CALAFCO Most Effective Commission Achievement Award awarded to LA LAFCO and "presented to an individual Commission [LAFCO] to recognize innovation, streamlining, and/or initiative in implementing LAFCO programs." October 2017.
CALAFCO Government Leadership Achievement Award awarded to Imperial, Orange, Los Angeles, Riverside, San Bernardino, and San Diego LAFCOs and "presented to a decision-making body [or bodies] at the city, county, special district, regional or state level which has furthered good government efforts in California" for joint work on soliciting audits, GIS mapping, and common training. October, 2016.
PRESENTATIONS
Guest Speaker, Special Districts Association of North Los Angeles County. Palmdale, California. May 18, 2023.
Speaker and Moderator, CALAFCO University Webinar. The Dirty Dozen: Things I Wish I Knew About the Act. February 23, 3023.
Speaker, CALAFCO Annual Conference. Mock Planning Commission Hearing. Newport Beach, California. October 21, 2022.
Speaker, UCLA Luskin School of Public Affair Seminar. The Human Right to Water in Los Angeles County. Los Angeles, California. March 2, 2020.
Moderator, California Association of Local Agency Formation Commissions (CALAFCO) Annual Conference. It Takes a Village: State, County, and LAFCO Collaboration to Solve a Local Problem (Sativa County Water District). Sacramento, California. October 30, 2019.
Keynote Speaker, San Gabriel Valley Water Association. Sativa County Water District: LAFCO, Legislation, and Luck. Pomona, California. May 22, 2019.
Speaker, CALAFCO Southern Region LAFCOs Quarterly Meeting. LAFCOs and Municipal Service Reviews. San Diego, California. January 14, 2019.
Presenter, California State Senate Environmental Quality Committee. Invited speaker relative to proposed Assembly Bill 1577 (Gipson) concerning the Sativa County Water District. Sacramento, California. June 20, 2018.
Keynote Speaker, Three Valleys Municipal Water District Leadership Breakfast. What Public Officials Need to Know About LAFCO. Pomona, California. May 31, 2018.
Speaker, CALAFCO Annual Conference. Legislative Update: Legislative Impacts on LAFCOs.
San Diego, California. October 27, 2017.
Presenter, California State Senate Governance & Finance Committee Invited speaker relative to proposed Senate Bill 634 (Wilk) concerning the consolidation of the Castaic Lake Water Agency and the Newhall County Water District. Sacramento, California. April 26, 2017.
Paul A. Novak, AICP
Page4
Speaker and Moderator, American Planning Association (APA) California Chapter Annual Conference. City Incorporations in California: Case Studies and Prospects for New Cities.
Pasadena, California. October 27, 2016.
Speaker, CALAFCO Primer for Legislative Staffers. Spheres oflnfluence and Municipal Service Reviews. Sacramento, California. November 12, 2015.
Speaker and Moderator, League of California Cities Annual Conference. What City Council Members Need to Know About LAFCO. San Jose, California. October 2, 2015.
Speaker, CALAFCO Annual Conference. CALAFCO Legislative Update: The Good, The Bad, and Everything In-between. Sacramento, California. September 4, 2015.
Conference Organizer and Moderator, CALAFCO University. LAFCOs and Litigation. Santa Ana, California. June 29, 2015.
Guest Speaker, University of California Davis Extension, Planning in California: An Overview and Update. "What Comes Next: Three Experts Look Forward." Los Angeles, California. June 18, 2015.
Speaker, CALAFCO Annual Conference. CALAFCO Legislative Update. Ontario, California.
October 17, 2014.
Speaker and Moderator, AP A California Chapter Annual Conference. What Planners Need to Know About LAFCO. Anaheim, California. September 15, 2014.
Speaker, California Special Districts Association (CSDA) Annual Conference. "Can't We All Just Get Along? LAFCOs' Power to Initiate Changes of Organization Affecting Special Districts." Monterey, California. September 18, 2013.
Moderator, CALAFCO Annual Conference. California's Healthcare Districts Without Hospitals:
Challenges and Opportunities. Lake Tahoe, California. August 29, 2013.
Speaker and Moderator, CALAFCO Annual Conference. Breaking Up is Hard to Do:
Commission-Initiated Consolidations, Dissolutions, and Mergers. Lake Tahoe, California.
August 29, 2013.
Moderator, CALAFCO Annual Conference. LAFCO's Role in the Oversight of Local Agencies.
Monterey, California. October 4, 2012.
Moderator, CALAFCO Annual Conference. Next Generation of Municipal Service Reviews.
