SALES & MARKETING PROFESSIONAL
Innovative, energetic and results-driven executive with a solid track record of performance. Decades of Relationship building in the Elder Care channel. Adept at creative problem solving which manifests results & growth.
CORE LEADERSHIP QUALIFICATIONS
CLOSER! Consultative Approach • Event Marketing Mastery • Brand Protector
Project Management • Community Relationship Activist • Industry Veteran
FRANK RESIDENCES 2023 February – Present DIRECTOR OF COMMUNITY RELATIONS
The Director of Community Relations targets stabilized occupancy at Frank Residences through proven effective professional networking-outreach programs to build robust referral relationships with the clinical and placement professionals. The DCR promotes the positive image of FR through public relations activities, events, social media, and initiatives. The DCR works closely with the FR Operations team to guide and support the application, assessment, and placement process for prospective residents and their families in accordance with current federal and state guidelines as well as in accordance with FR established policies and procedures. The DCR aligns efforts with the FR Sales and Marketing team to take primary responsibility for the community–based promotions initiatives.
ALMAVIA OF SAN RAFAEL 2022 April – 2023 February SALES COUNSELOR
Achieved 95% occupancy in 5 months from an April 72% through consistent efforts and strong follow-up. Hosted Hospice Home Care group events. Outreach weekly to SNFs, Board & Cares, Geriatric Doctors, Geriatric Care Managers, Hospital Discharge Planners. As Sales Counselor managed my own book of business and supported Sales Director with management of documents through Contract so that the move completed and Contract signed. In charge of Business Development, all outside networking. Became Committee Member of Marin Section on Aging and San Rafael Chamber of Commerce Health and Wellness Committee. Continued to build trusted and strong community partnerships/referral sources who call me as preferred referral. Executed several networking events held on site that were successfully attended which raised our brand in the community. Enhanced first touch experience for visitors by sprucing up tired looking entry and courtyard. Worked on cleaning up the database where multiple previous Sales Directors over 5 years had logged into but had not completed or made sure there was a follow up task.
COGIR OF SAN RAFAEL MEMORY CARE 2021 to 2022 COMMUNITY RELATIONS DIRECTOR July -February Grew Occupancy from 62% in July to 82% December. Built from ground up sales systems with no permanent ED in place for 6 months. Was a crucial stabilizing force for this new acquisition of a new, 2 year old senior living company. Again worked to enhance first touch experience for visitors, took an old database of over 600 dated leads and qualified down to a working 90, began a media marketing push to bring brand awareness to top of mind for the outer community. Created event marketing in the midst of Covid crisis with a Memory Café and made excellent relations with Marin County networking groups. Built trusting and strong community partnerships/referral sources who call me as preferred referral.
CAREFIELD LIVING CASTRO VALLEY & PLEASANTON 2021 February - July DIRECTOR OF SALES
Director over two communities Carefield Castro Valley and Carefield Pleasanton. Started in February 2021 and within 2 months have increased occupancy from a bottom of under 30% to 45%. Brought rigor to the Sales Process, worked to enhance first touch experience for visitors, improving data base, began a media marketing push to bring brand awareness to top of mind for the outer community. Overhauled pricing position.
THE POINT AT ROCKRIDGE 2018-2021 DIRECTOR OF SALES & MARKETING
Moved the Occupancy Needle from 78% to 100% IL/AL/MC pre-Covid and than during Covid height maintained 92%. Established “2018 & 2019 Best Senior Living” readers poll designation for The J and Oakland Magazine. Partnered with several Hospice Home Health companies. Co-Sponsor with local home care agency to support traffic feed into Memory Café event marketing. Co-Sponsor with hospice agency for a monthly bereavement group. Met monthly goals for Outreach to SNFs, Board & Cares, Geriatric Doctors, Geriatric Care Managers, Hospital Discharge Planners and competitors.
Created successful event marketing programs; Piano at The Point, Memory Café at The Point. Established outreach presentation program for corporate employee groups; Cliff Bar. Cleaned up database (all qualified, no outstanding activities) and created many internal documents to assist sales process. Teamed up with Departments to cross promote and brand; Activities – an Intergenerational program with Oakland Unified School District, Culinary – worked with food blogger on a culinary pop up with local chef.
AEC LIVING 2016-2018 COMMUNITY LIVING SPECIALIST
Hired to take Occupancy from low 70’s to 90’s - Mission Accomplished!
Personally closed contracts monthly. Identified and deepened relationship with affinity community groups. Created successful event marketing program that was low cost and had high values. Created Marketing Strategy for new services that produced excellent community response. Clean up and reorganization of back of house systems to keep work on track.
CHAPEL OF THE CHIMES 2013-2016 FAMILY SERVICE & COMMUNITY SERVICE CONSULTANT
At Need and Pre Need Sales and Business Development. 2015 Award for exceeding quota. Event Marketing Highlights; PICA event – The Care Taker and Grief, Memorial Event for Pet Loss, Death Salon, Tuesday at the Chimes and educational series which featured community organizations.
ELDER CARE REFERRAL & INFORMATION SERVICES 2012-2013 CASE MANAGER EASTBAY CALIFORNIA
Providing full service referrals for Eastbay elders in order to live in dignity and best quality of life.
THE LAKE MERRITT/ AGESONG AT LAKE MERRITT 2011-2012 COMMUNITY RELATIONS DIRECTOR- CONTRACT SHORT TERM POSITION
Project Contract Position to support daily sales staff and ramp up outreach. Goals have been met with the Doubling of occupancy in a poor economy where buyer position had been stalled for several years. In 6 months connected with 100’s of community institutions, brought them on site for tours and meetings that have resulted in over 30 community partnerships from the estate planning and senior services channels, who will provide referrals. Produced on site events that resulted in a sell out audience. Created PR channels and helped refine marketing strategy and branding.
