HomeMy WebLinkAboutCC Board of Library Trustees 2019 Interviews____________________________________________________________________________________
FOR CITY CLERK ONLY
File Number: 9-2-3 (1 & 2)
Council Meeting: 3/18/2019
Disposition: Josh Libresco reappointed.
Claudia Fromm and Catherine Sumser appointed – effective immediately.
Beverly Rose appointed to alternate term – effective immediately.
Special Meeting
Agenda Item No: 1
Meeting Date: March 18, 2019
TOPIC: BOARD OF LIBRARY TRUSTEES INTERVIEWS
SUBJECT: INTERVIEW APPLICANTS AND CONSIDER APPOINTMENT S TO FILL THREE
FOUR-YEAR TERMS TO THE END OF APRIL 2023, AND ONE UNEXPIRED
ALTERNATE FOUR-YEAR TERM TO THE END OF APRIL 2021, ON THE SAN
RAFAEL BOARD OF LIBRARY TRUSTEES DUE TO THE EXPIRATION OF
TERMS OF MELANIE CANTARUTTI, DOUG VAN GESSEL AND JOSH
LIBRESCO, AND THE RESIGNATION OF SCOTT HARROP
RECOMMENDATION:
Interview the following applicants and make appointments to the Board of Library Trustees:
BACKGROUND:
At the meeting of February 4, 2019, the City Council called for applications for the Library Board
of Trustees to fill three four-year terms to the end of April 2023 and one unexpired alternate four-
year term to the end of April 2021 due to the expiration of terms of Melanie Cantarutti, Doug Van
Gessel and Josh Libresco, and the resignation of Scott Harrop. Nine (9) applications were
received in the City Clerk’s Office by the deadline of Tuesday, February 26, 2019; however, staff
determined that two of the applicants were not residents of the City of San Rafael, and therefore,
ineligible to apply.
COMMUNITY OUTREACH:
SAN RAFAEL CITY COUNCIL STAFF REPORT
Department: City Clerk
Prepared by: Lindsay Lara, City Clerk City Manager Approval: _____________
Name
Samantha Sargent
Claudia Fromm
Clinton Wilkins
Josh Libresco
Beverly Rose
Catherine Sumser
Martha Peterson
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
The call for applications for the Board of Library Trustees was advertised in Snapshot (the City
Manager’s e-newsletter), the City website, Nextdoor and Facebook social media platforms.
FISCAL IMPACT:
There is no fiscal impact associated with this item.
RECOMMENDED ACTION:
Interview applicants and make an appointment.
ATTACHMENTS
1. Seven (7) applications
2. San Rafael Code re: 2.16.030 Board of Library Trustees
Submit Date: Feb 26, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Submitted
Are you a resident of San Rafael
Yes No
Business Address
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
Since moving to San Rafael about 14 years ago I have participated in the City of San Rafaels Planning
Acedemy, I have served on the Board of GPNA and continue to help out, I have been a member of the B
Team and facilitated the Albert Park Playground Remodel, I served on the measure "s" committee, and I
was the Chair for the County's Mental Health Board. Currently I am the Secretary for the Federation of
San Rafael Neighborhoods, General Plan 2040 Steering Committee alternate, and a Marin County
Building Department Commissioner.
Samantha Sargent
601 B Street
San Rafael CA 94901
14
Mobile: ( Home:
Self
General Contractor/Construction
Project Manager
Samantha Sargent Page 1 of 2
Upload a Resume
List any civic organizations of which you are a member:
Federation of Neighborhoods Gerstle Park Neighborhood Assoc.
Education:
B. A. Economics, A.S. Business Administration
Why are you interested in serving on a board or commission?
I am very interested in serving on the Library Board because I feel that my skills and experience would
benefit the commission as they face the challenges ahead. Two major changes are happening with our
City's Library this year - merging with Community Services and evaluating options for a new
location/building renovation. I have worked closely with Community Services and I have always been a
supporter of their programs. Given my knowledge of the architecture and construction management,
combined with my passion for our city and understanding of the needs of the community, I feel that I am a
great fit for the Commissions upcoming issues. I also value the accessibility to knowledge and education
that the library system was founded on I believe strongly in preserving the City's ability to make
information accessible to all in every format possible.
Describe possible areas in which you may have a conflict of interest with the City:
There are none that I can think of.
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
PM_General.pdf
Samantha Sargent Page 2 of 2
Samantha Sargent
CAREER OBJECTIVE
A Project Manager position with a construction industry leader where my motivation, organization and passion for
building will be a welcome addition.
SKILLS
Project Management Scheduling Budgeting Construction Management
Contracts Customer Relations Permitting Problem Solving/Work Arounds
PROFESSIONAL EXPERIENCE
General Contractor (owner) and Project Manager - B Street Builders San Rafael 8/2009 - present
●Manage project scope, schedule, and budget through working closely with all vendors, sub-contractors
and employees.
●Communicate with architects, owners, builders and engineers, and sub-contractors to coordinate work
and assure project is on target. Perform on-site visits regularly.
●Review and interpret architectural and structural drawings, RFI’s.
●Manage client expectations, and communicate project progress and process.
●Create estimates, bids, project schedules, budgets, change orders, submittal documents, detailed project
contracts and materials lists.
●Obtain permits and permissions from the Planning and Building Departments.
●Plan and procure sub-contractors, materials, and supplies. Follow work and billing throughout project.
Property Manager - Independent Redondo Beach 1/2010 - 8/2012
●Marketed property, recruited tenants, negotiated rental contracts and managed the maintenance of
upscale beach property.
Software Project Manager, Contract - Herbalife, Inc, WITI, SMW Sailing Assoc Los Angeles 2/2002 - 8/2009
●Delivered multiple software and website development projects valued between $250,000 to $2million.
Software Product Manager - Ipedo, Inc Redwood City 2/2001 - 12/2001
●Led cross functional teams in creation of enterprise information integration software.
●Become Subject Matter Expert (SME) as needed and produced detailed reports.
Manager of Product Marketing - Dodots, Inc Cupertino 1/2000 -12/2000
●Integrated the objectives of all business units with Engineering, aligning product development with
business goals by synthesizing the first development documentation. Budget of $50 million.