Napa, California. September 1, 2011.
Speaker, Coalition of California LAFCOs Media Relations Workshop. Media Relations: War Stories and Strategies. Santa Ana, California. July 25, 2011.
EDUCATION
Paul A. Novak, AICP
Master of Real Estate Development, University of Southern California School of Urban & Regional Planning. Los Angeles, California.
Bachelor of Arts, Political Science, Latin and Departmental Honors, Claremont McKenna College.
Claremont, California.
PUBLICATIONS
Baldwin Park Should Join 23 Other Cities for Protection Against Mosquitoes: Guest Commentary with San Gabriel Valley Mosquito & Vector Control District General Manager Kenn Fujioka. San Gabriel Valley Tribune. May 8, 2016.
Hiring a Planning Consultant. Business Life. September-October, 1997.
Housing Linkage Fees: Lessons for Los Angeles. The Journal of Urban Planning and Development. September, 1993.
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Planners (AICP). Member, 1995 to present.
American Planning Association (APA). Los Angeles Chapter Board of Directors, 1988-89. Member, 1988 to present.
California Association of Local Agency Formation Commissions (CALAFCO). Deputy Executive Officer, 2014 to 2016; Member, Legislative Committee, 2011 to 2021; Planning Committee Chair, 2015 Annual Staff Workshop; Host Committee Chair, 2016 Annual Staff Workshop.
National Council of Examiners for Engineering and Surveying (NCEES). Member, 2021 to present.
Southern California Planning Congress. President, 1996, and Honorary lifetime member. l"°o~~ j4., - ~¾
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CITY OF PASADENA
APPLICATION FOR APPOINTMENT TO THE
CHARTER STUDY TASK FORCE
The information contained on this form will be used by the City Council to appoint members to the Charter Study Task Force. Please answer all questions. You are invited to attach additional pages, a copy of your resume, or submit supplemental information which you feel may assist the City Council in its evaluation of your application. Please note that, once submitted, this form, and all attachments, will become subject to public access under the Public Records Act, with the exception of personally identifiable information.
Applicant Name: Liberty McCoy
, Pasadena, CA 91106
Home Address:
Pasadena, CA 91106
Mailing Address:
Email Address:
Business Phone: Date Available to Start: -----
Home Phone: Cell Phone:
Indicate if you wish to be considered for a District, At-Large, and/or Mayoral Nomination (mark one or more):
__ X_ District Representative representing City Council District ___ 5 __ _ __ At-large Representative City Council District ____ _ __ Mayoral Representative
Community Service - List boards, commissions, committees, and organizations on which you are currently serving or have served, offices held and in what city.
Pasadena Tenants Union - Solidarity Coordinator & Volunteer - 2001 - current Yes on H & Pasadena Tenant Justice Coalition -Volunteer Field Organizer-2021-2022 SCELC Program & Professional Development committee - <California} - 201 s- 2020 - Vice-Chair & Chair Employment - Title and duties, current and past (acceptable to attach resume as an alternative).
Associate Professor, Research and Instruction Librarian, University of La Verne, 2011 to current Duties: Research. Instruction, Outreach, Engagement, Assessment, Planning. and Management Education - Include professional or vocational licenses or certificates.
Masters of Library and Information Science. University of Washington: December 2010
1. Have you ever worked for the City of Pasadena? (If yes, please list dates/department)
I worked as a Page as the Pasadena library as a minor m '1995- 1995 under my maiden name.
YES (g) NO □
2. Are you related to any employee, appointed or elected official of YES D NO ~ the City of Pasadena? (If yes, please indicate name and relationship)
3. Rules of law and ethics prohibit members from participating in YES D NO ~ and voting on matters in which they may have a direct or indirect financial interest. Are you aware of any circumstances which may develop from your occupation or economic
holdings, that might relate to your service as a member of a Charter Study Task Force? (If yes, please indicate any potential conflicts)
4. Have there been, or are there now, any personal or business YES D NO ~ circumstances which might reflect adversely on your service as a member of a Charter Study Task Force?
5. Are you aware of the time commitment necessary to fulfill the YES ~ NO D obligations of a member on a Charter Study Task Force,
including meetings on nights and weekends?
6. What specifically in your background, training, education, or interests qualifies you to serve on the Charter Study Task Force? Please highlight any relevant experience with the City of Pasadena or other municipality that involves Charter Study, elected experience, or knowledge of City Charter laws and provisions:
I worked on a campaign (Yes on Measure H) that directly reformed the City Charter through the initiative process. In addition, I do volunteer work as a Solidarity Coordinator where I regularly engage with the Charter.
