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Marketing Office

Anaheim, CA
March 01, 2020

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Oversee Light The Night (LTN) Campaign (San Francisco, East Bay, North Bay and Napa Valley) and team of 8 in the Greater Bay Area Chapter in all capacities including, but not limited to, creation of an in-depth revenue generating cultivation plan, budgeting/expenses, logistics, volunteer engagement, recruitment, marketing, logistics and timeline for each event.

Responsible for developing an overall revenue of $2.5 million dollars through the Greater Bay Area Light The Night Campaign.

Work with LTN National Support to create a comprehensive plan dedicated for each LTN campaign utilizing best practices, specific to the revenue, timeline, and volunteer leaders to help exceed budgeted campaign goals.

Evaluate the effectiveness of each campaign through the cost/expense, community and corporate engagement, donor/volunteer satisfaction, and overall success of each campaign.

Hire, train, supervise and support, all campaign staff for successful delivery of our ongoing LTN campaign.

Provide coaching strategies with an effective recruitment plan to execute within territory for building successful ELC following all best practice strategies.

Work with team to develop positive volunteer communications through recruitment, mentoring and succession plan.

Create and implement a cultivation plan working with campaign leads to help identify targeted audiences for LTN.

Work with LTN and Marketing team to ensure all campaign materials needed for successful implementation are ordered. This includes, but is not limited to, recruitment/promotional flyers and brochures, invitations, posters, training materials, and pledge retrieval or motivational materials.

Work with National Retail team to develop and maintain relationships with key corporate and/or national partners such as Salesforce, Walgreens, UFCW, Burlington, and more. BUSINESS DEVELOPMENT OFFICER – TELECOMMUTE/HOME OFFICE SEPTEMBER 2014 TO JUNE 2016 EAGLE COMMUNITY CREDIT UNION ORANGE COUNTY, CA

Serve as the credit union liaison over Orange County, more specifically for our Employer Partners/Select Employer Groups (SEG); the United States Postal Service (USPS), American Postal Workers Union (APWU), Federal buildings and Corporate Partners.

Provide weekly presentations at the USPS NEO to educate them of the credit union benefit, host table top events in three processing and distribution plants, as well present to carriers in local field offices.

Develop relationships with local businesses offering new hire packages, on-site visits, and financial education workshops. Financial Education workshops are free financial literacy presentations provided to the community through EDD, The Goodwill of OC, Federal/Government partnerships, and our corporate partners. Presenting an average of 3 workshops per month with over 14 topics to choose from.

Responsible to work with marketing, operations, and lending to increase membership growth and retention, while increasing the credit union consumer loan volume.

Use CRM database to track status and relationships with credit union partners.

2014 (first 3 months) 4th Quarter responsible for bringing in and processing 226 new accounts. 2015 –Business Development year-end results of 1075 new accounts with a goal of 810. Of 1075, 878 were postal employees, holding a 95% retention and overall 86.45% retention rate through business development.

Community: served as Lake Forest Chamber of Commerce Board Member, Chair for Small Business Expo, Credit Union Chair for 2015 CHOC Walk, and Emcee and Presenter for Youth Program “Bite of Reality”. EXECUTIVE DIRECTOR / DIRECTOR, YOUTH MARKET – INLAND EMPIRE DIVISION OFFICE/ TELECOMMUTE/HOME OFFICE AUGUST 2008 TO FEBRUARY 2014 AMERICAN HEART ASSOCIATION RIVERSIDE/SAN BERNARDINO COUNTY INLAND EMPIRE, CA

Overall responsibility to provide our lifesaving mission to our local community through the creation of fit-friendly worksites, a cultivation calendar, and moving towards our 2020 Impact Goal - to increase the health of all Americans by 20% while reducing deaths by 20%.

Honor of being one of two Directors from AHA’s Youth Market Campaign to ever be promoted directly from a Youth Market role into an Executive Director role, after being asked to apply by our SDO. Tammy Rocker, the first YM Director to promote was not only an incredible resource as the SVP of our LA Division, but also my mentor.

Responsible for all corporate, foundation, and individual fundraising while implementing a strategic organizational plan using campaign best practices.

Manage an office of 15 team members with 8-11 direct reports. Overall financial responsibility for the division including: managing budget and staff expenses; identifying fundraising strategy and trends; coaching; and volunteer engagement.

Create and implement a cultivation plan for our brand new Board of Directors consisting of 15 members within first 3 months of promotion. Secured Bronze Level Gold Standard Board Award. Previously, a Board of Directors was not in place since 2007.

