The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
CALIFORNTA (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: Lo Annie K.
Last First M.I.
Address: District:
Street Address (Select One)
South San Francisco CA 94080
City State ZIP Code
Telephone: Email:
1 BUT SAN FRATE
The City of South San Francisco
SCO 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?
I have been a South San Francisco resident for almost 18 years, and worked in the private sector throughout my career. I can bring my transferrable skills and work experience from various for-profit firms and non-profit organizations in the hospitality, finance/investments, and higher education industries, as well as my global studying and working experience in France, London, Japan, Hong Kong, and Singapore, to benefit the Boards and Commissions that I will serve with a new and diverse perspective.
What qualifies you for this appointment?
*My global work experience in the hospitality, finance/investments, and higher education industries, accumulated from entry level in my early 20's to senior executive leadership level in my late 40's to early 50's.
*My education and professional credentials: MBA degree and Charter Financial Analyst (CA), Charter Alternative Investment Analyst (CAIA), and Certificate in Investment Performance Measurement (CIPM)
*My desire to contribute to the betterment of the city where I live and to improve the quality of life for SSF residents
What is your vision for growth in South San Francisco?
*To make South San Francisco the best city to live, work, relax, and enjoy the various services, facilities and activities for its residents
*To retain and attract both small and large businesses to stay in/come to South San Francisco, and provide job opportunities to SSF residents while contributing a good business tax revenue to our city
2 The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
(650) 877-8518
CALIFORNIA
SUPPLEMENTAL QUESTIONNAIRE
What community activities are you presently involved in, or have been in the past? *Completed the San Mateo County Master Composter program in 2008, and led more than 50 hours of free composting workshops in the community in 2009-2012. *Completed the SSF Police Citizens Academy in 2022
*Complete the SSF Citizens Academy in 2023
*Will participate in the San Mateo County Civics 101 program from September 2024 through October 2024
Are you currently receiving any form of compensation from the City for work performed? •YES • NO 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 Position: Relationship:
Name:
WORK EXPERIENCE San Francisco
Charles Schwab Investment Management, Inc.
City:
Employer:
6/2000 8/2022
Director, Investment Performance
From: To:
Job Title:
Oversaw a team of 17 performance analysts responsible for pertormance reporting resuts and disclosure for over 5600 billions of mutual funds, ETFs, managed accounts, and collective investment trusts investment products Responsibilities: is that meet all regulatory requirements while providing valuable insights that help drive improvements to funds and portfolion Provided leadershio in establishing strona performance reorting and stribution revew processo nteracted and werked closely with sales and marketing teams product manors portal manses. coetations leo compliances and other vestment management personnel to establish best in class due disence reporting and evew reccesses to resure time hoh cust AACSB International Singapore
City:
Employer: 11/2018
Senior Vice President and Chief Officer, Asia Pacific 7/2016 From: To:
Job Title:
Led a team of professionals responsible for business school accreditation, membership recrutment and retention, conferences & seminars, promotion & awareness, and administration & operations in the Asia Pacific (AP) region while collaborating closely with each tunctional leader in the US headquarters in a matrix organization Responsibilities: Planned, managed, and oversaw annual budget: risk management, and strategy for the AP office: Worked closely with the AP Advisory Council on developing solutions for issues that business schools or the overall higher education industry and stakeholders faced in the AP region Worked closely with the AP Advisory Council on developing solutions for issues that business schools or the overall higher education industry and stakeholders faced in the AP region The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
CALIFORNIS (650) 877-8518
EDUCATION
HEC School of Management Jouy-en-Josas (France)
School: City:
1/1999 5/2000 MBA
From: To: Degree:
University of California Berkeley
School: City:
8/1989 6/1991 BA
From: To: Degree:
DISCLAIMER AND SIGNATURE
Date:_ 8/5/2024
Signature:
I certify that, to une vest of my knowiage, an 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.
Applications are accepted on a continuous basis and will remain valid 1 year from the date of submission. Ifyou are selected to serve on a Board or Commission, you may be required to file an Annual Statement of Economic Interest (FPPC Form 700) and bi-annual Ethics Training (ABI234).
OFFICIAL USE ONLY
Submission Date: Received By:
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