Finally, I work as a Research Librarian and am a liaison to the Public Administration program where I regularly assist faculty and students with questions about governing and law.
7. What objectives and goals should the Charter Study Task Force consider? The Charter Study Task Force is tasked with several clarifications of election process and procedures, such as term limits, vacancy procedures and campaign finance issues. These are important concerns of citizens of Pasadena and should be reflected in a reformed Charter. They are also tasked with looking into equity issues of representation, which are important for consideration for who can serve. As noted in Krebs, T. 8., & Wagner, J. K. (2023). Women and Local Politics: How Different Offices Affect Female Candidacies. Political Research Quarterly, 76(3), 1293-1308. https://doiorg.laverne.idm.oclc.org/10.1177/10659129221136805 'Term limits may also affect female candidate emergence. In our data, 6,165 or 11.4% of candidate-officeyears are for term-limited positions ... Research on city council elections shows that women are advantaged in term-limited positions ... research on state legislatures also shows that term limits positively impact female candidacies". Charter reform is not just an issue of governance but an issue of considering the future of representation, and who will be next to be able to serve and govern Pasadena.
8. In your opinion, what is the importance of the scope and charge of the Charter Study Task Force, as approved and assigned by the City Council?
The City Charter is a document relied upon by City Council and the public, the scope and the charge if agreed on and approved would simplify certain processes, such as the annual Light and Power Fund transfer. Also, in considering new compensation considerations it would provide more equity balance for those who would like to serve on council, but have family considerations, such as elder or childcare obligations.
9. How would you help to achieve the Charter Study Task Force's objectives and goals, while adhering to the City Council's approved Scope and Charge? I have worked in collaboration with a group to change the charter - Yes on H, and that was focused on our campaigns approved scope and change. Also, in my workplace and my volunteer work I have chaired, vice chaired or been a member of several committees that have successfully collaborated on documents, events, policy, and other reforms. I am aware of the objectives and the necessity of completing them in a timely manner and ready to begin the work.
Signature: Date:
I twreby certify that tf1e followmg mformatmn is r.orrect to tho bust of my knowfmiga One of the goals of thu Clly Council 1s to balance advisory body appomtmcnls 1n 1<.mns of goograpl11c ms1dc11ce, location, ethnicity. yonder. and a~Je Tho follovving lnfom1at1011 is cles1ratlle, tmf not reqwred for appoi11trm1-nt Year of Birth: 1978 --- Gondor: __ Female ____ Ethnicity: _White _______ _ If City resident, number of years: 35 __ _
Liberty McCoy
, Pasadena, CA 91106
Ex;perience
Associate Professor, Librarian, Research and Instruction University of La Verne, La Verne, California
Reference and Instruction:
2011 to current
• Provide reference services to students and faculty via multiple service points - virtual appointments, email, chat, text, phone, and in person.
• Teach library instruction classes primarily concentrated on graduate research methods and data.
• Create online guides for students and faculty, focusing on course resources, literature review, statistics and datasets, and government and business resources.
Outreach and Engagement:
• As part of a team created and coordinated MIRA, a national Makerspace conference now in its 5th year, and the Mini Maker Fair an event for student makers. • Planned several Faculty Book Days, a panel event in the library for faculty authors to discuss their books or book chapters, and multiple virtual CASE days, a day for faculty, student researchers, and makers to present in a VR room or asynchronously.
Assessment and Planning:
• Co-lead the Library Data team - utilizing Springshare data tools to assess internal and external library data for planning. Create assessment tools and provide reports to the Learning Commons Director and other unit heads.
• Collect and evaluate library data on research and instruction. • Coordinate collection management including the selection, evaluation, weeding, and disposition of electronic and physical materials
• Created a qualitative assessment oflibrary survey data to assess outcomes. • Assessed student feedback to create a new quiet study area.
Management:
• Oversee part of Makerspace operations including interfacing with faculty as Makerspace Liaison.
• Oversee library operations including supervision of student staff in the absence of supervisory circulation staff.
• Create, supervise and oversee the promotion and presentation of a variety of library events both curricular and co-curricular.
Fielding Graduate University, Santa Barbara, California Reference and Instruction Librarian (Distance)
Reference and Instruction:
2011 to 2013
• Provided reference services to distance students through email, web conferencing, chat, and the phone.
• Created library instruction sessions for classes and individuals in the Psychology, Education, and Management departments.
Management and Technology:
• Managed the interlibrary loan and document delivery program. • Assisted students with technical issues related to the web, databases, web conferencing, and electronic resources.
