U.S. SMALL BUSINESS ADMINISTRATION WASHINGTON, DC 20416 June 1, 2017 Mr. Austin R. Evers American Oversight 1030 15th Street NW, Suite B255 Washington, DC 20005 Dear Mr. Evers: This letter is in response to your Freedom of Information Act Request No. SBA-2017- 000896. You have requested the following: 1. Records suf?cient to identify all employees who entered into a position at the agency as ?political appointees? since January 20, 2017, and the title or position of each employee (to the extent that such individuals have held multiple titles or positions since January 20, 2017, identify each title or position). For purposes of this request, please consider any employee in a PAS position, a presidentially-appointed position, a non-career SES position, or a Schedule position a ?political appointee.? Records suf?cient to identify all career employees who have been detailed into a leadership of?ce or component front of?ce since January 20, 2017; the title or position of each employee while on detail (to the extent that such individuals have held multiple titles or positions since January 20, 2017, identify each title or position); and each employee?s originating agency or component, and title. Records suf?cient to identify the members of the ?beachhead teams? who joined the agency at the beginning of the Trump administration, and the title or position of each employee (to the extent that such individuals have held multiple titles or positions since January 20, 2017, identify each title or position). 4. For each individual identi?ed in response to requests 1 to 3: a. The resume provided by the individual to the agency in connection with determining the appropriate salary for the individual, or, if that is not available, a recent resume contained within the agency?s records. We have no objection to the redaction of contact information (addresses, telephone numbers, e?mail addresses) for the employee or references, or to the redaction of past salary information. Employment, education, and professional association information is not exempt and we object to any redactions of such information. b. Any con?icts or ethics waivers or authorizations issued for the individual, including authorizations pursuant to 5 C.F.R. 2635.502. 5. Records suf?cient to identify the members of the ?landing teams? or ?transition teams? who were embedded with the agency for transition purposes by the Trump transition organization between the November 2016 election and the Trump administration. SBA has performed a search of its records and is releasing in full the documents responsive to requests numbered 1, 2, 3 and 5. For item number 5, the ?transition team? at SBA was called the ?Agency Review Team?. Regarding request number SBA has provided the resumes of the political appointees and members of the beachhead team but has redacted personal information pursuant to FOIA exemption 6. This exemption protects information about individuals in "personnel and medical ?les and similar ?les? when the disclosure of such information "would constitute a clearly unwarranted invasion of personal privacy.? With respect to the resumes of the career employees who were detailed into a leadership position, SBA did not gather resumes for these actions. Individuals were selected based on their experience with SBA and ability to perform the positions in which they were/are being detailed. Finally, as to request number SBA has no documents that are reSponsive to this request. If you have any questions about or need assistance with your request, you may contact the Chief, Freedom of Information/ Privacy Acts Of?ce, U.S. Small Business Administration by phone at 202?401-8203, by fax at 202?205-7059, by email at gov, or by mail at 409 Third St., SW, Washington, DC 20416. If you are not satis?ed with this action, you may appeal this decision to the Chief, Freedom of Information/ Privacy Acts Of?ce, U.S. Small Business Administration, 409 Third St., SW, Washington, DC 20416. You must submit an appeal within 90 calendar days of the date of the notice of denial. The appeal should contain a copy of this correspondence, a description of the information requested and denied, the name and title of the SBA of?cial or employee who denied the request, the reason for the denial, and any other facts you deem appropriate. The 2007 OIA amendments created the Of?ce of Government Information Services (OGIS) to offer mediation services to resolve disputes between FOIA requesters and Federal agencies as a non?exclusive alternative to litigation. Using OGIS services does not affect your right to pursue litigation. You may contact OGIS in any of the following ways: Of?ce of Government Information Services National Archives and Records Administration, 8601 Adelphi Road OGIS College Park, MD 20740-6001 E-mail: ogis@nara.gov Telephone: 202-741?5 770 Toll-free: 1?877-684-6448 Please note that using OGIS services does not affect the timing of ?ling an appeal with the Of?cer. If you have any questions about our response to your request, you our of?ce phone at 202-401-8203, by fax at 202?205-7059, by email at FOIAgw;sba.gov, or by mail at Freedom of Information/ Privacy Acts Of?ce, US. Small Business Administration, 409 Third St., SW, Washington, DC 20416. Sincerely, Human Capital Of?cer Small Business Administration Chie Attachment 1: SBA Political Appointees since January 20, 2017 Appointment Order Position F Name L Name 1 Administrator Linda McMahon Senior White House Advisor Mary Anne Bradfield 1 Chief of Staff 2 Associate Administrator Auborn Shepard 1 Assistant Director for Internal Communication and Public Liaison Katherine Duffy 1 Special Advisor to the Administrator Allie Schroeder 1 Associate Administrator William Manger 1 Assistant Administrator Holly Turner 1 John David Woodard Chiokadze Richard Kingan Robb Ryan Wong Lambert Michael Jennifer ZVI Thomas Roma Eric Anthony Nathan Lucia Cory Andrew Christine Matthew Vallante Millikin Rosen Acheson Daravi Jones Paranzino Miller Castellano Custer Coffield Murphy Parker 1 1 2 1 2 Legislative Assistant Special Advisor Special Advisor Administrative Support Assistant Deputy White House Liaison 1 1 2 1 1 1 1 1 1 1 1 1 1 1 1 1 Associate Administrator Special Assistant Senior Advisor Regional Administrator, Region IX Senior Advisor for Strategic Communications Special Assistant for Legal Affairs Administrative Support Assistant Senior Advisor Senior Advisor to Administrator Senior Advisor to the Chief of Staff Senior Advisor Senior Advisor to Associate Administrator for OFO Special Assistant Administrative Support Assistant Special Assistant White House Liaison Office Office of the Administrator Office of the Administrator Office of Investment and Innovation Office of Communication and Public Liaison Office of the Administrator Office of Capital Access Intergovernmental Affairs Office of Congressional and Legislative Affairs Office of Communication and Public Liaison Office of Capital Access Office of the Administrator Office of the Administrator Office of Government Contracting and Business Development Office of Investment and Innovation Office of Entrepreneurial Development Office of Field Operations Office of Communication and Public Liaison Office of Advocacy Office of the Administrator Office of Communication and Public Liaison Office of the Administrator Office of the Administrator Office of the Administrator Office of Field Operations Office of Capital Access Office of the Administrator Office of the Administrator Office of the Administrator Appointing Authority PAS NCSES NCSES NCSES Sch C Sch C NCSES Sch C Sch C Sch C Sch C Sch C Sch C NCSES Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Sch C Attachment 2: Detail Into Leadership Positions Detail Type Initial Detail Name Benderson, Eric Permanent Office Office of General Counsel Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Initial Detail Cornelius Jr, Eugene Steiner, Robert Nelson, Robert Titone, Alfred Knoblock, Carl Cooper, Elliott Ness, Eric Overal, Dorothy Bell, Wayne Nakano, Stan Porzio, Nancy Office of International Trade Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Initial Detail Duncan, Natalie Office of Human Resources Solutions Initial Detail Cornelius Jr, Eugene Office of International Trade Initial Detail Clark III, Major Advocacy Initial Detail King, Stephanie Office of the Chief Operating Officer Initial Detail Initial Detail Initial Detail Initial Detail Jarrett, Joellen Nelson, Nicole McKeehan, Christopher (Shawn) Loddo, Joseph Initial Detail Initial Detail Permanent Position Associate Counsel Deputy Associate Administrator for OIT DD for Region 5 DD for Region 1 DD for Region 2 DD for Region 3 DD for Region 4 DD for Region 5 DD for Region 6 DD for Region 7 DD for Region 8 DD for Region 10 Detail Office Office of General Counsel Detail Position General Counsel Office of International Trade Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Office of Field Operations Associate Administrator for OIT AA for OFO Regional Admin - R1 Regional Admin - R2 Regional Admin - R3 Regional Admin - R4 Regional Admin - R5 Regional Admin - R6 Regional Admin - R7 Regional Admin - R8 Regional Admin - R10 Deputy Chief Human Capital Officer Office of National Omb. Deputy Associate Administrator for OIT Office of the Administrator National Ombudsman Office of Human Resources Solutions Office of Entrepreneurial Development Office of Congressional and Legislative and Affairs Office of the Chief Operating Officer Assistant Advocate for Procurement Advocacy Office of Congressional and Management and Program Analyst Legislative and Affairs Supv HR Spec (Chief Learning Officer) Office of Human Resources Solutions Program Analyst Office of the Administrator Office of Congressional and Program Manager Legislative and Affairs Chief Operating Officer Office of the Administrator Chief Counsel for Advocacy Associate Administrator for OCLA Deputy Chief Human Capital Officer Program Analyst Associate Administrator for OCLA Administrator Shepard, Joe Blaney, Robert Office of Investment and Innovation Office of Field Operations Associate Administrator for Office of Investment and Innovation Office of the Administrator DD for Region 9 Office of Field Operations Deputy Chief of Staff Regional Admin - R9 Initial Detail Klein, John Office of General Counsel Associate Counsel Office of Government Contracting and Business Development Associate Administrator for OGCB Initial Detail Miller, John Office of Capital Access Deputy AA for OCA Office of Capital Access Initial Detail Wages, Laura Office of Human Resources Solutions Management and Program Analyst Office of the Administrator Associate Administrator for OCA Management and Program Analyst Deputy Administrator Attachment 3: SBA Beachhead Team Name Anthony Paranzino Eric Reece Jones Joseph Shepard Mary Anne Bradfield Matthew Parker Nathan Miller Title Senior Advisor to the Chief of Staff Senior Advisor to the Administrator Associate Administrator for Investment and Innovation Senior White House Advisor White House Liaison Senior Advisor, Office of the Administrator Zvi Rosen Special Assistant for Legal Affairs Allie Schroeder Professional Experien ee The Bautsch Groui, Finance Political Associate June 2015-October 2015, January 2016-January 2017 Raise contributions for clients from private donors, businesses and political action committees. Communicate directly with donors regarding requests, contributions and questions 0 Organize, plan and staff campaign fundraisers Coordinate daily with campaign manager, consultants and schedulers Schedule and staff meetings, events and phone calls Database maintenance Record and account for all incoming monetary contributions Prepare briefing materials for clients Manage campaign mail and phone calls Division of Administration, Legislative A?airs Coordinator October 2015-January 2016 Served as the legislative liaison to the Commissioner of Administration, State of Louisiana. Coordinate with the Commissioner, Director of Policy and Director of Legislative Affairs to plan, instruct and direct legislative strategy Continually develop, solidify and enhance productive working relationships and effective communication with members of the Governor?s Office, state legislature and their staff Analyze, strategize, and monitor legislative issues and activities Act as an informational resource for legislators and their support staffs on matters relevant to the Division Network and deveIOp other business relationships with individuals and organizations Maintain a high level of understanding regarding the State Budget, health bene?t plans and Capital Outlay operations Assist legislators in quickly resolving constituent matters Of?ce of the Governor, State of Louisiana, Executive Assistant to Governor Bobby Jindal July 2013?June 2015 Managed the Governor?s day?to?day schedule and personal preferences. Ensured the Governor remained timely on schedule Scheduled meetings, planned and scheduled events and executed phone calls Planned and booked all in-state and out?of-state travel plans (hotels, meals, gyms, etc.) Coordinated daily with First Lady, Chief of Staff, security detail, communications team, political consultants and legal counsel Organized all incoming meeting, event and speaking requests Spearheaded weekly scheduling meetings with all Senior Staff Handled and executed in a timely manner all personal requests for the Governor Education Louisiana State University Graduated May 2013 Bachelor of Arts in Mass Communication, concentration in Public Relations Double minor in Business Management and History Study Abroad Program in Ireland Kappa Kappa Gamma, Delta Iota Chapter Alumna Cumulative GPA: 3.68 Undergraduate Experience Wheels to Succeed, Account Executive of Press Communications January 2013~May 2013 Regularly consulted with the executive director of our client (WTS) to develop a strategic campaign. Acted as the direct point of contact with our client Supervised, directed and motivated a team of 6 peers Advised, designed and implemented a successful public relations campaign in 4 months 0 Performed SWOT and marketing analysis LSU College of Human Sciences and Education, Public Relations Intern January 2013-May 2013 Devised a variety of communication projects executed with university compliance. Conducted research and interviews to create weekly news releases and various other print pieces - Coordinated website updates and data maintenance on Contribute 6.5 Created ?nal projects with Adobe InDesign and Photoshop software Coastal Protection and Restoration Authority, Student Aid January 201. 2?Decernber 2012 Assisted the Operations and Planning Divisions with daily engineering tasks and strategic planning used to improve Louisiana?s coast. - Helped coordinate and plan strategic meetings Served as liaison for the Governor?s of?ce LSU Student Government, Senator April 2012-January 2013 Met weekly to prepose, amend and revise bills on legislative proceedings that relate to the University. Elected to represent the College of Mass Communication of over 1250 students Spearheaded outreach projects for on?campus affairs American Red Cross, Public A?at'rs Volunteer January 2012?May 2012 Reported to the Public Affairs Coordinator of the Baton Rouge Chapter. Directly assisted the communication staff with the production of media pieces and recruitment processes. Created a complete media kit focused on volunteer recruitment Devised media plan to include news releases, social media, brochure, pitch letter, backgrounder, advocacy piece and radio scripts Kappa Kappa Gamma, Public Relations Chair January 2011-December 2011 Administered public relations within the Greek community and University. Maintained relationships with various organizations ReSponsible for the Delta Iota chapter social media Effectively administered a $20,000 budget to plan social and philanthropic events that accompanied approximately 850 attendees Direct liaison to chapter alumnae Organized and planned recruitment events ANDREW J. COFFIELD EXECUTIVE SUMMARY A proven manager with strong leadership skills and team building experience. An accomplished regional representative with expertise in building productive relationships with constituents, colleagues, and government officials at all levels. A persuasive communicator with well-developed verbal, written and presentation skills. A thorough researcher that provides accurate and detail oriented work. STRENGTHS AND EXPERTISE     Experienced leader with exceptional coaching and mentoring skills. Internal & External Communications. Strong social media knowledge. Detail oriented manager with a strong business acumen. EDUCATION The Ohio State University--Columbus, Ohio Bachelor of Arts-Political Science- June 2014 PROFESSIONAL EXPERIENCE South Eastern Regional Representative Trump Pence Victory Program, Columbus, Ohio--6/2016 to 11/2016  Served as the primary contact person for 12 counties.  Successfully built a network of volunteers across southeast Ohio.  Increased Republican votes by over 10 points in 11 counties. Donald J. Trump Strike Team Donald J. Trump for President Inc. Columbus, Ohio--1/2016 to 6/2016  Campaigned in five states for Donald J. Trump for President.  Worked as the Northern California Director during the California primary.  Assisted in building a network of volunteers for the general election. Project Management Officer Office of the Ohio Treasurer, Josh Mandel, Columbus, Ohio--8/2013 to 2/2015  Worked as part of a team in making government more transparent by placing the state checkbook online.  Helped in writing the Treasurer of Ohio’s Veterans Resource Guide.  Planned Veteran Financial Literacy Events.  Co-created and successfully implemented the nation’s first statewide Veterans and Military Financial Education Program. Volunteer Citizens for Josh Mandel, Columbus, Ohio--12/2011 to 11/2012  Traveled the state of Ohio to promote Senate candidate Josh Mandel.  Executed the delivery of campaign materials throughout the state. Assistant General Manager Donato’s Pizza, Columbus, Ohio –2/2015 to 2/2016    Directed daily operations including opening/closing duties, inventory control, hiring new staff and analyzed cross profit reports. Managed a crew of 23 employees. Maintained all food prep and safety guidelines. AUBORN JOSEPH SHEPARD, II – Ref. No. P-0024234 Professional Experience & Education 2010 to Present ARCHWAY CAPITAL MANAGEMENT, INC. PARTNER, MANAGING DIRECTOR ......................Consulting, Advisory, Private Equity & Investment Banking Firm • • • • Responsible for securities-related, investment banking activities involving private placements, acquisitions, and divestments of partnership interests in small business investment company (SBIC) funds or SBIC portfolio companies. Responsible for advisory services involving fund management, federal government regulatory issues, and fund liquidation within the private equity industry. Responsible for financial, investment, marketing, strategy, and growth consulting services to independent small businesses. Registered representative holding Series 7, 63, and 79 securities registrations. 2007 to 2009 UNITED STATES SMALL BUSINESS ADMINISTRATION ASSOCIATE ADMINISTRATOR FOR INVESTMENT ............................................... Private Equity Fund of Funds • • • Head of organization with $9.95 billion in total outstanding and committed capital among a portfolio of 370 private equity funds and small business investment companies or SBICs. Oversight responsibility for investment policies, strategic direction, initiatives, and all aspects of the organization’s operations including monitoring fund performance, information systems, 80 employees, and an annual budget of $11 million. Authorized over $775 million in follow-on capital commitments to 37 existing private equity funds. Also oversaw 5 public offerings of U.S. government-backed securities totaling $1.53 billion. Responsible for evaluation and selection of investment managers and new private equity funds as Chair of the Investment Committee, and for approval of new funds as a member of the Agency Committee. Interviewed over 40 prospective funds and committed more than $515 million in capital to 16 new funds. Managed an additional 118 underperforming private equity funds with $1.31 billion in outstanding capital. Developed and implemented a liquidity plan to divest select funds to the secondary market and accelerate the return of capital. Resulted in the largest single year return in the organization’s history with over $330 million or 25% of outstanding capital returned. 