Loading...
HomeMy WebLinkAbout13D - REAPPOINT WIB MEMBERSREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: FEBRUARY 4, 2008 TITLE: REAPPOINTMENT OF WORKFORCE INVESTMENT BOARD MENDERS C ~ v ~`L_~ CITY MANAGER RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: APPROVED ^ As Recommended ^ As Amended ^ Ordinance on 1 S` Reading ^ Ordinance on 2"d Reading ^ Implementing Resolution ^ Set Public Hearing For_ CONTINUED TO FILE NUMBER Reappoint Ernest Chapman, Judy Chen-Lee, Rob Claudio, Reverend Lee de Leon, Jon Dietz, Michael Hood, Dr. Erlinda Martinez, Michael Metzler, Oscar Novelo, Buddy Ray and Stacey Sanchez to the Santa Ana Workforce Investment Board for four-year terms. WORKFORCE INVESMENT BOARD RECONIl~~NDATION At its regular meeting of January 18, 2008, by a vote of 18:0 (Chapman, Didion, Figueroa, Fischer, Lacroix, Martinez, Metzler, Oakes, Ortega, Pina, Ray, Wadhera, Ward, Zarate absent), the Workforce Investment Board recommended that the City Council reappoint Ernest Chapman, Judy Chen- Lee, Rob Claudio, Rev. Lee de Leon, Jon Dietz, Michael Hood, Dr. Erlinda Martinez, Michael Metzler, Oscar Novelo, Buddy Ray and Stacey Sanchez to the Santa Ana Workforce Investment Board for four-year terms. DISCUSSION On March 6, 2000, the Santa Ana City Council adopted a resolution establishing the Santa Ana Workforce Investment Board and appointed 35 members. In accordance with the federal legislation, a majority of the Board members and the Board Chair must come from the private sector. The remaining Board members represent education, non-profit organizations, one-stop mandated partners and local labor organizations. Presently, there are eleven Board members whose terms expire March 2008 and are being recommended for reappointment to the Santa Ana Workforce Investment Board for an additional four-year term. The members are: Ernest Chapman, Owner, Chapman Engineering, Inc.; Judy Chen-Lee, Coordinator, Santa Ana WORK Center; Rob Claudio, Deputy Division Chief for Southern Workforce Services; Reverend Lee de Leon, CEO, Templo 13D-1 Reappointment of WIB Members February 4, 2008 Page 2 Calvario Community Development Corporation; Jon Dietz, President, Financial Statement Services; Michael Hood, President, Hood Manufacturing Inc.; Erlinda Martinez, President, Santa Ana College; Michael Metzler, President, Santa Ana Chamber of Commerce; Oscar Novelo, Chief Businesses Development Officer, Hispanic American Holdings, Inc.; Buddy Ray, Executive Director, Community Action Partnership of Orange County; and Stacey Sanchez, Executive Director, Southern California Reinvestment Community Development Financial Institution. These Board members are all active and committed to the goals of the Santa Ana Workforce Investment Board. Their resumes are attached (Exhibit 1). Currently, there are three vacancies on the Board consisting of two private sector seats, and one non-profit public sector representative. Staff is working on filling these vacancies. FISCAL IMPACT There is no fiscal impact associated with this action. Stephen G.~ Ha ing Deputy City Manager for Development Services Community Development Agency SGH/FJ/mlr H:\ACTION ITEMS\COUNCIL\2008CC\ReapptWIBMembers - Various 2-4-08.doc 13D-2 Ernest Chapman Chapman Engineering Inc. 2321 W. Cape Cod Way Santa Ana, CA 92703 Phone: (714) 542-1942 Fax: (714) 972-2896 Email chapmaneng_(c~,earthlink.net Mr. Ernest Chapman is the owner of Chapman Engineering Inc. Chapman Engineering is a manufacturing company that specializes in the production of metal parts for various uses, including parts used in the automobile industry. Mr. Chapman relocated his company to Santa Ana from Inglewood in 1974. He currently has between 40 and 50 employees, many of whom have been with the company since it moved to Santa Ana. Mr. Chapman has over 30 years of experience in the manufacturing sector; therefore, he has extensive knowledge of the industry, and also of the current issues affecting businesses in California. He is also very familiar with many businesses in Santa Ana since 40% of his customers are from the local area. Mr. Chapman takes pride in the quality of work produced by his employees, and has always been proactive in acquiring the latest manufacturing technology to keep his company ahead. He believes in rewarding employees for their contribution to the business. As a result, employees at Chapman are paid competitive wages, and are treated like family. Mr. Chapman is very interested in joining the Santa Ana Workforce Investment Board. He feels that by serving on the board he can give back to the community, and to the city that has been the home to his business for almost 30 years. He also would like to bring his business expertise to the board to help other businesses in the city, especially at this time when the State of California has made it unbearable to do business in this state. EXHIBIT 1 13D-3 Judy Chen-Lee Coordinator, Santa Ana W/O/R/K Center As Coordinator of City of Santa Ana W/O/R/K Center and