Experience

National Philanthropic Trust

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Senior Vice President, Institutional Services

  • Dec 2018 - Present

  As the largest, independent, national donor-advised fund sponsor and one of the 25 largest grantmaking institutions in the U.S., National Philanthropic Trust (NPT) has raised over $11 billion in charitable contributions and currently manages close to $7 billion in charitable assets and has made more than 230,000 grants totaling nearly $6 billion to charities all over the world. As the largest, independent, national donor-advised fund sponsor and one of the 25 largest grantmaking institutions in the U.S., National Philanthropic Trust (NPT) has raised over $11 billion in charitable contributions and currently manages close to $7 billion in charitable assets and has made more than 230,000 grants totaling nearly $6 billion to charities all over the world.



First Priority Bank

• Malvern, PA

• SVP, Chief Marketing Officer & Business Development Manager

  • Feb 2016 - Aug 2018

  Top-ranking PA‐state chartered, FDIC insured full-service commercial bank | $600M+ in assets | 80+ employees. Recruited, based on sales and marketing expertise, to join executive leadership team. Oversight for planning, development and execution of bank's marketing, advertising and shareholder relations initiatives. Top-ranking PA‐state chartered, FDIC insured full-service commercial bank | $600M+ in assets | 80+ employees. Recruited, based on sales and marketing expertise, to join executive leadership team. Oversight for planning, development and execution of bank's marketing, advertising and shareholder relations initiatives.



SEI

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager, Private Banking

  • Jun 2009 - Jan 2016

  Leading global provider of asset management, investment processing and investment operations solutions for institutional and personal wealth management. Managed portfolio of 20 private banking relationships worth $15M in total annualized revenue. Dramatically enhanced client retention by piloting highly valued senior-level private banking networking group in coordination with Wharton School of Business. Served as project lead, content coordinator and moderator.

• Relationship Manager, Wealth Network

  • Jan 2008 - Jun 2009

  Initially hired to develop brand and positioning for SEI’s Wealth Network and quickly shifted to manage and mentor Wealth Network’s four Registered Investment Advisors (Strategic Partners) located throughout the country.



Pitcairn

• United States
• Financial Services
• 1 - 100 Employee

• SVP, Director of Marketing

  • Feb 2000 - Jan 2007

  Leading global $5B multifamily office and investment advisory firm. Generated 250+ introductions to key centers of influence and prospective clients by developing the marketing and advertising campaign to re‐launch the Pitcairn brand to clients, prospects and centers of influence. Served as communications lead for firm’s Strategic Growth Plan to board of directors. Launched two new - offices in Radnor, PA and Tysons Corner, VA. Initiated two landmark underwriting deals with two area arts and culture organizations to enhance the firm’s local profile and awareness. Show less



Reimel Carter/EPB

• Philadelphia, PA

• Account Supervisor

  • Jan 1997 - Feb 2000



The Silberman Group

• West Chester, PA

• Account Executive

  • Aug 1995 - Jan 1997



Metro Group

• Account Executive

  • May 1994 - Aug 1995



PLANCO

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Regional Marketing Director

  • Jun 1992 - May 1994