2000 to 2007 ARCHWAY CAPITAL MANAGEMENT, INC. PARTNER, MANAGING DIRECTOR ......................Consulting, Advisory, Private Equity & Investment Banking Firm • • Founded the firm, and responsible for managing private equity, investment banking, and strategic advisory transactions between small to middle-market companies, buyout, mezzanine, and private equity funds. Evaluated private equity transactions for direct principal investment and coinvestment with select private equity funds. Responsible for originating, and executing merger and acquisition transactions involving buy and sell-side representation and private placements of debt and equity. Activities included structuring investments, negotiating sale, purchase and investment agreements, performing complete investment and financial analysis, leading the due diligence effort, and raising the necessary capital for transactions. Additionally, rendered valuation opinions. 1997 to 1999 BANK ONE CORPORATION VICE PRESIDENT, DIRECTOR.....................................................................Private Equity & Investment Banking Firm Banc One Capital Partners I, a SBIC, & II (collectively, the "Fund”) • • Acquired by JP Morgan Chase. Subsidiary, Banc One Capital Markets, Inc. Responsible for sourcing, evaluating and processing direct private equity investments for the Fund, which had over $300 million in committed capital, as well as providing merger, acquisition, advisory, and investment banking services. Director of new business development responsible for originating new investment and transaction opportunities for the Fund. Created, implemented and administered the Fund’s transaction origination and marketing plan. Managed the direction and coordination of all direct investment origination efforts involving private equity investment opportunities. Developed the Fund's comprehensive, nationwide databases for direct company originations. This included mezzanine, private equity, and buyout funds and their associated portfolio companies, as well as intermediaries. 1993 to 1996 REGENT CAPITAL MANAGEMENT, INC. PARTNER, MANAGING DIRECTOR ...............................................................................................Private Equity Firm • • • Cofounded the firm to make direct private equity investments in privately held, small to middle-market companies. Responsible for transaction origination, and assessing the risk and viability of each prospective investment. Responsible for financial analysis, structure, negotiation, due diligence, capital formation, which included the presentation of investment transactions to limited partners, and monitoring portfolio companies. Professional Experience & Education Ref. No. P-0024234 - AUBORN JOSEPH SHEPARD, II Page 2 ENVIRONMENTAL SYSTEMS COMPANY 1990 to 1992 DIRECTOR OF PLANNING & ANALYSIS .......................................................... Publicly Traded Corporation, NYSE Acquired by Brambles Industries, Ltd. • • • Directed all merger, acquisition and corporate growth activities for the corporation. Reported directly to the CEO and served in the capacity of Chief Financial Officer in various corporate matters with responsibility for financial and administrative activities of the Corporation due to absence of a CFO. Interacted frequently with news media. Regularly prepared presentations for the board of directors. Responsible for strategic planning and analysis. Directed all financial modeling, analysis, financial reporting and progress associated with the construction of a $75 million hazardous waste facility. Created business plans for new corporate ventures, joint ventures and acquisitions in the U.S., Canada and Mexico. Developed and executed a successful asset divestiture program. Key member of management team that negotiated a successful $61 million asset sale to the State of Arizona in 1991 which contributed to the profitability and eventual sale of the entire Corporation in 1992 to Brambles Industries for $233 million. PRINCIPAL FINANCIAL SECURITIES, INC. 1988 to 1990 SENIOR ASSOCIATE ......................................................................... Corporate Finance, Investment Banking Department Acquired by Wells Fargo Securities • • • Responsible for processing and coordinating corporate finance transactions involving public offerings, acquisitions, private placements of institutional equity and debt including senior and subordinated debt financings. Served as direct client contact and lead on several transactions. Managed individual project teams/client relationships. Advised clients on a variety of transactions and assisted in recommending and implementing various financing solutions. Generated private placement memorandums and public offering prospectuses. Developed public offering road show presentations. Evaluated financing requests and business plans. Rendered corporate valuations. Conducted historical and projected financial analysis; performed due diligence review of business operations; created financial models, forecasts and industry analysis. TEXAS PACIFIC CAPITAL CORPORATION 1987 to 1988 INVESTMENT ANALYST .....................................................................................................................Private Equity Firm • • • Responsible for business plan screening, evaluation of capital requests, venture capital investment reviews, intensive due diligence investigation, and investment opportunity analysis in various industries involving startup and early-stage companies. Produced detailed financial analysis through extensive computer modeling including construction of future operating projections; ratio, sensitivity and cash flow examinations; industry and company comparable analysis; capital requirement determination; projected equity holder investment returns; and performed private company valuations. Performed comprehensive industry research and assessments. Investigated corporate development strategies, market potential of products/services and competitive positions and advantages. Coordinated due diligence and investment correspondence between copartnering venture capital firms, and investment partnerships. Assisted General Partners with fund-raising for the firm’s private equity fund. SOUTHERN METHODIST UNIVERSITY 1986 to 1987 MASTER OF BUSINESS ADMINISTRATION ........................................................ Edwin L. Cox School of Business Concentration: Entrepreneurial Finance, Caruth Institute for Entrepreneurship. HOST MARRIOTT CORPORATION 1985 to 1986 FINANCIAL ANALYST...................................................................................................Fortune 1000 Service Corporation KPMG PEAT MARWICK 1983 to 1985 MANAGEMENT CONSULTANT ..............................................International Accounting, Tax & Consulting Partnership HARDING UNIVERSITY May, 1983 BACHELOR OF BUSINESS ADMINISTRATION ................................................. Major: Business Systems Analysis Minor: Accounting; Dean's List; American Studies Institute. Personal & Contact Information AUBORN JOSEPH SHEPARD, II Contact Information Auborn Joseph Shepard, II President Trump Administration - Positions of Interest and Competency ƒ U.S. Small Business Administration, Office of Capital Access Associate Administrator for Capital Access - Office of Capital Access [i] Former SBA Office of Capital Access SES noncareer appointment (NA) with responsibility for 1 of SBA’s 3 primary loan programs in President Bush’s Administration. [ii] Extensive private/public sector experience in capital access for small business. ƒ U.S. Small Business Administration, Office of Investment and Innovation Associate Administrator for Investment and Innovation [i] Former SBA Associate Administrator for Investment (SES, noncareer appointment NA) responsible for the Office of Investment within the Office of Capital Access in President Bush’s Administration. [ii] Extensive private/public sector experience in capital access and investment for small business. Auborn Joseph Shepard, II. Ref. No. P-0024234 Page 3 Auborn Joseph Shepard, II Additional Qualifications & Information Private Sector – Investment, Finance, and Management Experience ƒ 30 years of private sector business experience, of which 7 years includes public/government sector experience. ƒ Registered representative and hold Series 7, 63, and 79 securities registrations. (Resume enclosed.) Public/Government Sector - Investment, Finance, Management & Policy Experience ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ President Trump Beachhead Team. President-elect Trump Transition Team. Agency Landing Team. United States Small Business Administration, Associate Administrator for Investment: o Presidential Appointment, President George W. Bush. o SES Position, Full-time, Non-career. Head of federal government agency program responsible for $9.95 billion in total outstanding and committed capital among a portfolio of 370 private equity funds or small business investment companies (SBICs). Oversight responsibility for investment policies, strategic direction, initiatives, and all aspects of the organization’s operations including monitoring fund performance, information systems, 80 employees, and an annual budget of $11 million. Responsible for evaluation and selection of investment managers and new private equity funds as Chair of the Investment Committee, and for approval of new funds as a member of the Agency Committee. Interviewed over 40 prospective funds and committed more than $515 million in capital to 16 new funds. Authorized over $775 million in follow-on capital commitments to 37 existing private equity funds. Managed an additional 118 underperforming private equity funds with $1.31 billion in outstanding capital. Developed and implemented a liquidity plan to divest select funds to the secondary market and accelerate the return of capital. Resulted in the largest single year return in the organization’s history with over $330 million or 25% of outstanding capital returned. Oversaw 5 public offerings of U.S. government-backed securities totaling $1.53 billion. Prepared and participated in member and staff oversight meetings, briefings, and hearings associated with the Senate Committee on Small Business and Entrepreneurship, and the House Committee on Small Business related to Capital Access. Reviewed, researched, and commented on pending or proposed U.S. House of Representatives legislation involving small business lending and underserved communities. Introduced research tools and analytical software for program employees. Streamlined procedures and implemented tracking systems. Implemented benchmarking procedures for weekly and monthly portfolio reviews and performance analysis. Developed personnel needs assessment plan including developing process flows, and production metrics for offices. Developed Statements of Work (SOWs) for various enhancement contracts involving operations, valuations, examinations, and liquidations. Developed new credit policies, technical notes. Improved various operating reporting forms. Researched and prepared result reports on various topics for the Administration and senior SBA management. Auborn Joseph Shepard, II. Ref. No. P-0024234 Page 4 Public/Government Sector - Investment, Finance, Management & Policy Experience - Continued ƒ Commented directly to correspondence from U.S. House of Representatives and U.S. Senators regarding constituent or issue inquiries. ƒ Reviewed and revised, as necessary, analytical risk models, and subsidy fee model. ƒ Communicated regularly with venture capitalists, entrepreneurs, attorneys, pension fund managers, consultants and corporate executives throughout the U.S. regarding regulatory, legislative, and policy issues related to small business, capital formation, the economy, taxes, job creation, and job growth. ƒ Assessed regulations and operations in relation to the changing economic and financial environment, and the financing needs of small businesses. ƒ Communicated to the public on behalf of and as a representative of the U.S. Government, and the U.S. Small Business Administration through frequent public notices posted in the Federal Register. Following are links to select excerpts containing examples of the types of notices posted: o Conflicts of Interest (https://www.federalregister.gov/documents/2007/10/17/E7-20454/foundersequity-sbic-i-lp-notice-seeking-exemption-under-section-312-of-the-small-business). o Delegation of Authority (https://www.federalregister.gov/documents/2008/07/29/E817361/delegation-of-authority). o Revocation of Licenses of SBICs (https://www.federalregister.gov/documents/2008/09/17/E821715/revocation-of-license-of-small-business-investment-company). o Increase in Maximum Leverage Ceiling for SBICs (https://www.federalregister.gov/documents/2008/12/11/E8-29027/small-business-investmentcompanies-increase-in-maximum-leverage-ceiling). ƒ Interacted with a wide variety of small businesses in various industries regarding their experiences with involving more than 30 Federal Agencies that regulate small businesses. Performance Rating During Last Republican Presidential Administration FYE 09/30/08 Performance Rating, Level 5, Extraordinary. (Highest rating available.) (Last performance assessment prior to departure from President Bush’s Administration on 01/20/09.) ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ Managed and oversaw all activities of the SBA’s Office of Investment, and Small Business Investment Company (SBIC) Program. Management of the Office and Program requires a balance between protecting the interests of the taxpayer, and ensuring that capital is still available for small businesses. Tremendous job of representing the SBA and the SBIC Program before a variety of outside constituencies including Congress, Office of Management and Budget, trade groups, and the SBIC industry members themselves. Clearly presents Administration positions and priorities and listens carefully to concerns and issues within the industry regarding SBIC Program management. Uses input to make program decisions. Makes presentations and advocates for the SBIC Program internally including developing performance metrics to track progress in achieving goals, meeting industry needs, and improving customer service. Strong manager and leader of 80 staff members who are knowledgeable and well respected. Provides clear direction and guidance to staff and keeps them informed of decisions and developments in a timely manner. Initiated a staffing study that clearly demonstrated the critical financial consequences of not adequately monitoring $9.95 billion in outstanding and committed capital among a portfolio of 370 funds, which resulted in increased staff in Operations for portfolio monitoring. Adjusts and allocates resources to respond to changing priorities and resource needs. Auborn Joseph Shepard, II. Ref. No. P-0024234 Page 5 MARY ANNE BRADFIELD 260 S. Reynolds St., #1004 Alexandria, Virginia 22304  314.422.1731 Cell  KEY QUALIFICATIONS/CORE COMPETENCIES Policy Making  Leadership  Communication, Legislative Relations  Coalition and Consensus Building Strategic and Creative Strategic Thinking  Program and Organizational Management  Budget Development/Management  Team Building to Achieve Objectives   POLICY AREAS OF EXPERTISE Small Business  Banking/Finance/Mortgage Lending  Budget/Appropriations  Domestic & Intl Election Administration  Economic Development/Welfare  Records Management Compliance  National Guard Bureau/DoD  Second Amendment  EXPERIENCE HIGHLIGHTS CONSULTANT/SR. RECORDS MANAGEMENT ANALYST. ADS CORP. Arlington, VA. 2013-present. ▪ Serve as contracting team supervisor/program manager and senior expert to National Guard Joint Staff (NGBJS) proving ground-up program development and implementation guidance, strategic planning, policy issuances, compliance, risk assessment and reporting reaching across the National Guard. ▪ Advise and brief senior officials including the Chief of the NGB who serves as a member of the Joint Chiefs of Staff and contributed expertise on Congressional report on personnel records. SENIOR ADVISOR TO THE CHAIR/COMMISSIONER AND AGENCY RECORDS OFFICER. U.S. ELECTION ASSISTANCE COMMISSION, Washington, DC. 2009-2013. (Term Appointment Completed) ▪ Advised and/or coordinated all public policy, public affairs, hearings preparation, Congressional and interagency communications, budget, management and federal agency administrative matters. ▪ Negotiated successful international & intergovernmental agreements and event development in cooperation with the State Department. DEPUTY ASSISTANT ADMINISTRATOR FOR CONGRESSIONAL AND LEGISLATIVE AFFAIRS/COUNSELOR TO THE DEPUTY ADMINISTRATOR (SBA equivalent to Deputy Secretary). U.S. SMALL BUSINESS ADMINISTRATION, Washington, DC. 2005–2009. (Term Appointment Completed) ▪ Served as senior member of Deputy Administrator executive leadership developing and implement agency-wide program, process and policy improvements, advised C level executives, negotiated agency policy, oversaw budget, audit issues, progress of priority projects and new products development. ▪ Led Congressional affairs operations including agency policy development communications; President’s Budget development/appropriations liaison functions with the CFO & OMB coordination and managed administrative and professional staff. SENIOR ASSOCIATE. THE LAFAYETTE PARTNERS (PUBLIC AFFAIRS), St. Louis, Missouri. 2004-2005. ▪ Developed and implemented strategic public policy advocacy and communications campaigns, expanding the firm’s public affairs services and business (+/- 25%) by building a network of expert partners to provide more comprehensive strategic initiatives. LOBBYIST. NATIONAL RIFLE ASSOCIATION, Fairfax, Virginia. 1996–2004. ▪ Led state and local legislative, election, grassroots, grasstops, communication and coalition activities for multiple states simultaneously, maintaining a consistent winning record between 80% and 90%. Coordinated/collaborated with federal affairs and represented NRA on inter-gov organizations. Bradfield Vitae Page 1 of 2 LEGISLATIVE ASSISTANT. U.S. REPRESENTATIVE J.C. WATTS, JR., Washington, DC. 1995-1996. ▪ Tracked and analyzed domestic policy legislation, appropriations, Banking Committee activities and leadership task force issues. ▪ Initiated the development of the “Hope and Opportunities” economic revitalization proposal. SPECIAL ASSISTANT. SECRETARY OF HEALTH AND HUMAN RESOURCES, STATE OF VIRGINIA. Richmond, Virginia. 1994–1995. ▪ Coordinated development of welfare reform proposal project that took effect in 1995. ASSISTANT. THE HERITAGE FOUNDATION, Washington, DC. 1991–1994. ▪ Promoted four times in three years serving as Assistant to the Executive Vice President/Special Events Coordinator, Assistant for International Resource Bank, Research Assistant to former Attorney General Edwin Meese, III and special project assistant in Government Relations. OTHER RELATED EXPERIENCE Legislative Fellow covering housing finance and policy, Senate Policy Committee. Loan Officer, Norwest Mortgage/Sooner Federal Savings and Loan, Okla. City & Norman, OK, 1982-1989. ▪ Worked my way up from part-time student teller to loan officer originating and evaluating loan applicants (primarily mortgage related) for denial or approval and representing the institution at organizations such as the Chamber of Commerce, Board of Realtors and other related business groups. ▪ Experienced the “boom and bust” of the banking industry and transition from relationship banking where loan officers were responsible for overall performance to fee driven origination income with little or no accountability, which led me to my political roots in an effort to make a difference. Entrepreneur, grew up working in a family owned business and own public affairs firm ▪ CAMPAIGN EXPERIENCE Presidential: Bush Appointees for Trump (2016)/Deployed to WI through election night, BushCheney, McCain-Palin Presidential Campaign Volunteer (2000, 2004, 2008). Position with the U.S. Election Assistance Commission prohibited Romney-Ryan participation. ▪ 72 Hour Campaigns deployments to Virginia and Missouri (2000, 2006, 2008). ▪ National Rifle Association: Coordinated and led election activities in multiple states simultaneously as part of my Lobbyist duties obtaining consistent winning results and volunteered on numerous national and coordinated campaigns across the country (1995-2004). ▪ Helms for Senate, Field Staff/Youth Coordinator (1990). ▪ Lifetime Volunteer: Volunteered in numerous federal, state and local election campaigns from childhood to adulthood. EDUCATION AND SECURITY CLEARANCE BACHELOR OF ARTS DEGREE IN HISTORY University of Oklahoma, Norman, Oklahoma. President’s Honor Roll. Treasury Executive Institute Courses in Leadership and Management and Six-Sigma White Belt. Election Official Certification (CERA), Election Center/Auburn University, Auburn, Alabama. Certified Federal Records Management Officer, National Archives and Records Administration. Security Clearance Level: Secret (DoD) References Available Upon Request Bradfield Resume Page 2 of 2 CHASE ACHESON RESUME FOR TRUMP TRANSITION & INAUGURATION TEAMS EXPERIENCE:  DONALD J. TRUMP FOR PRESIDENT, INC., AUGUST-NOVEMBER 2016 o STATE DIRECTOR, UTAH o REGIONAL DIRECTOR, MICHIGAN o DEPUTY CHIEF OF STAFF, MICHIGAN  Trafalgar Consulting, Atlanta, Georgia, MAY-AUGUST 2016 o Campaign Worker  Will Lewis for Sheriff, Greenville County, SC (win)  Carol Burdette for State Senate, SC 10th District (loss)  Georgia Republican State Convention, Trump Whip  RNC National Republican Convention, Cleveland, OH, Trump Utah Whip  LDS MISSIONARY TRAINING CENTER – PROVO, UTAH AUGUST 2015 – APRIL 2016 o Language Development Specialist: I am the principle author of Albanian for Missionaries – a grammar book designed to facilitate transition from rudimentary comprehension to fluency.  