HomeMy WebLinkAbout13B - REAPPOINT WIB MEMBERS REQUEST FOR _
COUNCIL ACTION
CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY:
FEBRUARY 1, 2010
TITLE: APPROVED
REAPPOINTMENT OF WORKFORCE ? As Recommended
INVESTMENT BOARD MEMBERS ? As Amended
? Ordinance on 15f Reading
? Ordinance on 2"d Reading
? Implementing Resolution
? Set Public Hearing For
CONTINUED TO
t z < FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
Recommend that the City Council reappoint Benjamin Blank, Patricia
Carter, John Didion, Eduardo Figueroa, Bob Fischer, Tefere Gebre, Ana
Jimenez-Hami, Gregory Lewis, and Daniel Solkamans to the Santa Ana
Workforce Investment Board for four-year terms.
WORKFORCE INVESTMENT BOARD RECOMMENDATION
At its regular meeting of January 15, 2010 by a vote of 17:0 (Blank,
Beasley, Conway, Didion, Gebre, Jimenez-Hami, Korthuis, Lin, Martinez,
Metzler, Nazeri, Pina absent) the Workforce Investment Board recommended
that the City Council reappoint Benjamin Blank, Patricia Carter, John
Didion, Eduardo Figueroa, Bob Fischer, Tefere Gebre, Ana Jimenez-Hami,
Gregory Lewis, and Daniel Solkamans to the Santa Ana Workforce Investment
Board for a four-year term.
DISCUSSION
On March 6, 2000, the Santa Ana City Council adopted a resolution
establishing the Santa Ana Workforce Investment Board and appointed 35
members. In accordance with the federal legislation, a majority of the
Board members and the Board Chair must come from the private sector. The
remaining Board members represent education, non-profit organizations,
one-stop mandated partners and local labor organizations.
Presently, there are nine board members whose terms expire in March 2010
and are being recommended for an additional four-year term reappointment
to the Santa Ana Workforce Investment Board. The nine members' resumes
are included as Exhibit 1, which detail their titles and employment.
13B-1
WIB Reappointments
February 1, 2010
Page 2
FISCAL IMPACT
There is no fiscal impact associated with this action.
Cynthia J. N son
Deputy City Manager for Development Services
Community Development Agency
CJN/LS/DS/kg
13B-2
EXHIBIT 1
RESUMES
FOR
REAPPOINTMENT
OF
WIB MEMBERS
Benjamin Blank
Patricia Carter
Jahn Didion
Eduardo Figueroa
Bob Fischer
Tefere Gebre
Ana Jimenez-Harm
Gregory Lewis
Daniel Solkamans
I
13B-3
BENJAMIN R. BLANK Home: (714) 523-2672
15527 Bluefield Ave. Office: (714) 541-7787
La Mirada, CA 90638 E-Mail: Ben.Blank@ssa.ocgov.com
Objective
Appointment to the San#a Ana Workforce Investment Board
Summary of Qualifications
Over 20 years experience administering human services programs, including legislative and regulatory
analyses; local policy development; fiscal and budgetary analyses; research and data compilation/presentation;
community collaboration; direct advisor to County of Orange Executive Management
Employment History and Relevant Experience
June 2005 to Present County of Orange Social Services Agency Santa Ana, CA
Deputy Director (Program Manager 1I!}, Family Self-Sufficiency Division
¦ Oversight of CaIWORKs policy development and services
¦ Statewide networking and collaboration with the California Welfare Directors Association for strategy
and best practice development
• Development and maintenance of service delivery models
July 2003 to June 2005 County of Orange Social Services Agency Laguna Hills, CA ~
Regional Manager (Program Manager 1!}, Famrly Seif-Sufficiency
¦ Manager of the Laguna Hills Regional Office, including approximately 75 employees in one primary
district office and one satellite office
¦ Responsible for direct services of the CaIWORKs Program to the public, including financial assistance,
employment services, and employment support services such as child care, transportation, behavioral