Marketing Manager - Franz, Inc Alameda 1/1997 - 12/2000
●Tripled the value of an AI software product line by repositioning it as a development platform.
●Wrote all marketing materials and developed a sales training program.
●Represented company internationally in Europe and Japan.
EDUCATION
Economics, B.A. Sonoma State University
Business Administration, A.S.Contra Costa College
COMPUTER SKILLS
Mac OS and Windows, Google Docs, MS Excel, MS Word, MS PowerPoint, MS Project
VOLUNTEER WORK
City of San Rafael General Plan 2040 Steering Committee alternate
Marin County Building Department Commissioner
City of San Rafael Planning Academy Graduate
Submit Date: Feb 07, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Submitted
Are you a resident of San Rafael
Yes No
Business Address
Ross Valley Professional Medical Building 1036 Sir Francis Drake Blvd Kentfield, CA 94904
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
San Rafael Chamber of Commerce Business Connections chapter of BNI-San Rafael Meals for the
Homeless, San Rafael
List any civic organizations of which you are a member:
San Rafael Chamber of Commerce Business Connections Chapter of BNI-San Rafael Former Board
Member of Whistlestop, San Rafael Member, Congregation Rodef Sholom Synagogue, San Rafael,
Former Sisterhood Board Member, 2015-2018
Claudia Fromm
San Rafael CA 94903
35 years
Home: ( Mobile: (
Self Employed
Licensed Marriage and Family
Therapist
Claudia Fromm Page 1 of 2
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Education:
Masters of Counseling Psychology, Dominican University of California, 2005 SecondaryTeaching
Credential, University of California, Berkeley, 1976 Bachelor of Arts, History, University of California,
Davis, 1975
Why are you interested in serving on a board or commission?
Since early childhood, I have had a passion for reading and am a voracious reader. I am a frequent San
Rafael library patron, visiting the San Rafael library 2-3 times a week. As a teenager growing up in Marin
County, I volunteered at the Belvedere Tiburon Library. One of my first jobs after college was serving as a
research librarian for an international architectural/design firm in San Francisco. In recent years, I have
started two book clubs; one comprised of my friends and one comprised of our temple members at
Congregation Rodef Sholom in San Rafael. One highlight of my personal book club group is that I have
arranged for authors to either speak by phone or in person about their book and share their writing
experiences. I believe that my blend of previous corporate experience and my current psychotherapist
skills would be an asset to the library board.
Describe possible areas in which you may have a conflict of interest with the City:
None
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
CF_resume_Feb_2019.doc
Claudia Fromm Page 2 of 2
CLAUDIA FROMM
San Rafael, CA 94903
(
www.claudiafromm.com
PROFESSIONAL COUNSELING EXPERIENCE:
Claudia Fromm, MFT, Kentfield, CA 2010 to present
Private Practice
Certified Cognitive Behavioral Therapy Specialist, treating clients who are experiencing issues
such as anxiety, depression, substance abuse, co-occurring disorders, grief and loss, chronic
health issues, couples and relationship issues.
Provide EMDR therapy (Eye Movement Desensitization Reprocessing) to assist clients who
have PTSD, general trauma and/or unresolved anxiety and depression.
Collaborate with client’s psychiatrists or primary care physicians on monitoring client’s
compliance with medication.
Participate in consultation groups and trauma focused training programs.
Family Service Agency of Marin, San Rafael, CA. 2005-2009
MFT Intern, Substance Abuse Recovery Team
Provided individual and couples therapy to clients as member of the Substance Abuse
Recovery Team. Trained and provided counseling utilizing motivational interviewing. Counseled
clients with Dual-Diagnosis issues.
Counseled adults, children, families and couples with diagnosis of PTSD, depression, anxiety,
bi-polar, borderline, relationship and grief and loss issues.
Co-facilitated Mind over Mood (Cognitive Behavioral Therap y) groups, focused on reducing
depression and anxiety.
Served as Life Skills Therapist at Loma Verde Elementary School in Novato, providing
counseling to Kindergarten through 5th grade students. Collaborated with teachers, principal and
resource staff to form an engaged, multi-disciplinary team.
Worked closely with agency psychiatrists to assess and monitor clients who needed medication
management.
Claudia Fromm
Page Two
Catholic Charities of Marin, San Rafael, CA. 2004-2005
MFT Trainee
Provided individual and couples counseling to assist clients with issues of depression, anxiety,
substance abuse and recovery, grief counseling and chronic health issues.
Conducted phone intakes and referred clients to appropriate resources based on individual needs.
Worked with California Victim Compensation Program to provide therapy for adult and child
victims of and witnesses to domestic violence, child and emotional abuse.
Counseled children and adolescents ages 5 to 15 by providing support and assistance with life
transitions and interpersonal difficulties.
Dominican University of California, San Rafael, CA. 2003 to 2004
MFT Trainee, University Counseling Center
Worked with college students and staff providing counseling for anxiety, depression, academic
issues, relationship challenges, work/life balance, substance abuse and grief and loss.
Provided resources and referrals to community resources as needed.
Collaborate with university health center, career center and administration as needed on client’s
behalf
PROFESSIONAL CORPORATE EXPERIENCE
Heidrick & Struggles, San Francisco, CA 1983 to 2012
Senior Associate
● Conducted senior level national and international retained searches. Significant expertise
in consumer packaged goods, retail, hospitality and not-for-profit industries.
● Member, CEO & Board, Private Equity, Chief Marketing Officers & Consumer Services
Practices
● Recruitedd, interviewed, and assessed potential candidates
● Counseled executives on career and outplacement strategies
Claudia Fromm
Page Three
● Actively participated in search strategies with clients, prepared position specifications,
candidate appraisals and conducted reference checks
● Co-creator of the Senior Associate Social Responsibility Task Force
● Awarded North American Quality Award, 2005
Ward Howell International, San Francisco, CA 1979-1983
Research Director
● Conducted preliminary research to determine target companies and prospects
● Obtained search information via internal/external database and corporate library
● Recruited, interviewed and evaluated potential candidates by telephone
● Recruited, trained and supervised research assistants
Prior experience: Sales Representative for Landsberg/Tarrant 1976-1979
and Research Librarian at Gensler and Associates/Architects, San Francisco, CA
LICENSE AND EDUCATION
Licensed Marriage and Family Therapist (MFC 48220), California Board of Behavioral
Sciences, Sacramento, CA. 2010
M. S. Counseling Psychology, MFT specialization
Dominican University of California, San Rafael, CA. 2005
Lifelong Secondary Teaching Credential, Social Sciences
University of California, Berkeley, CA. 1976
B.A. History
University of California, Davis, CA. 1975
PROFESSIONAL ASSOCIATIONS
CAMFT, (California Association of Marriage and Family Therapists) Member, 2010 to present
San Rafael Chamber of Commerce, Member, 2010 to present
Business Networking International, (BNI), Business Connections Group, San Rafael, CA.
