commercial Union Port: Privately Owned & Operated, up to 8 Daily Large Marine Vessels: Cruise Ships, Tugboats, Barges, Yachts, River Boats, US Coast Guard, Canadian Navy
  • Emergency Dispatcher: Primary Emergency Liaison between Coast Guard, Cruise Ships, Cruise Headquarters, Airlines, Hospitals, Police, Fire Dept, State Dept, and Passengers
  • Port Management: Radio Assisted Ship Captains on Arrivals & Departures, Calculated Berthing Assignments, Supervised International Crew, Local Longshoremen, and passengers
  • Port Safety Officer: Increased Port Safety by 400% for Homeland Security, US Customs & Border Protection (Homeland Security) Worker and Passenger Documentation Reports
  • Public Relations: Inaugural Celebrations AND Port Negotiations with Top Cruise CEOs, Cruise Ship Captains and Officers, US Sea Pilots, and local City Councils
  • Commercial Cruise Clients: Royal Caribbean, Celebrity, Crystal, Norwegian, Princess & Orient, Holland America, Carnival, Radisson Seven Seas, Clipper
  • Operations Dispatcher: VHF Radio Communications with U.S. Coast Guard, Ship Bridges, Security Officers, Purser & Excursion Offices
  • Customer Service: Performed Emergency and VIP Travel Agent Duties for Corporate Offices, Cruise Ships, Port Agencies (famous passengers and VIPs given personal escort)
  • Human Resources: Trained New Personnel—Agents, Security, Office Administrators, Dispatch and Dock Workers regarding Coast Guard and Homeland Security Regulations
  • Internet & Phone Technician: Installed and Repaired Office Computers, Internet, and Phone Line Hardware


Retail Manager

Corrington’s Enterprises LLC

1990-1999 Skagway, Alaska

  • Manager: Skagway Shirt Company. Planned 100% of Business Start-up, Managed All Operations and Employees (5-10)
  • Manager: Skagway Outlet Store. Prepared Grand Opening of Largest Gift Shop in Southeast Alaska, Supervised & Trained New Employees (about 30), Maintained 100% of Sales on Intranet, Cleared POS Transaction Glitches, Ordered Vendor Merchandise
  • Museum Curator: Corrington’s Alaskan Ivory. Alaska History Museum, Sales of Ancient Native Alaskan & Gold Rush artifacts, 1898 Cruise Ship Welcome Committee Head


Asst. Shore Excursion Manager

Norwegian Cruise Lines

2003-2004 M/S Norwegian Sun, Western Caribbean 

  • Sales: PowerPoint Lectures on Available Excursions and Local Country Conditions, Generated Revenue via Excursion Sales 
  • Dispatch: Shoreside Local Vendor Operations in Each Port of Call for All Excursions
  • Accounts Payable: Dispersed Payment to Vendors and Compiled A/P Documents
  • Product Quality Control: Addressed Guest Complaints and Positive Feedback Reports 
  • Vendor Audits: Monitored Product Quality via Excursion Hosting, Researched Add/Drop Changes 
  • Marketing: Updated Online & Shoreside Promotional Materials, Tour Promotions, and Exhibits
  • Certifications: Bahamas Maritime Authority safety training, Seafarer's Training Certification & Watchkeeping Code 95 Regulation Training: A-VI/I-2 Fire Fighting Prevention and Fire Fighting, A-V/3-1 Crowd Management, Passenger Safety:A-V/3-2 & A-V/3-4, E-ENAW Environmental Awareness, E-CHAW Chemical Awareness, Personal Safety and Social Responsibility, American Red Cross First Aid


Loan Officer

Colorado Lending Source

2002 Denver, Colorado

  • #1 Small Business Association 504 Lender: Ranking of All of Colorado’s Western Slope Region's Certified Development Companies 
  • Website Creation: Spanish Company Website Translation, Industry News & Photo Updates 
  • B2B Sales: Onsite PowerPoint Presentations for Business Owners, Partner Banks and Project Locations
  • SBA Loan Packaging: Funded up to 40% or $1.3M New Commercial Real Estate and Equipment Costs via a 20-yr, Fixed Interest Rate, 1% Below Prime at Time of Issuance
  • B2B Marketing: SBA 504 Program Loans—Specialization Territory: Boulder County
  • Loan Committee Portfolio: Compositions on Financial Statements, Income Tax Returns, Business Projections

Work Experience

Project Manager / Implementation Manager

Pacific Gas & Electric Company

May 2011 - Present, San Francisco, CA

IMPLEMENTATION: Federal & Local Government Commercial Customer Segment project pipeline management, incentive eligibility, documentation, milestones and deliverables for the Calculated Energy Efficiency (CEE) Program Portfolio-Customized Retrofit (CR), Customized New Construction (CNC or Non-Title 24 Buildings), Savings by Design (SBD or Title 24 Buildings), and Retro-Commissioning (RCx)

