Experience

Dexter Southfield School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Head of the Upper School History Department

  • Jun 2019 - Present

• History Teacher

  • Aug 2017 - Jun 2019

  History Teacher - classes include AP Economics, US History, History electives



The Rivers School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Humanities Teacher

  • Nov 2016 - Jun 2017

  Humanities Teacher for 8th Grade Humanities Teacher for 8th Grade



Tufts University

• United States
• Higher Education
• 700 & Above Employee

• Graduate Student

  • May 2015 - Aug 2016

  Master's Degree in the Arts of Teaching (M.A.T.) Master's Degree in the Arts of Teaching (M.A.T.)



Weston High School

• Artists and Writers
• 1 - 100 Employee

• Student Teacher - History Department

  • Sep 2015 - Jun 2016

  Student Teacher in History Department for high school with national reputation for superior education and achievement by students. • Direct teaching experience in World History (9th grade) and Current Events (Senior Seminar focusing on Race, Class and Gender issues). • Leading classes, collaborating with mentor teacher, differentiating curriculum, developing lesson plans, addressing learning and needs of students in classroom (including ELL and Special Education students), completing observation of all department teachers and classes, and attending faculty meetings for department and school. Show less



CyberGrants is now Bonterra

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Global Philanthropic Strategies Consultant

  • Nov 2012 - Aug 2015

  Consulting on Global Strategies for leader in cloud based grantmaking technology firm providing broadly functional procedural tools for corporate discretionary and employee programs and family foundations. Providing expertise to clients and team regarding international giving strategies, compliance requirements and process elements. Developing streamlined global giving structures for corporate clients including partnerships with firms providing due diligence review of charitable organizations located outside of the US. Collaborating with legal and financial partners to support clients and internal functionality. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Global Corporate Social Responsibility Business Operations Manager

  • 2004 - 2012

  Legal, Compliance, Financial and Administrative Responsibilities: o Developed and managed policies and procedures of global discretionary giving programs and employee programs delivering legal and regulatory compliance with both domestic and global laws and regulations. o Designed and implemented on-line grants applications to incorporate strategic, procedural and regulatory changes to ensure compliance and enhance applicant experience. o Led vendor management and contract negotiations for international donor advised funds establishing international donations procedures delivering strategic and consistent process for discretionary grants and employee programming. o Prepared and conducted training to senior management and other professionals in domestic and global philanthropic legal topics (e.g. self-dealing, expenditure responsibility) and viewed as subject matter expert for issues resolution guiding all teams engaged in global, national and local giving decisions (over 150 individuals). o Collaborated with internal and external business partners (counsel, tax preparers, auditors, compliance, risk and finance) streamlining responses for partners and business teams on one-off and systemic legal, compliance and financial issues. o Monitored financial accounts including review and reporting on annual budgets, streamlining asset acceptance processes, and recommending investment objectives and asset allocation. Community Reinvestment Act (CRA) Compliance: o Managed team of 6 fulfilling review of grants, program related investments, community development loans, mortgage backed securities and community development services/volunteer efforts to execute compliance with regulatory requirements pursuant to CRA Regulations. o Fully restructured team with effective staff and developed policies and procedures resulting in significant improvement in data integrity as measured through regular audit procedures, and supporting national and local requirements for CRA goals. Show less



FleetBoston Financial/BankBoston

• Corporate Philanthropy Officer

  • 1997 - 2004

  Officer and Treasurer of corporate foundation for one of top fifty corporate giving programs focused on northeast United States. Oversaw financial, legal, procedural and technical aspects of corporate giving program managed through endowed private foundation. • Developed strategic and administrative policies and procedures of corporate giving programs providing consistent review and decision-making processes. • Established and maintained relationships with internal and external counsel and acted as subject matter expert on administrative and legal issues for full team responsible for philanthropic giving and related programs. • Coordinated Board of Trustee level grants, non-priority grantmaking and Massachusetts grants advising on individual donations and programmatic decisions. • Developed Foundation budgets and structured reporting to regional executives for appropriate budget management. • Managed vendor for grants software and trained teams on software use. • Managed staff members providing administrative support to the Foundation. • Completed special projects including annual production of Foundation collateral materials for external distribution providing key community messaging. Show less



Rhode Island Hospital Trust

• Providence, RI

• Charitable Trust Officer

  • 1992 - 1997

  Charitable Trust Officer administering 300 accounts with total assets over $300 million. • Led distribution of $1.5 million in annual charitable donations from private foundation accounts. Worked with charities, developed community communications, reviewed all grant applications, met with external and internal boards and presented all grant recommendations. Created community program to award grants. • Oversaw client service and administration of all trust and investment management accounts for charitable organizations including endowments, perpetual charitable trusts and private foundations. Show less



Hemenway & Barnes

• United States
• Law Practice
• 100 - 200 Employee

• Attorney

  • 1989 - 1992

  Attorney and member of trusts and estates department of Boston law firm with an emphasis on representation of charitable and personal trusts and not-for-profit organizations, along with general estate planning. Attorney and member of trusts and estates department of Boston law firm with an emphasis on representation of charitable and personal trusts and not-for-profit organizations, along with general estate planning.