Pathbrite, RippleSend, Hiles Group, EARN, SFWorks
Spectrem Group, LLC
I want to change the world.
Founder of two for-profit businesses and two social enterprises.
Board member to one startup, with a current $20M valuation.
Twenty year’s experience creating K-12 and adult education solutions via direct service, large-scale program management, policy, grantmaking and governance positions.
Fifteen+ years developing strategic and operational capacity of foundations, nonprofit organizations and financial institutions.
Consistently leveraging the best of private, political, media, policy, governmental, philanthropic and non-profit sector opportunities for all endeavors.
Extensive experience in board development, governance and group projects.
Constant application of strategic planning, analytical and critical-path thinking skills.
MBA from Yale School of Management, emphases in finance and strategic planning.
BA from UC Berkeley, international economics and development.
UC Berkeley honor’s thesis: Systemic Factors that Perpetuate the Achievement Gap in American Elementary Schools.
2009 – Present Pathbrite Inc., San Francisco, CA
Founder / Chief Executive Officer & President
2007 – 2008 Silicon Valley Social Venture Fund (SV2), Mountain View, CA
2001 – 2008 The Hiles Group, LLC, San Francisco, CA
Founder, Chief Executive Officer
Provided strategic and operational planning; organizational development; program development and grantmaking initiatives for a variety of philanthropies including community, private, corporate and family foundations as well as individuals.
Individual clients from all top ten venture capital firms and c-level entrepreneurs from Microsoft, EBay, Google and numerous other companies.
Partial list of foundation clients: AT&T Pebble Beach Charities, The Christensen Fund, Corporation for Enterprise Development, Edna McConnell Clark Foundation, JEHT Foundation, Marin Community Foundation, Omidyar Foundation, Stupski Family Foundation, Tides Foundation.
Social venture capital / program related investment clients: Pacific Community Ventures, Mayor Gavin Newsom, Mills Corporation, Pharos Capital, New Life Ventures Capital.
2003 Gavin Newsom for Mayor Campaign, San Francisco, CA
Communications Director, Author of Policy Papers
Prepared eight policy papers on small business development, resource development, education, sole-sourcing contracts, greening streets and more.
Contributed to briefs on economic development and financial health for working families.
Organized 20 press conferences, securing proactive press on candidate’s policies.
Prepared 35 questionnaires and talking points for various policy and political forums.
1999 – 2001 San Francisco EARN (Earned Asset Resource Network), San Francisco, CA
Cofounder and Chair of Planning Committee
Created vision and platform to offer 8,000 individual development accounts (IDAs) in San Francisco.
Garnered support of private, public, nonprofit and philanthropic leadership including: Citicorp, San Francisco City Hall and the San Francisco Foundation.
Raised initial $1M of operating funds.
1997 – 2001 San Francisco Works, San Francisco, CA
Founder, Chief Executive Officer
Trained and placed 4,000 women into living wage jobs, in 12 sectors of industry.
Launched and managed nonprofit workforce development intermediary.
Grew operating budget from $0 to $10M per year, over 5 years.
Built collaborations among businesses, for-profit and community-based training organizations, public administrators and policy makers.
Incubated sectoral training programs serving over 250 businesses (12 industries including: high-tech, telecommunications, biotech, legal, auto repair).
Transitioned successful models into corporations, including UCSF.
Provided technical assistance to public and private sector agencies nationwide.
Raised capital from over 100 corporate and private foundations.
1994 – 1997 Spectrem Group, San Francisco, CA
Creator and Manager, Affluent Market Practice
Built vertically integrated line of business ranging from market research to implementation consulting, focusing on high net worth clients; generated $2.5 million in revenue in first 2 years.
Played key role in building start-up business to point of being acquired.
Designed Client Services Group for large national bank – customer-intimate approach for serving affluent clients, utilizing Personal Trust, Private Banking, Mutual Fund and other departments.
Conducted feasibility study and oversaw conversion of 40 common trust funds with $9B under management to mutual funds for super-regional bank.
Consultant, Investment Products Practice
1992 – 1993 Youth Employment Partnership, Oakland, CA\
1991 Pacific Gas Transportation/PG&E Pipeline Expansion Project, San Francisco, CA
1987 – 1989 Break The Cycle Educational Program, Berkeley, CA
Chief Operating Officer