The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 9408(
CALIFORNIA (650) 877-8518
BOARDS AND COMMISSIONS APPLICATION
APPLYING FOR (more than one may be selected)
Bicycle and Pedestrian Advisory Committee*
*Must be a resident offor employed in South San Francisco Conference Center Authority -Business Representative
*Must represent a Business in South San Francisco Business Name:
Conference Center Authority -Community Representative
Conference Center Authority -Hotel Representative*
*Must represent a Hotel in South San Francisco Hotel Name:
Cultural Arts Commission
Equity and Public Safety Commission
Housing Authority
Housing Authority Tenant Commission*
*Must be a resident of the Housing Authority
Library Board
Measure W Citizens' Oversight Committee
Parking Place Commission
Parks & Recreation Commission
Planning Commission
Traffic Safety Commission
APPLICANT INFORMATION
Full Name: Ramos Vivian R
Last First M.I.
Address:
Street Address Apartment/Unit #
South San Francisco CA 94080
City State ZIP Code
Telephone: Email:
1 CUTH SAN RAN
The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
CALIFORNIA 650) 877-8518
SUPPLEMENTAL QUESTIONNAIRE
Why are you interested in serving as a Boards and Commissions member? What do you feel you could contribute?
My love for the community and life of service to improve and change lives. Increase further my active engagement to South City by offering my time, advice, teamwork, execution of programs, and leadership skills honed through community/church service. thriving, safest city in the Bay Area and in the US.
What qualifies you for this appointment?
I care about South San Francisco and have resided here for 23 years. I care very much about out children, grandchildren, youth, our seniors, our women, the young professionals who we will pass on the best and safest city in the SF Bay Area and in the country.
Food ben, on an act to burie out les gene anup a is loser registration, ay ering tired rom the Corporaling world, I would like to serve and give back even more to my city. have dedicated my life to serve people and communities. I am in the executive pastoral council of the largest church in the SF Bay Area. ead volunteers to participate in outreach programs. I was just awarded as a key Ambassador for Catholic Charities for massive violenterim ork of rePai And at the key to or or leadership, St Joseph aisy for the pouch as AugustineTv My leadership skils are exemplary. 1 retired as a Global Executive Leader for over 25 years in the Financial Section, FinTech, and have rur perations globally. I have turned around and sold a premier data firm. I am proud most of all of running mentorship, inclusion, and diversit programs while employed in small/very large firms. It's all about people, bringing their highest potential for growth of the community.
What is your vision for growth in South San Francisco?
For it to be the most vibrant, cultural diversed, engaged, exceptionally managed with its services for safety and transformative economic growth. 2 The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
CALIFORNIA (650) 877-8518
SUPPLEMENTAL QUESTIONNAIRE
What community activities are you presently involved in, or have been in the past? I volunteer and provide groups of volunteers in various South City programs - Distribution of Food during Thanksgiving, Toy Drive. Organizing teams to donate hundreds of Hygiene Kits and Snack Kits for our Unhoused Neighbors.
I am very active as St. Augustine, in Westborough SSF. It has the highest number of parishioners, mostly living in South City. I am the Vice Chair of the Executive Pastoral Council, Head of Communicitons, and ambassador of the parish who liased with South San Francisco to participate in various outreach programs.l am also a member of the large active Praise & Glorify Choir who sings at Installation of City Council, or City events, such Filipino American History Month, Live TV - KTVU Zip Trips Highlighting the City SSF (2019) H
Are you currently receiving any form of compensation from the City for work performed? •YES • NO N/A
If yes, please explain:
Do you have any relatives serving on Council, Boards, Commissions, or Committees or are otherwise employed by the City of South San Francisco? • YES • NO Name: N/A Position: N/A Relationship: N/A
WORK EXPERIENCE
Employer: Pls see Resume for all experience. Retired from FranlinTempleton City: San Mateo Senior Vice President From: 2019 To: 2023
Job Title:
Responsibilities: Relationship Management for Investment Management with $1.6 Trillion in Asset Under Management. Partner with Chief Investment Offiers to apply data and data science to Investment Management strategies.
Employer: Factset Research Systems San Francisco
City:
Senior Vice President, Index Solutions
Job Title: From: To:
Responsibilities: Top in Sales. Position Factset to be the the leader of premier unique data content provider for global investment firms.
3 ONS The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
SALIFORNIA (650) 877-8518
EDUCATION
School: Golden Gate University City: San Francisco
1985 1987 MBA in Finance
From: To:
Degree:
School: University of the Philippines City: Quezon City, Philippines 1979 1983
From: To: Degree: BA in Economics
DISCLAIMER AND SIGNATURE
Signature: Date: eb 9 sose
I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact will cause me to forfeit all rights to appointment to a Commission, Board, or Committee with the City of South San Francisco.
to serve on a Board or Commission, you may be required to file an Annual Statement of Economic Interest (FPPC Form 700) Applications are accepled on a continuous basis and will remain valid 1 year from the date of submission. If you are selected and bi-annual Ethics Training (AB1234).
