Technical and strategic skills

Capital and portfolio strategy

Portfolio management and capital intelligence across a $30M national portfolio spanning 50 states, built to accelerate business development and support CDFI advocacy in Congress.

Sales pipeline design for capital campaigns, including the redesign that accelerated a $12M raise.

Capital supply-side research, funder and investor mapping, and pooled facility feasibility: structure, administration, and risk.

Community development finance in practice. Sixty real estate transactions across market-rate, shared-equity, and affordable housing loans, and a technical assistance program that coached 400 first-time buyers and small business owners into grants and CDFI financing.

Procurement and contracts

Managed 25+ vendor contracts worth $1.2M, delivering 10% cost savings and standing up vendor performance monitoring.

Ran a $3M program budget and eight vendors through a national scale-up.

Public-sector procurement pathways: reading policy through a procurement lens, which contracts it opens, and who is positioned to deliver.

Implementation of digital equity and ESG-aligned procurement practices.

Data systems and dashboards

Built a national capital intelligence dashboard covering 50 states, plus performance dashboards and customer feedback systems that lifted lead conversion 35%.

CRM architecture and workflow automation across a 3,000-client pipeline, and business systems design for startups, nonprofits, and public sector clients.

Research design, benchmarking, survey fielding, and geospatial analysis.

Applied AI and digital transformation

Led enterprise digital transformation inside a national CDFI: optimizing Salesforce, integrating Power BI and Asana, and piloting AI integrations in live operations.

AI workflow and product design for the people who actually operate them, built from discovery sessions rather than tooling first.

AI-assisted analysis, research synthesis, and decision support inside existing data workflows.

Narrative, content, and media production, from drafting through image and video generation.

Program and project management

Cross-functional team leadership across Agile, Waterfall, and hybrid methodologies, including six concurrent strategic initiatives at enterprise scale.

Scope, timeline, and resource management for multi-stakeholder initiatives, plus fractional leadership embedded inside client teams.

Program design and evaluation: measurement frameworks defined at design time rather than at audit, so activity becomes something a funder can underwrite.

External affairs and narrative

Government relations and regulatory policy, including congressional engagement on CDFI advocacy and a nine-organization coalition campaign for infrastructure funding.

Campaign architecture at scale: a pilot program reaching 200+ professionals across 30 organizations to launch California’s $20B housing bond campaign.

Earned media and B2B communications. One national PR campaign drove 1.2M+ impressions and 250+ B2B engagements.

Grant writing, pitch development, and messaging frameworks for funder and public-official audiences.

Sector expertise

Climate and infrastructure, logistics and supply chain, built environment finance, early childhood infrastructure, real estate, and public policy.

Geopolitical risk, regulatory fragmentation, and supply chain analysis.

Ten years working across nonprofit, venture-backed, and government organizations, which is the same problem in three different rulebooks.

Fluent in Spanish, with experience managing multicultural teams and facilitating across languages.

Education

M.S., Transportation and Engineering Management — California State University Maritime Academy, May 2026.

B.S., Global Community and Regional Development — University of California, Davis.