Member, 2010 to present
Congregation Rodef Sholom, San Rafael, Member Sisterhood Board, 2015 to present
Submit Date: Feb 19, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Submitted
Are you a resident of San Rafael
Yes No
Business Address
I am a retired school principal and school founder and current social entrepreneur. I use my home address
-- 2 McNear Drive, San Rafael, CA 94901 -- as my business addresses.
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
Yes. I'm co-founder of the Resilient Aging Lab. We work through and with organizations to assist older
adults in making the their transitions into their "encore" stage in life. Two years ago I led a project to assist
Marin County nonprofits in conjunction with Marin County School Volunteers to recruit and support
volunteers.
List any civic organizations of which you are a member:
Board Member -- One Percent for Education Board Member -- San Francisco Friends School
Clinton P.Wilkins
San Rafael CA 94901
11 years
Mobile: ( Home:
Clinton P. Wilkins Page 1 of 2
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Education:
AB in History (1968) Williams College MDiv (1974) Harvard University
Why are you interested in serving on a board or commission?
I have served on -- and served for -- many boards over the course of my professional life -- as a school
principal primarily but also as a community leader. I'm now at a stage in life when I have more time to
"give back." In particular, I'm a passionate user of the Marin County Public Library system and want to
further its efforts to promote literacy, mobilize potential and actual resources (technology) and steward
responsibly the county's allotted financial resources.
Describe possible areas in which you may have a conflict of interest with the City:
None, as far as I can imagine... .
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
Clint_Wilkins_Resume_01-27-
19.pdf
Clinton P. Wilkins Page 2 of 2
Clinton P. Wilkins
San Rafael, CA 94901
School Experience:
Civicorps Schools, Oakland, CA (2007-2009) Interim Principal
Sage Hill School, Newport Coast, CA (1998-2006) Founding Head of School
Friends School of Baltimore, Baltimore, MD (1995-1998) Upper School Principal
The College Preparatory School, Oakland, CA (1990-1994) Head of School
Moorestown Friends School, Moorestown, NJ (1987-1990) Head of School
The Sidwell Friends School, Washington, D.C. (1975-1987) Assistant Headmaster
Research Experience:
Skoll Centre for Social Entrepreneurship, University Associate
of Oxford (2006-09)
Stanford University School of Education (1994-1995) Visiting Scholar
Encore Experience:
Resilient Aging Lab (current) Co-Founder
enCourage (current) Designer, SEL Curricula
No Bully, San Francisco, CA (2014-19) Coach
Heroic Imagination Project (2010-2013) Director of Education
Citizen Schools (2013) Citizen Teacher
Education:
Harvard University: Master of Divinity (1974)
Princeton University: Secondary School Teacher Certification Program (1969-1970)
Williams College: A.B. in History (1968)
Selected and Relevant Professional Activities:
•Board of Trustees: San Francisco Friends School (current)
•Board of Trustees: East Bay Conservation Corps, Oakland, CA (2000-2007)
•Board of Trustees: Crystal Springs Uplands School (1993-1995)
•CASE (Council for the Advancement and Support of Education) District VII Executive
of the Year Award for independent schools, 2003
•Co-founder: D.C. Area Principals’ Center
•Daniel A. Carrion Award for service to the people of Peru (1970)
Submit Date: Feb 25, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Appointed
Are you a resident of San Rafael
Yes No
Business Address
San Rafael, CA 94901 [work from a home office]
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
• Have been serving on the San Rafael Library Board of Trustees since early in 2016. (See below under
reasons for wanting to serve.) • Coached in the San Rafael Little League [baseball] for nine years for my
son, from t-ball through juniors. • Coached in the San Rafael soccer league for four seasons for my
daughter and two for my son [he played travel soccer after that]. • Coached five seasons of CYO
basketball for my son, some in San Rafael and some in San Anselmo. • Active with the Stapleton Theatre
Company in San Anselmo, both as a performer and as a volunteer, for the past 18 years. Also helped
occasionally with the Stapleton School of Dance. • Sometime speaker at local middle schools and high
schools on polling and public opinion research. Have also spoken on this topic at the San Rafael Library.
Josh Libresco
San Rafael CA 94901
24
Home: ( Home:
The OSR Group Executive Vice President
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List any civic organizations of which you are a member:
• American Marketing Association (former Board member; formerly in charge of all Bay Area programs) •
Princeton Club of Northern California (former President; still an active member) • Princeton University
(active participant in alumni affairs; organizer of events; interviewer of prospective students) • Hillhouse
Club (business organization that brings in speakers for breakfast meetings around six times a year; I have
also been a speaker)
Education:
Princeton University, A.B., Class of 1976 Major: Woodrow Wilson School of Public and International
Affairs
Why are you interested in serving on a board or commission?