OFFICIAL USE ONLY
Submission Date:
212/2024 Received By 9l
VIVIAN RAMOS
South San Francisco CA 94080
Dynamic community and business leader with unparalleled level of integrity. • Dedicated to serve by executing direct employment of international US Registered Nurses to US hospitals, leading volunteers to participate in outreach programs, and heading lay ministries of largest parish in San Francisco. • Retired global and strategic executive in the financial services industry providing a unique mix of perspective from the top tier global analytics leader (FactSet), investment manager (Franklin Templeton) and broker dealer (Charles Schwab), and pioneers of smart-beta indexing (Research Affiliates) and in alternative/specialty data (Revere). • Trailblazer in developing the most unique and useful data to offer financial leaders a competitive edge in making investible products, such as systematic rules-based strategies packaged as indices for ETFs. • Recognized expert in global securities data, fund accounting and taxation, mutual funds and ETF financial and regulatory reporting, and compliance.
• Has track record and reputation of being an inspirational coach and mentor, transforming global teams and individuals of diverse backgrounds to perform at their highest potential.
Professional and Volunteer Experience
St Augustine Catholic Church - (2010 to Present)
Volunteer - Active volunteer leader of the largest Catholic parish in the San Francisco Bay Area: Vice Chair of the Parish Pastoral Council, Head of Communication Ministry, Founder of AugustineTV, co-founded St. Joseph Ministry, and Parish Ambassador of Catholic Charities, Praise and Glorify Choir.
Coaching of Professionals - (2023 to Present)
Founder - Provide leadership, negotiation, interview coaching session to professionals and potential leaders.
Professionals to USA - (2001 to present)
Head of Recruitment Strategy, Volunteer - Provide life changing no-fee recruitment of international nurses who have passed the US Registered Nursing board exam to RN positions in top-tier US hospitals. Deliver monthly Recruitment Master Class online, in addition to on-site recruitment in Middle East, Europe and Asia.
FranklinTempleton - (January 2019 - January 2023)
Senior Vice President, Investment Management Data and FinTech - Relationship Management for Investment Managers facilitating adaption of new data and tools to improve performance of their funds.
Senior Vice President, Relationship Change Management - Partner with Chief Investment Officers to strategically transform Investment Management processes and models by applying data and data science to investment management strategies to enhance investment returns.
FactSet Research Systems, Inc. (2013 to 2019) -
Senior Vice Preside, Senior Director - Index Solutions (September 2017 to 2019) • Top in Sales; positioned FactSet to disrupt the market to become a global leader on systematic thematic indexing. • Launched FactSet-branded indices in Europe, US and AsiaPac. • Expanded indexing business from 50 to over 100 indexes in FY2018.
Director, Content Leader - Strategic Enterprise Services (September 2015 to August 2017) • Introduced unique content to position FactSet as premier data partner for the investment community. • Sponsored the development for FactSet Revere Business Industry Classification System (RBICS).
Director, FactSet Revere - (September 20013 to August 2015) • Directed product strategy for Revere content acquired by FactSet: 1) patented granular industry classification systems: Hierarchy, RBICS, SegRev, 2) FactSet Supply Chain Relationships, and 3) FactSet GeoRev.
Surpassed sales goals, 40% YOY on the first three years. Achieved P&L goal at half the time targeted • Collaborated with Sales in the U.S., Europe, and Asia-Pac to engage in aggressive roadshows, meeting over 200 clients/year to pitch FactSet Revere, build pipeline and penetrate market acceptance.
Vivian Ramos - Page 2
Revere Data, LLC - San Francisco, CA (November 2009 to August 2013) COO, CFO, Board of Directors - Strategic Board member and hands-on executive for turnaround management.
Responsible for all aspects of company growth: Sales, Products, Technology, Finance, Talent Managed strategic opportunities that led to the firm's acquisition by FactSet Research Systems.
Improved client retention rate from 50% to 92% and developed pipeline to achieve revenue growth.
On-shored operations from international location and developed a robust Research team in Youngstown, Ohio Enhanced the most granular industry classification Hierarchy, Supply Chain and GeoRev to ensure highest quality and usability for top tier and most discriminating clients.
Research Affiliates - Pasadena, CA (October 2008 to May 2009) Director of Operations - Responsible for the overall fund administration, compliance, operations, financial reporting, tax and accounting policies for separate managed accounts and hedge fund products of the firm.
Franklin Templeton Investments - San Mateo, CA (September 2005 - October 2008) Director, Investment Operations
US West Coast Head of Investment Operations, highest operations position in the home office. Oversaw 60 investment operations employees in Rancho Cordova and San Mateo, including Pricing and Valuation, Security Maser Data, Corporate Actions, Custody and Settlement, Client Accounts, and Compliance System.
Concurrently, Global Head of Security Data Master, Fund Performance Administration, and Compliance System Administration located in 6 global locations in the US, Asia, and Europe. Developed strategic direction of these enterprise functions to manage business risks and improve operational scalability.
