The intersection of technology, research, financial aid and student access in higher education

Education

Doctor of Education - Educational Leadership and Administration - 2009–2012
San Francisco State University, San Francisco, CA
Doctoral Dissertation: “The Impact of the Institutional Financial Aid Process on Students of Color”

Master of Arts, Education - Leadership and Administration - 2005–2007
Chapman University, Orange, CA
Master’s Thesis: “Governing in Decline”

Bachelor of Arts, History and Political Science - 2002–2005
Chapman University, Orange, CA
Graduated Cum Laude and University Honors

Experience

California College of the Arts, San Francisco, CA May 2010-Present
Senior Vice President of Enrollment Management and Auxiliary Services, March 2023-Present

Vice President of Enrollment Management and Auxiliary Services, January 2020-March 2023
• Lead the enrollment management division of undergraduate and graduate admissions, financial aid, student records and auxiliary services (housing, dinning, transportation, and parking) that enrolls over 400 new undergraduate, 220 new graduate and retains 1400 students for a total enrollment of 2,000 students annually.

Vice President of Enrollment Management, July 2017-January 2020
• Lead the enrollment management division of undergraduate and graduate admissions, financial aid and student records that enrolls over 400 new undergraduate, 220 new graduate and retains 1400 students for a total enrollment of 2,000 students annually.

Associate Vice President of Enrollment, October 2015-July 2017
• Lead both the campus-wide financial aid and undergraduate admissions offices.

Director of Financial Aid, January 2012-September 2015
• Lead the financial aid office of eight professional staff, overseeing a 21 million dollar institutional financial aid budget.
• Lead the office to provide financial aid to over 1700 students (1300 undergraduate and 400 graduate) annually.
• Oversight of all federal, state and institutional financial aid operations and delivery.
• Leadership team for the college’s enrollment management goals--setting strategic and operational goals to successfully meet short- and long-term enrollment, revenue, retention and financial aid targets aligned with the mission and values of the college.

Associate Director of Financial Aid, May 2010-January 2012
• Supervise, hire and train four full-time professional staff, including two senior financial aid counselors, a financial aid counselor and an administrative assistant.
• Oversee the day-to-day operations of the main financial aid office in San Francisco. Oversee the Return of Title IV fund process.
• Implemented policy review of the financial aid office and control procedures for internal audit processes.
• Package, revise, verify and counsel undergraduate and graduate perspective and continuing students on all matters of financial aid. 
• Evaluate policy and packaging for alignment with organizational goals and decision making using both quantitative and qualitative analysis.

Stanford University, Graduate School of Business, Stanford, CA July 2008-May 2010
Financial Aid Advisor
• Handle financial aid advisement for Graduate Business School students.
• Awarded students using both Federal Methodology and Institutional Methodology. Handled verification and revisions.
• Handled PeopleSoft system updates and enhancements in coordination with application support and central financial aid office.
• Worked to streamline processes to enhance awarding and financial aid delivery. Coordinated audit review process.

Chapman University, Orange, CA October 2005-July 2008
Financial Aid Counselor, December 2007-July 2008
• Handle financial aid applications, awarding, revisions, policy development, new program deployment and special projects as assigned by the director and associate director of financial aid.
• Cal Grant awarding, verification, and reconciliation. Oversaw electronic development and ongoing needs of the Financial Aid Office in coordination internally with FA and Imaging system and external entities.
• Analyzed and developed TEACH Grant program for inclusion in the awarding system.
• Work intricately with academic units and enrollment management division of the University to deploy and meet enrollment goals.

Loan Services Specialist, March 2007-December 2007
• Handled electronic systems for the 90 million dollar federal loan programs for the Chapman University Financial Aid Office.
• Ensuring federal and institutional regulation standards as well as audit and technical compliance.
• Oversaw loan transaction requirements, including CommonLine updates and compliance (CommonLine 4 and CRC).
• Implementing changes and updates to Datatel and ImageNow Systems.

Financial Aid Specialist, October 2005-March 2007
• Handle financial aid applications for Chapman University College Students, including need analysis, awarding, revisions, return of federal funds information, and verifications.

Professional Membership/Service

California Association of Student Financial Aid Administrators - 2008-Present
   Past President - 2017
    President - 2016
    President-elect - 2015
    Vice President, Federal Issues and Federal Issue Committee Chair - 2014
    Federal Issues Committee Member - 2010-2011, 2012-2013
    Training Committee Member - 2011-2012

National Association of Student Financial Aid Administrators - 2005-Present
    Thought Force on Aligning State, Regional and National Associations - 2016-Present
    Federal Policy Rapid Response Task Force - 2015-Present
    One Grant, One Loan Task Force - 2015-2016
    Conference Mentor Task Force Steering Committee - 2015
    Web Redevelopment Task Force Member - 2014-Present
    Training Webinar Panelist on Untaxed Income - October, 2014
    NASFAA Leadership and Legislative Conference - 2014

Western Association of Student Financial Aid Administrators - 2013-Present
    Vice President - 2017-2018
    Executive Council, California State President - 2015-2016, 2016-17
    Federal Issues Committee Member - 2013-Present

U.S. Department of Education
    Title IV Loans Negotiated Rulemaking Committee - Primary Negotiator for Financial Aid Administrators - 2015

College Board Enrollment Leadership Academy - 2012-2013

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