UNITED STATES SENATE – W ASHINGTON, DC, 2010 o US Senate Page: I was sponsored by US Senator Orrin Hatch to work on the US Senate floor to work with senators, staffers, and Senate officers. EDUCATION:  BRIGHAM YOUNG UNIVERSITY o Major: Political Science  UNITED STATES SENATE PAGE SCHOOL CAMPAIGN EXPERIENCE:  DONALD J. TRUMP FOR PRESIDENT, INC. o SEE ABOVE  PRESIDENTIAL CANDIDATE MITT ROMNEY o Volunteer Deployment Coordinator: I recruited and organized 60~ volunteers to be deployed in Las Vegas from o         the Provo and Salt Lake City regions while in school. Volunteered many weekend hours doing polling and calling UNITED STATES SENATOR ORRIN HATCH o Youth Co-chair UNITED STATES REPRESENTATIVE CHRIS CANNON UTAH GOVERNOR OLENE W ALKER UTAH COUNTY REPUBLICAN PARTY CHAIR DAVID ACHESON UTAH STATE REPRESENTATIVE STEVE CLARK PROVO CITY MAYOR STEVE CLARK PROVO CITY COUNCILMAN DAVID ACHESON UTAH COUNTY REPUBLICAN DELEGATE VOLUNTEER EXPERIENCE:  LDS MISSIONARY TO ADRIATIC SOUTH MISSION – Albania and Kosovo o o o o  Taught religious values to groups and individuals Administered to the spiritual and temporal welfare of Church members and non-members in ministerial office Lead and organize groups of missionaries in proselyting strategies Resolve conflicts and overcome difficulties to promote teamwork in achieving goals o Speak, write, translate, and interpret both major Albanian dialects (Tosk and Gheg) fluently UTAH COUNTY REPUBLICAN PARTY o o o My father was chairman of the party at the time and this provided me the opportunity to sit in on executive, steering, and central committee meetings – to observe the inner workings of the party and the issues associated with managing party functions. Many opportunities to plan, set up, participate in, and clean up party events Exposure to ideological conflicts and participation in their resolution ACCOMPLISHMENTS:  Eagle Scout  American Legion Boys’ Nation Senator o One of two elected ‘senators’ to represent the State of Utah  Member of National Honor Society REFERENCES:  Brent McNeely, Senior Regional Political Coordinator, Donald J. Trump for President, Inc.  Tim Clark, South West Regional Political Coordinator, Donald J. Trump for President, Inc.      Orrin Hatch, US Senator Robert Cahaly, Trafalgar Consulting Ron Fox, The Fox Group Don Peay, Julian Babbitt, Executive Director, Orange County Republican Party C HR IS TI NE M. M URP HY OVERVIEW Notable public affairs work experience includes coalition-building and issue advocacy in a client-facing and grassroots management role – diverse expertise with corporate clients in the energy, education, tax and healthcare fields, involving campaigns geared toward local, state and federal-level initiatives. Other experience includes national political organization and presidential campaign work (‘12 and ‘16 cycles). PROFICIENCIES Political Campaign, Field & Coalition Management – Field Reporting & Internal Communications; Strategic Message Development; Grassroots & Grasstops Communications; Event Organization; Media Engagement; List Building; Team Management Writing & Collateral Production – Issue Briefs; Research; Press Releases & Advisories; Newsletters; Organizational Letters & Congressional Testimony; Printed & Online Collaterals; Op-Eds & Letters to the Editor; Social Media Content Development; Web Design & Development Client Services & Business Expansion – Formal Written Proposals & Pitching; Conference Planning; Business Plans; Board Presentations WORK EXPERIENCE & PROFESSIONAL HIGHLIGHTS Political Team Coordinator, Presidential Transition Team Dec, 2016 – Jan, 2017 Trump Campaign Personnel Liaison – Assisted the transition staff in the onboarding of hundreds of Donald Trump for President campaign staff to various agencies. Director, JLM Consulting June, 2015 – Present Multi-Client Business Development – Executed a series of proposals and business development projects for clients in the professional sports, public pension, media, database systems and energy industries, in addition to executing strategies to supplement campaign-related efforts of a local 501 (c) (4) public awareness and education project in Miami-Dade, FL. Managed the operations of a 25-state national network of state-based lobbyists and consultants for innovative insurance approach addressing unfunded pension liabilities. Special Assistant to the National Political Director, Donald Trump for President June, 2016 – Oct, 2016 Convention Floor Operations & Political Team Organization – Acted as intermediary for the national campaign’s political director in all aspects of internal and external communications, field management and development, as well as reporting and presentation of political strategy to senior campaign officials. Played an integral role in coordinating senior leadership in their management of the Cleveland Republican National Convention floor operations. Senior Account Manager, DCI Group LLC Dec, 2014 – June, 2015 Successful 3-State Field Campaign To Pass Twin Healthcare Laws – In Spring of 2015, played integral role in the passage of five of five target healthcare laws for national drug advocacy group – Good Samaritan/911 and Naloxone Access – that lower death rates of opioid overdose victims in three conservative state legislatures. Involved adjusting to fluctuating client priorities in turbulent, brief legislative sessions and becoming proficient in the nuances of an intricate healthcare issue within a four to five-month period. Account Manager, DCI Group LLC Sept, 2013 – Dec, 2014 Dual Conference Planning – Sole planner & executor of client’s annual company-wide summit event. Responsible for maintaining parameters of client’s $200K budget, including proposing venue selection, travel logistics, room blocks, collateral production, conference & speaker agenda for 150 attendees. Within same four-month time period, co-managed a second conference with a $150K budget for 80 attendees. Project Manager, DCI Group LLC Jan, 2013 – Sept, 2013 Deputy Regional Political Director, Romney for President Apr, 2012 – Nov, 2012 Intern, DCI Group LLC May, 2011 – Aug, 2011 Assistant Polling Coordinator, Political Division, Republican National Committee Aug, 2010 – Nov, 2010 Eisenhower Internship Program, Political Division, Republican National Committee May, 2010 – Aug, 2010 EDUCATION B.A., English, University of Maryland, College Park, 2012 Cory J. Custer EDUCATION: University at Albany, B.A. in Public Policy and Administration December 2008 PROFESSIONAL EXPERIENCE: Donald J. Trump for President, Inc., NH/ME Communications Director, New York, NY August 2016 – November 2016  Draft and issue all press releases/media advisories for NH/ME campaign  Recommend interviewers for Mr. Trump, Governor Pence and other national surrogates while in NH/ME  Prepare state briefing for Mr. Trump, Governor Pence and other national surrogates while in NH/ME  Book state surrogates to match national messaging  Manage content of NH/ME campaign’s Facebook and Twitter accounts  Monitor unique media hits regarding campaign and inform national team of importance  Issued rapid responses to negative media coverage Donald J. Trump for President, Inc., Field Director, New York, NY  Served as Field Director in Upstate NY, MD, WV, WA and CA  Spearheaded GOTV efforts with volunteers for Upstate NY, MD, WV, WA and CA  Drafted emails for statewide distribution in NY, MD and WV  Coordinated volunteer efforts with advance team for Albany, NY Rally  Maintained campaign offices in NY, MD, WV, WA and CA  Oversaw opening procedure of Upstate NY campaign office with Albany County GOP March 2016 – August 2016 Merrill Lynch, Financial Advisor, Albany, NY  Manage assets for high net worth individuals  Develop comprehensive financial plans for clients  Assist clients to achieve financial objectives  Analyze various market trends to develop investment strategies  Successfully obtained Series 7/Series 66/Life, Accident and Health Insurance License March 2014 – March 2016 Trustco Bank, Branch Manager, Glenville, NY  Originate loans including mortgages  Manage teller staff and assistant managers  Responsible for financial growth of branch  Transactional coordination with real estate attorneys and realtors  Uphold federal and internal compliance standards  Promoted twice within two years November 2010 – March 2014 Clear Channel Communications, Radio Producer, Latham, NY  Responsible for execution of live programming elements  Coordination with host on topic selection and caller integration  Fill-in co-host for Big Board Sports program on WOFX 980AM February 2008 – January 2012 INTERNSHIP/COMMUNITY INVOLVEMENT: New York State Young Republicans, Chairman  Preside over all General and Executive Committee meetings  Responsible for appointing all cabinet members to the Executive Committee  Create all ad hoc committees  Credentialed every county in the Hudson Valley  Represent New York State at Young Republican National Federation meetings  Organized over 10 successful GOTV deployments with New York and out-of-state YRs  Held the 2 most profitable holiday party events in NYSYR history March 2014 – Present Saratoga County Republican Committee, Treasurer September 2016 – Present  Oversee the committee’s financial records  Prepare and provide filings to the NYS Board of Elections regarding committee contributions and expenditures  Assist with fundraising activities Saratoga County Young Republicans, Chairman December. 2011 – May 2014  Serve as the Young Republicans’ representative on the Saratoga County Republican Party Executive Committee  Develop and implement organizational objectives and initiatives  Plan and execute fundraising activities  Assist campaigns with voter outreach  Successfully advocated for credentialing with the New York State Young Republicans Halfmoon Republican Committee, Treasurer November 2012 – November 2014  Oversee committee’s financial records  Provide filings to the NYS Board of Elections regarding committee contributions and expenditures New York State Young Republicans, Vice-Chairman May 2013 – March 2014  Deputy Executive Officer of the NYSYR  Coordinate the activities of and facilitate the communication of Regional Vice-Chairs and all standing/ad hoc committees  Perform all duties of the Chair in their absence New York State Young Republicans, Capital Region Vice-Chairman December 2012 – May 2013  Manage and oversee Young Republican groups from Albany, Columbia, Fulton, Greene, Montgomery, Rensselaer, Saratoga, Schenectady and Schoharie Counties  Responsible for the perpetuation and creation of Young Republican organizations within said counties  Serve on Membership, Campaign and Finance Committees Jennifer Whalen for Assembly, College Volunteer Coordinator  Successfully recruited college volunteers from Siena and the University at Albany  Assisted and accompanied candidate with voter outreach Kathy Marchione for State Senate, Volunteer Coordinator  Managed phone banks to ensure effectiveness  Updated computer databases to analyze voter feedback and gauge likelihood of future support Center for Law and Justice, Intern, Albany, NY  Researched criminal law statutes and briefed clients’ cases for legal director  Coordinated communications between legal director and clients New York State Attorney General’s Office, Intern, Albany, NY  Organized public events with state legislators and their staff  Researched policy initiatives for superiors  Reviewed media coverage of Attorney General 2010 & 2012 2012 June 2010 – September 2010 September 2008 – December 2008 Assemblywoman Patricia L. Acampora, Intern, Albany, NY  Confirmed meetings and appointments for Assemblywoman  Relayed constituents’ concerns to Assemblywoman Spring 2005 Senator Owen Johnson, Intern, Albany, NY  Wrote constituent letters on behalf of the Senator  Researched policy initiatives for superiors Winter 2005 New York State Court of Claims, Intern, Albany, NY  Summarized depositions for Assistant Attorney General  Researched personal injury statutes Fall 2005 DAVID CHIOKADZE Deputy Communications Director______________________________________________ Donald J. Trump for President, Inc. Served as the Florida Deputy Communications Director - tasked with managing surrogate operations, daily messaging, press releases, opinion editorials, and social media content development Planned and directed town hall and roundtable media events for the candidate, including the development of all talking points, press releases, and messaging Worked with the Communications Director to develop messaging for all visits by the candidate and high-level surrogates in preparation for media interviews Rhode Island State Director_____________________________________________________ Donald J. Trump for President, Inc. Chief Delegation Whip, Republican National Convention Recruited and trained 200+ active volunteers in under 4 weeks Met or exceeded all goals in key metrics including calls and door knocks Achieved a 63.8% victory, the highest percentage win for the campaign, prior to Kasich and Cruz dropping out Field Consultant__________________________________________________________________ Donald J. Trump for President, Inc. Manchester, NH Headquarters Conducted national media surrogate hits in the field demonstrating the campaign’s ground game operation Greenville, SC Headquarters Recruited to the campaign’s National Strike Team Organized Strike List door knocking teams for the state San Antonio, TX Headquarters Tasked with establishing and managing the Trump Headquarters in San Antonio, Texas Built volunteer operations in San Antonio Organized delegate operations MOST RECENT FINANCIAL EXPERIENCE______________________________________ Merrill Lynch, Exton & Blue Bell, PA Financial Advisor Intern - 2015 Conducted product, market, and client research Completed reporting and analysis projects, and updated and maintained databases Edward Jones, Middletown, RI Analyst Intern - 2015 Learned different strategies for selling investment vehicles to clients Demonstrated my ability to understand technical aspects of the wealth management industry Education: Salve Regina University, Newport, Rhode Island B.S. Economics and Financial Management - 2016 ERIC REECE JONES WORK EXPERIENCE Jan.. ‘17 - present U.S. SMALL BUSINESS ADMINISTRATION Senior Advisor to the Administrator ● ● ● ● ● ● ● ● ● ​Washington, D.C. Act as a liaison for the Office of the Administrator with all (~20) program and functional offices Provide advice on SBA specific initiatives Drove the on-boarding briefing process for the Administrator Represent SBA at meetings with the foreign officials Representative of the front office working with the OCFO on the 2018 Budget. Have already executed initial passbacks with OMB. Decisions were based on policy Strategically worked with OCA to implement a new 25 year loan for the 504 program Developing a strategic plan, budget and priority initiatives in all SBA program offices including lending, investment/innovation, entrepreneurial development, international trade, government contracting and disaster assistance. Ensure consensus built around multiple priorities for successful implementation within a highly regulated and resource-constrained environment Research and analyze trends around small business competitiveness to inform strategic planning, decision-making and build consensus. Develop relationships with key stakeholders in entrepreneurship including corporate partners, think tanks, research institutions, and business organizations Advisor to the Executive Advisory Council and Subcommittee Members and the Tech Coalition PRIVATE INVESTOR AND PRODUCT LAUNCHER ​San Diego, CA ● Highlighted Exits: Dollar Shave Club (acquired by Unilever), fitmob (acquired by ClassPass) DEVELOPED FINANCIAL MODELS (including discounted cash flows) and SAW HEALTHY ROI ● Highlighted Current Investments: Bonobos, Pillow, Onfleet, Tradesy ● Created and launched Rust-O-Less (www.rustoless.com). 5-star rated product sold on Amazon - Designed prototype - Obtained a manufacturing partner and negotiated production contracts - Built website - Partnered with Amazon for distribution and payment processing capabilities - Created marketing materials and managed online advertising campaigns ● Tech Coast Angels (​www.techcoastangels.com​), Analyst - Assisting with various Due Diligence related activities associated with the production of a final due diligence report that will be shared with TCA members and other investors AROUND SMALL BUSINESSES - Attended Committee, General Membership and Due Diligence Kick-Off Meetings; ● CONNECT (http://www.connect.org), Springboard Entrepreneurs-in-Residence (EIR) ▪ Assisted in the screening, acceptance and classification of applications from technology and life science companies to the Springboard Program. This process is expected to include: ▪ Participated in the initial intake meeting and providing feedback to the Springboard team as to the company's viability and needs. ▪ Assessed the applicant relative to the Springboard criteria for assistance and helping to establish their incoming category for panel preparation (if qualified). ▪ Assisted the applicant with a gap analysis- providing specific feedback as to business issues to be addressed in order to qualify for a panel presentation. Jul. ‘16 - Dec. ‘16 Nov. ‘15 - Jun. ‘16 DOORDASH General Manager – San Diego ​San Diego, CA Owned San Diego’s strategy, and tactical execution across customers, merchants, and drivers STRATEGY ● Led a local team focused on operations, sales, and marketing. Staff included [at times] 8 office professionals and a Dasher fleet of over 200 drivers - MANAGEMENT ● Consistently reached and surpassed monthly/quarterly OKRs (unit economics, revenue, partnerships) REACHED and BEAT GOALS AND METRICS ● ● ● ● ● ● 2014 - 2015 Worked with Product team, and with Engineering to communicate product and process needs to deliver DoorDash in the local market - LIAISON between local operations and engineering Initiated creative local marketing strategies and user growth campaigns targeted both to the consumer and to the restaurant partners - MANAGED RESOURCES Became the subject matter expert in food logistics for any and all conditions related to food delivery and quality. Oversaw the handling and transport, helped restaurants optimize their supply chain and connected their business with the DoorDash platform Ran experiments, everything from district radii control to fleet management - IMPROVED OPERATIONS AND CORRECTED DEFECTS Managed local regulatory issues and local politics within the food delivery ecosystem - POLICY (LOCAL and NATIONAL) 20th​ CENTURY FOX FILM ​Century City, CA Honors: Selected to HiPo - High Potential Leadership Program sponsored by Fox Film Ent. Director – Digital Distribution & Licensing ● Handled digital distribution of film & TV product for 20th Century Fox Movie Studios ● Strategically explored and developed new distribution partners (i.e., VR Cinema with Oculus) understanding the impact of rights management and windowing - POLICY ● Negotiated and closed new business opportunities with current and new digital clients in the TENS of MILLIONS OF DOLLARS ● Managed a large and growing portfolio of North American cable, satellite, telco, and Internet clients. The position interacted with clients in granting new rights for devices and new content. In addition, the position worked internally and externally in assisting digital clients with the development of new windows, new technologies, and new products ● Provided analytical / financial support to determine overall business performance, interface with finance / accounting to provide consolidated financial reporting to the team, and assisted in creating presentations to senior management as needed ● Acted as main business liaison with Content Protection /Engineering group to approve new DRMs, devices, and technologies for digital distribution - LIAISON ● Assisted in developing a strategic and cohesive sales strategy to achieve year on year growth of digital revenue - STRATEGY ● Developed new sales opportunities by leveraging existing relationships and