California State University, Los Angeles, California
Library Intern, Reference and Instruction
Reference and Instruction:
201oto 2011
• Provided reference and technical assistance to students and faculty at the reference desk. • Taught business research classes and library instruction classes as part of the information literacy curriculum
Paul Hastings, Los Angeles, CA
Library Intern
Cataloging:
2010
• Cataloged books and treatises using AARC2 and MARC bibliographic rules. • Proofread MARC records for correct format and usage.
Kaplan Test Prep & Admissions, Atlanta & Los Angeles
Student Advisor and Tutor
Management:
2007to2010
• Ensured excellence in all student experiences in the center, by advising students about their programs and responding to their concerns.
• Managed and trained part-time staff in center operations.
Instruction:
• Tutored students preparing for the SAT, ACT and the TOEFL • Presented graduate and medical workshops and class start orientations to students.
St. Jude Medical CRMD, Sylmar, CA
Associate Librarian
Reference:
2004to2006
• Conducted scientific, medical, marketing and legal research for dedicated staff including the global sales force, medical doctors, research scientists, and the legal and marketing departments.
Outreach and Engagement:
• Created specialized research presentations and workshops for the science, engineering, and marketing departments.
• Teamed with an internal web design group to build a new library web page.
Management:
• Managed the document and copyright clearance departments for the library.
Publications and Presentations
Jennifer Esteron Cady, Karen Beavers, Amy Jiang & Liberty McCoy (2022) Developing a Meaningful Student Employment Experience for Students' Success on Campus, New Review of Academic Librarianship, DOI: 10.1080/13614533.2022.2122852 Durian, N., Beavers, K., McCoy, L., (2020, June 4-5.), LibGuides For Equity and Inclusion [Conference Presentation] CARL 2020 Conference., Online, United States.
Beavers, Karen, et al. "Establishing a maker culture beyond the makerspace." Library Hi Tech (2019).
Jiang, Amy, Beavers, Karen, McCoy, Libe1ty, Esteron, Jennifer "Incorporating Making Culture Into The Curriculum-Wilson Library's Journey". 2016. Presentation. Library
2.016: Library as Classroom.
Jiang, Amy and McCoy, Liberty contributed to Russell, G. S. A., & Bennett, D. B. (2016). 3D printing: A practical guide for librarians.
Jiang, A., Beavers, K., Cady, J.E., & McCoy, L. (2015). Re-positioning library technology support on Campus-Wilson Library's journey. Library Hi Tech News.
Esteron, J., Jiang, A., & McCoy, L. (2014, November). Expanding Library Services In an Outside the Library Poster presented at the annual meeting of the California Library Association, Oakland, CA.
Professional Associations and University Service
SCELC Program & Professional Development Committee
Chair - 2019 - 2020 - Planned and coordinated the yearly conference and coordinated conference and professional development awards.
Vice-Chair - 2018 - 2019 - Assisted with the planning and coordination of the yearly conference and coordinated conference and professional development awards.
Member 2014 - 2018 - Assisted with the yearly conference and assessed applicants for conference and professional development awards.
Faculty Space Committee - University of La Verne
September 2019 - current -Assess and evaluate current capital projects on campus.
Library and Learning Commons Committee - University of La Verne Spring 2023 - current - Assess and evaluate current library and learning commons projects.
Educational Effectiveness Committee - University of La Verne September 2018 - July 2021 - Assess and review program reviews.
September 2015 - September 2018 - Assess and review program reviews.
Faculty Compensation Committee - University of La Verne September 2015 - September 2018 -Assess University budget.
Volunteer Service
Yes on H - Affordable Pasadena April - November 2022
Field Volunteer Organizer
• Co-lead the weekend mobilization events, dispatching volunteers to knock thousands of doors throughout Pasadena.
• Kept track of and assessed field data and created volunteer phone bank clipboards. • Tabled at a variety of community events, speaking to community members about the measure.
• Made phone bank calls and door knocked potential voters about the Measure.
Pasadena Tenant Justice Coalition September 2021 - April 2022 Field Volunteer Organizer
• Co-lead the Field/Dispatch Team - managing volunteers in the community who gathered signatures for Measure - successfully gathering over 20,000 signatures total, over 15,000 valid signatures.
• Continuously tracked and assessed data to understand signature progress. • Fundraised for measure.
Pasadena Tenant Union
Volunteer
January 2021 - current
• Solidarity Lead Coordinator - assist tenants with issues and connect them with resources. • Draft the bimonthly agenda and facilitate meetings.