AUDITING: Regulatory guideline monitoring of policies and procedures for California Public Utilities Commission (CPUC) incentive monies, internal PG&E inspections and external Energy Division (ED) inspections

PARTNERSHIPS: Project Office Customer Engagement liaison for all Federal Government Calculated Programs and numerous Local Government Partnership (GP/LGP) Calculated Programs—San Francisco Energy Watch (San Francisco Public Utilities Commission SFPUC), East Bay Energy Watch, Marin County Energy Watch, Sonoma County Energy Watch, Napa Energy Watch

GRANT COMPLIANCE: American Recovery and Reinvestment Act (ARRA) and Energy Technology Assistance Program (ETAP) compliance coordination with Energy Solutions and California Energy Commission's Energy Upgrade California, US Department of Energy Utility Energy Service Contracts (UESC) for Federal agencies, Energy Efficiency and Conservation Block Grants (EECBG)

LOANS: On Bill Financing (OBF) loan documentation packaging and execution of in-house, 0% interest loans

INSPECTIONS: Assign scoping, large audit and pre / post installation energy inspections by external Technical Reviewers (engineers), Energy Solutions & Services (ES&S), Applied Technology Services (ATS), or Technical Product Support (TPS)

REPORTING: Forecasting, Accruals, Sales Goal Projections, Cost Documentation, CEE Program Budget Cycles, Vendor Invoices, Customer Impact, Safety Updates

POLICY: Identify and communicate best practices, performance & processing issues; communicate updates on new policies, products, services and emerging technologies to both national and local customers—including Vendors, Design Teams, Engineering Firms, Principal & Strategic Account Managers, Customer Relationship Managers (CRMs)



16 Years Management Experience9 years in Energy Efficiency Upgrades

7 Years with Leadership in Energy & Environmental Design (LEED)



University of Spain, Seville: Graduated 2001

Department of Business Administration, Commercialization & Marketing Program

Certification of Completion: two full Bachelor of Business Administration (BBA) semesters

Internship: International Marketing Campaigns via ICCE’s Internship Exchange


University of Colorado at Boulder: Graduated 2003

FULL Scholarship via Denver Broncos & the Janus Foundation “Score for Scholars” Award

Kittredge International Honor Student Scholarship Program

Business Bachelor of Arts (BBA): Business Administration

Bachelor of Arts (BA): Spanish for Business

Bachelor of Arts (BA): International Affairs


UC Berkeley School of Architecture

Green Building & Sustainable Architectural Design Studies

United States Green Building Council (USGBC)

Leadership in Energy & Environmental Design (LEED) Project Management

AutoDesk Revit 3D Building Information Modeling

Architectural Hand Drafting

Perspective Drawing for Designers (Hand Sketching, Google SketchUp, 3D BIM)

Sustainable Architectural Design

Work Experience

Real Estate Property Manager

McNeil Capital & McNeil Real Estate Management

San Francisco, CA: December 2005 - July 2006

DESIGN TEAM OWNER REP: New Construction of $24M Estate, Belvedere Island, Marin County (Redhorse Construction); Complete Remodel of $12M Condominium in Nob Hill, 1001 California St, San Francisco (Mayta & Jensen Construction)

PROJECT MANAGER: Managed All California Construction Subcontracts: Lake Tahoe, San Francisco and Marin

REAL ESTATE MANAGER:Delegated Building Maintenance Projects, Political & Corporate Event Planning, and Corporate Requests from CA & TX, Sotheby’s International Art & Antique Sales

PUBLIC RELATIONS: Hoover Institute—Stanford University School of Economics Joint Senior Fellows, International Board of Directors of the Salk Institute, San Francisco Opera Medallion Society, Executive Advisory Board for Governor Schwarzenegger, California Chief Justice Ronald M. George, California Get Healthy Program, Boys and Girls Club, San Francisco Fine Arts Museum, SFMOMA Director’s Circle, KDFC Radio, Oscar de la Renta Annual Fundraiser for the League to Save Lake Tahoe


Retail Purchasing Consultant

The Unexpected

1992-2011 Freelance

  • Purchasing Consultant: Company Representative for the Denver and Seattle Merchandise Mart Trade Shows
  • Design: Retail Window, Shelving and Jewelry Display Outlay 
  • Calligrapher: Custom Inscriptions for Special Orders, Handmade & Christmas Figurines
  • Auditor: Operations & Employee Management (Avg. 6 Workers), Quality Control
  • Accountant: Launched First QuickBooks Records, Trained Owner in Day to Day Accounting



OSHA General Industry Training - 10 Certifications

Occupational Safety and Health Administration

Occupational Safety and Health (OSH) Act, Hazardous Materials, Lockout / Tagout, Industrial Hygiene, Blood Borne Pathogens, Electrical Safety for General Industry, Hazard Communication, Confined Spaces for General Industry, Personal Protective Equipment, Walking and Working Surfaces