health services, and domestic abuse services
¦ Child abuse prevention in collaboration with the Children and Family Services Division
¦ Direct implementation of demons#ration projects
2001 to 2003 County of Orange Social Services Agency Santa Ana, CA
Program Manager I, Ca1WORKs incentive Funds, Family Self-Sufficiency
• Oversight of innovative, prevention-focused programs funded by over $80 million In CaIWORKs
Incentive Funds
¦ Fiscal and budget analysis for CaIWORKs a[locatian of aver $90 million
• Research and data analyses/presen#ation
¦ Legislative and regulatory anatyses/presentation
2000 to 2001 County of Orange Social Services Agency Santa Ana, CA
Assisfanf Program Manager, Family Self-Sufficiency, Centra! Operations
• Central coordination of staffing and operational activities for Family Self-Sufficiency district offices
¦ Research and da#a analyses/presentation
• Legislative and regulatory analyses/presentation
1996 to 2000 County of Orange Social Services Agency Santa Ana, CA
Program Assistant and Asslstarrt Program Manager, Family Self-Sufficiency, Welfare Reform Planning
• Planning and implementation of CaIWORKs Program
Education
Associate in Arts degree, Liberal Studies, Fullerton College, 1988
Orange County Leadership Academy, 2105 to 6105
Supervisory and Management Preparation, County of Orange
Affiliation
Orange County Child Care and Development Planning Council, 8/05 to Present
County Welfare Directors Association, Self-Sufficiency Committee, 4/06 to Present
13B-4
PATRICIA CANDELARIA CARTER
1462 Cameo Drive
Tustin, CA 92780
(714) 731-7792 home (714) 318-6005 cell
Pahicia.Carter C~ sausd.us
Director of Regional Occupational Program /Career Development
EXECUTIVE PROFILE
Innovative and results-driven leader focused on achieving exceptional results for students. Over
twenty successful years in teaching and management of the Regional Occupational Program (ROP).
Excels in developing and motivating highly focused teams that successfully meet and exceed
program goals.
? Dynamic leader and team builder, consistently motivating others toward success.
? High level of organizational ability and problem-solving capability.
? Strong leadership in program management and business operations.
Supervisory expertise and budgeting experience.
PROFESSIONAL EXPERIENCE
Program Management
Recommended and developed ROP programs and services for high school students.
Developed master schedule for ROP.
Provided leadership in the instructional program.
Planned and coordinated a professional development program.
Managed, monitored, audited, and evaluated programs.
Maintained records of students, teachers, and classes to provide data necessary to complete
District, State and Federal reports.
Recruitn~ent/SelectionlEvaluation of Personnel
Responsible for the recruitment of certificated personnel.
Responsible foa• the selection of qualified teacher candidates for open positions.
Supervised and evaluated personnel.
Business Operations
Management of federal Perkins grant; budget and audit responsibility.
Increased staff productivity by creating and implementing procedures to efficiently
complete tasks.
Developed and implemented transportation plan for ROP students; monitored and audited
transportation budget.
Assisted in the ordering and monitoring of textbooks, supplies and equipment inventories.
Collected and monitored ROP attendance reports and ROP enrollment data.
Public Relations
Worked with several organizations including Central County ROP and SAUSD high school
principals and other management personnel to create programs that benefit students and
support the improvement of teaching and learning.
