Summary of Qualifications:
16 Years Life/Executive Coach; One Year Therapist/Counselor Residential Treatment Center; Eight years Marriage and Family Therapist Two years Client Coach/ Director of Operations for personal growth Seminar Company; M.A. Clinical Psychology (MFT track); M.A. Spiritual Psychology; Approximately 20 years in the financial services industry with 10 years in senior management/Director positions; World ranked tennis professional ATP Tour.
EDUCATION:
- Graduated from Antioch University with M.A. Clinical Psychology
- Graduated from the University of Santa Monica with M.A. Spiritual Psychology
- Graduated from the University of Maryland with a B.S. Business
- Completed Coaching Training Program – The Garden Company
EXPERIENCE:
2/05 – Present Self-Employed
Professional Life/Executive Coach
- Assist Clients to Remove the Blocks Keeping Them from Live The Life Of Their Dreams
- Support Clients Through Various Transitions In Their Lives Including Changes in Career and Relationship
- Help Clients Identify What Isn’t Working in Their Lives and Make Positive Changes
- Help Clients Work More Effectively to Achieve Their Goals
- Assist Clients in Growing Spiritually and Personally
- Work with Clients to Increase Motivation and Improve Time Management
- Support Clients with Health, Lifestyle and Self-Care
1/13 – 12/13 Center for Discovery, Whittier, CA
Counselor/Therapist
- Conduct Individual Therapy Sessions with Adolescents Struggling with Depression, Bi-Polar, Anger, Family Relational Issues, Self-Harm, Suicidal Ideation, and Drug Use
- Conduct Family Therapy Sessions
- Facilitate Group Therapy Sessions
- Perform Intake Assessment Adolescents & Families
- Create Treatment Plans
- Manage Insurance Reviews
11/07 – 1/12 Rouse Asset Services, Beverly Hills, CA
Managing Director, Appraisal Services
- Manage 20-member appraisal team
- Oversee all aspects of appraisal process with $20 Billion in assets valued annually
- Review all appraisals to ensure conformity to USPAP and ASA standards
- Value equipment
- Develop and evolve the processes and procedures required to create timely, insightful, and quality appraisals. Communicate all processes and procedures to appraisal staff
- Negotiate fees and timelines, understand scope, intended use, and valuation concepts
- Communicate with clients to ensure that appraisal reports meet or exceed client expectations
2/07 – 11/07 Great American Group, Woodland Hills, CA
Executive Vice President, Director Equipment Appraisal Group
- Increased revenue by 15% while increasing gross margin by 8%
- Restructured delivery process and improved on-time delivery by 10%
- Manage 25-member appraisal team
- Negotiate fees and timelines, understand scope, intended use, and valuation concepts
- Review all appraisals to ensure conformity to USPAP and ASA standards
- Review values and appraisers’ work process to insure proper due diligence standards are being met
- Review all appraiser contract employees to insure conformity to internal due diligence standards are being met
- Develop and evolve the processes and procedures required to create a timely, insightful, and quality appraisal. Communicate all processes and procedures to appraisal staff.
- Communicate with clients to insure that appraisal reports meet or exceed client expectations
5/05 – 2/07 The Garden Company, Sandpoint, Idaho
Coach and Director of Operations
- Conduct individual coaching sessions with clients
- Team Building, which includes mentoring, coaching & leadership
- Create/Manage project plans and scheduling
- Coordinate project teams/volunteer teams
- Manage operations team
- Maintain quality assurance control/standards
- Direct all logistics from pre-planning to project completion
10/00 – 5/05 Great American Group, Woodland Hills, CA
Senior Vice President, Manager Equipment Appraisal Group
- Increased revenue by $500,000
- Created template for revised appraisal report
- Negotiate fees and timelines, understand scope, intended use, and valuation concepts
- Review all appraisals to ensure conformity to USPAP and ASA standards
- Review values and appraisers’ work process to insure proper due diligence Value equipment
- Review all appraiser contract employees to insure conformity to internal due diligence standards are being met
- Develop and evolve the processes and procedures required to create a timely, insightful, and quality appraisal. Communicate all processes and procedures to appraisal staff.
8/99 – 10/00 Wilson Sporting Goods. Mexico City, Mexico
Sales Manager, Caribbean Territory/ Independent Contract Appraiser
- Meet with international accounts, end-users, and the sales force to define new product requirements and work with product development to document these requirements in product specifications
- Analyze competitive product offerings in terms of features and benefits as well as price points
- Determine sales forecasts for existing and proposed new products
- Review product pricing and gross margin goals for existing products annually and make pricing recommendations
- Create, implement and oversee promotional events
11/91 – 8/99 Great American Group, Woodland Hills, CA/Continental Plants, New York, NY, Independent Contract Appraiser & Liquidation/Auction Supervisor
- Draw up contracts and negotiate purchase price and terms with respect to purchasing for resale individual assets, office/retail facilities, complete manufacturing plants, and multi-facility deals
- Inspect and value machinery and equipment
- Deliver verbal and/or written appraisals to auction and liquidation managers
- Set up and manage auction and orderly liquidation sales
8/88-11/91 Professional Tennis Player – ATP Tour
- Achieved world ranking high of # 133
- Champion Lagos Open
- Played in Australian Open and the US Open
- Played in over 25 countries and 5 continents
SKILLS: Proficient in MS Office (Word, Excel, PowerPoint); Functional spoken & written Spanish
REFERENCES: Upon Request