• Manage bimonthly emails to mailing list.
• Coordinate room bookings for meetings.
Education
Masters of Library and Information Science, University of Washington; December 2010 Bachelors of Arts, Art History, Mills College, Oakland, CA; June 2000 /
CITY OF PASADENA
APPLICATION FOR APPOINTMENT TO THE
CHARTER STUDY TASK FORCE
The information contained on this form will be used by the City Council to appoint members to the Charter Study Task Force. Please answer all questions. You are invited to attach additional pages, a copy of your resume, or submit supplemental infcrmation which you feel may assist the City Council in its evaluation of your application. Please note that, once submitted, thisform, and all attachments, will become subject to public access under the Public Records ~ct, witfJ :the exception of personally identifiable information. , ' •• Applicant Name: Andrew (Andy) Wilson
Home Address: , Pasadena CA 91106
Mailing Address: _S_a_m_e _________________________ _
Email Address:
Business Phone: Date Avails:ble to Start: Flexible ---------- Home Phone: Cell Phone:
Indicate if you wish to be considered for a District, At-Large, and/or Mayoral Nomination (mark one or more):
0 District Representative representing City Council District _7 ____ _ m At-large Representative City Council District--~---
□ Mayoral Representative
Community Service - List boards, commissions, committees, and organizations on which you are currently serving or have served, offices held and in what city.
Numerous (see attached)
Employment - Title and duties, current and past (acceptable to attach resume as an alternative).
Currently CEO/Excutive Director of the Alliance for SoCal Innovation (see resume for details) Education - Include professional or vocational licenses or r;ertificates.
MBA- Harvard; Bachelors from Dartmouth College (Engineering)
1. Have you ever worked for the City of Pasadena? (If yes, please YES [!) NO 0 list dates/department)
City Council: June 2015 - Dec 2022; numerous commisions
2. Are you related to any employee, appointed or elected official of YES O NO l.lB the City of Pasadena? (If yes, please indicate name and relationship)
3. Rules of law and ethics prohibit members from participating in YES O NO rt1 and voting on matters in which they may have a direct or indirect financial interest. Are you aware of any circumstances which may develop from your occupation or economic
holdings, that might relate to your service as a member of a Charter Study Task Force? (If yes, please indicate any potential conflicts)
4. Have there been, or are there now, any personal or business YES D NO circumstances which might reflect adversely on your service as a member of a Charter Study Task Force?
5. Are you aware of the time commitment necessary to fulfill the YES O NO [!] obligations of a member on a Charter Study Task Force,
including meetings on nights and weekends?
6. What specifically in your background, training, education, or interests qualifies you to serve on the Charter Study Task Force? Please highlight any relevant experience with the City of Pasadena or other municipality that involves Charter Study, elected experience, or knowledge of City Charter laws and provisions:
Extensive public servince including as Councilmember, Vice Mayor and various commissions. Also was appointed initially so understand that process
7. What objectives and goals should the Charter Study Task Force consider? To explore the various issues identified by the Council for potential Charter updates and analyze each and ultimately make a set recommendations to the Council on what to include and why.
8. In your opinion, what is the importance of the scope and charge of the Charter Study Task Force, as approved and assigned by the City Council?
As the governming document for the City, it is important that we continuously see what is working and not working and seek to enhance the smooth and effective governances of the City. The Charter I ask Force should concentrated on the spec1ftec areas which are already both numerous a11d complex. To the g1eatest extent possible, we sl,ould avioci st1ayi11g behond the scope.
9. How would you help to achieve the Charter Study Task Force's objectives and goals, while adhering to the City Council's approved Scope and Charge? I am familiar with most of the issues firt hand so can bring specific insights. I will also bring an analytical rigour to the work while helping the group coalesce around a final set up recommendations to bring forward to the Council.
Signature: ~~ S8pt19, 2023
Date:
I hereby certify that the following information is correct to the best of my knowledge. o o O O O C C O O O O O C' 0 0 r:., 0 0 ,;:., 0 0 0 0 0 O C O O t~ 0 0 ◊ (; C! 0 0 0 (, {, Q O o O O O O O o One of the goals of the City Council is to balance advisory body appointments in terms of geographic residence, location, ethnicity, gender, and age. The following information is desirable, but not required for appointment.
