Experience

Givio

• United States
• Philanthropy
• 1 - 100 Employee

• Chief Executive Officer

  • Dec 2019 - Present

  Reston, Virginia, United States Givio is for all of us. The givers who commit every day, week, year to supporting the many nonprofit organizations doing the daily work of building a better world. Even better, Givio is designed for all givers - people, companies, organizations, and even the charities. One market. One app. One shared experience. Download Givio at your app store and tell us what you think. Thanks!



CSR Matters, LLC

• United States
• Philanthropic Fundraising Services

• Principal

  • Jan 2018 - Present

  Northern Virginia We are CSR business experts, working with all stakeholders who participate in this important industry - companies, nonprofits, third-party service providers, and even governments. Recent engagements for me have included capacity building for PTSD Foundation of America and CSR market analysis for leading software provider Blackbaud. Corporate Social Responsibility (CSR) is a part of every company's brand and growth strategy. CSR is also an important fundraising channel for nonprofit… Show more We are CSR business experts, working with all stakeholders who participate in this important industry - companies, nonprofits, third-party service providers, and even governments. Recent engagements for me have included capacity building for PTSD Foundation of America and CSR market analysis for leading software provider Blackbaud. Corporate Social Responsibility (CSR) is a part of every company's brand and growth strategy. CSR is also an important fundraising channel for nonprofit organizations. And as part of the larger Workforce Engagement Management (WEM) software industry, CSR has become an invaluable service to corporate and nonprofit stakeholders. In short, this is a rapidly evolving market. We can help. Show less



RightGift

• United States
• Philanthropy
• 1 - 100 Employee

• CFO & COO

  • May 2019 - Dec 2019

  Washington D.C. Metro Area RightGift is becoming a gifts-in-kind industry leader and expert. Providing a engaging software platform that enables charities and companies to create giving registries built upon items from leading online retailers, RightGift offers a truly impactful giving experience. RightGift appeals to individual donors, charities, and companies that sponsor a workplace gifts-in-king program. By offering the donor the opportunity to give in ways that meet the exact needs of the charities they want… Show more RightGift is becoming a gifts-in-kind industry leader and expert. Providing a engaging software platform that enables charities and companies to create giving registries built upon items from leading online retailers, RightGift offers a truly impactful giving experience. RightGift appeals to individual donors, charities, and companies that sponsor a workplace gifts-in-king program. By offering the donor the opportunity to give in ways that meet the exact needs of the charities they want to support, RightGift represents innovation for a CSR industry that has changed very little in the past ten years. I recently joined RightGift to build out and support the operations of this rapidly growing young company. Show less



Good Done Great / AmeriGives

• Chief Financial Officer

  • Nov 2015 - Dec 2017

  Northern Virginia Good Done Great and AmeriGives As CFO of this FinTech SaaS growth company, I set up the company's Finance Department, managed debt facilities and capital raises, architected necessary right-sizing, overhauled contracting, managed compliance, accounting and HR operations. I was also the CFO of our sister organization, DonateWell (see below). I led a cross-functional team to produce market-leading financial reporting capabilities with our DAF management software - necessary for our… Show more Good Done Great and AmeriGives As CFO of this FinTech SaaS growth company, I set up the company's Finance Department, managed debt facilities and capital raises, architected necessary right-sizing, overhauled contracting, managed compliance, accounting and HR operations. I was also the CFO of our sister organization, DonateWell (see below). I led a cross-functional team to produce market-leading financial reporting capabilities with our DAF management software - necessary for our donation processing services. We exited Good Done Great in 3Q 2017 via a successful acquisition by one of our leading competitors. During my CFO tenure, I led the financial and operational consolidation of two acquisitions. In 2015, as owner and CEO of AmeriGives, we struck up a partnership with Good Done Great that led to a successful merger. In 2017, we acquired competitor WPG Solutions. Show less