First off, as I said before I started my Board service in early 2016, I love libraries. I enjoy visiting libraries,
browsing the stacks, and relishing the opportunity to be surrounded by books. I use San Rafael Library’s
inter-library loan system to get books from other County libraries [and beyond], but I also enjoy going
directly to other libraries in the County to pick up books. So far, I have visited 13 of Marin’s libraries to
track down books that I saw were available through an online search. I travel to New York for business
fairly often, and generally spend my time between meetings in branches of the New York Public Library
system, rather than hanging out at Starbuck’s. I am also a big believer in reading books, rather than just
newspapers, magazines, and online sources. I have read at least two books a month for the last 20 years
or so, in addition to the other reading I do. I try to read on a wide variety of subjects, including science,
history, baseball, public affairs, and fiction. I have been honored to serve on the San Rafael Library Board
for three years now. I think I have missed only one meeting in that time, and I am always prepared and
always participating in our monthly discussions. As part of my service, I have worked at the SR Library
booth at the Farmer’s Market every year, and have attended events run by the Library Foundation. I was
also the only Board member at the opening of our mini-branch in the Northgate Shopping Center. Most
important, I have been one of two Library Board members to serve on the special inter-Board committee
to help advance the cause of building new libraries in San Rafael. I have made every meeting and been
an active participant. I have also offered advice about conducting surveys among the community related
to what kind of libraries we should offer to our residents. In addition, I have attended community meetings
in Pickleweed, Terra Linda, and the San Rafael Community Center, discussing respective plans in those
areas. I am very interested in continuing my work to bring new or expanded libraries to our city, and hope
to help bring these efforts to a successful conclusion during my next four-year term. Now you know why I
am interested in serving on the Library Board, but why should you be interested in me? Here are a few
reasons: • I have worked for several decades in public opinion research and marketing research, and can
provide counsel on how to explore the views of our community. • I have conducted research for a variety
of non-profit organizations, including organizations focused on education, transportation, health care, and
the arts, so I have some knowledge of how non-profits work and how they can operate effectively. • I have
served on non-profit Boards, and been able to increase membership, increase attendance at events, and
improve financial solvency. • I am a strong public speaker, and can help to advocate for the Library at
community events. Overall, I have a strong interest in helping the San Rafael Library to thrive in the years
ahead, and I believe my qualifications will help me to make a significant contribution. I hope you will
consider me for a new four-year term.
Describe possible areas in which you may have a conflict of interest with the City:
No conflicts.
JL_resume__1_page__--_as_of_1-
9-19.docx
Josh Libresco Page 2 of 3
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
Josh Libresco Page 3 of 3
JOSHUA D. LIBRESCO
(
WORK EXPERIENCE
The OSR Group (1997 – present) – Executive Vice President
Built a marketing research practice for a multi-faceted marketing consulting firm.
Conducted research in a variety of industry categories, including technology, financial services,
retailing, and consumer products. Developed strong research expertise in market segmentatio n,
brand strategy, new product development, customer retention, and digital media. Expanded
capability to conduct research in more than 60 countries.
Audits & Surveys Worldwide (1985 – 1997) – Senior Vice President/Managing Director
Opened a West Coast office for a leading international research company and grew the
office into a multi-million dollar, profitable division. Negotiated leases, hired and trained new
employees, prepared budgets, developed new business, and managed client relationships.
Promoted from Vice President to Senior Vice President, and named a stockholder of the
company.
Louis Harris and Associates (“The Harris Poll”) (1981 – 1985) – Vice President/
Division Head
Responsible for the management, marketing efforts, and research work for a division of
the company focused on research for financial services and technology companies. Represented
the company on television and radio in discussing survey results.
Opinion Research Corporation (1977 – 1981) – Research Director
Began at the bottom in marketing research and gradually became responsible for project
direction and supervision of each stage of the research process . Promoted five times in four
years. Developed skills as a focus group moderator, and ran a training course for new
moderators. First recipient of the company’s President’s Award, to recognize “outstanding,
unique achievements, beyond the excellence expected in the normal performance of (one’s) job.”
PROFESSIONAL ACCOMPLISHMENTS
Written more than 30 articles for professional publications, including Marketing News,
Advertising World, Public Opinion, The CASRO Journal, American Banker, and The Cash
Manager. Delivered more than 50 speeches and presentations at industry conferences in the
U.S. and Europe. Completed pro bono research assignments for educational, arts, and municipal
institutions. Former Board member of the American Marketing Association in San Francisco --
developed the annual Marketer of the Year Awards. Former President of the Princeton Club of
Northern California -- developed an enhanced communications program and quadrupled the Club
membership.
EDUCATION
Princeton University, A.B., Class of 1976
Major: Woodrow Wilson School of Public and International Affairs
Submit Date: Feb 20, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Submitted
Are you a resident of San Rafael
Yes No
Business Address
MAC A0109-125, San Francisco, CA 94105
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
No
List any civic organizations of which you are a member:
No civic organizations, only NGOs
Beverly Rose
San Rafael CA 94901
2
Home: ( Mobile: (
Wells Fargo Bank
Senior Vice President, Treasury
Management
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Education:
B.A., Hope College, Holland, Michigan IABC accreditation, Royal Roads University, Victoria, B.C.,
Canada
Why are you interested in serving on a board or commission?
I believe in the power of literacy to lift all people. A free library system is a hallmark of a great society. I
believe a strong library can strengthen a community and become a focus for creativity and multi-
generational support and enrichment. I served for three years on the Mill Valley Library Foundation when I
lived there and believe I can use my background to help the San Rafael Public Library grow and thrive.