Year of Birth: 1965 Gender: Male
------ Ethnicity: White
---------- If City resident, number of years: _2_7
___ _
career summary
experience
ANDREW (ANDY) WILSON
Pasadena, CA 91106
Highly experienced executive leader with unique combination of expertise across public, private and not for profit sectors. Strong track record of applying innovative and entrepreneurial approaches to deliver critical community impact. Hands-on experience with large enterprises, numerous startups, academia, municipal/public entities and a myriad of not for profit organizations. Excellent combination of strategic planning and frontline execution. Adroit collaborator and proven coalition builder across diverse stakeholder groups seeking to achieve collective impact. 1/18 - Current THE ALLIANCE FOR SOUTHERN CALIFORNIA INNOVATION Los Angeles, CA The Alliance (www .alliancesocal.orgl is a leading not for profit that seeks to enhance SoCal's regional innovation ecosystem productivity by acting as a strategic super-connector across SoCal's leading research institutions, marquis corporations, VC firms, complementary community partners and diverse entrepreneurial populations. 1/18 - Current CEO/Founding Executive Director. Lead and oversee all strategic, fundraising, and operational aspects of a new regional not for profit focused on innovation and tech transfer across Southern California (Santa Barbara down to San Diego). Key goals are more breakthrough products, startups and ultimately more local high-quality jobs. • Lead program strategy including top leader forums, technology showcases & demo-days (~60 events/year) • Raise & manage annual operating budget of~$ l .5mm & oversee program, events & operations with staff of 8. • Build-out board of director and regional consortium of more than 120 institutions & 1,500 innovation leaders. • Define strategic annual operating plan & engaged and leverage our board of directors and advisory board. • Develop and nurture collaborations with tech transfer offices across the consortium and a broad range of venture capital investors & leading corporation that prioritize innovation (Disney, Kaiser, Lilly, Amgen, etc). • Work with a diverse set of innovation /economic development leaders across SoCal to share best practices & coalesce into an integrated network of innovation nodes that share a common mission to further energize SoCal. • Evangelize our mission and program through active engagement of innovation community through roadshows, marquis events and numerous public speaking engagements. 6/15 - 12/22 THE CITY OF PASADENA Pasadena, CA
The City of Pasadena is a full-service city of~ 145,000 residents and an annual operating budget of ~$1Bn and 2,200 employees. I initially served on a number of commissions as a volunteer (convention center, planning commission, design commission) and more recently as a pa1t-time elected representative (~15 hrs/week). 6/15 - 12/22 City Councilmember District 7 & Vice Mayor. Initially appointed a city councilmember in June of 2015 and then successfully ran for office in April of 2017. Elected Vice Mayor by colleagues in January 2021. Represent the 20,000+ residents of the 7'• District which includes Caltech, Pasadena City College, Polytechnic School, Kaiser Med School, the Langham Hotel, South Lake and Playhouse Business Districts. Champion for economic development, historic preservation, affordable housing and enhanced homeless services. • One of 7 city councilmembers (plus a Mayor) responsible for the leadership of Pasadena. • Oversee ~$1Bn annual budget including ~$100mm annual capital improvement program. • Set policy and laws for the City to ensure equity and quality of life for all residents. • Key advocate for "civic innovation" and the adoption of innovative policies & technologies to better our City. • Chair the Municipal Services Committee which is responsible for Pasadena's $300+m power and water utility. • Serve on Education & Technology Committee which champions economic development & housing. • Serve on Finance Committee which oversees budget development, municipal finance and risk management. • Represent Pasadena in Metro regional JPA Uoint powers authority) looking to coordinate transit investments • Core member of LA County's digital divide taskforce looking to enhance participation in the digital economy. 11/03 - 11/18 MOMENTUM VENTURE MANAGEMENT, LLC Pasadena, CA A high-tech business accelerator and seed fund focused on providing interim executive leadership to early-stage SoCal frontier technology companies that are striving to break out of the lab to broad-based commercial launch.
Actively led more than 15 companies through final stages of product validation and commercial launch resulting in more than $30mm of follow-on venture financing.
11 /03 - 11I18 Managing Director/Founder. Founded and led the Momentum team (5 professionals) in the daily operations of the firm including financial management ($Imm annual operating budget) and resource allocation. Personally, led engagements and provided interim leadership to portfolio companies including developing business plans, licensing technology and accelerating new ventures by providing strategic, operational and go-to-market leadership. • Conceptualized Momentum's innovative business model, recruited the core team and led the sourcing of ~$1.5mm of start-up capital into general partnership (GP) and two seed investment funds. • Accelerated > 15 early stage companies through the Momentum platform including sourcing follow-on venture capital from leading NorCal & SoCal VC's. • Played active role across portfolio companies in securing "light house" accounts and establishing strategic/channel partnerships in order to accelerate revenue realization and achieve market validation. • Various hands-on interim executive roles (CEO, CFO, COO) across a range of high-tech start-up businesses. • Established Momentum as a leader in the SoCal entrepreneurial ecosystem through participation in venture panels, start-up/coder weekends, start-up speed dating, fast pitch contests, business plan competitions.