creating new relationships in the media and technology industries - BUSINESS DEVELOPMENT and PARTNERSHIPS ● Developed, drafted, negotiated, and presented sales recommendations and proposals to senior management & clients ● Managed and executed projects on an ad hoc basis (e.g.presentations, research, business development, etc.) for senior management and clients - CONDUCTED STUDIES ● Team was responsible for $400M to $1bn in topline revenue - MEET and BEAT Annual goals 2012 - 2014 WARNER BROS. ENTERTAINMENT ​Burbank, CA Director – Business Development ● Drove the mobile games emerging platforms expansion (e.g., Android-based micro-consoles and TVs) ● Co-led a mobile analytics / engagement tools initiative with the games group and broader company ● Actively involved in Media Camp (Turner/Warner Bros. media focused accelerator), as a member of the selection committee and a mentor to Skit!, an interactive storytelling app ● Identified, valued and executed deals for licensing and co-publishing mobile opportunities ● Strategically explored and developed new distribution partners for EST/VOD Movie and TV content 2008 - 2012 THE WALT DISNEY COMPANY Honors: Walt Disney Legacy Award ​Lake Buena Vista, FL and Burbank, CA Senior Manager – Business Planning (The Walt Disney Studios) ● Analyzed opportunities in Digital (EST/VOD) and Blu-ray to increase profitability via windowing, pricing and format initiatives while evaluating both short term and long term risks Worked closely with the International Sales team to develop a digital strategy for international territories ● Evaluated the strategic and financial viability of new business ventures for the Studio - FINANCE ● Developed and forecasted the Studio’s theatrical box office and rentals for the complete movie slate; managed new theatrical Disney Live Action titles for Home Entertainment ● Senior Manager of Finance – Merchandise ● Responsible for leading a bi-coastal Domestic Merchandise Finance Team (7 Cast Members), which supported approximately 400 retail locations at Walt Disney World, Disneyland and Disney Cruise Line - MANAGEMENT ● Team was responsible for financial planning, analysis and business strategy, including business case development for new growth opportunities (e.g., beauty initiative, cost of sales improvement) ● Team provided finance support for Walt Disney Parks and Resorts Supply Chain Management, which is responsible for sourcing, logistics, and transportation from international and domestic vendors ● Team was responsible for $1bn to $2bn in topline revenue Manager of Finance – Attractions & Entertainment Strategic Planning ● Developed the business justification and valuation for the Magic Kingdom – Fantasyland Expansion, the largest A&E investment at Walt Disney World since opening Disney’s Animal Kingdom FINANCE AND STRATEGY - Presented project analysis and updates to senior executives influencing changes to project scope - Led the valuation process through coordination with partners across numerous lines of business ● Evaluated opportunities for new A&E offerings for the Domestic Parks business ● Contributed to the development of the 5yr/10yr A&E Menu utilizing financial portfolio analysis BUDGETING ● Total capital expenses reached almost a billion dollars annually Finance Manager – Global Product & Services ● Evaluated strategic opportunities within Walt Disney World to increase efficiencies, improve guest experiences, and grow attendance - STRATEGY ● Created, tracked, and adjusted financial forecasts and managed development funds - FINANCE AND BUDGETING 2004 - 2006 MORGAN STANLEY New York, NY Analyst – Investment Banking, Global Capital Markets, General Industrials Group ● Designed and implemented business strategies for Global Capital Markets while working closely with senior management in Global Capital Markets and the Investment Banking - Created a profitability report and equity pipeline system used to plan future expansions of resources - Produced weekly reports focusing on market trends across various asset classes ● The Valerie Fund Campaign, Co-Head - raised over $125,000 for the Valerie Fund (benefits children with cancer and blood disorders in the greater New York area). Work with over 100 analysts LIAISON AND MANAGEMENT ● Used market and analytic expertise to structure, market, and execute investment grade debt issuances ● Closed 6 deals totaling $3.45Bn ▪ 03/17/05 - Pitney Bowes, $400MM Senior Unsecured 10-year debt offering ▪ 11/09/04 - IBM, $1.0Bn 6-year Extendible Liquidity Securities (EXLs) offering ▪ 11/08/04 - Barrick Gold, Three tranche $750MM 10 / 30-year debt offering Summer ‘03 UBS Stamford, CT Summer Analyst – Institutional Equities, Sales and Trading ● Researched, prepared, and conducted morning calls with traders and sales traders on the US Cash Desk - FINANCE Summer ‘01 FIDELITY Intern EDUCATION Fort Lauderdale, FL 2006 - 2008 UCLA ANDERSON SCHOOL OF MANAGEMENT M.B.A., Finance and Entertainment, June 2008 ● Honors​: Larry Wolfen Entrepreneurial Spirit Award Los Angeles, CA 2000 - 2004 CORNELL UNIVERSITY, COLLEGE OF ARTS AND SCIENCE ​Ithaca, NY B.A., Economics, Cum Laude and Distinction in All Subjects, May 2004 ● Honors: ​Quill & Dagger (Senior Honor Society), Bondareff Scholar-Athlete Award (Varsity Football) INTERESTING FACTS Ran with the Bulls in Pamplona, Interviewed Warren Buffett on CNBC, 2X Marathon Finisher Kate Duffy Professional experience: Office of Linda McMahon, Stamford, Conn. Communications Director 2012-present • Authored and disseminated speeches, op-eds, blog posts, press releases and social media engagement establishing Linda McMahon (co-founder and former CEO of WWE and cofounder and CEO of Women’s Leadership LIVE) as a widely recognized thought leader and expert in entrepreneurship and women in leadership, resulting in nomination by President Trump to be Administrator of the U.S. Small Business Administration • Congressional Testimony: o Wrote opening statement for confirmation hearing before Senate Committee on Small Business and Entrepreneurship, resulting in Committee vote of 18-1 in favor of confirmation to lead the U.S. Small Business Administration o Drafted briefings on key legislative and policy priorities related to small business development and support identified by U.S. Senators during personal meetings on Capitol Hill in preparation for Committee hearing o Drafted responses to Committee questionnaire on qualifications, including compilation of all published writings, media interviews, blog posts and op-eds o Ensured content/style of communications accurately reflected objectives of nominee • Media Relations: o Served as spokesperson and media liaison, ensuring all statements to journalists and other stakeholders – both on the record and on background – accurately reflected viewpoints of principal in style and substance § Developed trusted relationships with local and national news media § Clearly articulated principal’s objectives and perspectives, developing insights on how she would respond to developments even without consulting her on specifics o Exercised good judgment in determining what to communicate to media and what to keep confidential § Determined which communications with media were identified as on the record, on background, or off the record § Kept messaging on point and consistent with previous statements o Coordinated principal’s interviews with local and national journalists on outlets including CNN, CNBC, Fox News, Fox Business, AP, WFSB-TV, Inc., and Fortune o Wrote press releases promoting launch of Women’s Leadership LIVE and made personal pitches to reporters and producers, resulting in extensive positive coverage of start-up business in broad array of local and national media • Developed and distributed media kit that resulted in press coverage that incorporated key messaging of Women’s Leadership LIVE to target audiences § Placements included Fox News (“Sunday Morning Futures” with Maria Bartiromo); Fox Business (“Mornings with Maria”); CNBC (“Closing Bell”); CNN; Yahoo News Live with Katie Couric; Hearst CT newspapers (Greenwich Time, Stamford Advocate, CT Post, Danbury News-Times); WFAA-TV “Good Morning Texas”; KXAS-TV; Dallas Business Journal; and Sports Illustrated 1 o o Wrote feature article for nationally distributed quarterly magazine Where Women Create Business (Winter 2017 issue), resulting in increased awareness of Women’s Leadership LIVE and Linda McMahon among target audience of female entrepreneurs and business leaders Edited article for LEADERS Magazine (Winter 2016 issue), resulting in increased awareness of Linda McMahon among target audience of C-suite executives • Public Liaison: o Managed social media, increasing engagement with broad audiences of more than 68,000 followers on Facebook, 77,000 on Twitter, and 500+ on LinkedIn § Generated public interaction through provocative insights and compelling photography, resulting in reach of as much as 120,000 views, 13,000 post clicks, and 8,100 comments and shares per update § Responded on behalf of principal to public posts and private messages § Gauged public reaction through comments, likes and retweets o Created new method of interacting with public through creation and launch of principal’s first personal website lindamcmahon.us § Managed development and creation of all website content § Directed web developers on desired design and site capabilities § Frequently updated site with new photographs, videos and blog posts o Served as initial contact for inquiries on public appearances, philanthropic involvement and political contributions o Designed and produced copy for print ads in philanthropic events’ fundraising books that resulted in expanded awareness of support for women and small businesses • Thought Leadership: o Promoted principal’s experience and expertise in business, entrepreneurship, leadership and the advancement of women: § “Women Can Have It All” interview series at Sacred Heart University o Coordinated guest selection, background materials, talking points and media outreach for biannual event o Promoted events, resulting in growth of audience from 50 to 200+, requiring relocation to larger space on campus o Featured guests included former U.S. Labor Secretary Elaine Chao, Bigelow Tea CEO Cindi Bigelow, journalist and education advocate Campbell Brown, Chairman of NBCUniversal Cable Bonnie Hammer § “Women in America” TV series broadcast on PBS stations nationwide o Aided in script development of three 30-minute episodes showcasing women in business, education and entrepreneurship in TV series cohosted with PBS personality Burt Wolf o Promoted series through press releases and social media, resulting in increased viewership and public engagement o Wrote blog posts and op-eds on principal’s behalf, resulting in increased awareness of issues, especially those affecting small businesses and women: § Published blogs on Huffington Post, personal website and WomensLeadershipLive.com § Placed op-eds in local newspapers including Greenwich Time, Stamford Advocate, CT Mirror and Salt Lake Tribune § Promoted perspectives via social media, further disseminating opinion pieces to broad, diverse audiences on Twitter, Facebook and LinkedIn § Examples: o Huffington Post: “Don’t Like What You See on the Ballot? Look in the Mirror!” 2 o o o Huffington Post: “Buzz-Worthy Business” Salt Lake Tribune: “Women Entrepreneurs are Growing Force in Utah and US” Stamford Advocate: “Aren’t We All Wonder Women?” • Speech Management: o Wrote speeches designed to communicate a targeted message while informing, engaging and entertaining diverse audiences including sports teams, entrepreneurs and political activists § Promoted messaging of speeches to wider audiences through appropriate social media handles and hashtags and distribution to Vital Speeches § Examples: Bridgeport Bluefish minor league baseball team leadoff luncheon keynote address, Ladies Who Launch chapter of women entrepreneurs keynote address; Fairfield County Business Journal “40 Under 40” keynote address; New Hampshire First in the Nation presidential primary forum featured address; Moves Magazine Power Women Award acceptance speech; CT GOP Prescott Bush Award acceptance speech o Coordinated public appearances and panel participation with wide variety of audiences including civic groups, business leaders and corporate executives § Provided biography, head shot, and other support materials for successful promotion of appearance to media and potential audience members § Crafted talking points, background research and other briefing materials for principal to ensure message is on point for target audience § Ensured technical support such as audiovisual equipment and wifi access § Examples: Fortune Global Forum (Chengdu, China) panel on marketing to women; Tough Mudder corporate offices; Westchester/Fairfield Counties chapter of Financial Executives Institute; Time/Real Simple Women & Success panel; Committee of 200 panel; UConn CEO Evolution Roundtable; Greater New Haven Chamber of Commerce Women in Leadership panel • Political and Policy Advising: o Produced daily media briefing sourced from 15+ local and national publications § Documented news and analysis relevant to key areas of politics, policy and principal’s personal interest areas, particularly entrepreneurship and women in business § Kept principal informed of news and competing perspectives of thought leaders o Developed briefings on political and professional backgrounds and key metrics like polls and fundraising in preparation for principal’s interactions with elected officials and political candidates, especially those seeking campaign investment o Maintained high level of discretion and confidentiality on principal’s interactions with political leaders and potential candidates U.S. Senate campaign of Linda McMahon, North Haven, Conn. Deputy Communications Director • • • • 2011-2012 Wrote press releases, media advisories, speeches, outreach letters and talking points to execute campaign strategy and promote messaging consistent with campaign platform, resulting in candidate’s victory at GOP convention with 2-1 margin (60%-32%) and in GOP primary with 3-1 margin (73%-27%) Coordinated press conferences, identifying optimal locations and guest speakers to provide best optics and environment for message Managed media outreach through database of 400+ press contacts Advised candidate on interview strategies, resulting in articles in local and national media 3 • • • • Produced daily media briefing sourced from 15+ local and national publications documenting news and analysis relevant to key policy developments and political races, aimed at keeping candidate, campaign staff and other stakeholders informed and ready to respond to inquiries from media and voters Directed interaction with key coalitions of voters including women and entrepreneurs through 200+ women-only “Conversations with Linda” events and 300+ visits with small business owners, touring factories, retail outlets, restaurants and offices throughout state Served as liaison between candidate and field staff during campaign stops in their districts, coordinating schedules and interaction with public and key stakeholders Edited campaign documents for content, clarity, accuracy and grammar Vermont Business Magazine, South Burlington, Vt. Contributing Editor • • • • Generated original story ideas, researched and reported articles for statewide business magazine with print circulation of 7,000/month and online readership of 35,000/month Provided in-depth coverage of local economic trends, small businesses and job growth, reflecting opposing viewpoints on controversial issues and making complex issues understandable to a diverse audience of stakeholders in business, government, academia, non-governmental organizations and the general public Interviewed high-level sources such as CEOs, government officials and professors for perspectives on key issues related to business development and public policy Produced clean copy on tight deadlines mandated by publication schedule Gubernatorial campaign of Lt. Gov. Brian Dubie, Essex Junction, Vt. Communications Director • • • • • • • • 2010-2011 Developed media strategies, including writing speeches, talking points, media advisories and press releases to promote messaging consistent with campaign platform Primary press contact and spokesperson for Lieutenant Governor Pitched story ideas, planned press conferences, coordinated interviews, and tracked all press coverage, developing relationships with local and national reporters Promoted campaign through social media to 11,000+ followers on Facebook and Twitter Researched complex policy initiatives, including co-writing and editing candidate’s ten-point plan for economic growth, the cornerstone of his gubernatorial platform Leadership roles: o Managed interns and junior field staff on communications, ensuring they were aware of key campaign messaging while empowering them to direct media inquiries to Communications Director o Trained Lieutenant Governor for media interviews, debates and speeches WCAX-TV, Burlington, Vt. Senior Reporter, promoted from Bureau Chief • 2011-2013 2002-2010 Generated story ideas, developed sources, researched and reported news for live television broadcast and online publication for top-rated CBS affiliate Produced 2-5 stories per day under tight deadlines for 5:00, 5:30, 6:00 and 11:00 p.m. broadcasts Maintained high level of accuracy, fairness, and creativity to ensure information was both factually correct and interesting to a diverse audience 4 • • • Engaged new methods and strategies for expanding audience as media consumption evolved from traditional TV viewership to online interaction to social media engagement, pioneering launch of station’s Facebook and Twitter feeds Primary focus on business reporting, covering local economic trends and employment Guest panelist on public affairs programs “You Can Quote Me” and “Vermont This Week” WNNE/WPTZ-TV, White River Junction, Vt./Plattsburgh, N.Y. 2000-2002 Reporter/Photographer/Fill-in Anchor and Producer • Reported, photographed, wrote and edited news and feature stories for Hearst-owned NBC affiliate in Vermont and New Hampshire (WNNE-TV) and sister station (WPTZ-TV) in Plattsburgh, N.Y. • Anchored and produced local news on substitute basis National Journal Group, Washington, D.C. 1997-1998; 1999-2000 Associate Editor, promoted from Staff Writer • Wrote 6-10 articles per day for Greenwire, a daily, non-partisan news briefing designed to inform professionals, decision-makers and stakeholders in government, business, non-profits, think tanks and academia about environmental and energy policy • Covered daily developments and long-term trends in environmental and energy policy at international, federal, state and local levels; including legislation on Capitol Hill and regulatory developments at federal agencies like the EPA and Department of Energy • Kept readers “plugged in” to competing perspectives of complex and controversial issues including electricity deregulation, wind power, nuclear energy and climate change • Met multiple daily publication deadlines at 7:00 a.m., 8:00 a.m. and 10:30 a.m. • Leadership roles: o Edited, fact-checked and proof-read articles for clarity, accuracy and grammar o Managed daily news budget, assigning stories and ensuring content was delivered in timely fashion and conformed to company standards o Brainstormed creative headlines to promote content and drive readers to articles o Responsible for trouble-shooting technical glitches such as mismarked HTML code that would otherwise prevent successful, timely publication of daily briefing o Trained junior associates and interns in company’s writing and style guide o Represented Greenwire and National Journal at media and industry events o Promoted to leadership role in newsroom upon completion of Master’s degree and two years of proven success as Staff Writer KSNT-TV/Medill News Service, Washington, D.C. March-June 1999 Reporter/Producer and MNS Assignment Editor • Served as Washington, D.C. correspondent for KSNT-TV, the NBC affiliate in Topeka, Kan., as part of coursework for Master’s degree at Northwestern University’s Medill School of Journalism o Localized complex national political and business news stories for Kansas audiences, such as the effect of pending legislation on wheat subsidies o Produced in-depth, magazine-style features for cable TV specials o Leadership roles: o Managed Medill News Service assignment desk o Coordinated fair distribution of limited newsroom resources including camera, sound and lighting equipment o Assigned photographers to work with designated reporters, coordinating schedules and managing competing needs and deadlines for eight reporters assigned to various TV stations 5 Office of Public Affairs, College of the Holy