Describe possible areas in which you may have a conflict of interest with the City:
none
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
Beverly_Rose_resume_2019-
1.docx
Beverly Rose Page 2 of 2
Page | 1
BEVERLY ROSE, APR, ABC
San Rafael, CA California 94901
Mobile: Desk:
HIGHLIGHTS OF QUALIFICATIONS
Communications and marketing executive with 30+ years’ experience spanning financial services,
retail/manufacturing, and nonprofit. Skilled in developing fresh and innovative strategies that build and
strengthen brand, increase sales and distribution channels, expand multicultural outreach and create
marketing alliances. Known for strategic counsel in times of crisis and change, as well as success in
developing and delivering communications programs with measurable results. Big picture strategist who
has the ability and acumen to be hands-on in all aspects of communications. Areas of expertise include:
▪ Executive Communications
▪ Issues Management
▪ Public Relations
▪ Media Training
▪ Marketing Alliances
▪ Cause Marketing
▪ Employee Communications ▪ Media Relations ▪ Advertising
▪ Crisis communications ▪ Brand Management ▪ Multi-media production
PROFESSIONAL EXPERIENCE
Wells Fargo and Company, San Francisco, California 2012-current
Senior Vice President, Customer Experience Communications
Oversee internal and external communications to support Treasury Management and
Commercial Electronic Office (CEO) portal products and services for Wholesale customers and
line partners
• Led communication effort responsible for all portions of Health Benefits Services
divestiture and sale to Optum Bank (700,000 account holders)
• Surveyed key stakeholders and developed new processes to improve transparency,
timeliness, and quality of communications to bankers and customers
• Created and executed industry awards plan resulting in top honors in additional
categories of existing programs and in recognition programs new to Wells Fargo
• Developed Partner Satisfaction Survey to assess ways to improve performance of team
• Created Crisis Communication Playbook for Treasury Management which was used as
the template for Severity One incidents Wholesale-wide
• Awarded two month Volunteer Service Leave to assist non-profit with marketing,
branding, communications, crisis management, and advocacy
• Develop and execute internal communications plans for Head of Merchant Services and
Head of Treasury Management Client Delivery
• Named USA Chair of National Customer Service Week, 2017
Vice President, Public Relations, Digital Channels Group 2008-2012
Responsible for internal and external communications for wellsfargo.com including media
relations, crisis communications, analyst relations, and product promotion
• Won 2010 Top Performer of the Year, Sales and Service Award, Internet Services Group
• Led Enterprise-wide initiative to create and launch a comprehensive media monitoring and
analytics solution; including RFP, program implementation, governance, and training
• Co-chaired ISG Community Support Campaign, increasing funds raised by 27% over prior year
Page | 2
• Developed innovative social media promotions and interactive online tools to engage customers
and the general public with wellsfargo.com products and services
• Created first joint Wachovia/Wells Fargo media outreach to promote combined service offerings
• Received two ‘Extraordinary Achievement in Media Relations’ awards from North American
Precis Syndicate for broadcast/print packages (2012)
• Featured spokesperson in nine-part video series on Financial Education (2011)
• Created a series of Financial Innovation media dinners resulting in positive coverage of new
Wells Fargo products by Forbes, Fortune, Bloomberg, WSJ, Financial Times, and CNN.
Fireman’s Fund Insurance Company, Novato, California 2007-2008
Vice President, Corporate Communications
Led Communications team in the development and production of all internal messaging, external
collateral, brand communications, and media relations material. Collaborated with senior management
to develop marketing and communication strategies that achieved short and long-range goals.
▪ Won annual Best Practice Award from CEO of parent-company at global marketing conference in
Barcelona for introducing innovative strategies and practices that leveraged communications activities
across multiple channels, increasing consistency and timeliness of messages to a variety of audiences
▪ Achieved measurable increase in level of employee engagement through re-invigorating quarterly
town hall meetings, infusing intranet with interactive programs, and realigning content on FFIC-TV
▪ Developed and executed communications strategy that built understanding internally and reduced
negative press coverage around departure of CEO, resulting in neutral-to-positive media coverage and
stable employee engagement rating
American Cancer Society, California Division, Oakland, California 1998-2007
Vice President, Corporate Communication
Reporting to the CEO, built and led communications function for the largest division of the country’s
premier voluntary health non-profit. Oversaw all marketing and communications programs including
public relations, issues management, media relations, crisis communications, creative services,
advertising, executive and internal communications, website, and social media initiatives.
▪ Created new structure and reporting matrix for the Communications function statewide, engaging key
internal stakeholders, resulting in buy-in and support from management and leading to measurable
increase in constituent satisfaction
▪ Led statewide media team that garnered in excess of $14 million dollars in earned and donated media
annually
▪ Identified, sought out, and gained pro bono involvement from a major celebrity to serve as
spokesperson for African American cancer prevention campaign that was duplicated throughout the
country by the national organization
▪ Proposed and won million-dollar grant from Kaiser Permanente to develop Spanish-language media
outreach initiative that resulted in increased awareness of key health issues and measurable behavior
change among Hispanic women
▪ Won Innovation Grant from national organization to create original branded cancer-related content for
new and emerging broadcast channels; nominated for Innovator of the Year award by CEO
▪ Developed relationship with Wells Fargo Bank that led to branded cancer-prevention content
displayed on ATM screens and receipts in 14 states over a three year period reaching more than 100
million people
▪ Selected to represent California on 12-member steering committee for Celebration on the Hill; the
USA’s largest advocacy event ever held for cancer survivors and their families
Page | 3
▪ Based on success in developing California’s first comprehensive Crisis Plan, selected to co-author
national Crisis Communications plan and produced document, including table-top drill exercises,
lauded by top leadership, staff, and volunteers across the country
The GAP, Inc., San Francisco, California 1996 - 1998
Director, Corporate External Communications
Responsible for executive communication, media relations, and brand management.
▪ Created and executed national media strategy to position Gap, Old Navy and Banana Republic brands
as category leaders by proactive outreach to key business publications and trade press resulting in
positive media
▪ Conducted market research on community attitudes toward The GAP, Inc. and developed
communications plans that gained positive media attention prior to openings in historic or certain
suburban communities
▪ Responsible for all aspects of annual meeting which, for the first time, included multimedia
interspersed with live-action presentations resulting in praise from shareholders and business press
▪ Wrote and produced ‘Retailer of the Year’ presentation given by Don Fisher at the Retail Federation’s
annual awards ceremony, including multimedia show of Gap brand from founding to future that
brought a standing ovation
Pacific Telesis/ Pacific Bell, San Francisco, California 1995 - 1996
Manager, Corporate Communications
Spokesperson and media relations manager representing the company and its subsidiaries on all subjects
including new product launches, market expansions, regulatory and legal issues, and public affairs.
▪ Developed media strategy and messaging for Southwestern Bell Corporation (SBC) merger and
Pacific Bell-Giants arena naming project (Pacific Bell Park) in headquarters media market
▪ Lead spokesperson on caller ID, area code changes, Internet service launch, Lifeline program, 911,
and disaster preparedness resulting in primarily positive media stories
▪ Launched Internet in the Schools program with media events featuring San Francisco Mayor Willie
Brown and Vice President Al Gore
▪ Developed media strategy, talking points, and on-site demonstrations for reporters during Pacific
Bell’s broadband product introduction in the Bay Area, resulting in 15% over goal customer orders
American Red Cross, Bay Area Chapter, San Francisco, California 1990 - 1995
Chief Communications Officer
Responsible for marketing, advertising, creative services, and public relations for fifth largest American
Red Cross Chapter in the nation.