13B-5
Patricia C. Carter page 2
EMPLOYMENT HISTORY
CCROP/Santa Ana Unified School District 1980-Present
Director, ROP/Career Development 2008
Assistant Director, Curriculu311 and Instruction 2004-2008
Program Specialist, Student Support Services 1999-2004
ROP Business Teacher 1984-1999
Attendance Technician 1980-I984
CCROP/Garden Grove Unified School District 1983-1984
ROP Business Teacher
Santa Ana Unified School District 1973-1980
Classified Positions
EDUCATION AND CREDENTIALS
California Administrative Credential
Supervision & Coordination of Designated Subjects Credential
Master of Arts, Occupational Studies
California Teaching Credential, Designated Subjects-Vocational
Bachelor of Vocational Education, Cum Laude
Bilingual Vocational Instructor Training Program, CSULB
ACCOMPLISHMENTS
CSULB Graduate Dean's List of University Scholars 2001
Graduate Student Leadership/Norman R. Stanger Award 200I
Phi Kappa Phi -National Honor Society /College of Business Administration
SAUSD/ROP Teacher of the Year 1996-97
Orange County Department of Education-Outstanding Contributions
to Education in Orange County 1996
League of Latin American Citizens, Outstanding Teacher 1986
Bilingual Vocational instructor Training Coordinator's Award 1983
REFERENCES FURNISHED UPON REQUEST I
13B-6
BIO
JOHN M. DIDlON
As Executive Vice Chancellor of Human Resources and Educational Services for the Rancho Santiago
Community College District (RSCCD}, John Didion serves as the district's chief human resources officer.
His primary responsibilities include labor negotiations, employee recruitment, selection, and discipline,
fringe benefit administration, and risk managemen#. Mr. Didion is also responsible for the district's
economic development programs, institutional research, and resource development activities.
Mr. Didion has 27 years of administrative and #eaching experience in California community colleges.
Before joining RSCCD in 1997, he held administrative positions in the Long Beach Community College
District and the Cerritos Community College District.
He holds a bachelor's degree in journalism from the University of Southern California, a master's degree
in Public Adminisfrafion from California State University, Long Beach, and an Associate in Risk
Management designaticn from the Insurance Institute of America.
In addition to his duties with RSCCD, Mr. Didion serves on the board of directors of a number of
professional and community organizations including the School's First Federal Credit Union, the City of
Santa Ana Workforce Investment Board, the Alliance of Schools for Cooperative Insurance Programs,
the Schools Excess Liability Fund, and Captive insurance for Public Agencies. He is aPast-President of
the Association of California Community College Administrators.
Mr. Didion is a member of the Society for Human Resource Management (SHRM) and the California
Community College Association of Chief Human Resources Officers/Equal Employment Officers.
13B-7
EDUARI)O FICTUI1Rt)A
Business Consultant & Public Sltealcer• ? ~
Hispanic Business Consultants ~ -
f'
SUMMARI'
Eclttarclo Figueroa holds a Masters [degree in Business Administration from the Institrrto Panamerieano cle
Alta Uireccion de Erupresas and a Chemical Iudastrial Engineering Degree from the National Polytechnic
Institute, both in Mexico City.
~ , - He is the fowtder of Hispanic Business Consultants and one of the few bilingual
' individuals dedicated to teaching individuals to become better employees, supervisors
_ and managers through special, tailor-made programs in Spanish that he offers to a
variety of companies on a regular basis, both in the USA and Mexico. He also teaches
Hispanic entrepreneurs how to start up and grow a business.
RrLrVAN`I' rXPERII+',NCE
• Over the years, Eciuarclo has become a Latino business specialist by training and rttentorittg
supervisors, reacts, salespeople and managers. An array of well-known corporations have hit•eci
Eduardo for employee training, where he has conducted over 250 classes, workshops and seminars on
topics such as self empowerment, leadership, managenteul, conflict resolution, sexual harassment,
sales, customer service and other subjects, both in USA anal Mexico.
• As for entrepreneurial training, he has developed 13 seminars and conducted over 300 classes and
workshops -with more than 12,000 attendees - on themes ranging from personal motivation to how
to start a business, marketing, finance, accoultting, anti business plans.
• While working as a bilingual business coltsullant at the Small Business Development Center in Santa
Ana, he assisted 2,000 clients on a ane-on-one basis in individual consultations. He helped small
business owners to prepare their business plants, resulting in over $2,500,000.00 in SBA loans.