representing the Workforce Investment Act (WIA) Title I programs, Ms. Chen-Lee is responsible for overseeing the One-Stop Center operation located in Santa Ana. The staff at the WORK Center provides comprehensive educational, employment, training and other resources to ethnically diverse youth, adults, laid-off workers and senior citizens. Believing strongly in partnership and collaboration, Ms. Chen-Lee has forged strong alliances with area workforce, education and economic development partners to maximize the use of resources and ensure that services are coordinated, integrated and cost-effective. Most importantly, her goal is to make sure that the local workforce system is demand-driven and outcome-focused. As the immediate past Chair for the California Workforce Association (CWA) Southern California One-Stop Community, representing over 200 One-Stop Managers throughout 7 Counties in Southern California, Ms. Chen-Lee continues to make strides in securing County, State and Federal funding for underserved population as well as those seeking to better their careers. The funding provides businesses in the expanded areas of Santa Ana and Central County Region with skilled workers. Ms. Chen-Lee actively participates in local, state and national forums to advocate on behalf of workforce professionals and the thousands of job seekers and businesses that they serve. Prior to joining the City of Santa Ana, Ms. Chen-Lee was the Division Manager for the City of Garden Grove JTPA Employment and training program from 1990-1996, and Operations Manager for the West County One-Stop in Garden Grove from 1996-2001. Before relocating to California, Ms. Chen-Lee served as Program Director for a multi service CBO in New York City for over 7 years. Ms. Chen-Lee assumed the role of administrative and fiscal oversight in the implementation of employment and training programs funded by the New York City Department of Employment, New York State Health and Human Services and US Department of Education Office of Bilingual Education. Ms. Chen-Lee has over 25 years of experience in the field of workforce development. A native of Taiwan, Republic of China, Ms. Chen-Lee received her BA degree in Classical Chinese Literature from Chinese Culture University in Taipei, Taiwan, a MA degree in East Asian Studies from St. John's University in New York and a M.ED degree in Educational Administration from Columbia University. Ms. Chen-Lee embarked on a long journey dedicated to public services when CETA (Comprehensive Employment and Training Act) was transitioning to JTPA (Job Training Partnership Act) in 1982, and has continued her services to workforce development since then. 13D-4 Rob Claudio Rob Claudio is the Orange County Deputy Division Chief for the California Employment Development Department (EDD) Workforce Services Branch. EDD Workforce Services provides Job Seeker and Employer assistance throughout California's One Stop Centers. Mr. Claudio is a graduate of San Diego State University with a Bachelor of Arts Degree in Sociology and a self initiated Minor in Public Relations, Advertising and Management. Mr. Claudio started his career with EDD in March 1991 as an Employment Program Representative in the San Diego area. He has since held various management positions, including Site Manager for the San Diego Metro Career Center, Employer Services Manager for San Diego County, and Field Office Manager for the Anaheim and Santa Ana offices. In his current position as Regional Manager, Mr. Claudio is responsible for all job service activities in the Orange County area, and oversees a total of 7 service locations. Mr. Claudio has been serving on the Santa Ana Workforce Investment Board since September 2004. Mr. Claudio is a very active member of the Santa Ana WIB; he serves on the Board's Youth Council, Oversight & Data Committee and Executive Committee. In addition to serving on the Santa Ana WIB, Mr. Claudio also serves on the Orange County WIB, the Zamora Institute for Public Health, and is the current Legislative Chair for the California Chapter of the International Association of Workforce Professionals. 13D-5 Rev. Lee de Leon Revised January 24, 2008 Rev. Lee de Leon is the founding President/CEO of an emerging community development corporation (CDC) in the city of Santa Ana, California. This CDC is a faith-based non-profit organization established by Templo Calvario, a church that has had a long history of compassion. Under Rev. de Leon's leadership the CDC has received national recognition as a promising practice by foundations, the federal government and other organizations. For over 25 years, Rev. de Leon has been actively involved in ministry to communities in need. He has served as a pastor, church planter, non-profit director and founder and cofounder of several humanitarian organizations and partnerships. Rev. de Leon received his education at California Baptist University and at Azusa Pacific University (C.P. Haggard School of Theology). Accomplishments • Founder of Templo Calvario Community Development Corporation (2002) • Founder of Eleazar Partnerships (2000) • National Director of Convoy of Hope (1995-2000) • Founder of Mission Christian Center (1989) • Founder of Obras de Amor (Ministry of Templo Calvario Church) (1981) Affiliations • Eleazar Partnerships Inc., President • Templo Calvario Fellowship, Ordained Minister • Santa Ana Workforce Investment Board, Board Member • Bread for the World, Board Member • Christian Reformed World Relief Committee, Partner • Coastal Communities Hospital, Board Member 13D-6 BIOGRAPHY OF J1~N DiETZ Jon Dietz received his Bachelor of Arts in History and Chinese Studies from the University of Califomia at San Diego in 1975. He then lived and studied for a year in Hang Kong before returning to the U.S. to attend the American Graduate School of IntemationaE Management in Phoenix, Arizona, In 1978, he received his Masters degree in International Management with an emphasis in Finance, Asian Affairs and Chinese language, But even more life changing, it was in Phoenix working on the same Masters degree where Jon met the person he would share his life with, Jennifer P. 'Woody. In 1982, Jon and Jennifer married, and they now have two beautiful daughters, Tricia, age 17 and Christina, age 15. Jon is CEO of Financial Statement Services, Inc. (FSSI} and Jennifer serves as the company's President. Her focus on process has helped define FSSI's approach to the industry's growing complexity. Jon refers to Jennifer as "the organized one". But in 1979, before getting marled and starting a family, Jan began working for CB~J Marketing, Inc. as a salesman, selling minicomputer systems and software to credit unions throughout Southern Califomia. From this sales experience came the idea of starting a service company catering to the specific needs of smaller financial institutions. When the company C&J Marketing sold systems far was acquired by a larger Texas based firm, Jon decided to stay in California and his entrepreneurial tendencies motivated him to begin his own company in 1980. The first few years, Jon worked out of the dining room in his home and his 'l6 Granada. Jon worked an average of 60 to 80 hours weekly and most n~hts sleeping only a few hours. Jan was working under slim margins of profit and trade credit, requiring his customers to pay him in less than 30 days, so that he in turn could pay his vendors on time. Nevertheless, Jon's peanut butter and jelly sandwich diet and long hours of hard work were paying off and by January of 1981, he had fifteen customers and a DBA was filed under the name Financial Statement Services. Jon Dietz incorporated the company in 1984 (adding "Inc,° to the name) and the next year a business plan was written that sought to consolidate all the services under one roof, making FSSI a producer of the services, as opposed to a broker, a pivotal change, The first step toward implementing the plan was taken in 1986 when Jon leased 7,500 SF of space in Irvine and purchased the company's first two used ?ierox 9700 laser printers. In 1993, FSSI had a tremendous growth spurt and Jon moved the company to 3232 S. Fairview St. in Santa Ana. However, in 1996, business challenges arose from the loss of several signi5cant customer contracts. Jon and Jennifer led FSSI through this challenging period of near-bankruptcy. They worked long hours in pursuit of customer contracts to pull them out of the red. They proposed a deal to AirTouch Cellular (now Verizon Wireless) and convinced AirTouch that. FSSI was the best choice for outsourcing their statement printing and mailing. This huge new contract allowed for FSSI to instantly become profitable, Because of the sacrifices, diligence and leadership that Jon, Jennifer and the FSSI management team demonstrated through this adverse period, the company survived. !n fact, it grew to over 300 employees and FSSI expanded into a 167,000 SF state-of-the-art facility in Santa Ana in October of 2001, The company has had more up and down cycles, but the team Jon and Jennifer put together always seems to come through. Despite his incredibly busy work schedule, Jon serves on four major working boards. Since 1995, Jon has been a board member (and is curmently the Chairman) of the Santa Ana Workforce Investment Board (WIB), previously known as the Private Industry Council. The WIB is made up of representatives from the business community, educational institutions, non-profits and community-based organizations that ouersee approximately $4 million in annual funds for job training programs. Jon is active on the Santa Ana Chamber of Commerce Board of Directors, and served two years as its Chairman. He currently heads up the Chamber's Housing subcommit#ee. In January, 1999, Jan assisted the city with being awarded designation as a Federal Empowerment Zone (FEZ) through his show of support in the application submitted to the U.S. Government. From 1999 to 2005, Jon served on the Santa Ana Federal Empowerment Zorte Board