▪ Public Information Officer for nation’s deadliest urban wildfire, overseeing teams of communicators,
organizing volunteer spokespeople, coordinating disaster tours of Oakland hills for President,
Governor and other dignitaries, and creating daily published updates for victims, the media and Red
Cross workers
▪ Won 1992 Communications Excellence Award from National Red Cross for a radio campaign and
corresponding media featuring celebrity performer
▪ Developed strategy to overcome post-1989 earthquake reputation issues through collaborations with
local governments and the media that led to increased disaster relief donations and recruitment of
strong Board
▪ Founding member of Media and Emergency Responders Team, developing rules for disaster and
major crime media coverage in conjunction with police, FBI, OES, fire, and hospitals.
Page | 4
▪ Appointed as only field communicator to national advertising team responsible for Red Cross print
and broadcast creative, and chosen to do Elizabeth Dole’s advance work in California
▪ Recruited a volunteer team of 40 top communication professionals to assist with media and
government relations during disasters
The Rockport Company, Boston, Massachusetts 1986 - 1988
Marketing Vice President
Supervised marketing department, advertising and public relations firms, and customer care personnel.
Served on five-member Senior Management Team.
▪ Developed regional and national marketing campaigns that increased sales by 80% in two years
positioning the company for acquisition by Reebok
▪ Led redesign of all packaging, collateral, and in-store signage that freshened brand image and helped
to launch trade and consumer press push resulting in features in Forbes, BusinessWeek, and
Time
Brooks Shoes and Apparel, Rockford, Michigan 1982 - 1986
Marketing Director
Responsible for strategic marketing, including advertising, promotions and media relations, aimed at
consumers, sales force, and retailers
▪ Developed and implemented marketing plans that led to a successful launch of new product lines
including youth and adult apparel
▪ Directed all sponsored-athlete marketing activities including advertising, media interviews, special
events, public appearances, and crisis communications
▪ Company representative and communication leader on first cause marketing campaign in US history:
the renovation of the Statue of Liberty with private funds
▪ Won first place at top industry point-of-purchase show (POPAI) for innovative design and retailer
program that placed hundreds of co-op in-store branded shelf units called Brooks Profit Panels
The Media Group, Ltd., Grand Rapids, Michigan
1980 - 1982
Executive Producer
Supervised work of Major Accounts Group responsible for large film/video productions from client
meetings and script development through production phase to final edit and distribution.
▪ Won Steelcase account and produced unique interactive video based on viewer’s specific preferences;
shot onsite at Chicago’s Merchandise Mart using new state-of-the-art Panacam equipment
▪ Received top honors in Public Service category of Houston International Film Festival for client Dow
Chemical on the importance of recycling used oil
WOTV, NBC Affiliate, Grand Rapids, Michigan 1977 - 1979
Television Reporter/Producer/Anchor
Award winning field reporter covering education, county government, health, and the environment,
producer of noon news show, anchor early morning news program
▪ Won Michigan Education Association School Bell Award for three-part series on drug use among
teens; debuted first monthly fine arts Sunday Magazine-style program called ‘Spotlight’
EDUCATION
B.A., Cum Laude, Hope College, Holland, Michigan
Accreditation (APR) from Public Relations Society (PRSA) of America
Page | 5
Accreditation (ABC) from International Association of Business Communicators
Marketing and Communications Executive Seminar- Royal Roads University, Victoria, B.C.
COMMUNITY INVOLVMENT AND PROFESSIONAL AFFILIATIONS
• Board, Theatre Bay Area (2010-2017), Executive Committee & Vice Chair (2012-2017)
• Board of Directors, Secretary, PlayGround (New works incubator) (2014-2017)
• Board Member, Marketing Committee Chair, Mill Valley Library Foundation (2014-2017)
• Advisory Committee, Brain Injury Network of the Bay Area (2014-current)
• Board of Governors, San Francisco Public Relations Round Table (2000-2014), Chair (2002)
• Member, Playwrights Center of San Francisco, produced playwright (2013, 2014)
• Board of Directors, Secretary, Richard de Lone Special Housing Project (2014-2017)
• Member, Dramatists Guild of America (2013-current)
• Board, Bay Area Partnership for Children and Youth (2009-2013)
• Communications Committee, Professional Business Women of California (2007-2008)
• Board Member and VP, Professional Development, PRSA SF (2006-2007)
• Communications Advisory Council, San Francisco Opera (2006-2008)
• Art Commissioner, Mill Valley Art Commission, Mill Valley, CA (2008-2011), Chair (2011)
• President, Advertising Federation of Grand Rapids (1985-1986)
• Chair, Founding Board of Directors, Actors’ Theatre, Grand Rapids (1984-1987)
SPEAKING ENGAGEMENTS (volunteer)
▪ Argyle Customer Care International Conference, San Francisco, 2014
“Delivering Customer Delight in a Digital World”
▪ National Charities League, San Rafael, CA, 2014
“Handling difficult conversations with your children”
▪ International Association of Business Communicators, San Francisco, 2014
“What I wish I’d known at 22” -Career Day keynote
▪ Public Relations Society of America, San Francisco, 2014
“Social media: How to jumpstart your company’s future”
▪ PlayGround Donor Event, Berkeley, CA 2014
“Theatre’s intrinsic value to society”
PUBLICATIONS AND PLAYS
➢ Discretion, play performed at Tides Theatre in San Francisco 2015
➢ Making Waves, play performed at Tides Theatre in San Francisco 2014
➢ Indelible, play performed at Exit Theatre in San Francisco 2013
➢ Downward Dog, play performed at Actors’ Theatre, Grand Rapids, Michigan 2008
➢ Meant to Be, novel published in 2011
➢ ‘How It Is’ essays in Marin Independent Journal, 2008-2014
➢ Marin Independent Journal Annual Short Story Contest winner: 2008, 2010, 2012
➢ Guest blogger: Your Daily Success Tip, 2014, 2015
➢ Columnist, Professional Business Women of California magazine 2008-2009
Submit Date: Feb 19, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Submitted
Are you a resident of San Rafael
Yes No
Business Address
San Rafael, CA 94903
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
I volunteer for the Insight Prison Project
List any civic organizations of which you are a member:
Insight Prison Project
Education:
Graduate of Tamalpias High School Graduate of UC Santa Cruz
Catherine C Sumser
San Rafael CA 94901
4
Mobile: ( Home:
Fusion Academy Marin Director of Student Development
Catherine C Sumser Page 1 of 2
Upload a Resume
Why are you interested in serving on a board or commission?
