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Proposal for Cannabis Management Services <br />for the City of Santa Ana <br />Valerie Carter, Auditor <br />August 2, 2022 <br />Valerie Carter works as an Auditor for HdL's Cannabis Management Team. Valerie has over <br />5 years of public sector work experience focusing on public policy, auditing and revenue tax <br />implementation. She was a Tax Auditor II for the City of Oakland's Revenue Management <br />Bureau and an Assistant Management Analyst for the City of Berkeley's Transportation <br />division. Valerie earned a Bachelor's Degree in Business Administration from Cal Poly <br />Pomona, with an emphasis on Finance, Real Estate, and Law. <br />Eric Magana, Auditor <br />Eric Magana works as an Auditor for HdL's Cannabis Management Team, conducting <br />revenue audits of licensed cannabis businesses to ensure they are accurately reporting their <br />revenues and remitting the proper amount of fees or taxes. Prior to joining HdL, Eric worked <br />as a Loan Specialist for the U.S. Small Business Administration, where he processed over <br />5,000 business loans and grant applications. Eric holds a Bachelor's Degree in Economics <br />and Administrative Studies from University of California at Riverside. <br />Teresa Schneider, Compliance Inspector <br />Teresa Schneider conducts regulatory compliance inspections for HdL. Teresa served for 28 <br />years with the Montclair Police Department, including 12 years in the Background <br />Investigations Unit. In this capacity, Teresa was responsible for conducting background <br />investigations of all City business license applicants, as well as all sworn and non -sworn <br />positions within the police and fire departments and of civilians requesting access to police <br />department records. <br />Theresa previously served 4 years in the U.S. Army's nursing program at Fort Campbell, <br />Kentucky. During this time she attended college at the University of Kentucky and Austin <br />Peay State University. After receiving an Honorable Discharge in 1990, Teresa was hired by <br />the Montclair Police Department. During her 28-year career, she worked numerous <br />assignments, including patrol, K9, detective bureau, court liaison, volunteer coordinator, and <br />red-light automated enforcement. Teresa received many awards throughout her career, <br />including Officer of the Year. <br />Kristi Lervold, Administrative Assistant <br />Kristi is the Administrative Assistant for cannabis team. In this role she supports individual <br />team members, coordinates internal processes, and assists with client requests, contracts, <br />billing reconciliation and invoicing. Kristi's 18-year career includes ten years as the <br />administrative assistant to HdL's CFO, handling various operational responsibilities and <br />supporting financial functions, as well as experience in the occupational health industry, <br />facilitating services for federal, state, and local government clients. Kristi holds a Bachelor's <br />of Science degree in Business Management with a minor in Business Administration. <br />H&P Companies 10 <br />