Bernadette Santos, CMP

Experience

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  Down Syndrome Association of Orange County

  Mar 2003 - Aug 2004

  Family Services Coordinator/Program Manager
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  Scripps Health

  Oct 2004 - May 2006

  Conference Planner

  Responsible for planning Grand Rounds at the Scripps Green Hospital and main responsibility included planning larger continuing educational meetings in the San Diego and Hawaiian Islands. Handled all onsite materials and registration. Also ensured continuing medical education units were properly accounted for and all meetings were in compliance.

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  Grand Wailea Resort & Spa

  Jul 2006 - Aug 2008

  Social Catering Manager

  Responsibilities included servicing small meetings and weddings at the 40-acre resort on Maui. Planned and executed about 200 weddings and made sure each couple had a memorable experience. Strong ability to multi-task and worked independently as well as part of a team with all departments of the hotel to make sure each event was successful.

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  Honolulu Museum of Arts

  May 2010 - Sept 2011

  ARTafterDARK Coordinator

  Responsible for planning and executing the ARTafterDARK events at the museum, which were monthly themed art events for young professionals in the community. Worked with a voluntary Advisory Board to help create each unique event. Responsibilities included working with caterers, museum staff, and docents, as well as booking entertainment, recruiting and managing volunteers, and promoting museum memberships.

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  San Diego Special Events

  Nov 2011 - Nov 2012

  Wedding Coordinator

  Sole wedding coordinator at the newest wedding and events property at Green Gables Wedding Estate (sister property to Twin Oaks Garden). Responsible for planning and executing all events on the property. Responsibilities included event sales and achieved a 75% successful closing rate.

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  AVID Center

  Nov 2012 - Jun 2015

  Meeting Coordinator

  Planned 2-day national trainings in addition to planning larger summer educational trainings for up to 43,000 educators. Team member that planned and executed to largest summer training that consisted of 4,200 educators and 90 concurrent sessions. High ability to multi-task and lead the team to create a successful meeting.

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  Meeting Sites Pro, Inc. / Global Meetings Group

  Jul 2015 - Jun 2016

  Meeting Manager

  Provided full-service meeting planning for pharmaceutical companies and government agencies. Responsible for planning advisory board meetings, investigator meetings, and international congresses. The planning process included a full spectrum of responsibilities, from creating customized proposals and budgets, sourcing hotels and negotiating contracts, coordinating AV, creating websites for registration, coordinating travel for speakers and participants, budgeting and reconciling.

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  FortuneBuilders

  Jul 2016 - Mar 2017

  Event Coordinator

  Planned nationwide events for one of San Diego's premier real estate investor education companies. Responsible for the Future FortuneBuilders Teen Camp and helped facilitate new events to drive awareness of financial literacy for teens. In addition to leading the teen camp, managed trainings and bootcamps as a speaker liaison and provided world-class customer service to our attendees.

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  Hammer

  May 2017 - Apr 2018

  Account Manager

  Responsible for maintaining client accounts, including onboarding new clients, client retention and cancellations, billing, upselling existing clients, and being proactive to keep accounts up to date and active.

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  Center for Creative Leadership

  Jun 2018 - Apr 2022

  Managed 30+ coaching clients, totaling almost $5 million in revenue. Managed and oversaw all aspects of assigned coaching engagements to ensure work is completed. Overall responsibility for engagement scope of work, coach matching, setting up operational systems, invoicing, assessment management, and contractual deliverables. Ensured the proper and timely preparation and delivery of program materials and supplies. Coordinated on and off-site program logistics. Communicated effectively with program delivery team to ensure high-quality programs for clients. Analyzed participant data and assessments to make peer assignments and coach matches for the program.

  • Implementation Manager, Coaching

    Jul 2019 - Apr 2022

  • Program Coordinator

    Jun 2018 - Jul 2019
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  ORTalent Inc

  May 2022 - now

  Sr. Project Manager

  Manage project timelines/deliverables and streamline processes. Utilize digital assessment platforms for leadership development and selection activities. Facilitate live virtual and in-person simulations and leadership development modules. Develop trusted relationships with consultants, clients, and vendors. Develop social media content.

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  Table Mountain Consulting Group, PLLC

  May 2022 - now

  Client Success Manager

  Table Mountain is a premier provider of talent consulting services, including assessment services and tools, talent strategy and culture, leadership development, coaching and EDI. Drawn from world class institutions, we are a boutique firm of talent assessment and leadership development experts with extensive experience in middle market and large organizations. We are nimble and pride ourselves on our high touch service. Our global reach has been accomplished through decades of working with top notch consultants around the world.🗻 WHAT WE OFFER► Assessment Services► Coaching Services► Leadership Development► Talent Strategy Consulting► EDI🗻 PRODUCTS & TOOLS► Best in class assessment solutions► Transitions 360 - for newly hired or promoted leaders► Coach Vici - AI goal attainment coaching platform🗻 CORE AREAS OF EXPERTISE ► Creates and implements process efficiencies. ► Maintains relationships with key business partners and clients.► Develops and implements plans and processes needed for operational efficiencies and scalable growth.► Develops marketing materials, social content, and templates in project management software system. Show less