Cross, Worcester, Mass. 1995-1998 Freelance Writer; promoted from work-study Office Assistant • Freelance Writer: o Researched, edited and wrote 4-6 issues articles per issue of Holy Cross Magazine, a quarterly publication distributed to 41,000 alumni, students, parents and friends of College o Interviewed prominent alumni including CEOs, executives, political leaders, authors, doctors, scientists, judges and artists for magazine profiles o Met tight deadlines determined by production schedule of magazine o Promoted to writing position upon completion of Bachelor’s degree and proven success as Office Assistant, increasing salary from work-study wage of • Office Assistant (work-study job) o Fact-checked articles for accuracy o Proof-read articles for clarity and grammar o Monitored media coverage of College of the Holy Cross o Served as liaison between students, parents, alumni and media and Office of Public Affairs as first point of contact in office, ensuring phones were answered and visitors were greeted in professional yet welcoming manner Cable News Network (CNN), Washington, D.C. September-December 1994 Intern • Researched and compiled election coverage manual that detailed candidates, ballot initiatives and trends in 1994 gubernatorial, congressional, and Senate races o Responsible for strict attention to detail and accuracy in identifying candidates’ polling numbers, policy positions and biographical details o Represented CNN in courteous, professional manner as initial source of outreach to campaign staffs • Compiled daily press clippings to keep producers and reporters aware of news developments and opinion pieces, especially op-eds by thought leaders who may be invited to share ideas in CNN interviews • Assisted anchors and technical crew on “Inside Politics,” a live daily news program • Assisted on-air reporters and producers in field interviews with government officials and lawmakers on Capitol Hill Community Involvement: Northwestern University Alumni Admissions Council 2009-present Volunteer interviewer • Interviewed high school seniors from local community (Vermont; Westchester County, N.Y.; and Fairfield County, Conn.) applying for admission to Northwestern University • Exercised judgment to assess candidates for maturity, intelligence, curiosity, commitment to higher education • Exhibited fairness in ensuring all applicants were evaluated solely on merits • Maintained high level of confidentiality and discretion in communications with prospective students, parents and fellow Alumni Admissions Council members • Represented Northwestern University to prospective students and their parents and educators, often serving as their first impression of the school as local point of contact • Served as liaison between Northwestern University and local communities, high schools and applicants, offering personal experience and perspective on college experience • Communicated with students as direct point of contact, answering their questions in person and via email about the college experience and representing the University to the highest standards of professionalism 6 Education: Northwestern University, Medill School of Journalism, Evanston, Ill. 1998-1999 Master of Science in Journalism • GPA: 3.77 • Concentration: Broadcast Journalism • Honors: o Recipient of Harrington Award § Medill’s highest student honor § Awarded in recognition of academic achievement and personal recommendations of graduate school faculty and leadership o Selected by professor to research, edit and fact-check book on romantic destinations in Chicago, Romantic Days and Nights in Chicago: Intimate Escapes in the Windy City, requiring tremendous attention to detail, discretion and creativity in interviewing subjects about the best places for finding love, courting dates, and kindling passion in Chicago College of the Holy Cross, Worcester, Mass. 1992-1996 Bachelor of Arts • GPA: 3.66 • Major: Political Science • Leadership roles: o Senior Editor, The Purple Patcher yearbook o Representative, YOYO/You’re On Your Own (off-campus student council) • Honors: o Graduated cum laude o National Political Science Honor Society Woodlands Academy of the Sacred Heart, Lake Forest, Ill. 1988-1992 College Prep • Leadership roles: o Sophomore Class President o Junior Class Representative, Woodlands Academy Council of Representatives o Editor-in-Chief, L’Esprit yearbook • Honors: o Salutatorian o Graduated summa cum laude o National Honor Society o National Merit Commended Student Professional certifications: • Real estate license: o Completed required course work and successfully passed professional examination for real estate license in State of Connecticut o Authorized to represent others in sale and purchase of property • Notary Public: o Authorized by State of Connecticut to verify signatures on legal documents o Exercised impartiality and professional discretion to deter fraud and protect the public interest, as mandated by state law Relevant skills: • Computer skills: Mastery of Microsoft Office suite including Word, Excel, PowerPoint; website editing; Mac and PC operating systems • Foreign language skills: Proficiency in Spanish 7 • Social media skills: Expertise in in engaging targeted audiences and maximizing exposure for messages via Facebook, Twitter, Instagram, LinkedIn 8 Linda McMahon biography, December 2016 Linda McMahon is the co-founder and chief executive officer of Women’s Leadership LIVE, LLC, a company that uses live events and ongoing relationships to educate and inspire women to launch and expand their own businesses, advance their careers toward executive roles, and pursue opportunities for leadership in public service. She also advocates for women in leadership and business through an interview series with high-profile role models at Sacred Heart University in Fairfield, Connecticut. She highlights the advances of women in education, business and entrepreneurship in a TV series called “Women in America” that she co-hosts with Burt Wolf, which airs on PBS stations nationwide. She advises global businesses as part of APCO Worldwide’s International Advisory Council. McMahon is a co-founder and former chief executive officer of WWE, based in Stamford, Connecticut. She stepped down as CEO in 2009 to run for the U.S. Senate and was the Republican nominee to represent the people of Connecticut in 2010 and 2012. As a business executive, McMahon helped grow WWE from a 13-person regional operation to a publicly traded global enterprise with more than 800 employees in offices worldwide. McMahon has been widely recognized as one of the country’s top female executives. In 2014, she was honored by Fairfield/Westchester County Business Journal as one of its “Women Making an Impact.” In 2013, she was named one of Moves Magazine’s “Power Women.” In 2007, she was named one of Multichannel News’ “Wonder Women,” recognizing her accomplishments as a leader in the cable television industry. McMahon spearheaded a wide variety of community and charitable programs at WWE, including the company's Get R.E.A.L. educational and literacy programs. The Make-A-Wish Foundation has recognized WWE as a top wish granter, awarding it its highest honor in 2004. McMahon was also appointed to the organization’s National Advisory Council in 2005. During her tenure, WWE was the recipient of the USO of Metropolitan Washington’s first “Legacy of Hope” award, in honor of Bob Hope, for its extensive support of our troops. In 2007, the company received the Secretary of Defense Exceptional Public Service Award for its support of deployed service members in Iraq and Afghanistan. In 2009, McMahon served on the Connecticut Board of Education as an appointee of Governor M. Jodi Rell. McMahon serves on the boards of Sacred Heart University of Fairfield, Connecticut; the Close Up Foundation, a Washington, DC-based nonprofit that works to educate and inspire young people to participate in our democracy; and American Corporate Partners, a New York-based organization that pairs returning veterans with mentors in the workforce. She also serves as President of the Advisory Board for Operation Helmet, which provides comfortable and protective helmet pads for U.S. combat troops; and is a member of the Advisory Board for SoldierStrong, which provides scholarships and rehabilitation technology for returning veterans. McMahon has been widely recognized for her numerous philanthropic contributions. She was recently honored with the Humanitarian Award from the Catholic Big Sisters & Big Brothers in New York City and the Spirit of Hope Award from Liberation Programs in Norwalk, Connecticut. In 2014, McMahon received the Prescott Bush Award from the Connecticut Republican Party, the organization’s highest honor. In 2013, she received the Public Service Award from the Women’s National Republican Club. McMahon is a graduate of East Carolina University. She and her husband, Vince, have two adult children and six grandchildren. Lucia Castellano SUMMARY Human Resources professional who has developed and delivered business aligned HR Programs on a domestic and global scale. Successful career operating in a large Investment Bank environment, a small non-profit TV Network and an expanding Bike Share. Expertise across a broad range of HR disciplines including recruitment, compensation, talent assessment, performance management, and employee relations. Ability to handle day-today HR activities as well as provide strategic advice and guidance. PROFESSIONAL EXPERIENCE Donald J. Trump for President, Inc. Director of Human Resources 2016 - Present Motivate International, Inc. 2014 – Present Corporate Recruiter/HR Generalist Managed all Corporate Recruiting and HR Functions for Motivate International, Inc., operator of Citi Bike. Motivate is the leader in designing, deploying and managing bicycle share systems around the world, providing solutions for all aspects of bike share, from location assessment and business modeling to system maintenance and expansion. Motivate currently operates 11 Bike Shares globally. • • • • • • • • Worked closely with the VP of HR, Operations and Administration to create a full-life cycle recruiting function to support our aggressive hiring needs building out the Motivate Corporate team from 10 to 50 by first quarter of 2016. In conjunction with the VP of HR, established all HR priorities, including people management, headcount planning, all new hire package negotiations, internal mobility, and separation packages. Responsible for all Expatriate hires ensuring all documents and paperwork are completed accurately and in compliance with Department of Labor and Department of Homeland Security specifications. In partnership with external Employment counsel revising/creating new Corporate Employee Handbook and policies in line with Motivates vision and values. Implemented necessary changes to Corporate website to ensure compliance with EEO and AA compliance. Created approximately 50 plus Job descriptions to support our hiring efforts within Motivate Corporate. Developed and implemented new corporate wide Performance Management Program. Created Succession Planning process for both Citi Bike and Motivate Corporate. GDT Supply Co., LLC (family business 2012 – 2014 Office Manager/Bookkeeper Manage all day-to-day accounting tasks and financial transactions as needed. • Accounts Payable functions including verifying vendor invoices, entering invoices in QuickBooks, reviewing a/p aging report, and printing checks • Accounts Receivable functions including billing, posting payments received, and collection efforts • Handling bi-weekly payroll for NY office • Bank Reconciliation for all bank accounts using QuickBooks • Creating and submitting expense reports for client billable expenses • Reviewing and paying all employee expenses • Organizing and filing vendor, employee and client documents • Maintaining confidential files • Handling special projects as required LUCIA CASTELLANO Hispanic Information & Telecommunications Network (HITN-TV), New York, NY 2008 – 2011 Human Resources Director/Recruiter Managed the HR and Recruiting functions for this non-profit educational TV Network that provides educational programming to inform, enhance and enrich the lives of the Hispanic Community (approximately 75 employees in NY and 6 in Puerto Rico). • • • • • • • • Worked closely with President and COO to identify areas for expense reduction, with responsibility for implementation Support full-life cycle recruitment needs across all business units including direct sourcing techniques, consultative skills, and compensation, ensuring that every stage from the raising of the initial staff requisition to final appointment is carried out in accordance with operating procedures and adherence to best practice principles. Successfully recruited for and placed executive level individuals in key positions, which included Chief Operations Officer, Director of Production, VP Development Director, and VP Affiliate Sales Director Created employee handbook and various Company policies Created new performance management program. Developed forms, provided training and rolled out program throughout the organization Implemented new time and attendance system for both New York and Puerto Rico offices Negotiated and successfully migrated payroll and benefits’ programs to ADP, resulting in a savings of $100,000 annually In partnership with the Director of Production, created an internship training program for current college students interested in TV Production JPMORGAN Chase & Co., New York, NY 1983 – 2007 VP, HR Business Partner, Investment Bank Operations (2001 – 2007) Managed all human resources activities for IB Operations, including Global F&O, Global Prime Brokerage, NA Interest Rates, Global Securitized Products & Global Client Agenda (approximately 1,600 employees) • Partnered with senior management team to establish HR priorities, including: organizational restructuring, people management, headcount planning & analysis, performance management, negotiation of hiring packages, exit packages, expatriate assignments, internal mobility, talent management and development and training • Worked with Sr. Management Team to create succession plans for their groups, utilizing various approaches (i.e., mobility, development and external recruiting) • Managed year-end compensation process, providing advice to Sr. managers on recommendations, with a focus towards retaining top talent and rewarding outstanding performance • Facilitated Global Performance Evaluation & Promotion Committee meetings • Co-led North American review of FLSA requirements for the Investment Bank & implemented recommendations • Managed numerous location strategy moves both globally and domestically • Served as employee relations contact for the IB Operations group within North America • Managed a team of 4 HR staff members Human Resources Generalist, Global Markets Operations & Technology (1997 – 2001) Managed all HR activities for Operations Middle Office and Technology businesses (approximately 1,500 employees). • Acted as consultant/strategic partner to senior managers, focusing on business needs, as well as providing advice and guidance to their managers and staff on a wide variety of issues • Managed year-end compensation process. Served as JPMC representative at the McLagan Operations working group to review market survey information (base, bonus and long-term incentives) • Managed downsizing initiatives within IB Operations, ensuring that best practices were implemented and all selection plans were administered fairly and consistently • Partnered closely with Employee Relations and Legal on a wide variety of ER issues LUCIA CASTELLANO • • Consultant to managers regarding recruiting, both internally and externally, as well as assisting managers in redefining roles and responsibilities due to organizational changes Managed Lewco Securities acquisition, working closely with Senior Manager in M&A, ER and the Head of Equity Operations in New York Human Resources Generalist/Compensation Specialist (1996 – 1997) Latin America Division/Global Bank Compensation Responsible for providing a wide range of HR advice and support to the Latin America Division for US based employees, in the areas of compensation, staffing and employee relations • Served as liaison between employees and Service Center in resolving various benefits issues when necessary • Worked closely with the Expatriate Compensation Group on various issues, (i.e., visas, expatriate assignments, etc.) • Compensation responsibilities included managing the year-end compensation process for LA Client Management & LA Infrastructure • Assisted with the administration of the non-officer quarterly salary increase process for the Global Bank • Served as the deputy to the HR Manager for Latin America Human Resources Generalist, Emerging Markets Capital Markets (1995 – 1996) • Managed the generalist function for the Emerging Markets group • Worked closely with the Business Manager in creating a database for the newly combined group brought together by the merger between Chemical/Chase • Counseled employees on various issues, prepared all business rationales and statistical analyses for job eliminations • Prepared all year-end compensation information and worked together with the Business Manager to determine fair and equitable salary and bonus recommendations Human Resources Generalist, Emerging Markets/Global Bank Administration (1992 – 1995) Handled various HR functions for the Emerging Markets and Global Bank administration groups, supporting Country Managers as well as the Division Head Human Resources Manager, Banking & International Sector Human Resources (1986 – 1992) Managed all HR administrative activities for both official and non-official staff within the Banking and International Sector which included Europe, Asia, Latin America and Eastern Europe/Middle East. Managed staff of two administrators and an administrative assistant. Junior Generalist/Compensation Analyst, International Human Resources (1983 – 1986) Managed administrative function as well as compensation related issues domestically and overseas for both nonofficer and officer populations. Evaluated salary reviews and recommendations for equity and consistency; assisted Department Head with implementation of common review for officer population. COMPUTER SKILLS: Proficient in Microsoft Word, Excel, PowerPoint, People Soft, and Business Objects PROFESSIONAL AFFILIATIONS Society for Human Resource Management Member American Compensation Association Courses Taken: Base Pay Management, Job Analysis, Documentation and Evaluations, and Variable Pay–Incentives, Recognition and Bonuses Matthew Monroe Parker Summary Proven political professional with over 13 years of campaign and political experience including 5 winning Governors campaigns in Florida, Louisiana and Virginia; extensive leadership, recruiting and budget management skills – necessary in today’s campaign environment. Experience Senior Florida Political Advisor, Donald J. Trump for President, Inc. • • • Developed, implemented and managed $2.2M Strategic Plan to supplement field and political operations in Florida. Managed over 2,500 personnel that met over 850,000 Floridians at their doors and made over 1.1M calls in the last three weeks to boost turnout in the campaign that elected President-Elect Trump. Worked with the RNC, Trump HQ, and outside data venders to execute a plan to boost turnout beyond the traditional Republican voter base. Campaign Manager, Carlos Beruff for US Senate • • • • • • May - December 2010 Mr. Parker was credited with designing and mobilizing political and field operations for the campaign that played a key role in Scott’s upset victory. Executive Director, Republican Party of Louisiana • • January - December 2011 Recruited and managed Governor Bobby Jindal’s reelection team. Governor Jindal’s team raised over $15M and won reelection by 66% of the vote. State Political Director, Rick Scott for Florida • January 2012 - August 2014 Responsible for developing and maintaining relationships with the Louisiana State Legislature and passing Governor Jindal’s budget and agenda. During Mr. Parker’s tenure, Governor Jindal’s office passed historic conservative reforms including the Teacher Accountability Reform and School Choice Bill all without raising taxes, and cutting government by 26%. Campaign Manager, Bobby Jindal for Governor • • September - December 2014 Built on previous experience and reputation in Florida as Gov. Rick Scott’s State Political Director. Credited with playing a vital role to increase the pro Rick Scott turnout before and on Election Day that led to a reelection win of 64,145 votes. Audited current field program and made critical changes needed to increase voter contact before Election Day. Oversaw hiring, training, and management of over 2,500 new campaign personnel. Recruited, coordinated, and managed more than 500 volunteers deployed to Florida for the last 7 days of the election. Legislative Affairs Director, Office of Governor Bobby Jindal • May - December 2015 Managed a national voter outreach program for Governor Jindal’s presidential campaign. Responsible for implementing a field program, managing field staff, and coordinating over 150 events for Gov. Jindal. Political Consultant, Rick Scott for Florida • • January – August 2016 Led the campaign to take a political unknown to the top of the field of five Republican candidates until Senator Rubio unexpectedly entered the race for reelection. Responsible for developing budget, strategic plan and managing all aspects of Mr. Beruff’s campaign including first time candidate media training, messaging, and policy. National Field Director, Jindal for President • • September – November 2016 January 2008-April 2011 Managed an over $2M budget and day-to-day operations for the Republican Party of Louisiana. During Parker’s tenure, Republicans took control of both the House and Senate for the first time since Reconstruction. Various Other Political Positions: 2009, took 3 month leave of absence from ED of Louisiana Republican Party to be Senior Consultant to Bob McDonnell for Governor. 