Charles Schwab & Co - San Francisco, CA (1997 - July 2005) Vice President, Portfolio Operations and Reporting (April 2004 - July 2005) • Delivered the most robust cost basis client reporting and portfolio accounting system (Eagle) for Schwab's 1.2 million premium customers. Additional conversion of 2.8 million Schwab's client portfolios Enhanced scalability of operations by 500%; deployed a reconciliation system and reduced out-of-balance rate from 4.5% to 0.38% (90% improvement), avoiding cost equivalent of 45 staff Piloted a cutting-edge and the first Business Process Outsourcing (BPO) Schwab operations in India. Reduced annual cost by $3 million. Set the foundation for the second BPO pilot to service 4.5 million customers the following year, with anticipated annual cost savings of an additional $5 million.
Directed delivery of portfolio accounting and product training to Schwab's 3,000 financial representatives.
Charles Schwab Investment Management, Inc. (CSIM)
Vice President, Advisor Administration (January-April 2004) • Led effort to scale operations for the Schwab Personal Portfolios, SIM's managed accounts business and developed its internal control program to mitigate business risk. • Implemented "Sarbanes Oxley" policies on fund governance for the Laudus Funds. Streamlined shareholder reporting for proprietary fund families and implemented cost savings of $600,000 annually.
Vice President, Fund Administration and Treasury (2001-2003) Director, Compliance and Fund Administrator (1999-2001) Senior Manager, Fund Administration and Compliance (1997-1999) • Responsible for the overall operations, portfolio accounting, fund taxation, compliance, and financial, regulatory and board reporting of over 110 portfolios of mutual funds, offshore funds with assets of over $150 billion. • Directed $25 million of vendor contracts. Responsible for managing 17 vendor relationships: 2 fund accountants, 4 custodians, 3 independent auditors, 3 corporate banks, 2 security lending agents, and 3 financial printers.
Negotiated reduction of fund accountant and custodian fees by $1 million annually, and the number of contracts from 28 to 4.
Franklin Resources, Inc. - San Mateo, CA (1989-1997)
Manager, Fund Accounting (1994-1997)
Supervisor, Fund Accounting and Compliance Reporting (1993-1994) Supervisor, Financial Reporting (1991-1993)
Supervisor, Fund Accounting Operations - Equities (1990-1991) Assistant Supervisor, Fund Accounting Operations - Taxable Bonds (1989-1990) Fund Accountant - (1989)
Vivian Ramos - Page 3
Manager - Fund Accounting
• Developed staff and technical training programs for 100 analysts. • Managed fund accounting departments with 25 mutual funds' daily NAVs and all regulatory reporting.
Supervisor - Fund Compliance, Financial Reporting, and Fund Accounting • Created the compliance department following the merger of Templeton and Franklin funds. • Automated and centralized Form 13F and Schedule 13G reporting for all FranklinTempleton funds.
Assistant Supervisor, Fund Accountant - Fund Accounting Operations • Supervised fund accountants responsible for the daily calculation of NAVs for 15 funds.
McKesson Corporation - San Francisco, California (1984-1987) Senior Promotional Monies Clerk (1986-1987)
Executive Administrative Assistant (1984-1986)
• Increased monthly collection to $1 million advertising allowance by streamlining accounting procedures. • Solicited and analyzed data to control $500 million inventory.
Time Savings and Loan, San Francisco - California (1983-1984) Executive Assistant to the President and CEO
Education and Affiliation
MBA, Finance, Golden Gate University, San Francisco, CA, 1987.
Completed in two years while working full time.
BA, Economics, University of the Philippines, Dean's Medal Awardee, 1983.
Corporate Talent Development and Engagement
• Launched in FactSet San Francisco only Mentor and Networking Program Developed the Investment Operations Mentor Program at Franklin Templeton - 89% participation. • Instituted effective Employee Engagement programs:
• 90% employee engagement score for teams managed, benchmarked to 76% at enterprise level. • 100% rated on leadership index, compared to 74% enterprise and 73% industry leadership scores. • Charles Schwab Asset Management Products and Services (AMPS) Inclusion and Diversity Committee - chosen to lead out of 600 personnel during company downsizing. • Charles Schwab Asset Management Products and Services (AMPS) Rewards and Recognition Committee - founding member.
Other
Thought Leadership:
Speaker: ESG Metrics and Data for Investment Decisions, Impact Investing Symposium by U.S. Bank Speaker: FactSet Supply Chain and GeoRev Systematic Trading Strategy, Sydney, and Melbourne Leadership: Established FactSet San Francisco's Networking and Mentoring Program FilAm Radio - Guest speaker and volunteer (2017)
Advisor, International Society of Filipinos in Finance and Accounting (2013 to Present). • Speaker: Why Mentoring and Networking Matter (2016)
• Moderated: Leading Your Way to the Top (2016)
• Moderated: Executive Round Table on Leadership (2015) • Keynote: Networking (2015)
Music Ministry - Praise and Glorify Choir, Saint Augustine Catholic Church Young Adult Community Coach, So. San Francisco: Negotiation, Networking, Power, Interviewing Skills seminars Professionals USA, Volunteer - Life and cultural assimilation for US Registered Nurses from the Philippines St. Andrew's Catholic Church - Finance Council Officer (2001)