Methodical director with several years of comprehensive experience overseeing the daily operations of a company or organization. Hardworking and versatile professional well-versed in executing business strategies, preparing and implementing business plans, and overseeing financial performance. Thorough knowledge of market changes and trends paired with a strong grasp of corporate finance and performance measures.
Overview
16
16
years of professional experience
Work History
Director, Conference and Event Planning
Cal Poly San Luis Obispo
San Luis Obispo, CA
10.2023 - Current
Develop, review, and implement all contracts, agreements, and MOUs associated with Conference and Event Planning in compliance with all Corporation and University policies
Recruit, train, supervise, evaluate, and mentor staff members
Identify opportunities for improvement in operational performance metrics
Negotiate and effectively collaborate with on-campus entities for service entities including Housing, Parking, Facilities, Dining, Athletics, and ASI
Oversee departmental operating budgets and long-term forecasting and determine budgetary projections
Develop gap-closing initiatives to ensure the department is profit-positive and stays on budget
Make budgetary decisions based on revenue projections and the needs of the department
Present final budget to the Corporation’s Board of Directors
Develop effective sales and marketing strategies that grow revenue
Oversee the development of promotional materials such as brochures, web pages, and direct mailing materials to distribute to clients to increase the visibility of the University to internal and external groups
Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
Contribute to Cal Poly Partner's strategic planning and 5 year outlook.
Manager, Events and Marketing
Warner Pacific
Westlake Village, CA
12.2021 - 10.2023
Manage team of event coordinators, video techs and graphic designers in 4 different states.
Successfully executed and managed over 56 company events in 2022.
Organize and manage product launches, tradeshows, client incentive experiences and high-end white glove events.
Organize and manage virtual, hybrid and in person events.
Manage all company sponsorships and tradeshow schedule.
Manage employee engagement, which includes employee welcome kits, quarterly corporate gifting for 400+ employees, and all internal employee events.
Manage and maintain all company promotional items including wearables.
Adhere to client-event requirements through delegation, prioritizing and management of production phases from concept to execution.
Prepare, monitor and maintain event budgets.
Maintain close communication with clients to mitigate service issues.
Negotiate annual corporate hotel contracts for transient corporate travel.
Organize & manage venue and hotel contracts, budgets, guest lists including logistics and travel manifests, catering and event timelines.
Hire and train staff for cross-functional assignments related to each event.
Design contracts and interview vendors to create preferred vendor lists.
Proficient in ASANA, Salesforce, Marketo & CVENT.
Negotiate and manage high level celebrity keynote speakers for in person events.
Evaluate and report on campaign performance to relevant stakeholders and leadership across organization.
Develop and supervise marketing campaigns and events to maximize ROI..
Owner/Operator
Community Craft Wine & Beer Bar
Los Olivos, CA
01.2017 - 12.2021
Promoted business on social media platforms to maximize brand identity and generate revenue.
Developed business and marketing plans and prepared monthly financial reports.
Set pricing structures according to market analytics and emerging trends.
Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
Enhanced operational performance by developing effective business strategies, systems and procedures.
Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
Secured long-term accounts, managing sales presentations to promote product and brand benefits.
Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
Developed and implemented successful sales strategies leading to team exceeding monthly sales goals.
Director of Operations
Zinke Wine Co
, CA
07.2014 - 12.2019
Directed and coordinated activities concerned with the production, pricing, sales, or distribution of products.
Managed staff, preparing work schedules and assigning specific duties.
Managed private and public events including weddings, corporate meetings and reunions.
Managed Internet orders, including email marketing campaigns, customer service follow up, and fulfillment – generated 60% growth in DTC the first year, both face to face and via online marketing channels.
Defined and developed strategic marketing plans and programs for existing and new items ensuring that all are marketed within brand position.
Developed and produced sales and trade support materials including trade promotions and marketing materials.
Directed all wine packaging, brand standards, winery advertising and communications.
Managed quickbooks, cut checks, and conducted all booking keeping for Zinke Wine Co.
Event Manager
WellPoint, Inc
Newbury Park, CA
11.2008 - 07.2014
Developed creative strategy for upcoming product launches, national sales meetings, and corporate incentives for Anthem Blue Cross Individual Business.
Created team project plans, developed to assign and complete task for work team.
Budget creation for product launches and all internal / external client meetings for Anthem Blue Cross.
Managed timelines to ensure all tasks are completed for upcoming product launch or event.
Developed and executed company product launches for 7 different states.
Planned External Sales Meetings for Small Group, Individual, and Senior Business channels.
Planned and executed incentive trips for internal and external clients.
Negotiated contracts for events including: hotel buy-outs, restaurant buy-outs, and excursions.
Collaborated with internal clients to manage content for their meeting/event by providing direction on cohesive messaging, and overall meeting theme.