2007, Deputy Political Director, Bobby Jindal for Governor. 2006, Deputy Political Director of Generation Joshua PAC. 2004, District Field Director, Bobby Jindal for Congress. 2003 Intern for the Public Liaison Office of President George W. Bush. NATHAN J. MILLER ________________________________________________________________________ PROFESSIONAL EXPERIENCE Presidential Transition Team (PTT) – Washington, D.C. Lead Sherpa, Small Business Administration, Volunteer, 2016 Public Strategies Washington, Inc. (PSW) – Washington, D.C. Partner, 2015- 2017 (1 year, 3 mos.) • Public affairs professional consulting Fortune 500 companies, national trade associations, non-profit organizations, international industry and government clients. • Issue areas: aviation, consumer goods, financial services, defense, railroad, transportation, international trade, tax, and appropriations. The OB-C Group, LLC – Washington, D.C. Principal and Counsel, 2007-2015 (8 years, 6 mos.) • Government affairs professional consulting Fortune 500 companies, national trade associations, nonprofit organizations, and international industry clients. • Issue areas: aerospace, aviation, automotive, biodefense, financial services, defense, housing finance, retailers, consumer goods, international trade, transportation, tax, and appropriations. The United States Senate, Senator Chafee (R-RI) - Washington, D.C. Legislative Assistant and Counsel, 2005-2007 (2 years) • Managed legislative agenda in the following policy areas: transportation and public works, energy and natural resources, agriculture and forestry, and related taxation and appropriations. • Environment and Public Works Committee staff for transportation and public works. Commonwealth of Massachusetts – Boston, Massachusetts Legislative Counsel / Budget Analyst, 2003-2005 (1 year, 6 mos.) • Served as legislative counsel and provided financial analysis for Executive Office of Transportation, Office of the Treasury, and Public Employee Retirement Plan, including the construction of annual expenditure accounts for the annual state budget. University of Michigan Athletic Department – Ann Arbor, Michigan Graduate Assistant, football/ strength training, 1999-2000 (1 year, 6 mos.) EDUCATION University of Michigan, Ann Arbor, Michigan Bachelors of General Studies, 1999 • Football 1994-1998; 1997 National Champions, multiple letter-winner, player of the game. Suffolk University School of Law, Boston, Massachusetts Juris Doctorate, 2003 • Member of the Bar in good standing of the State of New York and Massachusetts. • Studied international law at Lund University, Lund, Sweden. Anthony M. Paranzino EDUCATION & ACADEMIC HONORS PH.D. CANDIDATE (ECONOMICS), UNIVERSITY OF WISCONSIN (August 2016-present) ! First-year doctoral student pursuing joint PhD in economics and finance ! Teaching assistant for James Chanos, lecturer and hedge fund manager B.A., PRINCETON UNIVERSITY (June 2014) Major: Woodrow Wilson School of Public and International Affairs ! ! ! ! ! Focused on economic policy and political science Analyzed U.S. Federal Reserve monetary policies since 2008 (senior thesis, 60 pages) Winner of debate prizes: Class of 1876 Memorial Prize (2012), Lynde Prize (2014) Extensive study of China: Completed Princeton’s entire offering of Mandarin language coursework, spent summer 2011 in Princeton in Beijing program GRE score: 340 out of 340, SAT score: 2400 out of 2400 Bellarmine College Preparatory, San Jose, California (May 2010) ! ! 2010 California State Champion in Extemporaneous U.S. Domestic Policy Speech and Debate 2010 Bellarmine General Excellence Award Recipient POLITICAL EMPLOYMENT & EXPERIENCE AMERICAN ENTERPRISE INSTITUTE, Washington, D.C. (June 2014 – July 2016) PROGRAM MANAGER ! ! ! ! Administrated the economics department of AEI Managed a team of 16 junior economics staffers Edited research publications and provided research assistance to economics scholars on topics including the Chinese economy, wage gaps for female workers, unemployment, international finance, the federal budget, and monetary policy Assisted in conducting large-scale AEI events (familiar with proper handling of dignitaries) JEFF FLAKE FOR U.S. SENATE, Phoenix, Arizona (Summer 2012) INTERN ! ! Successful U.S. Senate campaign of Congressman Jeff Flake (R-AZ) Immersion in retail politics: Acted as in-person campaign surrogate across Arizona, researched local politics, policies, and conducted opposition research, authored correspondence with campaign donors and answered policy questions from call-in voters THE VOLCKER ALLIANCE, New York (Summer 2013) INTERN ! ! Think tank founded by former Federal Reserve chairman Paul Volcker Conducted comprehensive research project studying components of U.S. federal government budget, under direction of former official of White House Office of Management & Budget BERKMAN CENTER FOR INTERNET AND SOCIETY, Harvard Law School (Summer 2009) INTERN ! Researched internet censorship in China M. MANGER, JR. EDUCATION: Columbia Business School New York, NY M.B.A., May 1995 Trinity College BA. Political Science, May 1987 Hartford, CT EXPERIENCE: Brock Capital Group, LLC New York, NY Managing Director 2009-Presem Actively involved in seeking out, securing and managing new engagements with small to mid?size businesses. Participated in negotiating terms, structuring, marketing and raising capital for real estate private placement deals. Manage deal flow by chairing the Professional Operations Committee and supervising the ?rm?s day-to?day activities. Responsible for coordinating all advising and consulting assignments with and managing all investment banking assignments. US. Small Business Administration Washington, DC Associate Administrator. Of?ce of Field Operations 2007?2009 Responsible for operational management of the agency?s ?eld infrastructure. Finalized the centralization initiative. Oversaw almost 1,000 employees at the agency?s ten regional and 68 district of?ces throughout the United States and its territories. Provided policy guidance and assisted the Administrator in setting goals. Fully integrated the ?eld with program of?ces. Drove customer service focus. Opened up underserved markets. Associate Administrator, Office of Entrepreneurial Development (A) 2008 Responsible for administering $1 15 million in grants to run almost 1,500 centers that provide technical and special assistance to small business entrepreneurs. US. Small Business Administration New York, NY Regional Administrator 2005-2007 Responsible for the delivery of the agency?s ?nancial assistance, management counseling, business development and minority enterprise development activities throughout New York, New Jersey, Puerto Rico and the US. Virgin Islands. Oversaw a staff of 100 employees in ?ve district of?ces including the busiest, New York. Met with senior bank executives and the public to encourage greater use of SBA lending programs. Created relationships with other public and private entities. Member of the Management Board responsible for implementing policy. Bill Manger for Congress Selden, NY Candidate 2003?2004 Ran for US. Congress in garnering 44% of the vote against an incumbent in the closest race in Downstate New York. Raised over $1 million. US. Department of Transportation Washington, DC Senior Policy Advisor to the Maritime Administrator 2001-2003 As principal advisor to the Administrator, coordinated and initiated policy proposals. Spoke for the Administrator in his absence and represented him while on travel. Interacted closely with senior management to achieve results and maintain political objectives. Reviewed and commented on all substantive documents including policy statements, legislation, budget, and brie?ngs for the Of?ce of the Secretary and the White House. Principal in charge of the Constituent Outreach Program. Southampton Southampton, NY Trustee 1997-2001 As elected member of executive board, involved with all aspects of managing the municipality including labor negotiations, emergency services, budgeting, taxation and grants. As political newcomer, only candidate to unseat an incumbent in 1997 by being the top vote getter with 55% of the vote. Re?elected in 1999 with running mates by being the top vote getter with almost 75% of the vote. The Zanett Securities Corporation New York, NY Vice President 99 7?1999 Identi?ed potential companies to directly invest in. Met with CEOS and CFOs to negotiate private placement terms. Zanett Capital, Inc. New York, NY Associate 1996?1997 Identi?ed potential companies to directly invest in. Wrote executive summaries on companies. Negotiated private placement contracts with lawyers. Citicorp Securities, Inc. New York, NY Summer Associate - Fixed Income. Specialized in Mortgages. I994 Researched through library and Bloomberg recent floating rate asset?backed issues for potential investor which led to $140 million sale. Calculated daily pricing. DeLorenzo New York, NY Co-Director 1 992-1993 Sold high?end, imported home furnishings. Supervised staff of three. Orchestrated all aspects of international purchases and sales of $5 million. Galley Assistant 1 991?1992 Promoted to Co?Director after one year. ADDITIONAL INFORMATION: Professional Licenses: Series 7 and 63 Board member: Riot Relief Fund which bene?ts the families of NYC policemen and ?remen killed in the line of duty. JENNIFER E. MILLIKIN PROFILE A reliable and detail-oriented communications manager with a strong background in press relations and strategic stakeholder management. Possesses significant state and federal political and government experience, in addition to non-profit. A creative producer that achieves notable earned-media results with print, television and radio coverage through policy rollouts, press events and editorial placements. Social media expert specializing in Twitter, Facebook, Foursquare and YouTube. EXPERIENCE Principal 2009 to Present Bennett Murphy Group, Alexandria, VA • Provide strategic messaging services for small business, non-profit and political clients and affiliated stakeholders. • Direct team to develop and implement key marketing tools including press outreach, new media, event planning and fundraising. Communications Analyst U.S. Department of Transportation, Washington, DC 2012 • Developed tactical DOT outreach plans for Enterprise Architecture (EA) Roadmap and Governance Policy to facilitate agency interest in achieving accelerated implementation goal. • Reviewed analytics, drafted strategic FY 2013 employee training plan and shaped concept for EA segment workshops. Women’s Campaign School Lecturer 2012 International Republican Institute, Tbilisi, Georgia • Recruited to join team of U.S. election experts to design and present unique curriculum for female candidates running for Parliament in Georgia. • Successfully led 27 women through an intense two-week political immersion program designed to teach communication campaign skills and strategy, emphasizing traditional and new media, helping legislators achieve a 6% increase from prior election. Team Lead 2010 to 2011 American Coalition for Clean Coal Electricity, Alexandria, VA • Managed teams stationed in Ohio, Kentucky and West Virginia responsible for analysis and execution of ACCCE issue advocacy campaigns. • Utilized proven field methods for citizen outreach by attending public events, meeting with local elected officials, distributing message collateral and interviewing with local media. • Raised awareness of ACCCE by 30% though social media and stakeholder engagement. Economic Policy Consultant The German Marshall Fund of the United States, Washington, DC • Supported production and execution of ten events in seven countries for the GMF Transatlantic Taskforce on Development policy report roll out. • Designed targeted communications plan for wide-ranging outreach to domestic and international press, members of Congress, foreign policy experts and key stakeholders. 2009 PAGE TWO/JENNIFER E. MILLIKIN Lead Advance Representative 2008 John McCain 2008, Arlington, VA • Traveled throughout the country coordinating public and private appearances for Presidential candidate Senator John McCain and Vice Presidential candidate Governor Sarah Palin. • Managed team of six to produce more than 25 political rallies and five high-dollar finance events with budgets up to $150,000 and attendees up to 35,000. • Provided logistical and operational support and drafted campaign briefing materials for nominees and senior staff. Deputy Director of Communications 2005 to 2008 U.S. General Services Administration, Washington, DC • Managed Public Affairs Office team of seventeen staff responsible for day-to-day operations of agency Press Office, Internal Communications and Advance Office. • Staffed agency chief and senior officials at public events, media interviews and Congressional hearings. • Provided on-the-record responses to press inquiries. Coordinated interviews and wrote press releases, advisories, and statements for local and national print, radio and broadcast media. • Led national media strategy with agency’s eleven regional press office staff. Communications Manager 2006 U.S. Department of Treasury, Washington, DC • Aided the Deputy Assistant Secretary with strategic planning and implementation of media outreach and event coordination with elected officials nationwide. • Served as day-to-day communications support on behalf of the White House, for the Department during the roll out of Taking Ownership of the Future: The National Strategy for Financial Literacy. Press Advance Representative 2003 to 2008 The White House, Washington, DC • Contributed as a paid and volunteer member of Victory 2004 and White House Advance Team to ensure smooth operation of official and campaign events domestically and internationally for the President, Vice President and Mrs. Bush. • Arranged technical (audio and video) site requirements and schematic charts detailing logistical movements of principal, senior staff, media and general public. • Prepared backdrop and cut shot visuals to maximize messaging opportunities. Briefed Press Secretaries upon arrival to events. Assistant Director of Public Affairs 2001 to 2002 State Department of Social Services, Boston, MA • Served as spokesperson and member of Commissioner’s public affairs staff for state child welfare and protection agency. Press Operations Manager 1999 to 2001 Executive Office of the Governor, Boston, MA • Worked as senior staff aide to Massachusetts Governor Paul Cellucci’s press secretary, with emphasis on media relations and initiating and executing governor’s public schedule. EDUCATION Bachelor of Arts in Political Science Regis College, Weston, MA Concentration in Public Policy and Global Economics Roma Daravi ​PROFESSIONAL EXPERIENCE I. The 58th Presidential Inaugural Committee (P.I.C.) Executive Assistant to the Director of Communications / Press Aid • Manage and coordinate all meetings, contacts, and interviews for Boris Epshteyn, the Director of Communications. II. Donald J. Trump for President, Inc. Advance Operations • Coordinate Presidential Campaign rally events and Vice Presidential Campaign rally events across the nation. Washington, D.C. December 2016 - Present New York, NY General Election 2016 ​ III. NBC News, E! News and E! Online Production • Pitch daily stories, edit and log scripts in iNews, transcribe footage, and gather b-roll for E! News. • Assist graphics producer in editing b-roll and gathering celebrity photos/tweets that are trending. • Edit highlight videos on AVID from the daily “Live from E!” show and post the highlights online. Los Angeles, CA ​ January 2016 - April 2016 IV. LaPalme Magazine Writer / Reporter • Contribute to weekly articles on fashion, entertainment, lifestyle, brands, and reviews. • Attend fashion events and write wrap-ups / reviews. Los Angeles, CA Year of 2016 ​ V. CBS News, Entertainment Tonight and The Insider Production • Log interviews on AVID software and place in iNEWS for producers access. • Attend live shots and red carpet events to take notes on the interviews for producers. • Newsroom assistant for Bonnie Tiegel, took on general office duties including phone calls, emails, etc. VI. ID - PR Firm Talent / Brands / Film Intern • Create Press Kits; compile Press “Coverage” and update the Press Contact Spreadsheets. • Attend “Pitch Meetings,” weekly department meetings, & live events (Premieres & TV Broadcasts). Studio City, CA ​September 2015 - December 2015 ​ New York, New York June 2015 - August 2015 VII. KDOC - TV Los Angeles Master Control Operator ​ • Digital Media specialist; transfer shows and commercials through a multitude of satellites, Edit/segment TV shows. VIII. Seacrest Studios ​(Ryan Seacrest Foundation at CHOC, Children’s Hospital of Orange County). Radio and TV Reporter Intern • Create original content to broadcast on radio and TV productions; Live edits, graphics, and operation on VoxPro. IX. Chapman News Reporter and Anchor • Research, write, film, edit, and produce news packages for the only live Orange County newscast. • Rotate between live on-camera positions including field reporter, Weather, Sports, and Anchoring. Santa Ana, CA June 2014 - June 2015 ​Orange, CA January 2015 - May 2015 Orange, CA Fall 2013 - Present ​ X. Raeken TV Host / Writer / Producer ​ • On-camera host & writer for Raeken webisodes. Content includes trending news in Music, Fashion, Celebrities, etc. Los Angeles, CA August 2014 - January 2015 XI. Festival Ballet Theater Professional Classical Ballet Company Member ​ • Principal Dancer and Spokesperson for FBT when interviewed for The OC Register & HB Independent. EDUCATION Chapman University, Dodge College of Film and Media Arts Bachelors of Fine ​ Arts in Television Broadcast Journalism, ​Dance Minor ​ LEADERSHIP EXPERIENCE I. ​ Southland Ballet Academy ​Dance Instructor Taught ballet ages 5-adult, creating lessons and choreography. II. ​Surfrider Foundation ​Volunteer for this non-profit environmental protection organization. III. ​D​ elta Delta Delta Sorority ​Activities Chairman Coordinate all Greek life showcases and competitions. SKILLS Proficient in AVID Editing, Adobe Premiere Editing, Final Cut Pro Editing, iNews, Facebook, Instagram, Twitter, and PowerPoint. Fountain Valley, CA 2007 - 2013 Orange, CA Class of 2016 RICHARD W. KINGAN Driven individual with the balance of management expertise, financial industry experience and political knowledge, looking to enhance the lives of others though financial education. EXPERIENCE Donald J. Trump for President ! Sarasota, FL th 2015 – 2016 Donald J. Trump is a successful American business man and the 45 President of the United States of America. Regional Political Director - South West Florida July 2016 - November 2016 • Reported directly to State Director. • Managed 23 campaign field representatives, who reported directly. • Liaison between headquarters and high level VIPs during special events and rallies. • Collaborated with other state offices and developed best practices. • Oversee all campaign operations in seven Counties in the South West Florida Region; Sarasota, Lee, Charlotte, Collier, Hardy, Desoto, and Manatee Counties. Manage County leadership teams that are responsible for operation of offices, communication with personnel, and scheduling local events. • Hold direct teams accountable to achieve numerous weekly deliverables as set by state leadership. • Analyze developments to expand strategy marrying the National campaign goals with the various County objectives. • Communicate County