I help your team simplify and optimize Salesforce so you can work smarter, not harder. With over 15 years in technology, I offer tailored training workshops, strategy sessions, and Flow automation to help legal firms, nonprofits, and educational institutions streamline operations and maximize ROI.

At the Producers Guild of America—a nonprofit with over 8,000 members—I led the daily operations of their Salesforce-based AMS, delivering seamless workflows that improved adoption for a small internal team and a large membership. I collaborated with departments to understand their processes, created SOPs, and trained staff to ensure success.

At UCLA Anderson Executive Education, I’ve driven digital transformation through Salesforce, FormAssembly, Microsoft Teams, Zoom, and other platforms—specializing in Flow automation to save time and support smooth, lasting adoption.

My cross-sector background—from entertainment guilds to higher ed and legal firms—means I bring adaptable, real-world solutions to every project I take on.

If you're looking to simplify your Salesforce setup or boost team adoption, I’d love to hear what you’re working on.