I am passionate about keeping libraries open and accessible to all people - I have also been looking in to
joining local government and I feel as though this would be a perfect opportunity for me.
Describe possible areas in which you may have a conflict of interest with the City:
I am adamantly pro equality of people of all walks of life, and I might come in to conflict with individuals
who do not want San Quentin in our sky line, or who want the inmates from San Quentin who are
released to be treated differently.
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
Sumser__Catherine_Resume.pdf
Catherine C Sumser Page 2 of 2
Catherine Sumser (
EXPERIENCE
Fusion Academy Marin, San Rafael— Director of Student
Development
OCTOBER 2017 - PRESENT
This position requires the management of all student graduation plans,
creation of staff and student schedules, as well as creating contracts
within Salesforce and ensuring that all of our classrooms are being used
as effectively as possible.
Fusion Academy Marin, San Rafael— Director of First
Impressions/Office Manager
FEBRUARY 2017 - OCTOBER 2017
This position required the office management of 35+ staff members and
120+ students..
Fusion Academy Marin, San Rafael— Scheduling Assistant
APRIL 2016 - FEBRUARY 2017
This position included assisting the Director of Student Development in
creating contracts, schedules and maintaining parent communication.
Russian River Vineyards, Forestville - Server
APRIL 2015 - JULY 2016
Used Revel point of sales system to maintain table orders. Took orders and
carried food and beverages from the kitchen to the tables. Provided
excellent customer service throughout.
VCA Madera Pet Hospital, Corte Madera— Client Services
Representative
OCTOBER 2014- APRIL 2015
Created customer accounts, greeted customers and their pets, checked in
appointments, scheduled appointments, and processed payments.
EDUCATION
University of California, Santa Cruz— B.A. in Anthropology
AUGUST 2008 - 2016
Studied a variety of people and cultures within the Anthropology
department.
SKILLS
Proficient in Microsoft Office
Proficient in Microsoft
Outlook
Proficient in both Apple and
PC software use
Proficient with Salesforce
LANGUAGES
Spanish - verbal and written
proficiency
Japanese - very beginner level
comprehension
Volunteer Work
Insight Prison Project - VOEG
Facilitator - 2017 - Present
UC Santa Cruz - HIV Test
Counselor - 2009 - 2012
Santa Cruz Homeless Persons
Health Project - HIV Test
Counselor - 2011 - 2012
Submit Date: Feb 23, 2019
First Name Middle Initial Last Name
Email Address
Street Address Suite or Apt
City State Postal Code
Resident of the City of San Rafael for how many years?
Primary Phone Alternate Phone
Employer Job Title
City Of San Rafael, Ca Boards & Commissions
Profile
Which Boards would you like to apply for?
Board of Library Trustees: Submitted
Are you a resident of San Rafael
Yes No
Business Address
retired
How did you learn about this vacancy? *
None Selected
Interests & Experiences
Do you participate in any civic activities?
I have not participated in civic activities. I am a board member of the Hearing and Speech Center of
Northern California. I am also Secretary of the Board of Directors of the Metropolitan Club, where I also
co-chaired its Library Committee and participated in the Book Club. Early in my professional CPA career I
established the firm's professional library and hired a professional librarian.
List any civic organizations of which you are a member:
See above
Martha A Peterson
San Rafael CA 94901
8 years
Home: ( Home:
retired CPA
Martha A Peterson Page 1 of 2
Upload a Resume
Education:
BS from the University of Southern California.
Why are you interested in serving on a board or commission?
I have a passion for libraries and would like to give back to my community, utilizing the skills I have
developed through experience
Describe possible areas in which you may have a conflict of interest with the City:
No know ares which would give rise to a conflict of interest.
Demographics (Optional)
The demographic information you choose to provide is VOLUNTARY and OPTIONAL and refusal
to provide it will not subject you to any adverse treatment. This information will be considered
confidential, kept separate from your application and will not be used for evaluating applications or
making appointments. The City of San Rafael will use this information solely to conduct research
and compile statistical reports regarding the composition of its Board and Commission applicants.
Ethnicity:
None Selected
To which gender to your most identify?
None Selected
How old are you?
None Selected
MARTHA_A.7_retired.pdf
Martha A Peterson Page 2 of 2
MARTHA A PETERSON, CPA
SUMMARY
Accomplished business leader with more than 20 years experience as a Chief Financial Officer. Consistently
innovated and implemented business strategies to drive positive financial and operational results. Seasoned cross-
functional executive with expertise in accounting, finance, treasury and investment management, human resources,
technology, compliance and strategic planning. Relationship-driven, hands-on style which aligns cultural and business
goals.
EXPERIENCE
Martha Angell Peterson, CPA 2011 to retired 2014 San Francisco Bay Area
Consultant to finance organization: accessing capital markets; investor communication and relations; financial
forecasting; selecting of accounting and operating systems; IFRS conversions; strategic planning.
ALL Student Loan Corporation 1997 to 2011 Los Angeles
Chief Financial Officer
Key executive instrumental in growing this not-for-profit student loan company from less than $200 million in total
assets to over $2 billion in eight years.
Los Angeles Business Journal 2007 CFO of the Year for nonprofit organizations.
Managed all aspects of and raised over $2.5 billion in long-term financing for student loans. Public offerings
and private placements.
Developed models for optimization of financing strategies.
Negotiated bank lines of credit and secured over $400 in short-term financing in a combination of warehouse,
commercial paper and credit lines.
Established strong relationships with top four rating agencies to obtain and maintain bond ratings. Provided
complex performance analyses.