7635 E Camino Tampico Anaheim, CA 92808

C 951-***-****



Planned and executed cultivation and fundraising events (such as the American Heart & Stroke Walk(both Temecula and Riverside/San Bernardino and Go Red Men Go Red for Women Luncheon and wrap around events) with a combined attendance of about 10,000-13,000 participants.

Managed and executed the largest donor account in the Inland Empire history by engaging the County of Riverside

(COR) CEO. With over 18,000 employees, secured approximately 2,700 walk participants; raising $90,000 while exceeded event goal by $140,000.

Develop and maintain productive a collaborative relationships with key corporate and/or national partners such as Walgreens, Ross Stores, Stater Bros., Cardenas Supermarket and Union Bank.

2013-14 Unrestricted Field Campaign Goal $1,147,960 (NET) Current Year to Date (Feb 2014) tracking in the green tracking at $308,416.00, 103% and $156,659 over Prior Year to Date.

In my first year as Executive Director FY 2012-13 raised $946,776 (NET) in Unrestricted Field Campaign, 18.5% and

$155,000 over PYTD keeping out event costs to an extreme low.

Director of Development Youth Market Campaign (YM), over Riverside/San Bernardino Counties (2008-2012): Consistently held top attrition rate throughout the WSA Affiliate (23%, 9%, 13% and 11%). Increased # of schools each year (107, 142, 156 and 193), awarding me as the director with the most committed schools in a territory (without staff support). Obtained multiple awards in this role, such as, Best Retention/Attrition Rate, Most Schools Completed, Mighty Motivator, Exceeding Online Fundraising Campaign Goal, Game Changer of the Year, Highest Revenue Increase and finally Director of the Year being the only Director of 6 on our team to reach campaign goal. BUSINESS DEVELOPMENT & INDIRECT LENDING OFFICER AUGUST 2005 TO JULY 2008 SERVICE PLUS CREDIT UNION (NOW SCHOOLS FIRST FEDERAL CREDIT UNION) RIVERSIDE, CA

Represented as the primary CU contact for the Moreno Valley and Riverside communities and used city government relationships to fast-track approval of our construction plans for a new branch.

Recruited and trained new Indirect Lending (IDL) dealers to our program, managing all aspects of the on-boarding process for new dealerships.

Visited dealership partners regularly to ensure the credit union remained top of mind and that the credit union maintained a strong, positive relationship with each dealership. Grew IDL average monthly loan bookings from $40,000 per month to over $1,000,000 per month.

Managed the IDL systems to ensure that system parameters align with loan policies, membership policies, and all other credit union policies and procedures.

Provided member service to all members and potential members in all areas of Branch Operations, Account Services and Consumer Loans while acting as a liaison by conducting visits to targeted schools and other employee locations, including off-site presentations.

Promoted products and services to existing and potential members, through school or company visitations, promotional campaigns, and community events.


Specialized in public relations and community affairs: coordinated all promotional events; trade shows; and consumer- related events throughout the country while representing The Outdoor Channel Network.

Coordinated community-based special events with consumers in numerous cities around the US.

Fostered teamwork to maximize the network’s distribution opportunities, order marketing and promotional materials, plan and organize a two-week nationwide tour each month.

Coordinated joint media and consumer events with print, radio, and television media.

Served as the programming and marketing liaison between regional and corporate offices, providing updated programming information to division and affiliates.

Providing training and updated programming and promotional campaigns to national cable affiliates.

Successfully designed and conducted a nation-wide contest to consumers & cable affiliates while on a national tour, giving consumers the opportunity to audition for a chance to win their own fishing show. RCUSO MARKETING & BUSINESS DEVELOPMENT LIAISON FEBRUARY 2002 TO AUGUST 2004 ALTURA CREDIT UNION (FORMERLY RIVERSIDE COUNTY’S CREDIT UNION - RCCU) RIVERSIDE, CA

Developed and implemented marketing materials while collaborating with advertising agencies to create brochures, radio, and TV ads; created letters for affiliate companies; provide script for quarterly newsletters; monitored sales methods; and worked with a variety of vendors, promotional items.

Responsible for ensuring that Altura team members were aware and trained on all RCUSO affiliate company promotions and products at all times.

Organized and directed quarterly car sales, managed and coordinated community-sponsored events and volunteers while building relationships throughout community.

Worked with media and sponsors in local markets representing the credit union at all affiliate events.

Worked as a part of the Business Development Team cross-selling products and services to existing and new events providing member assistance by also opening new accounts; identify and call on prospects to develop new relationships for the credit union.

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