of Directors, with the responsibility of overseeing the grant funding (varying from $3.3 million to $12 million annually) and 13D-7 programs and projects implemented for the benefit of FEZ residents. Additionally, Jon's contributions go far beyond his proximal community -Jon is also very active overseas. Jon assisted in building an orphanage in Hong Kong in 1975, where he spent a year following college. His missionary work continues today, and as president of the non-profit foundation, ''Caring for China", Jan recruits volunteers to work in several orphanages for abandoned children in China. Representing the United States on an intematianal Board of Directors, he helps oversee the work of caring for over 154 babies and preparing them for international adoptions. Caring For China has another division that recruits and sends volunteer teachers from all over the wand to teach English in China's colleges and universities. Jon's friendship with one university in Central China led to an ongoing relationship with our local Vanguard University that has sent a team of English teachers to China every summer for the past three years, While board responsibilities, community activities and missionary work are time-intensive, Jon remains devoted to FSSI and has an unwavering commitment to the basic values of good business relationships with his vendors, customers and empbyees. He is honorable in his business dealings, treats his employees with respect, and his customers know that they can count on Jan and FSSI to perform with integrity. In fact, Jon was recognized far his allegiance to ethical business practices when he was presented with the "Ethics in America Award 2000" by Chapman University`s School of Business & Economics. His peers recognized Jon as a recipient of the "Telestrategies Billing World 2001 Excellence Award" for atfering the highest quality of production and giving service that is unique to the demands of each customer. And in 2002, Jon was awarded the "Small Business Person of the Year Award" for his outstanding service at FSSI. Most recently, Jon's participation on the WIB Oversight and Data Subcommittee resulted in a widely recognized R01 study that showed that the ualue of the services provided by the Santa Ana Onestop Work Center far outweighed the government funds invested. That study has become a role model for other ROI studies around the state. ~c~tv lair-:~rr, i-ss~ ~+io: 13D-8 Michael Hood Hood Manufacturing, Inc. 2621 S. Birch St. Santa Ana, CA 92707 Phone: (714) 979-7681 Fax: (714) 979-4854 Email: m-hood~c~pacbell.net Mr. Mike Hood is the President/CEO of Hood Manufacturing Inc. Hood Manufacturing manufactures fiberglass products used in the production of golf carts, fishponds, landscaping materials, etc. The company was founded in 1945 in Los Angeles County, but has been in Santa Ana since 1978. Mr. Hood currently has a workforce of 45 employees, many of whom have been with the company for several years. Mr. Hood is very knowledgeable about employment and economic development issues. He has used the Enterprise Zone tax incentives, and knows the importance of having the right workforce. Mr. Hood is currently a member of the Board of Directors for the American Composites manufacturers Association (ACMA). ACMA is the world's largest trade association serving the composites industry. Mr. Hood firmly believes that good employees always determine the success of a business, and that good employees have to be rewarded with good pay and a good work environment. At Hood Manufacturing, every precaution is taken to make sure that employees have safe working conditions, and appropriate training. Presently, Mr. Hood is looking at having many of his employees certified in the composites field. Mr. Hood is very interested in joining the Santa Ana Workforce Investment Board. He feels that training our current and future workforce is essential to keeping businesses locally. One of the challenges that Mr. Hood has faced has been finding qualified employees; he hopes that by joining the board he can offer valuable input as to the type of training and skills necessary for individuals as well as businesses to succeed. 13D-9 Dr. Erlinda Martinez Dr. Erlinda Martinez is the President of Santa Ana College. As leader of the 90-year-old institution, she guides its development as a flagship community college in Southern California. Reporting to the community college district chancellor, her responsibilities include planning, organizing, and implementing educational policy and procedures to develop curriculum and student support services, budget management, and leading the institution's fund development efforts. Before joining Santa Ana College, Dr. Martinez served as Vice President of Student Services/Assistant Superintendent for Cerritos College in Norwalk, California. She was also the Administrative Dean and Dean of Students for Mission College in Santa Clara, and the Director of Student Affairs for El Camino College in Torrance. Dr. Martinez