ANDREW (ANDY) WILSON
10/10 - 12/15 REXTER, INC. Pasadena, CA
Rexter puts "rocket fuel" in your current enterprise CRM system. Our patented "life logging" approach uses API's to automatically capture & synchronize real-time field sales activities (emails, VOIP, meetings, mobile etc.) and deliver engagement and relationship analytics to sales automation & customer relationship management (CRM) systems.
10/10 - 12/15 CEO & Co-founder. Lead all functional areas for early stage venture-backed software company. Hands-on in the areas of product vision/strategy, fundraising, sales/account development and business model development. • Ideated core concept of "professional relationship management" and translated high level vision into staged product roadmap and roll-out including core feature sets. • Development of patent strategy and key patent filings (named inventor on a series of patents included several granted by USPTO). Patent portfolio was sold-off to leading IP legal and licensing firm. • Orchestrated all aspects of the business planning process including customer surveys, market analysis, competitive research and financial analysis.
• Raised multiple stages of seed financing of >$2.5mm (equity & convertible notes) from top angel investors. • Personally, led the go to market and business development efforts securing marquis enterprise pilot accounts. • One of 14 of companies selected (of >500 applicants) for Microsoft Venture Accelerator (prestigious 4-month program in Seattle) focused on digital work (https://goo.gl/fsxcVP) 1/02 -10/03 OVERTURE SERVICES, INC. (now a division of Yahoo!/incubated at ldealab) Pasadena, CA The world's leader in Pay-For-Performance search on the internet - effectively & efficiently connecting consumers to relevant products and services in North America, Asia and Europe (acquired by Yahoo! in October 2003 for $1.7Bn).
4/03 - 10/03 Senior Advisor, New Ventures & Strategy. Led the evaluation efforts of new business opportunities and drove execution through business planning, partnership and/or acquisition. • Coordinated business integration and business planning process of two acquired paid-inclusion product lines ($10mm combined business line revenue).
• Evaluated and refined our multi-media and hyer-local product strategies including the identification and development of key business partnerships. • Led a team effort to re-design our M&A evaluation and pipeline management process. • Established strategic pricing framework to ensure value maximization across rapidly expanding product portfolio.
I 102 - 4/03 Senior Vice-President, Global Product Management/Development. Built and led the team responsible for the translation of business strategy and operating unit priorities into strategic product roadmaps. Responsible for the rapid and timely delivery of discrete global product releases across numerous systems and platforms. Provided critical guidance for engineering and development team of more than 200. • Designed & recruited the global product team if 20+ business line & system product managers (~$5mm budget).
• Supported and drove key performance metrics to achieve 132% annual revenue growth to $667mm. • Developed and implemented a strategic product planning process resulting in 6Q rolling roadmap that effectively addresses short term operating objectives and long term strategic & competitive positioning. • Delivered numerous successful product launches including enhanced customer usability, sophisticated search & matching technology, and the launch of major new markets in Asia & Europe. • Established key planning support roles around metrics forecasting and 'voice of customer' integration. 1/00 - 12/01 RIVERONE, INC. Westlake Village, CA
Provider of supply chain management Saas solutions for high technology manufacturing offering a range of technology tools designed to streamline demand management, site replenishment, materials planning & procurement.
J/00 - 12101 President & Chief Operating Officer. Global operations responsibility across three continents for key business functions including software development, technology infrastructure, finance, human resources, sales, marketing/branding, customer service and all revenue producing business units. • Designed and built organization from unstructured start-up of 20 in North America to high performance team of 150 across three continents.
• Key partner with CEO/founder in raising $47mm of additional venture capital financing in adverse market. • Completed joint-venture agreement with Mitsubishi Corporation and WPI ($1Bn Chinese distributor) to form RiverOneAsia based in Singapore. Raised $5mm of seed capital from founding partners. • Coordinated the development and the re-launch of the RiverOne 2.0 trading hub as a result of $8mm of investment including 9 months of in-house programming from a staff of 40 technologists. • Completed the acquisition and integration of a $10mm German components trading/distribution company. 11/95-12/99
2/99-12199
11/95-2/99
6/92-11/95
10/94-11/95
7193-10/94
1988-1991
education
1991-1993
1984-1988
not for profit
other
ANDREW (ANDY) WILSON
BOWNE BUSINESS SOLUTIONS (DONNELLEY ENTERPRISE SOLUTIONS) Los Angeles, CA The premier provider of on-site document processing services to leading financial and legal institutions. A $200mm division of Bowne & Co. - the world's largest financial printer with $1Bn in revenues.
