EXECUTIVE EXPERIENCE

My work is grounded in 16+ years of executive responsibility across business intelligence, operations, budgets, governance and international partnerships.

Highlights

Scaled international social-impact programming in Latin America from ~$1M to $4.7M annual spend (2021–2024)
Managed operating budgets of ~$20K–$100K/month and approved program budgets while monitoring burn rate, risk, and compliance
Supported fundraising of $3M+ over 3 years, including $1M+ secured for project under Neo Philanthropy
Built a portfolio-management and federal-compliance system for 50+ distressed SBA-backed loans ($20K–$1Meach), supporting recovery of ~$3M–$5M (2011-2014)
Reported directly to nonprofit boards on strategy, budgets, risk, compliance, and outcomes; advised through organizational transition and cross-border governance
Oversaw program scaling from 4 to 50 communities to engagement with 400+ community members; led/oversaw ~20 functional leaders within a ~40-person multidisciplinary structure
Worked across ~10 Indigenous nations and with foundations, universities, nonprofits, and business leaders to build durable partnerships
Integrate AI into organizational workflows using tools including Notion, PeopleSoft, Miro, Trello, Motion, and Claude, helping teams improve knowledge management, streamline processes and create more efficient systems

What I bring

Data Analysis: business intelligence data design & analysis for performance, people, products and relationships.
Financial and portfolio stewardship: aligned budgets, funding, and resources with strategy and impact
Governance and ethical clarity: decision rights, accountability, and readiness to scale
Operational discipline: whole performance measurements, course correction, and risk management
Executive communication: board reporting, proposals, assessments, and implementation frameworks
Partnership and AI strategy: Responsibility in the use of AI, for integrating practical AI-enabled workflows.

Selected expertise

Distressed federal loan portfolio recovery
- Led: Built the portfolio-management + compliance/recovery system for 50+ SBA-backed loans ($20K–$1M)
- Contributed to: Collaboration with SBA and recovery of ~$3M–$5M
Certified curricula + leadership development (bi-national teams)
- Led: Designed and launched certified leadership curricula for bi‑national teams, addressing language, power dynamics, and communication norms
- Built: Modular tracks (communication, code‑switching, feedback/conflict, self‑awareness) for onboarding and ongoing development
- Implemented/Result: Train‑the‑trainer + assessments, improving cross‑border collaboration, clarity, and team culture
Governance + funding readiness
- Led: Governance/financial assessment of a multi-year stalled initiative (legal/ownership/contracts/structure)
- Contributed to: Board recommendations, proposal development, and donor relationship-building leading to $1M+commitment
Scaling an international social-impact program (Ecuador)
- Led: Executive oversight as annual spend grew from ~$1M to $4.7M (2021–2024); managed monthly budgets up to ~$100K
- Oversaw:~20 functional leads within a ~40-person structure; expansion from 15–25 communities to 400+members engaged
- Contributed to:$3M+ in philanthropic support; board reporting, compliance, and transition/contingency planning
executive advising

Advise founders, executives, Boards, and enterprises through growth, financial and governance challenges, and complex transitions, integrating organizational strategy with emotionally intelligent leadership, communication training, and stronger operating systems.