Maintained investor relations: lead road show presentations, directed quarterly and annual reporting,
responded to investor inquiries, established web based reporting platforms
Established a compliance framework to manage Department of Education and bond and financing
requirements and covenants
Worked with California Educational Facilities Authority issuing bonds for student loan programs.
Change Agent for major business expansion initiatives including two new lines of business and brining
processes and operations in-house resulting in growth to over 200,000 borrowers.
Project Director for the implementation of technology solutions: data warehouse, data process flow, business
intelligence, paperless office, budgeting and forecasting and cloud based solutions.
Strong analytical skills which focused on improved financial reporting and analysis, introducing key
performance indicators and trend analysis and increased emphasis cash flow optimization.
Implemented comprehensive corporate governance and human resource policies and procedures.
Managed all audits and evaluated and implemented new GAAP requirements.
Trained board of directors in corporate governance and Audit Committee in duties.
Oversaw all tax matters and saved over $5 million in taxes through tax management strategies. Managed
compliance with tax-exempt financing requirements.
Improved risk management and achieved 15% cost savings through realigning coverage to risk profile and
competitively bidding insurance coverage.
ICON Associates Inc 1990 – 1997 San Francisco
President & Chief Financial Officer
Founder of this specialized financial services company.
Managed the workout of over $1 billion in troubled loans and real estate as a contractor to the Resolution
Trust Corporation.
Assisted financial institutions in managing and enhancing the value of troubled loans and real estate.
MARTHA A. PETERSON, CPA
Midland Bank plc 1985 – 1990 San Francisco
Chief Financial Officer – United States Operations
Member of a three part management team that successfully liquidated $800 million in troubled loans and real
estate from Crocker National Bank, a wholly-owned subsidiary, which was sold to Wells Fargo Bank.
Member of the Credit Review committee, providing financial evaluation of potential strategies and
opportunities.
1st Vice President, Director Financial Planning & Analysis – Crocker National Bank (subsidiary)
Directed the preparation of the annual financial plan and budget for this $25 billion bank.
Implemented enhanced performance measurement techniques for evaluation of operating units and
contribution to profitability.
Implemented product profitability analysis.
Vice President, Deputy Controller – Crocker National Bank (subsidiary)
Designed and implemented comprehensive monthly financial reporting package for the board and parent
company (Midland Bank, plc).
Reorganized department, resulting in a 50% reduction in monthly closing time and 20% staff reduction.
Responsible for preparation of annual and quarterly reports to shareholders and the SEC.
Ernst & Young Los Angeles & San Francisco
Senior Manager
Audit and consulting services; litigation support services and forensic accounting.
Specialized industry expertise in colleges, financial services, mutual funds and manufacturing.
Technical reviewer.
ADDITIONAL PROFESSIONAL ACTIVITIES
Directorships: Served on the Boards of Directors and as an officer of two Midland Bank subsidiaries and four non-
profit organizations, including:
The Graphic Arts Council of the Fine Arts Museums of San Francisco
Hearing & Speech Center of Northern California
Metropolitan Club San Francisco
St. Vincent de Paul Society
PROFESSIONAL CERTIFICATIONS & MEMBERSHIPS
Certified Public Accountant (California No. 15300)
Chartered Global Management Accountant (CGMA)
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants
Financial Executives International (FEI)
EDUCATION
University of Southern California Bachelor of Science – Accounting
Magna Cum Laude
OTHER QUALIFICATION:
Skilled in full Microsoft Office Suite: Excel, Word, Power Point, Visio, Access
Working knowledge of Dynamics GP (Great Plains) and Quick Books
SAN RAFAEL CHARTER
ARTICLE IX Public Library, Section 1. BOARD OF LIBRARY TRUSTEES.
There shall be a board of library trustees to be appointed by the council, the exact number of
which shall be set by ordinance or resolution of the council, one of whom may be a councilman.
The members of the board shall serve for a term of four years and shall be subject to removal
by the affirmative vote of three members of the council. The terms of office of members of the
board shall be staggered in the manner provided by resolution of the council. The board of
library trustees shall exercise such powers and perform such duties as may be prescribed or
conferred in this charter or by the ordinances of the city. (Assembly Concurrent Resolution No.
121, August 20, 1973: Senate Concurrent Resolution No. 46, May 31, 1967.)
2.16.030 Board of library trustees.
A board of library trustees is created. (Ord. 889 § 6, 1967)
2.16.031 Trustee membership--Compensation.
The board of library trustees shall consist of five members appointed by the city council, one of
whom may be a councilman. All members shall serve without compensation. (Ord. 889 § 7
(part), 1967)
2.16.032 Trustee term of office and removal.
The members of the board of library trustees shall serve for a term of four years and shall be
subject to removal by the affirmative vote of three members of the city council. The terms of
office of members of the board of library trustees shall be staggered in the manner provided by
resolution of the city council. (Ord. 889 § 7 (part), 1967)
2.16.033 Trustee powers and duties.
Subject to the direction and control of the city council, as provided in Section 2.04.030 of this
code, the powers and duties of the board of library trustees shall be:
To assess and evaluate current and long-range needs of the library; to formulate and adopt
policies, rules and regulations with respect to programs and facilities to meet such needs of the
community, including recommendations for sites and design of facilities. Such formulations and
adoptions shall be made in conjunction with recommendations of the librarian;
To review, comment and make recommendations regarding the annual operating budget of the
library;
To receive, and review periodic reports from the librarian concerning the general operations and
functions of the library;
To recommend ways to inform the citizens of San Rafael as to the various programs, services,
and assistance which the library affords all citizens;
To promote intergovernmental cooperation in the development of library services, patronage
and usage;
To perform such other duties as may be prescribed by the city council.
(Ord. 1131 § 3, 1974: Ord. 889 § 7 (part), 1967).
Questions for Library Board of Trustees Applicants
1. Tell us a little about your background and any skills you would be bringing to
the Library Board of Trustees.
2. What do you see as the main advantages of the new integration of the
Library and Community Services Department (s)? If selected, what actions
would you take as a Trustee to support its success?
3. Do you use either the Downtown or Pickleweed libraries, or any other
libraries in Marin? What services do you find most useful?
4. What do you know about the specific operations and challenges of the San
Rafael Public Library?
5. What excites you about being a member of the Library Board of Trustees?