• To help educate the Latino eonvnurtity in Southern California, Eciuarclo has obtained various grants
from the following organizations: $90,000 from the Orange County Workforce Investment Boarci in
2000; $45,000 fi•orn the WORKS Center in Santa Ana iu 200I; $75,000 (in contjtutction with the
Delhi Community Center) from the Erttpowermertt Zone of Santa A?ta in 2002-2003; altd $100,000
from Wells Fargo in 2004 and for 2005.
• He has pr•eseuted his business cotu•ses and seminars through such organizations as the University of
Southern California (USC}, the Gary Center of La Habra, the Delhi Community Center in Santa Ana,
the Inland Empire Small Business Development Centter, Crystal Cathedral, Santa Ana W/O/R/K
Center, Santa Ana College, Rancho Santiago College, Orange County Business Council, Orange
Children and Parents Together, the Ivlinority Business Developtttent Center and various Hispanic
Chambers of Commerce throughout Southern California.
• He helped create 12 business segments for TV Channel S2 "Telemundo" (a Spanish language station)
to inform and educate the community as to how to be successful in business.
• I-Ie is also an instructor for the Premier FastTrac 1 anti FastTrac II in Spanish, a national
Hispanic Business Consultants 1
2SIU N Grand r\vc Suite I (35, Santa F\na, Cr192705
Phone(7l4)SrG-1111 z 1'ax(714)516-1114
eduardo@eduardofigaeroa.com " www.cduardotigueroa.com
13B-8
entreprenelu•ial tlaining progran3 offered through the Kauffman Foundation to educate small business
owners.
• Eduardo gives back to the community by volunteering on different committees, such as the Hispanic
Chamber of Cou~lnerce of OC, the marketing committee at Cypress College and the Board of
Directors of the fol•mel• Banker's CDC of Orange County. I-le has also presented free seminars to ti3e
general public as wells as to high school and college students.
ItnuCATION
• 1980-1982: Masters Degree in Business Administration from the IPADE, a graduate institute
affiliated with Hal•val•d Business School in Mexico City
• 1974-1979: Chen3ical Industrial Engineering Degree from the Instituto Politdcnico National
(National Polytechnic Institute} in Mexico City
OTHER ACCOMPLISHMENTS
In 2003, Eduardo founded "Lalinos ror Progress", a SOI. c(3} non_ ~~o,,'o(ieaelt They^~
pl'017t COI'1)Orat1011, whose goal is "to educate and help Latinos reach ~
~ `~~o
their full potential, through economic and pel•sonal growth". On ~ I `
behalf of Latinos For Progress, Ecitlardo has led two conferences and x
business expos and several entrepreneurial ser33inars while partnering , , rogress
with other organizations to educate and ln'ovitle business resources to
Latino entrepreneurs in Spanish.
SPECIAL TRAINING COURSES
• Outstanding customer service course
• Strategic planning
• Leadership courses
• Professiol3al sales training
• Public speaking course
AI?I?ILIATION/MEMI3F,RS H1I'
• I-lispanic Chamber of Commerce of Orange County
• National Hispanic Business Won3eu Association
• National Society of Ilispanics with MBA's
• National Council La Raza
Hispanic Business Consuitar3ls 2
251D N Grand Ave Suite 105, Santa Ana, Cry ~J2705
Phone(7f~4)51G-rill` ~'ax(7[4}Si6-illd
eduardoC~eduardofgucroa.com www.eduardofigueroa.com
13B-9
AWARDS
• 2005
- National Society of Hispai)ics wide MBA's awarded Eduardo t11e "Brillante Awat'd" as the business
person of d1e year for his involvement in developing a better Latino Community,
• 2003
- The Small Business Financial Development Corporation (a state loan guarantee program) avvarded
Edllal'd0 fOI' f11S OutSlallCitIlg w01'k 1lelping the Lat1110 COE11I1ltlnlty.