Senior Vice President/Chief Information Officer (CIO), Strategic Resources/Operations. Led all operation support teams & technology responsibilities that were previously managed by the CIO (47 staff/$10mrn budget).
Vice President & General Manager, Western Region. Responsible for all business functions for start-up of the office services outsourcing/facilities management business in the western United States (>600 staff/$50mm budget) RR DONNELLEY & SONS COMPANY Chicago & Los Angeles
A $5+Bn/200 location integrated communications company that provides pre-media, digital photography, content management, printing, online services, and print and package logistics.
Division Director/Plant Manager, Chicago Financial Printing Division. Responsible for the Midwest manufacturing operations (P&L responsibility for 250 persons/$40mm revenue financial printing operation) including the main plant, all administrative departments and four service centers.
Manufacturing Manager, Chicago Financial Printing Division. Managed composition/ typesetting and customer service departments including a $10mm annual budget and 108 employees LEK CONSULTING Los Angeles, CA
Leading International management consulting firm specializing in corporate and business unit strategy consulting and mergers and acquisition advice. Helped open/expand Santa Monica office and recruit initial team.
HARV ARD BUSINESS SCHOOL Boston, MA
Masters of Business Administration. Concentration in operations strategy, technology and production management.
Selected by faculty as a tutor for first year operations course. Volunteer Consulting Organization project leader.
DARTMOUTH COLLEGE Hanover, NH
Bachelor degree, cum Laude, in Engineering. Awarded Dean's List all semesters and multiple academic citations for academic excellence including independent research.
Volunteer & Community Organizations (years served):
• Burbank-Hollywood Airport: Commissioner & chair finance committee for regional airport ($100m/yr budget & 6mm passengers/yr). Actively involved in $1.2Bn development of new passenger terminal (1 year - current). • Pasadena Civitas Club: Launched a new civic leaders networking & discussion club focused on collaboration & education. Recruited board of directors & initiated initial programming. Club now has >100 members and has met regularly (1 - 4x per month) since 2019. Established permanent home at historic Blinn House (4 years). • City of Pasadena: Pasadena Center Operating Committee which oversees the Pasadena Convention Center, the Civic Auditorium & the Visitors' Center (1 + years); Pasadena Planning Commission (3+ years including as Secretary and member of Board of Zoning Appeals), Pasadena Design Commission (8 years including 2 years as chairman). Champion for affordable housing and thoughtful new development. Annual homeless count 5x. • Innovate Pasadena: Co-founder, co-chairman, head of development committee, and board member for grass roots community building effort focused on innovation & entrepreneurship in East Los Angeles. Recruited 25- person board & led all major fundraising efforts & $450k annual operating budget. (3 years). • Altadena Town & Country Club: Chair of Finance Committee (~$5mm annual operating budget), Treasurer & Board of Governors. Positive cashflow and out peiformed budget (top & bottom line) every year. (5 years) • Pacific Oaks College & Children's School: Board member, treasurer and co-chair of special committee that led turn around & successful affiliation with TCS Education System (6 years). • Pasadena Heritage: Vice chairman/treasurer, head of development committee, chair of Heritage Associates, lead on historic easement program. Grew major donor financial support (non-events) by 350% (6 years).
Additional training/education: Executive program at MIT on Technology/Product Strategy, Columbia University on Sales Management, Kellogg School on Advanced Product Development, Graduate Leadership Pasadena, VentureOut Saas selling program, Microsoft Venture Accelerator (4-month intensive program).
Corporate & Advisory Boards (current): Bryce Partners (advisor), Vincente Capital (advisor), Virtualitics (advisor), STEAMCoders (advisor), Pasadena Junior League (6 years) Intellectual Property & Patents: Primary inventor on multiple patents for CRM analytics (Rexter) & collaborator on ad-tech patents (Overture Services/idealab)
Media & Speaking: Extensive public speaking at venture & entrepreneurs conference, quoted in the business press including WSJ, LATimes, LA Business Journal, SoCalTech, dot.LA, and a wide range of on-line media. Regular speaker on entrepreneurship at UCLA, Pepperdine, Caltech and USC.
Person,al: Avid walker, startup coach, world traveler, ani~~l lover, wife (Liz) and two sons (Spencer & Dylan)