earned her doctorate in Education from the University of Southern California. She also earned a master's degree in Counselor Education from California State University, Los Angeles, and a bachelor's degree in Sociology from the University of California at Riverside. Dr. Martinez joined the Santa Ana Workforce Investment Board in April 2005. In addition to serving on the Santa Ana WIB, Dr. Martinez serves on a couple of other boards; Student Development Advisory Committee at Cal State Long Beach and Advisory Board for the Hispanic Association of Colleges and Universities. With her extensive experience in education, Dr. Martinez has brought some valuable input to the board's strategic plan to serve the community in the City of Santa Ana. 13D-10 Michael Metzler Michael Metzler is the President & Chief Executive Officer of the Santa Ana Chamber of Commerce since January, 1983. During Metzler's leadership of the chamber, the mission, objectives and accomplishments have expanded the scope of its programs and services to the community by 733%, averaging 43.1% growth per annum. During his tenure as CEO, he created the chamber's political action committee (SACPAC), which endorsed and supported elections of the current Mayor and 5 of the 6 members of the City Council. Additionally, he led 2 efforts that successfully defeated anti-business initiatives in the city. He serves as SACPAC's Executive Director. Among his responsibilities as the chamber CEO, he serves as the organization's chief strategist and led the creation of a $2.4 million marketing and growth campaign, which has expanded the performance of the chamber. Among the many program components of this campaign, he founded the chamber's 45,000-circulation newspaper, CityLine, which received a top national award in its first year of production. He serves as its publisher. Metzler has served on numerous community boards, city commissions and country, regional and state task forces, and currently serves as the Chairman of the Board of Directors and Executive Committee of the Santa Ana Workforce Investment Board, Empowerment Corporation, Orange County Tourism Council, Orange County International Trade Council and Coastal Communities Hospital. Additionally, he serves as the Chairman of California State Senator Joseph Dunn's Business Advisory Committee. Prior to taking on the duties with the Santa Ana Chamber of Commerce, he held the positions of CEO of Children's Institute International, Catholic Big Brothers, Metzler, McCue and Associates and the College Legal Clinic He resides in Santa Ana with his wife, Stephanie and is the father of three daughters. He is a graduate of California State University at Fullerton and attended Loyola University School of Law. He enjoys golf, bicycling, reading, music and theater. 13D-11 Qsc~-r Novefc 315 N. Associated Road, Unit 1202 (714} 742-8F340 Brea, California 92821 novelo@buenavistacapitai,cam EDUCATION University of Southern Califarnia Master of Planning and Development Studies May 2001 Los Angeles, CA University of Southern Califarnia May 1~J91 Bachelor of Science in Public Administration Los Angeles, CA XPERII~NCE President Brea, CA Buena Vista Capital '1(08 to present %= Responsible for originating commercial real estate loans throughout Califarnia, with a special focus ors Santa Ana ar~d Qrange County. ~- Responsible for establishing and maintaining relationships with clients and wholesale lenders. Senior Vice President t Chief Develapment Officer Santa Ana, CA Santa Ana Business Bank 7/06 to 1108 ~- During the organizations( phase, I implemented the marketing plan and several of the IT solutions (website; credit, CRM} needed to open the bank. l helped plan and execute tactics that allotived the bank to raise 512,000,000 in capital. r Our planning and organizing efforts culminated with Santa Ana Business Bank successfully securing regulatory approval from the FDIC and the CA DF(, and opened its doors on October 9, 2007. Upon opening, my role transitioned to commercial business developrvrent activities, including marketing and sales, software implementation, invesior and media relations, and supervision of two Loar7 Officers. Mortgage Laan Officer Irvine, CA Bank of America 8(05 to 7#06 r Originated hams (sans an 1-4 unit properties far either purchase ar refinance. Tracked and facilitated transaction progress from origination; underwriting, processing, and loan funding. Developed and implemented my personal marketing plan and sales strategy. Conducted first-time hamebuyer seminars and collaborated with organizations such as Neighborhood Housing Services of OC, Fair Housing Council of OC, ACORN Housing Corporation, and the City of Los Angeles. Community Develapment District Manager Santa Ana, CA City of Santa Ana, Camrttunity Develapment Agency 6101 to 8105 r Acted as the Redevelopment Agency's owner`s agent for the development of four new single-family homes in a historic district, working directly with architects, engineers, planning and