• 2002
-1-Iispanic Training Center, Inc. gave hittl a special "Award of Excellence" for his outstanding
collimiUnent, dedication and inspirational leadership.
• 2001
- The Orange County Hispanic Chamber of Commerce gave him a special "Education Awarcl"
recognition.
• 1999
- The Hispanic Chamber of Commerce of Orange County nominated him as the recipient of the
"Ethics il) America Awarcl" from the Passkeys Foullciation alxl Chapman University.
• 1997
- The Small Business Administration honored Eduardo with the "Minority Small Business Advocate
of 1997" Award. LULAC (League of Ulliteci Latin American Citizens) gave hiln a specia[
recognition for his "outstanding contribution" to the Hispatic business community in Southern
California.
PUBIIICATIONS
• "Creando Tu Negocio Exitoso" (Creating Your Successful Business), a unique entrepreneurial borne
study course, 111 Spanisfl, consisting of 6 cassettes, 1 workbook, I video will interviews, and a CD
with relevant articles a11d financial statements
• Two 2~l-hr. courses: "Creando Tu Negocio Exitoso I anti II" {Creating Your Successful Business I
and iI), divided into eight. three-hour sessions, ulcludulg haildouts
• "Todos Podemos Lograe Lo Que Queramos" (We Can All Get W11at We Want), a motivational
cassette (CO n1in.)
• More than 20 business and motivational articles publishecE in various Spanish-lailguage newspapers,
including the business section of "La Opinion" newspaper, and in several rnagazincs
• A bilingual newsletter for entrepreneurs, managers and supervisors
SOM. E CI,II:NTS
University of Southern California {11SC}, the Orange County Workface Investment Board, Santa AI1a
WORK Center, La Habra Gary Center, Delhi Cattununity Center, Wells Fargo Bank, Allstate Insurance
Company, Orange County Business Council, Inland Empire Small Business Development Center, Banco
Popular, Royal Prestige, Radio Lazer, JE Pistons, Siguc Corporation, Northgate Gollzalez Supermarkets,
Fabrics International, Orlatldi Valuta, Lulu's Dessert, PFF Bank & TI'ust, Tel~fonos de Mexico.
Hispanic t3usiness Consultants 3
2510 N Grand r\ve Suite 165, Santa Ana, CA 92705
Phare (714) 516- I l l l E Fax (714) S I fi- l l l4
eduardoC~eduardofigueroa.com www.eduardotigucroa.coni
13B-10
Bob Fischer
Accurate Performance Machining, Inc. Phone: (714} 434-7811
2086 S. Grand Avenue Fax: (714} 434-7841
Santa Ana, CA 92705 Email: bfrscher@cncapm.com
Mr. Bob Fischer is the President of Accurate Performance Machining {APM}, Inc. APM
manufactures machine shop products for companies in the Aerospace industry such as
Parker, Smiths, Whitaker, Ancra, Goodrich, etc. The company has been growing at a
very consistent pace. As a result, Mr. Fischer is looking at the possibility of expanding
operations in order to meet increased demand.
Mr. Fischer founded the company with a partner in 1996 after working for over 2S years
in the Aerospace industry. His company currently provides job opportunities to 19
individuals, many of them Santa Ana residents. Mr. Fischer is aware of the challenges
individuals face in the workforce system. Pr10Y to starting his business, he was laid-off a
couple of times during the declining years of the Aerospace indushy. Fortunately, he was
able to use some personal funds and his business experience to start his own company.
Mr. Fischer is familiar with the local One-Stop Center: The Santa Ana W/O/R/K Center.
He has been able to utilize the services of the W/O/R/K Center by advertising job
openings and hiring individuals referred by the Center.
Mr. Fischer has a Master's in Business Administration from West Coast University, and
an Engineering degree from UC Santa Barbara. He is very interested in joining the Santa
Ana Workforce Investment Board. He feels that the board will be a great opportunity to
network with other business leaders in the community, and also a great opportunity to
become involved in the policy making of procedures that will help Santa Ana businesses,
as well as individuals in the community.