level progress, personnel information and support outlook back to the National Campaign leaders to ensure the alignment of goals. • Organize events, partnering with the Republican Party of Florida and other coalitions to see that relationships are managed effectively. National Field Campaign Manager April 2016 – July 2016 • Worked with national campaign leadership to mobilize campaign efforts for each of the states’ primaries. • Traveled with campaign, managing personnel from Florida, Arizona, Pennsylvania, Wisconsin, Indiana, Texas, and Ohio for the 2016 Republican National Convention. • Implemented a strategy with state leadership during the primaries to create a flyer to simplify Delegate name recognition to be distributed at events. • Set up fully functioning campaign offices in each deployment location. • Work with local officials to strategize best practices for various geographic/demographic locations. State Field Director - Florida December 2015- April 2016 • Worked with state leadership to install a solid campaign base throughout each of the 67 counties in the state of Florida. • Lead weekly state leadership calls with over 100 participants. • Compiled a universe of over 2,800 active personnel contacts. • Implemented a voter outreach program that contacted over 2 million voters. • Organized rallies. • Secured rally venues. • Implemented system to capture voter information at rallies. RICHARD W. KINGAN ! T. Rowe Price Tampa, FL 2013 – 2015 T. Rowe Price operates as a global investment management firm dedicated to helping clients to achieve long-term financial success. They are a Fortune 1000 company with over 6,000 employees globally with nearly $650 billion of AUM to date. Participant Service Center Associate– Retirement Plan Services • Used industry and product knowledge to educate retirement plan participants on the various avenues available to assist in planning for retirement. • Lead weekly team meetings on various financial topics. • Responsible for the consultation and processing of client financial transactions, including offering information about appropriate products and services and the impacts of their decision to their overall retirement. • Provided service excellence to participants by researching individual account activity to resolve participant and plan related issues in a timely manner and following up as necessary. • Utilized in-house and public educational resources to respond to various client retirement and financial questions and requests. • Worked between departments to insure client satisfaction. • Tested company pilot programs. Americans for Prosperity Tampa, FL 2012 – 2013 Americans for Prosperity is a 501c3 non-profit non-partisan organization dedicated to promoting economic prosperity and financial responsibility. Assistant Field Coordinator • Educated voters on the importance of fiscal policy in government by communicating how it relates to, and the impact it has on citizens. • Communicated financial information through the use of educational resources, such as, literature, website resources, and flyers. • Managed the responsibilities of up to 75 personnel in various campaign-like activities, such as, phone bank, door-to-door and local events. • Responsible for the organization of neighborhood canvassing tasks, and phone banking. • Planned events including travel, venue, entertainment, food services, lodging, and organizing activities with other organizations. ! Rick Scott for Governor Campaign th Ft. Lauderdale, FL 2010 – 2011 Rick Scott has served Florida as the 45 Governor since his election in 2011. Assistant County Campaign Manager (Paid Position) • Supervised campaign contact center, boosted moral and encouraged productivity to ensure communication goals were achieved. • Managed personnel in various campaign activities, including rallies, neighborhood canvassing, and phone banking. • Oversaw the organization and efforts of the posting of signage around campaign district. RICHARD W. KINGAN EDUCATION Bachelor of Arts, Political Science GPA 3.11 Graduated May 2013 The University of South Florida PROFESSIONAL LICENSE FINRA Series 6 – General Industry/ Product Exam November 2015 Investment Company Products/Variable Contracts Representative FINRA Series 63 – State Securities Law Exam Uniform Securities Agent State Law November 2015 Ryan A. Lambert Experience Donald J. Trump for President, Inc. Dec. 2015 – Nov. 2016 Louisiana State Director • Created and managed Louisiana’s statewide campaign budget. • Assembled a statewide leadership team that included elected officials and community leaders. • Utilized leadership team to signup 7,500+ volunteers and 300+ in state call-from-home phone bankers. • Effectively managed 3 in-state visits including one disaster relief visit from President-Elect Trump. Donald J. Trump for President, Inc. April – July 2016 Deputy National Field Director • Served as the liaison between campaign senior staff and State Directors to find solutions and execute initiatives. • Trained new State Directors on available resources and how to use them efficiently. • Assisted with moving resources and personnel into various states to help State Directors meet goals. • Worked with vendors and department heads to execute state specific requests. Grant Miller for City Court Judge Oct. – Nov. 2015 General Consultant/Campaign Manager • Created and implemented a campaign strategy plan that included $40k in direct mail and $18k on radio. • Oversaw fundraising operations that resulted in $80k raised in 6 weeks. Billy Nungesser for Lt Governor Jan. – March 2015 Campaign Manager • Organized and managed a $3.5 million budget. • Executed weekly earned media plan that resulted in an average of 5 media mentions per week. • Implemented a 5-year BP Oil Spill tour that resulted in over 15 statewide media mentions. • Created a coalition network of 225+ members statewide. Garret Graves for Congress Political Director • Created and executed community outreach program. • Recruited, trained and managed 100+ interns and volunteers. June- Dec. 2014 Other Political Experience • Louisiana Floor Whip- RNC Convention – OH, 2016 • Campaign Manager – Molly Spearman for Superintendent of Education – SC, 2014 • Campaign Manager – Octavia Johnson for Delegate – VA, 2013 • Campaign Manager – Danny Marshall for Delegate – VA, 2013 • Campaign Manager – Zach Martin for Delegate – VA, 2013 • Political Director – Chip Limehouse for Congress – SC, 2013 • Field Director – Charles Boustany Jr. for Congress – LA, 2012 • Grassroots Coordinator – Walter Hundley for State Senate – SC, 2012 • Political Director – Ralph Kennedy for Statehouse – SC, 2012 EDUCATION University of South Carolina – Columbia, SC Bachelor of Arts, 2011 Related skills: Direct mail, Digital content creation, Grassroots Organization, Campaign budgeting, On-theRecord Experience. RNC Campaign Management College (2013). HOLLY TURNER EXECUTIVE MANAGEMENT Meticulous executive and licensed attorney who excels at creating and implementing practical solutions to analytical problems within rapid-change envi Develops performance?based, low?cost reso ronments. Naturally see possibilities for improvement within complex systems. lutions to challenges while increasing bottom?line profitability and improving quality. Extensive experience with highly complex projects requiring deep understanding of legal, business, and political factors. History of seiz ing control of problem areas to meet customer obligations. CORE COMPETENCI ES Operations General Counsel Labor Employment Law Contract Law Licensing Compliance Corporate Governance Business Development Strategic Partnerships Product Management Start-Up Entrepreneurial Ventures Turnaround Businesses Financial Forecasting instruction Team Leadership Scaling High-Growth Organizations Strategic Planning Growth Performance improvement Workflow Optimization Management/ Improvement Risk Dispute Management Mergers Acquisitions Business Process Engineering Strategic Negotiations Cross?Functional Team Leadership PROFESSIONAL EXPERIENCE Stampede Consulting Austin, Texas January 2013 current Partner Professional grassroots staffing firm that recruits, hires, deploys, and manages remote assets across the nation for corporate governmental affairs and political campaigns. Holly Turner Built an organization that delivers a profitable, scalable, and seliabie business for investors clue to process- driven activities with a keen focus on profitability and customer satisfaction. Scaled operations from 10 employees and $600 thousand in revenue in first year to over 1,000 employees and more than $4 million in revenue in fourth year. Created written processes and procedures for key functions, supporting a rapid growth environment and shielding company and principals from liability claims. implemented weekly metrics scorecard, increasing company productivity by 89% and customer satisfaction (NPS) from a rating of 6.5 to 9.0 within a year. Tied daily, weekly, quarterly, and annual department and individual goals to long?term objectives of the company, ensuring that each employee is actively moving organization towards its every day. Created and implemented a quality assurance program, leading company to 96% validity rate, compared to the industry average of 58%- With 21 days? notice, recruited, hired, and managed over 850 temporary employees to successfully execute a two week canvassing program for the 2016 Republican Presidential Campaign. Briefed leadership at the Republican Presidential Campaign, RNC, NRSC, and NRCC on projects across multiple states in 2016 Election. Developed and oversaw training program for new hires ensuring consistency throughout the organization. Researched labor laws in all fifty states and created policies to ensure no violations occurred during expedited execution of projects. Named a "40 Under 40? by national trade association in inaugural class of 2015 Company named "Best in Category? three years in a row by national trade magazine (2014, 15, 16) Average annual compensation: $350,000 Turner Advisory Group Austin, Texasl November 2007 December 2013 Partner General Counsel outsourcing firm to U.S. based companies with up to 500 employees in technology, consulting, healthcare, political, real estate, automotive, agricultural, construction, media, nonprofit, and manufacturing industries; advising on start-ups, structuring, finance as it relates to legal matters, mergers and acquisitions, human resources, risk management, compliance, licensing and regulations, real estate, negotiations and contracts, public affairs, corporate governance, intellectual property, and corporate activism in elections. Holly Turner Provided outsourced and on?demand legal counsel for mid?sized U.S. companies (fewer than 500 employees). Advised start-ups on best corporate formation strategy based on industry, taxes, and other factors, ensuring that customers received the best liability protections and financial plan. Advised CEOs and executive teams on diverse legal matters facing their companies. Engaged in regular strategic planning with corporate executives to guide companies? long-term growth and focus. Scaled human resources for rapidly growing companies ensuring 100% compliance with changing laws and regulations. Drafted processes and procedures for companies protecting officers from liability and creating an environment of employee satisfaction. Represented companies against claims from governmental agencies, former employees, customers, and vendors, resulting in complete avoidance of lawsuits and favorable resolution for companies. Drafted legislation and secured valuable legislatively authorized municipal management district. Advised executives on new and cutting edge corporate structuring to take advantage of tax incentives. Structured, drafted, and negotiated merger and acquisition transactions. Oversaw interstate corporate conversions. Secured corporate trademarks and successfully defended infringement claims. Negotiated commercial real estate transactions. Drafted and enforced software licensing agreements. Applied for and obtained non?profit certificates from the Served as general counsel during the qualifying period for two inc 5000 companies. San Jacinto Public Affairs Dallas, Texas March 2005 November 2010 Events Coordinator Planned and executed state?wide political events with thousands of attendees (up to 16,000), including Republican Presidential Straw Polls, Republican State Conventions, Presidential Appearances (Pres. George W. Bush), and Republican Presidential Candidate Forums in New Hampshire, lowa, California, Florida, Texas, and South Carolina. Developed budgets and planning documents for each event, selected and negotiated best terms with venues, and vetted and managed sub-contractors. Created stream?lined reservation and registration systems for attendees, reducing overall errors and man- power needed to administer program. Directed event agendas and live?managed the programs, including specific timelines to the second for speaking, music, lighting, audio, video, and food service. Seguin Pregnancy Center I Seguin, Texas I March 2001 -June 2004 Founder and Board Member Holly Turner Raised community support and awareness for non?profit organization by making presentations to community leaders and developing relationships with high?end donors. Developed vision, long-term goals, and strategic plan for growth. Exceeded fundraising goals every year, enabling organization to experience rapid growth and expansion. Recruited, trained, and managed dozens of staff members and volunteers. Successfully laid a foundation for the organization that has allowed it to grow and fulfill its original vision even after my departure. Texas Lutheran University I Seguin, Texas August 2000 ?-July 2004 Adjunct Professor - Developed academic curriculum that exceeded university requirements and yielded highest pass rates on national standardized exams in history of program. - Consistently receivedoutstanding student and superior reviews. EDUCATION Texas Wesleyan School of Law (Now Texas School of Law) Juris Doctorate, Order of the Barrister May 2007 Licensed to practice law in Texas. Reciprocity in every other state and District of Columbia November 2007 National Champion, Moot Court Competition 2006 - Swing oralist (argued both sides of the case) on three~person national championship team, arguing every round to place first of twenty?four law schools Team also awarded "First Place Brief? Team subsequently awarded the ?Scribes Award? for Best Brierc in Nation 2007 Board of Directors Officer, Moot Court Honor Society 2005 2007 - Responsible for overseeing moot court travel team tryouts, brief writing seminars, oral argument practices, competitions, and judging. - Responsible for organizing and growing the intra?scholastic competitions for fifty to one hundred students each semester. Teams in this program collectively achieved two national championships, one regional championship and multiple recognitions as semi?finalists in national competitions. President, Law School Republicans 2006 2007 Vice President, Law School Republicans 2005 2006 Pupil, Mahon Inn of Court I 2006?2007 Board of Directors Law School Representative, Fort Worttharrant County Young Lawyers Association 2005 2007 Head Representative, Barbri Bar Review Course 2006 2007 Academic Recognition, Dean?s List (2006) intern, The Joeckel Law Office 1 Summer 2006 intern, Ta rrant County District Attorney?s Office 1 Summer 2005 Baylor University Bachelor ofArts, Communication Sciences I May 1999 Holly Turner CERTIFICATIONS TRAINING EOS (Entrepreneurial Operating System) Sandler Sales System Gazelles lnternational/ Rockefeller Habits Simple Numbers Financial Forecasting PUBLIC SPEAKING MEDIA December 7, 2016 I American Association of Political Consultants Conference, Austin, TX I ?Business and Legal Advice That Can Save You Thousands? July 28, 2016 I American Association of Political Consultants Webinar I ?Organize This? June 16, 2016 Campaigns and Elections Campaign Expo, Washington, DC I "Penning a Persuasive Canvassing Script? April 14, 2016 American Association of Political Consultants, San Juan, Puerto Rico I "Business of the Business Series? March 21, 2016 Fox News Radio "Republican Presidential Candidates on the Issues? March 16, 2016 American Association of Political Consultants Conference, Washington, DC "Company Under Construction? February 18,2016 I Campaigns and Elections Conference and Reed Awards, Charleston, SC ?Branding and Marketing? January 20,2016 I Fox News Radio I "Supreme Court on Obama Immigration Challenge? December 18, 2015 I Fox News Radio I "House Budget Package? October 8, 2015 Campaigns and Elections ?The 5 Questions You Better Ask Your Grassroots Team? September 17, 2015 American Association of Political Consultants Conference, Austin, TX "Business of the Business Series? September 4, 2015 I NPR I ?Trump and the RNC Pledge? July 28, 2015 I Campaigns and Elections Conference, Washington, DC "Staff Burnout" March 18, 2015 American Association of Political Consultants Conference, New Orleans, LA I ?Ground Game Analytics? January 23, 2015 I Campaigns and Elections Conference and Reed Awards, Las Vegas, NV I "Campaign Budgeting? April 2, 2014 American Association of Political Conference, San Diego, CA I "Business of the Business Series? February 19, 2014 I Campaigns and Elections Conference, Washington, DC I ?Getting Started in Politics? Holly Turner 5 EXECUTIVE PROFILES Dominance: direct, results?oriented, strong-willed Conscientious: analytical, precise, systematic Finder: Executing Domain 1. Analytical: search for reasons and causes; ability to think about all the factors that might affect a situation 2 Focus: can take direction, follow through, and make corrections necessary to stay on track; prioritize, then act 3 Restorative: adept at dealing with problems; good at figuring out what is wrong and resolving it 4. Competition: measures progress against performance of others; strive to win first place and revel in contests 5 Deliberative: take serious care in making decisions or choices; anticipate the obstacles Myers-Briggs: ?Mastermind? has original mind and great drive for implementing ideas and achieving goals. Quickly sees patterns in external events and develops long?range explanatory perspectives. When committed, organizes a job and carries it through. Skeptical and independent, has high standards, of competence and performance?for self and others. MEMBERSHIPS ORGANIZATIONS American Association of Political Consultants international Association of Political Consultants EO (Entrepreneurs Organization) Republican National Lawyer Association HONORS AWARDS American Association of Political Consultants 40 under 40 2015 Best Overoii Field Program 2014, 2016 Best Phone/Field Campaign 2015 Best Yard/Outdoor Sign 2015 Holly Turner 6 Best Canvassing Program for a Local Election 2016 Best Voter lD Program 2016 Best aorv 2015 Campaigns and Elections Magazine Best Use afa Paid Field Program I 2014, 2015, 2016 Finalist Best GOTV Plan Execution 2014 Finalist Best Mail Piece for Republican County, Local, or Judicial Candidate 2014 Finalist Best Outdoor Sign 12014 Best Canvassing for an iE, Ballot initiative, or Public Affairs Campaign 2016 Holly Turner Michael A. Vallante Rio Qualificatigm Mike Vallante has over thirty years? experience in management, communications and political consulting. Whether building a staff from the ground up for a non-profit organization charged with putting on a national event the size of the Super Bowl, or turning around a failed statewide political operation in California that had lost the confidence of staff, volunteers, activists and donors, Mike has made his mark tackling tough management situations. In addition, Mike is a public relations professional who shapes public opinion, generate support for an organization, and has helped numerous Republican candidates win office around the country since the 1980?s. He has taught numerous campaign schools around the country, and has experience representing clients and employers to the general public, the media and elected officials, A Rhode Island native, Mike now calls Southern California home. He has worked in Washington DC since 2011 as Chief of Staff to the Republican National Committee Co-Chair and a member of Senior Staff under Chairman Reince Priebus. Qualifications: - Regularly managed large and diverse staff, in some cases as many as 80 individuals who were paid staff, field staff, consultants, vendors in a statewide organizations. Created paths to help frustrated employees find ways to help their current employer, and then helped them go onto successful professional careers. Managed and supervised budgets of up to $55 million dollars that was reported to elected officials, Board of Directors, and federal regulators. - Expert in managing