building officials. Served as liaison to 32 neighborhood associations to facilitate the resolution of various quality of life issues. Liaison with several internal departments including planning, redevelopment, economic development, code enforcement; building, police, traffic, and public works, as well as the city manager`s office and counciimembers. Coordinated several training programs for apartment managers and neighborhood leaders. r Worked with the local media and oversee the work of two subordinates. Redevelopment Project Analyst Carson, CA City of Carson, Redevelopment Agency 6/00 to 610'1 %- Coordinated the work of several cons~dtants (real estate appraisers, goodwill appraisers; acquisition agents; relocation specialists, and legal counsel} for the acquisition of seven properties along Carson Street. r Administered two EPA Brawnfields grants totaling $700,000 in addition to a 5770;000 HUD Browrrfields grant. r Assisted in the creation of two business expansion(retentian loans totaling 53,400;000. Managed the development of an affordable hausir7g strategy and oversaw the vsark of a redevelopment intern. 13D-12 Oscar Novelo Page 2 C3evelopment Specialis# III Monterey Park, GA County of Los Angeles, Community Development Commission 4097 to ~Itl0 Presented Cornrnunity Development Black Grant training workshops to Commission divisions, ~f3 participating cities and subrecipient county departments. Reviewed funding proposals submitted by the county redevelopment agency, county departments, conrmtrrrity- based organizations, and participating cities, and made funding recommendations. %~ Served as lead staff member in the preparation of the Cornmur~ity Resource lnvestr~nent Strategy, an ir3ternal budgeting document that planned for the allocation of 522,500,©00 and linked into the Consolidated Plan. Teacher Cudahy, CA Los Angeles Unified School District l95 to 4f97 ~- Taught fourkh, fifth, and sixth graders at Teresa Hughes Elementary School in Cudahy. r ForrTaally identified six students that needed Individual Educational Plans and eight gifted students. Served on the School Site Leadership Council where we ail©cated discretionary funds. Supcrviseci one teaching assistant. Community Development Specialist Anaheim, CA City of Anaheim, Community Development Department 7192 to 6l95 ~~ Served as the City`s Community Development Block Grant (CDBG} Program liaison to four rreighborhood councils, performing outreach and encouraging citizen participation. Developed and maintained a database of the City's 3,000 CDBG stakeholders. y Created a bilingual newsletter on a monthly basis. r Monitored and provided technical assistance to CDBG funded non-profits. Field Representative Assemblyman Xavier Becerra Montebello, CA 2192 #0 7l92 r Represer~tcd the Assemblyman (who is a current Congressman} at District functions. Made public presentations to large and small audiences and attended meetings on his behalf. Worked with residents and local officials to resolve grievances against state agencies. Field Representative Assemblywoman Lucille Roybal-Allard Los Angeles, CA 8l91 to 2f92 ;= Represented the Assemblywoman (who is a current Congresswoman} at District functions. fVlade public presentations to large and srrrall audiences anti attended meetings on her behalf. Focused on environmental issues. SKILLS t3~ LICENSES Real Estate Broker ~- Licensed as a Real Estate Broker by the California L apartment of Real Estate Notary Public -Commissioned as a hlotary Public by the California Secretary cif Mate Bilingual -. Fluent in Spanish CIVIC AFFILIATIONS Santa Ana Workforce Investment Board, Board Member 2007-present Affordable Housing Clearinghouse, Board Member 2007-present REFERENCES Provided upon request. 13D-13 13D-15 Stacey Lynn Sanchez 2339 Colgate Dr., Costa Mesa, CA 92626 714-979-5244 PROFESSIONAL EXPERIENCE EXECUTIVE DIRECTOR Southern California Reinvestment CDFI (3/05 to Present) Duties: Manage amulti-bank lending consortia's established in October 1995 for the purpose of providing structured balance sheet financing and Standby Letters of Credit to small business owners. Service Riverside, San Bernardino, Orange and contiguous counties. Responsibilities include organization policies/procedures, financial reporting, loan servicing/processing, marketing, budget oversight, investor reporting and relations, personnel and credit portfolio management, fundraising, capitalization campaigns. Report to a board of directors, advisory board and investment committees. REGIONAL OFFICE MANAGER CDC Small Business Finance (8/03 to 3/05) Duties: Provide support to Executive Vice President by developing and implementing special projects, providing marketing support, and other duties as assigned. General administration of Santa Ana, Riverside and Pasadena Office including direct supervision of support staff, point person for all facilities, and oversight of rewards and recognition and disciplinary actions if warranted. Represent CDC at business related functions and