DonateWell

• Chief Financial Officer

  • Mar 2016 - Nov 2017

  DonateWell is a 501c3 Donor Advised Fund representing an integral component of charitable gift processing in the CSR SaaS fundraising industry. While CFO of DonateWell, we grew to more than $40M in annual revenues, making DonateWell one of the top five DAFs in the country serving CSR SaaS-based programs. I was responsible for everything from all of finance and operations to developing new partner fundraising relationships to legal compliance. Among our accomplishments, we… Show more DonateWell is a 501c3 Donor Advised Fund representing an integral component of charitable gift processing in the CSR SaaS fundraising industry. While CFO of DonateWell, we grew to more than $40M in annual revenues, making DonateWell one of the top five DAFs in the country serving CSR SaaS-based programs. I was responsible for everything from all of finance and operations to developing new partner fundraising relationships to legal compliance. Among our accomplishments, we developed industry-leading software that fully automated gift disbursement and bank reconciliation activity. This work included the synchronization of fundraising system, charity APIs and bank data feeds to produce a fully transparent, highly accountable system. Show less



Carr Systems, Inc.

• Owner/CEO

  • 2006 - Mar 2015

  Carr Systems solved problems at the intersection of business process and technology implementation. Our typical client had outgrown a custom-built legacy system that was undocumented and suffering a variety of performance problems. Our strengths were in understanding the business and core processes on which its success depends, then analyzing the legacy systems and data in current use. Only then did we begin solution design. Carr System also worked on a number of prototyping and new… Show more Carr Systems solved problems at the intersection of business process and technology implementation. Our typical client had outgrown a custom-built legacy system that was undocumented and suffering a variety of performance problems. Our strengths were in understanding the business and core processes on which its success depends, then analyzing the legacy systems and data in current use. Only then did we begin solution design. Carr System also worked on a number of prototyping and new product development engagements, using both Open Source and Microsoft technologies. Noteworthy outcomes included: successful process automation, elimination of costly work-arounds, improved KPI and metric performance, and better user experience. Key engagements included building a data warehouse for DoD to support data collection and KPI analysis for 150 Navy Medicine facilities around the globe. Show less



Kintera / KindMark

• Vice President

  • 2001 - 2005

  KindMark was an early stage, VC-funded FinTech company providing CSR SaaS software and services to Fortune 500 clients. I joined startup KindMark as the VP of Sales, closing the company's initial client base of Fortune 500 companies such as General Motors, EDS, Computer Sciences, Ernst & Young, and Nextel. My responsibilities were broad and included significant influence over product design. In 2003, I became President of the company, and managed our sale to larger competitor Kintera, a… Show more KindMark was an early stage, VC-funded FinTech company providing CSR SaaS software and services to Fortune 500 clients. I joined startup KindMark as the VP of Sales, closing the company's initial client base of Fortune 500 companies such as General Motors, EDS, Computer Sciences, Ernst & Young, and Nextel. My responsibilities were broad and included significant influence over product design. In 2003, I became President of the company, and managed our sale to larger competitor Kintera, a publicly traded fundraising and CRM software company. As a VP at Kintera, my responsibilities focused on consolidating newly acquired business units, while also managing sales for CSR / workplace giving software. Show less



United Way of the National Capital Area

• Regional Director

  • 1997 - 2001

  Responsibilities included leadership of the Fairfax-Falls Church region and developing new fundraising initiatives for UWNCA. I championed, then led the development of United Way's first online Workplace Giving system. I also worked closely with Fairfax County government, serving on several boards and commissions in the region.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President, Real Estate Finance

  • 1988 - 1997

  Washington D.C. Metro Area My first career. Responsibilities included positions with real estate finance, credit policy and management. My last position was as VP of a commercial real estate team focused on emerging REIT and Opportunity Fund markets.



Congressman Herbert Bateman (R), U.S. House of Representatives

• Legislative Staff

  • Mar 1987 - Jun 1988

  Washington D.C. Metro Area As a Legislative Aide in the office of Congressman Herbert Bateman (R, Virginia), my responsibilities were varied. Reporting to the Congressman's Chief of Staff, I performed issue-based research, assisted senior staff members regarding legislation analysis, drafted communications for the PR Director and coordinated constituent communications, and other duties as assigned.