complex organizational situations where keeping the principals focused on the goals of the organization was a challenge. Also managed complex situations getting employees, donors, elected leaders and grass roots activists working together for the common good of the organization. - Public relations expertise in defining and delivering messages that shape public opinion, cause the public to react, and builds community support. Fundraising expertise in developing fundraising programs for tens of millions of dollars, managing and building donor relationships, and dramatically increasing direct response as much as 60%. ps- 1 PROFESSIONAL EXPERIENCE Republican National Committee 2011 Present Chief of Sta? to the Co-Chairman Currently serve as Chief of Staff to the Co-Chairman of the Republican National Committee. Responsible for hiring and managing staff and creating and managing a budget of over one million dollars per year. Strategically determine the best use of the Co~Chairman?s time, implementing programs that expand the sc0pe of the office by working with local GOP organizations around the country to raise money, turn out the vote, and energize the base. Key Accomplishments Include: - Developing and executing a public relations program for the Co~Chairman around the country to raise money, communicate message, talk to media, and recruit new party members. Represented the Co-Chair?s office in developing relationships with state organizations, legislative organizations, Congressional offices, and elected officials around the country. - Developed and supervised the creation of a national training program for Republican women activists. Minneapolis/Saint Paul Host Committee 2007-2010 Chief of Staff Served as Chief of Staff for this non-profit, nonepartisan 501 (c3) organization which organized the 2008 Republican National Convention in Minneapolis, Saint Paul, Minnesota. Reported directly to the CEO serving as liaison to municipalities, private consultants, and businesses for the largest event held in the Twin Cities area. Key Accomplishments included: Hired and managed a diverse staff which included salaried employees, out-ofestate consultants, loaned executives from Fortune 500 companies, interns and volunteers. Managed 3 $58 million budget. - Hired and supported a communications office which generated over $400 million in earned media for the convention. Created a delegate experience team that recruited 10,000 local volunteers, and recruited over 400 local businesses to participate in a discount program for visitors. Served as liaison for the Host Committee for two major hospitality events coordinating a team of event planners, venues, and municipal agencies. Because of its' success, the Host Committee finished with close to a $7 million surplus. Coordinated the return of that money back to the communities through local Foundations. pg. 2 LM. Communications 1992 2011 President/ Owner J.M. Communications is a public relations and public affairs consulting firm for businesses, associations, non-profit organizations and Republican political candidates around the country. Key Accomplishments for Clients Included: Served as coordinator and media spokesperson in California for a national grassroots organization dedicated to educating the public about abuses of the civil justice system. Created and directed a public relations program which resulted in international publicity for the organization. Launched an on?line national newsletter called The Latino Report which provided daily updates of major news stories being covered in Latino media outlets throughout the country. For a Native American Tribe relatively unknown to the general public and not well respected by the media, developed and executed a public relations program which forced state government to the negotiating table with the Tribe over a controversial issue. Created and conducted strategic communication workshops that trained members of a State Association dealing with water issues in California to be effective grassroots lobbyists in their community and in the Legislature. - Provided general consulting as well as writing and producing tens of millions of pieces of direct response for fundraising and voter contact on behalf of Republican candidates and conservative organizations around the country from the local to the federal level. California Republican Party 2003 2007 Chief Operating O?icer/Executive Director Inheriting an organization that was $1 million in debt, faced criticism from local county party organizations, and was not trusted by elected officials and donors, my job was to build a team to turn the organization around. Using the exact same staff that had been there, I was able to re?energize our activists, re-built trust with our donors, and became a trusted partner with our elected officials. Key Accomplishments Included: Retired a $1.2 million dollar debt in three months. 0 Brought together GOP legislators, Governor, federal elected officials and activists to elect and re-elect a Republican Governor, elect a Statewide insurance Commissioner, defeat ballot initiatives intended to hurt the party, and elect more Republicans on the legislative and local level. Increased the annual yearly budget from $8 million to $32 million for the organization. - Helped create and daily managed a ?one-ask? system that coordinated the efforts of our federal and state candidates raising money together to help everyone. Created a new communications division for the organization which for the first-time coordinated messaging with elected officials and local party activists. Managed 3 staff of 20 full-time during off~year and upwards of 80 people during the election cycle. Established trust throughout the statewide organization of 58 county Chairmen as well as a statewide Board of Directors that resulted in the establishment of 48 separate headquarters around the state, recruitment of 55,000 volunteers during the election, and the registration of over 750,000 new Republicans in four years. As part of a historic recall, we registered new Republican donors, defeated a Democrat Governor, re-energized our donors, and elected a new GOP Governor. RELATED POLITICAL AND PROFESSIONAL EXPERIENCE Taught workshops and seminars in over 40 states for political organizations like the Republican National Committee and for conservative groups and organizations. Served as elected State Chairman of the Rhode island Republican Party. Served as Executive Director and Finance Director of the Maine, Rhode Island and California Republican Party organizations. Campaign manager for the first woman elected to statewide office in Rhode island. Campaign consultant for the first woman elected nationally as State Attorney General, (who also happened to be a nun). Consultant for a Republican woman who defeated a three term Democrat incumbent in a statewide race with 13% registered Republicans and despite being outspent 10-1. Former radio drive time talk show host interviewing newsmakers from around the world and engaging iisteners through a call-in format. Subjects ranged from issues of the day, current events, public policy, and entertainment. EDUCATION Providence College, Providence Rhode island BA Degree in Political Science with a Minor in Public Administration pg. 4 Robb Nathaniel Wong FedSolveI LLC Rockville, MD - 2002 to present Founder/CEDIPresident BZB strategic planning, organizational management, and operations support to entrepreneurs, and small business clients who sell to federal market. Provide 82C management consulting IT services to federal government. Cause Network McLean, VA - 2014?present Strategic adviser to a charitylcausedriven start?up creating a shopping network uniting consumers, vendors and charities. Consumers receive discounts on purchases from online stores they love; a percentage of each purchase is donated to the consumer?s favorite charity at no additional cost. Systalex Corporation Gaithersburg, MD 2000-2002 VP Strategic lnitiativeslGeneral Counsel Created strategic business development and acquisitionlcapture policies and also oversaw corporate legal and compliance policies for a small federal government contractor. These initiatives helped to increase revenues by almost 150% up to $21 million, and increased staff from 21 to 65. Small Business Assistance Group. LLC 1998 2000 Founder/CEOlPresident Provided entrepreneurs and small businesses with comprehensive operational and management support. Developed business development and sales strategies to increase business in federal markets. Helped to create teaming alliances to win federal procurements. Created long term growth strategies. Law Firm 0f Robb N. Wong. RC. 1996 2000 FounderIPnncipallAttorney Focused on entrepreneurship/small business assistance with corporate and small business law practice. U.S. Small Business Administration 198? - 1996 Attorney Advisor - Of?ce of the General Counsel Washington, DC 1987? - 1993 Special Assistant US Attorney - District Of?ce Houston, TX 1993 -1 995 Acting DirectorlChief Counsel - District Of?ce Lubbock, TX 1995-96 Legal experience: Helped to reorganize the SBA in 19903 by litigating cases involving directed reassignments of SBA career/union represented employees in Regional/District of?ces. Also defended SBA against labor disputes, and against charges of racial discrimination. and bid protests. Enforced federal program compliance in contracting programs, and small business lending programs. Assisted on Agency rewrite of SBA program? regulations. Wrote opinions as an Acting Of?ce of Hearings Appeals Judge. Program experience: Special Assistant to the AAIMSBICOD on temporary assignment at HQ. Assisted in small business outreach to revive small business loan volume in Houston and Lubbock District Of?ces. Stone Ridge School of the Sacred Heart Bethesda. MD 2009-2015 Trustee Georgetown University Law Center 2008-present Guest Lecturer - ?Entrepreneurship for Lawyers? Spring seminar Georgetown University McDonough School of Business 2011 - present Judge Hoya Challenge Rocket Pitch Competition - Entrepreneurship competition Catholic Charities Washington, DC - 201 2014 Fund raiser University of Maryland - Small Business Development Center 2006-2007 Lecturer? 8(a) program and SBA Business Loans strategies for entrepreneurs. ?Old Oak? (Short ?lm) 2011 Winner Oxford Film Festival Executive Producer Georgetown University Law Center JD. Founding Member: GULC Journal of Law {St Technology Ursinus College Economics 8: English JOHN s. WOODARD WORK LEADERSHIP EXPERIENCE Of?ce of the Majority Whip, Steve Scalise Washington, D.C. Srcyijn?z'itmzz? January 2 15 ?_lune 2016; November 2016 Present Managed a multitude of floor, legislative, member services, operations, and administrative assignments simultaneously. Charged with independently managing member?only briefings. Staffed whip legislative brie?ngs as well as whip team meetings. Able to recognize all Republicans in Congress by name, face, and state. High? functioning knowledge of members? committee assignments, legislative priorities, personalities, and political initiatives. Served as mentee to Floor Director Matthew Bravo and assisted floor staff with vote recommendations, whip checks, floor updates, and floor card distribution to members on House floor. Technically pro?cient in House procedure. Analyzed and researched bills in order to support the diverse policy portfolio of legislative staff. Analyses have been used to brief Whip Scalise for floor speeches, town halls, committee hearings, press conferences, colloquies, and other public speaking engagements- Researched policy and procedure specializing in Energy Commerce, Financial Services, and Natural Resources. Aggregated bill co?sponsors and vote histories. Compiled district?speci?c facts, figures, and data regarding the TranswPacific Partnership (T1313) and the Crude Oil Export Ban for all Republicans? in Congress personal use. Liaised with members and their offices. Coordinated and communicated special events, meetings, and briefings. Helped Director of Member Services manage all of Whip Scalise?s correspondence with his colleagues. Organized and maintained interactions on Party Line database. Kept weekly attendance at meetings of Whip Team and Deputy Whip Team. Entrusted by Whip Scalise and senior staff to create and develop a call book, which included vital personal contact information, voting histories, legislative priorities, committee assignments, and interactions of Whip Scalise?s colleagues. Coordinated internship program and managed the front office. Decreased internal spending levels by 15% over six?month period. Collected member suggestions to provide a hospitable environment on behalf of Whip Scalise and Assisted with varying aspects of September 2015 leadership race including distribution of whip cards, communication with other of?ces, compilation of call lists and aggregation of member requests. Wrote numerous constituent letters that were approved by the Legislative Director and distributed to the people of southeast Louisiana through both iConstituent and Fireside. Entrusted to manage the organization and distribution of both digital and physical constituent mail related to issues affecting Louisiana such as flood insurance, Army Corps of Engineers, coastal restoration, WOTUS, the Clean Water Act, and EPA overreach. Louisiana Republican State Central Committee Baton Rouge, Louisiana ember January 2016 Present Elected to represent 3500 registered Republicans in the 11th Senate District, Division D. Coordinate local GOPpohtical initiatives including community outreach, campaigns, event planning, and constituent education. Attend quarterly steering meetings in Baton Rouge to govern Louisiana GOP and determine organization?s strategic direction. Dr. Trey Baucum Campaign for Congress (LA-04) - Shreveport, Louisiana Camera Manager June 2016 November 2016 Oversaw all aspects of the campaign. Reported directly to the candidate. Managed approximately eight?hundred thousand dollar budget. Developed and executed campaign strategy and plan consisting of: public relations, media, political operations, social networking, volunteer operations, donor cultivation, speech writing, scheduling, coalition building, polling, and GOTV. Supervised outside consultants, set objectives and tracked deliverables for the campaign. Recruited, hired, and managed over thirty paid and volunteer staff positions. Implemented staff expectations, standards and procedures to increase accountability and responsibility. LSU Board of Supervisors Baton Rouge, Louisiana Memeer june 2013 4 June 2014 Elected unanimously to serve and represent all 43,948 students within the LSU System as the student member on the Board of Supervisors whose purpose is to supervise and manage the institutions, statewide agricultural programs, and other programs within the system. LSU Student Government Baton Rouge, Louisiana Student Body President April 2013 May 2014 Elected to serve 30,225 students as the chief executive of?cer and spokesperson of the student body at LSU. Oversaw approximately ?ve million dollar budget and managed a working staff of more than twenty positions. Testi?ed before state of Louisiana Senate and House committees dealing with higher education legislation. EDUCATION Louisiana State University (LSU) Baton Rouge, Louisiana Budge/0r offa'erzee 2'72 Finance August 2010 December 2014 z?mr in Leuderrb?b Awards Scholarships: LSU Greek Man of the Year, Dean?s List, Roland Kizer Student Body President Scholarship, Kappa Sigma Fraternity Alumni Scholarship, Omicron Delta Kappa Arden 0. French Leadership Award Finalist, LSU Board of Supervisors Scholarship and TOPS Honors Scholarship ORGANIZATIONS INVOLVEMENT Volunteer, Scalise Leadership Fund Scalise American Israel Public Affairs Committee for Congress (AIPAC) Former Member, LSU Board of Supervisors Former Member, LSU Varsity Tennis Team Louisiana State Society of Washington, D.C. Kappa Sigma Fraternity Zvi S. Rosen Education The George Washington University Law School Washington, DC Master of Laws in Intellectual Property May 2006  First Prize: 2006 Marcus B. Finnegan Prize for best paper in intellectual property law. Northwestern University School of Law Juris Doctor  Production Editor, Journal of Technology and Intellectual Property Yeshiva University – Yeshiva College Honors Program Bachelor of Arts in History           Chicago, IL May 2005 New York, NY May 2002 Publications / Works in Progress Forgotten Cases in IP – Symposium in Syracuse L. Rev – editing and contributing article. An Empirical Study of U.S. Copyright Registrations and Renewals, 1870-1977 (work in progress – with Saurabh Vishnubhakat). Common Law Copyright, 85 U. CINN. L. REV. ____ (forthcoming). Treaty Power Justifications for Early Federal Trademark Laws, 16 U. PA. J. CONST. L. HEIGHT. SCRUTINY. 1 (2013). Discharging Fiduciary Debts, 87 AM. BANKR. L. J. 51 (2013) (peer-reviewed) (Winner of Otto Walter Award for best article by a member of the adjunct faculty at New York Law School) Reimagining Bleistein: Copyright for Advertisements in Historical Perspective, 59 J. COPYRIGHT SOC’Y USA 347 (2012) (peer-reviewed) (Winner of 2012 Seton Award from the Copyright Society of USA for best piece in its journal by an author under 40). In Search of the Trade-Mark Cases: The Nascent Treaty Power and the Turbulent Origins of Federal Trademark Law, 83 ST. JOHN’S L. REV. 827 (2009). The Twilight of the Opera Pirates: A Prehistory of the Exclusive Right of Public Performance for Musical Compositions, 24 CARDOZO ARTS & ENT. L.J. 1157 (2007). The Irony of Populism: The Republican Shift and the Inevitability of American Aristocracy, 18 REGENT U. L. REV. 271 (2006). Mod, Man, and Law: A Reexamination of the Law of Computer Game Modifications, 4 CHI.-KENT J. INTELL. PROP. 196 (2005). Experience George Washington University School of Law Visiting Scholar & Professorial Lecturer in Law  Taught Trademark Law. Washington, DC August 2016 – July 2017 United States Copyright Office Washington, DC Abraham L. Kaminstein Scholar in Residence August 2015 – July 2016  Supervised project to create a digital index of registrations from the Copyright Card Catalog.  Developed statistics and analysis of copyright trends through the 20th Century. Maurice A. Deane School of Law at Hofstra University Visiting Scholar Visiting Assistant Professor  Taught Legal Research and Writing. Page 1 of 2 Hempstead, NY August 2015 – July 2016 August 2014 – July 2015 Experience (Continued) University of New Hampshire School of Law Adjunct Professor, Intellectual Property Summer Institute  Taught summer course on Film and TV Law. Concord, NH June 2015 New York Law School New York, NY Adjunct Assistant Professor August 2012 – June 2014  Taught Copyright Law lecture as well Tech Law Lab research seminar for 3Ls.  Served as advisor on student’s law review note and advised other students informally on research. Zvi S. Rosen, P.C. New York, NY Solo Practice April 2012 – August 2014  Represented complex creditors in Bankruptcy Court, conducted commercial litigation in District Court, and handled matters in other areas including advising on intellectual property issues. Cohen Tauber Spievack & Wagner P.C. New York, NY Attorney in the Bankruptcy and Restructuring Department December 2009 – March 2012  Drafted motions, objections, petitions, and other documents in adversary proceedings, bankruptcy cases, and general District Court litigation. Fried, Frank, Harris, Shriver & Jacobson LLP New York, NY September 2007 – March 2009 Associate in the Bankruptcy and Restructuring Department  Bankruptcy practice focused on creditors and equity holders in large-scale bankruptcies. U.S. Bankruptcy Court for the Northern District of Alabama Law Clerk to the Hon. Thomas B. Bennett Institute for Museum and Library Services – General Counsel Legal Intern Birmingham, AL June 2006 – August 2007 Washington, DC February 2006 – May 2006 U.S. Department of Justice – Office of Legal Policy Washington, DC Legal Intern September 2005 – January 2006  Assisted with vetting and hearings for Supreme Court and lower court nominations.  Researched and helped prepare policy reports.     Other Information Bar Admissions: New York, New Jersey, regional federal courts. Presentations: I have presented at conferences including the IP Scholars Conference, the Works in Progress in IP Conference, and the IP Scholars Roundtable, and have served as a commenter at these conferences and others including the Internet Law Works in Progress Conference. Podcasts: I have hosted the “Scotuscast” podcast a number of times, discussing both the arguments and decisions in a number of cases before the Supreme Court. . Page 2 of 2 Attachment 5: SBA Transition Team/Agency Review Team Name Anthony Paranzino Anthony Parker Dena Bass Joseph Shepard Mary Anne Bradfield William Manger