recommend CDC support in community development. Provide support to community development loan programs by assisting in capitalization campaigns, loan pool formations, assist in board management and marketing of community loan programs. Accomplishments: • Researched and proposed new phone system for company that met all corporate specifications. • Moved two existing office locations and opened new location in Pasadena, including lease negotiations, furniture and equipment purchases. • Successfully applied for Federal grant support for community loan program. LEAD ECONOMIC DEVELOPMENT SPECIALIST (EDS)/PUBLIC INFORMATION OFFICER(PIO) U.S. Small Business Administration Santa Ana District Office (12/98 to 8/2003) Duties: Lead EDS/PIO -Developed and implemented adistrict-wide marketing strategy to encourage community and economic development agencies and other key resource partners to participate with SBA in providing assistance to small businesses. Served as SBA representative in discussion and meeting with community planners, local business owners, banking officials, politicians, citizen groups etc. 13D-16 Responsible for developing and maintaining media relationships and contacts, and meeting SBA's goals for publication of SBA programs and services. Accomplishments: • Successfully increased SBA's participation in key events in the district. • Developed power point presentations on all programs and services of the SBA improving the consistency and professionalism of speaker's bureau. • Increased participation by business organizations and lenders in SBA Small Business Week Awards, producing 6 national winners and 3 regional winners in two years. • Successfully increased the district's press coverage of events, information and success stories, in local media and business organization and chamber newsletters. • Featured speaker for SBA programs and services at nearly 50 events in a three-year period. ANALYST - Stultz Financial, Newport Beach, CA (2/97-12/98) Duties: Screen clients for SBA loan program eligibility and prepare SBA loan packages. Analyze 7(a) companion loans and 504 companion first trust deed loans for potential sale on the secondary market. SMALL BUSINESS CONSULTANT -Pomona, Orange County, Torrance and Long Beach Small Business Development Centers (3/97-11/98) Duties: Prepared Minority and Women SBA Pre-Qualification Applications & reviewed potential applicants for program eligibility. Provided consulting to clients in financing, business plan development, and government procurement. Conducted business workshops on a variety of topics. PROCUREMENT/MARKETING SPECIALIST /JUNIOR FINANCIAL ANALYST VEDA Minority Small Business Development Center (MBDC) -San Bernardino (11/95-2/97) Duties: Marketed the services of the MBDC to the Inland Empire ethnic business organizations and the local lending community through speaking engagements, exposition participation, publications in organization newsletters and local media, representation on committees and attendance at monthly mixers and special events. Provided management and technical assistance to local minority owned businesses in procurement, bonding, marketing & business plan development. Assisted Senior Financial Analysts by preparing loan applications, proforma financial and cash flow statements. Managed and promoted a Contractor's Plan-Room, which provided plans and specifications to local contractors. DISTRICT MANAGER -Standard Rent ACar -Sacramento, CA (6/85-4/94) Duties: Responsible for profitability, service, marketing, employee training, hiring and promotion for 5 retail locations, with 50 employees including 3 outside sales representatives, 5 managers, and 15 management trainees.. 13D-17 EDUCATION Bachelor of Science, Business Administration, California State University, Northridge Certificate - Mediation Skills, California State University, Long Beach 1 /96 Certificate -Training Instructional Design, California State University, Long Beach 1/96 PROFESSIONAL • International Economic Development Council -Intro to Economic Development - 1/07 • SBA Eligibility and Packaging SOP 50-10 -National Association of Government Guaranteed Lenders - 7/98 • U.S. Small Business Administration -Commercial Credit 1: 1999 • U.S. Small Business Administration National Outreach Office Sales & Marketing Training - 1999 • U.S. Small Business Administration Marketing & Outreach Training - 2000 • U.S. Small Business Administration -Public Affairs Training - 2000 TECHNICAL Proficient in, Microsoft Word, Excel, PowerPoint, Outlook, Publisher and ACT. MEMEBERSHIPS • SBA Small Business Awards Planning Committee - 1999 to 2006 • Asian Business Association Corporate Advisory Board - 2003 to 2006 • Tri-County Small Business Development Center Advisory Board - 2004 to present • First 5 of Riverside County Task Force - 2005 to present • San Bernardino Women's Business Center Advisory Board - 2006 to present AWARDS 1999 Minority Small Business Advocate by San Bernardino County Board of Supervisor 13D-18