13B-11
i
~TE~er~ ~G~~br~` = s19.274.1os6
6366 Sullivan Avenue; San Diego CA 92914 teferegebre@yahoo.com
Professional Profile
Relevant skills
• internal and ex#ernal organizing skills • Experience in analyzing and writing
• Coali#ion building experience policies, ordinances and legislation
• Knowledge of the Eabor movement and Comfortable working with elected,
campaign finance laws community, and labor leaders
• Plan and run political campaigns
• Media and message development
experience
Recenfi Professional Experience
Orange County Federation of Labor, AFL.-CIO ~
Sep#ember 2006- Present
Political Director
Achievements:
• Planed, Develaped and executed Labor 2006
• Achieved most of the s#rategic planning goals
• Increased member contact by 78% from the past Eiectian (CLF Poil}
• Work with diverse group of labor leaders to create and achieve common
goals
• Double digit gain in vote among members receiving volunteer phone calls,
union mailers at home and meeting with staff at the workplace
• Created the Councils first Website
• Created the Councils first Get-Active
• Formed community alliances with over 25 community groups
• Formed a 5010} issue based voter registration program with seed
funding of over $250,000
• Raised over $400,000 for political programs
• Help local unions in strategic planning
• Making the Labor Council a home for OC progressive
California Labor Federation, AFL-CIO
July 1998- September 2006
Southern California Political Director
Achievements:
• Work with Central Labor Councils, State Councils and Local Unions to
plan, develop and execute affective member mobilization programs
• Developed local union specific voter registration and worksife structures
• Work with diverse group of labor leaders to create and achieve common
goals
Responsibilities:
• Coordinate the statewide objet#ives of the labor federation within Southern
California
1~3B-12
Tefere Gebre- 6366 Sullivan Ave., San Diego, CA 92114 619-274-1096
Page 2 of 2
Laborers` International Union of North America- Loca1270, San Jose, CA
1997- 1958
Politlcal Director
Achievements:
• Increased voter registration and member involvement in pofiticak process
• Implemented successful workplace education program
Responsibilities:
• Developed and implement issue-based educational campaigns for
members
• Conducted research, draft poficy, and monitor legisfatian related to
workpkace rights
• Coordinated focal union efforts to influence construction and development
in Santa Clara and Santa Cruz Counties
• Facilitated local union involvement in community planning and outreach
efforts
Frontlash INC, AFC-ClO
Executive Director
Achievements:
• Sfarted over fifty Frontlash chapters in colleges
• Managed successful corporate campaigns. (Nike, Gap, and others}
• Registered over 50,000 young people to vote in targeted congressional
districts
Responsibilities:
• Managed and supervised 25 national and field staff
• Coordinated with national unions and central labor councils
• Recruited and hired headquarters and field staff
Raised project-based funds
• Prepared and submitted annual budget to the AFL-CIO and Frontlash
Board of Directors
• Created materials to notify workers and contractors of their righ#s and
responsfbi[ities
California State Assembly
Speakers Office of Majority Services
Legislative Aid
Responsibilities:
• Write bill analyses
• Represent Assembly Speaker Willie Brown as assigned
• Research bill ideas for Democratic Members of the Assembly
• Coordinate and direct voter registration drives in swing districts in Southern
California
I
13B-,13 j
Tefere Gebre- 6366 Sullivan Ave., San Diego, CA 92114 619-274-1096
Page 2 of 2
education
University of Southern California, Los Angeles, CA- 1995
Ml3A, International Marketing
California State Polytechnic University, Pomona, CA- 1992
BS-Internal Marketing
HonorslAchievements
Board Member- Orange County Communities Organized for Responsible Development
Raising Sfar Award- Califarnia Young Democrats- 2006
President- California Young Democrats- 1994-1996
Founding Member- 2030 Cen#er
iVCAA All American- Cross Country-1988-1990
iVCAA All American- Track and Field-1988,89,90
i
References
References are available upon request
13B-14
Dr. Ana Jimenez-Hami
Summarized Biography
Dr. Ana Jimenez-Hami is the Founder and Executive Director of the Orange
County Children's Therapeutic Arts Center, a community-based
organization in Santa Ana dedicated to empowering at-risk youth and
children with special needs through Arts, Literacy and Technology
programs. She is also apart-time faculty at Chapman University in the
School of Education. Dr. Jimenez completed her undergraduate and masters
degrees in Psychology and Music Therapy from Florida State University in
1986; and received a Doctoral degree in Educational Psychology and Special
Education from the University of Southern California in 1993.