PACIFICA SENIOR LIVING SAN LEANDRO 2010-2011 COMMUNITY RELATIONS DIRECTOR
Through intensive marketing and outreach work for this assisted living community, occupancy went from 64% to 102% within 7 months, despite the economic environment . Developed from the ground up, contact list for local discharge nurses and skilled nursing facilities. Strengthened relationships with independent referral sources, handled social networking, worked to connect and create community partnerships, executed an event marketing program, developed a marketing plan and prepared advertising.
EAST BAY INNOVATIONS -- EVENT MARKETING CONSULTANT 2010 SHORT TERM PROJECT SUPPORT FOR ANNUAL FUNDRAISING CAMPAIGN
LIFEMARK GROUP/ OAKLAND CHAPEL of the CHIMES 2003 to 2009 MARKETING & COMMUNICATIONS MANAGER
Lifemark, an innovative end-of-life services company of the bay area. I was a leader in the creation of a company brand, marketing assessment & strategy, sales strategy and execution, business development programs, advertising, and promotions. Specialized in the expansion into new markets by alliance building, events, multi-media publicity, branding initiatives, and new communication strategies. Corporate spokesperson and press contact. Internally, was integral to the transformation of company culture through the process of incorporating new communication modalities; company leader in new technology and applying it to work processes.
Marketing Programs & Strategies; Established and nurtured key professional alliances that lead to the development of new business; expanding market penetration & capturing market share from competitors. Corporate Communications & PR; Lead Lifemark event marketing strategy including detailed presentations at consumer events, giveaways and pre-event marketing. Initiated, sponsored, developed community events drawing explosive media attention. Drove expansive media focus on weekly, monthly, quarterly events resulting in a 5 fold increase of market penetration. Managed, designed & delivered large public events for up to 1,500 people. Created innovative event production programs.
Programs, Operations & Customer Service; Managed event logistics including budgets, calendars, contract negotiations, program organization, materials, registration, advertising, agendas, metrics, & vendor alliances. Established a new Alameda County community service in collaboration with 15-20 hospices, hospitals Sutter VNA/Hospice and Pathways Home Health & Hospice. Created, from scratch, the strategy, vision and program design and build out Managed daily programs coordinating multiple staff in 5 locations. B2B Marketing & Business Consultant; In-Partnership, Oakland & Others
Provided business development to companies with services ranging from bricks and mortar to consultancy practices. Supported marketing, finance, sales, operations and services needs for both Fortune 500 companies and small community businesses. Reorganized & redesigned marketing materials & web site to align with business mission and services. Handled issues related to billing AR, AP and payroll. Assisted in the start up of a computer services business that focused on a B-2-B approach.
Creative Catering & Events San Francisco, Owner
Expanded sales from short term to major long term contracts with SF institutions including the Symphony, and the Museum of Modern Art. Drove revenues to $1 million by nurturing long term continuous business relationships with major local and national corporations. Listed as one of the top Bay Area Caterers in numerous articles and rated with 4 stars from the culinary establishment press.
NON PROFIT & COMMUNITY BOARD AFFILIATIONS
EAST BAY WOMEN’S NETWORK 2018-2020
President of this 28 year old women’s network business organization
SKYLINE HIGH SCHOOL PTA President and Committee Chair 2015 TO 2018
HOSPICE COALITION ALAMEDA COUNTY & “THE CONVERSATION” PROJECT 2015 TO 2017 Mutual project
of Alameda Contra Costa Medical Assoc. and Alameda Social Services Leadership in production of annual event - National Advanced Healthcare Directive Day. Also trained community volunteer to do presentations about importance of Advanced Healthcare Directives to church groups and community centers.
ACADEMY OF ALAMEDA PTA - Leadership roles 2013 TO 2017
LEGAL ASSISTANCE FOR SENIORS 2011 TO 2014
Board Member; Co-Chair of annual conference and Co-Chair annual gala; Development Committee Successfully produced the annual fundraiser and working to increase community support through several stage process of evaluation to execution.
OAKLAND SCHOOL FOOD ALLIANCE COORDINATING COMMITTEE CHAIR 2008- 2014 COORDINATING COMMITTEE CHAIR
Launched grassroots organization that united families and community partners to support Oakland Unified School District school food reform. Deepened continuous effort that maintains voice from both flatland and hills schools. Established key relationships with OUSD and community alliances. Organized annual event, “State
of the Plate” for community discussion of OUSD Nutrition services for 2010. Created strategic planning process and media management plan of action.
University of Oregon; Major, Broadcast Journalism, Eugene, Oregon
Pro+fessional & Personal Affiliations
Kehilla Community Synagogue Chevre Kadisha, East Bay Women’s Network, Kiwanis, Alameda County Hospice Coalition, Academy of Alameda PTA Exec Committee, Board Member Legal Assistance for Seniors, Oakland School Food Alliance Coordinating Committee Chair, Youth Education Co-Chair of Kehilla Community Synagogue, Chair of Steering Committee for PAMA- Piedmont Merchants Association “4-C’s” Children’s Community Care Council of Alameda County Board Member, Glenridge Nursery Cooperative Board Member, Beyt Tikkun Religious School Parent Coordinator, S F Professional Food Society Past President, Bay Area Caterers Association Past President & Board Member, SF League of Urban Gardeners Board Member