Dr. Ana Jimenez has been recognized continuously in the community for her
contributions in the fields of Arts and culture, Social Service, and Education.
She is a recipient of the National Hispanic Business Women Association
award for Organizational Entrepreneurship {May, 2007); a National award
by the Heartspring Foundation for Creativity in Special Education (July,
2007), and a Faculty Award from Chapman University (June, 2007}.
Other awards include: a (2006) Community Building award by the City of
Santa Ana for hei• contribution to the Santa Ana community; a Human
Relations award fiom the Orange County Human Relations Commission
(2004) for promoting equality, human rights and social justice, and a
Community Building award in the fields of Arts & Culture by the National
Organization of MANA {2003}. Dr. Jimenez has also been nominated
"Woman Who Make a Difference" in Orange County, and awarded a
Certificate of Special Congressional Recognition and Outstanding
Leadership.
Her passion is to bring artistic and educational programs to families of
limited resources; empower at-risk youth through educational programs and
leadership development, and research educatianal methods that empower the
Latino community to succeed in the academic world and reach for higher
educational goals.
13B-15
o rv RI . L,~wis-s--~pL~/~ C F ~
Audit & Assurance Shareholder
Gregory Lewis has been part of the EILS team since 1978, F
and an officer and shareholder since octaber,1984.
With over 30 years of experience in public accounting, Greg's
areas of expertise include audits, reviews and compilations, buy/self
agreements, personal and corporate financial planning and wealth
preservation, business advising and strategic growth strategies,
profitability analysis and corporate budgeting.
Greg serves on the board of directors of the Santa Ana Workforce
fnvestment Board, whose vision is to create a workforce in Santa
Ana that achieves world-class status and actually surpasses the
needs of local employers.
_x_
Education
• Bachelor of Arts in Business Administration
(Accounting and Finance), California State university,
Fullerton
Professional Associations & Affiliations
• Firm member, CPA Associates International ICPAAIj
• Member, American Institute of Certified Public
Accountants (AICPA)
• Member, California Society of Certified Public
Accountants (CaICPA)
• Member, Beta Alpha Psi, National Accounting
Honors Society
_ _ _ • Member, Rotary Club of Anaheim
• Board of Directors, Santa Ana Workforce Investment
Board, 2000 to present
• Designation, Certified Financia{ Planner (CFP}
• Designation, Personal financial Specialist (PFSj
• Series 7 Securities license
• Registered Representative and a licensed Life Agent
CERi1FIED NBLIC ACCOUNfANrS
lC Bl1SiNE55 ADVISORS
1611 E. Fourth Street, Suite 200
Santa Ana, CA 92701
T: 714.569.1000
F; 714.542.1040
http:~~www.ef I scpas.com
gle4vis~ellscpas.com
13B-16
Tar. I~niel Solk$tztar~s
Boarcl Certified Chiropractor
1717 Old Tustin Ave.
Santa Ana, CA 927(35
SUi?11ltAI2Y AN Doctor of. Ghiroprtclic dsg~cc with an er~rphasiq on corrtctfana! carQ turd sport
ACJ3IE~'F.l~#E~c'TS related injuries.
Nonarsbte Discharge from tl~s United States Marine Corps ltcserve
Eb[}CATiUN W~~ The Arxte.riurn Acade?tay pfNeurod.agnastyaTesting, Itebrry 2003
5L~1?A'l2ATIOT~I DATES Itrdu.~itial 13isabitity ~xamltter/Qua.lified Medicat I?xamin~r Course, 2SIoveneber 2402
L.as AngelQS t;;ollcge of Chiropractic,l7cc:e~mber 2t100
Fulletta.n t:'ollr7ge, June 199G
New CQlleg<s afCelifornia Seicnae Institute, June 1995
ltanclla Santiago Cal}ege, 3une 1992
Sclivoi ofl'nf'antry, United StatasMarina Corp: Taecctyibcr 1991
Boot Camp of the United States Marine Corpx, Sep#csitbar 1991
Lutheran l~ligh School of Orange C:ouaty, June 1.991.
ItEILA,TFi? Worked in a chiropractic office from 1993 to 1998 were I trehisved the SsoSition of
E}~'L~RiF;NC'E office manager. At this employment I vas in charge of.al! front and back o~ct~
proccdurvs far s high volume per~anaf and trod; injury pract.ica.
Sit:ceJ~nuexy csf 2f10T I am Lire sofa awrt~r of an incorporate~J chirglsactie pracrico in
the City ofSanta Ana dealing with spinal artd gerlarAl hearth and, v~tC#iriess.
ItOLUNTEIgIi Wt7~ Membe:: end Arnbassacior of ~e Santa Ana Huszncss Alliarrcc (Char~abet of
Cnmmcrcc) sine 2005
Member ofthe Grttifornla Chiropractic Association
Member nfthe World Chiroprnctic Alliance
3rora Man Trixttrk7n whero X performed fro E.'hiro~ra<:tiC therapy to the con3pcting
atlrlc:tes.
Saltation Arnry Harnefess Slte.iter where ! darratsd time, performing Chlropxaetia
services ro hanae3~s people.
t7rasrge end I.os Angeles Counties AIllS clinics where Y gave Chiropractic trzatstierti
to Ams victims.
UfticiF?1 chiropractor for Orarigo I,trthetnn High School's atht,stic program where I
treat the sthletos fpr a variety pf sports irtjarit~.
O11'lcial chiropractor for Barra Grad Jujit-Su studio, Santa ArrA tt~hat~e I t~et rithletes
for irtijuries, norntaily to their necks atsd upper extrcinities
aCFIV1TIF,S E'assed O;E}1t:er ofC~lifornia Chiropractic Association, Orringa County Clraptcr
Was treasurer of Shrdent American Chiropractic Asscycialion during the 1997 schaol
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CEKTIFICATIiJl'+IS Certified Neurodit3gnostic Evaluator, ?ha American Academy of hc~rrodiagrrostio
AND Dl'!'IX3l~IAS Testing
Certified Inelustrial Disabilitx L'.+camincr; California Chiropractic Assc~tation
Chiropractic Lic~sv; Ststc afCalifarnia; ~ i3C'-2$174,
Radlogrsphy Supervisor and ppcrat~or's License; State of California; # ltHC- tG079!
Doctor of Chirolmcctic; I.os Angeles College ofChimpractiL,
Ccrtiftoztto of Irncrnsh ip; I.as Angeles Colkga of Chirapractia.
Certifir~rta of Attainuterrt; Ndiloru,I Board of Chiropractic Exa:rniners,
.~sst~ciAtes Ucgcre, Chemistry; ><ulieriQn Caltege
Ceriifcafe oI'Complatiort; Ncw College ofCatifarnia Soierrc@ Irsstitttte
1•icxtorahle !'7ischarge; United StaiCs 14rarire Corps
TJig6 Sohoal Dipton3a; Orange i~utheraa High School
13B-17
13B-18