Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Vice President - Senior Relationship Manager - Institutional Advisors

  • Jul 2022 - Present



United Way of Greater Cleveland

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Associate Director, Corporate Philanthropy

  • May 2017 - Jul 2022

  Cleveland, Ohio, United States •Entrusted with fostering and developing the United Way of Greater Cleveland’s largest employee giving campaign. •Critically analyzed economic data and community trending information to forecast returns. •Engaged and expanded current donor base by developing one-on-one relationships with individual contributors. •Staffed, recruited, trained and oriented high level United Way volunteers. Provided personal year-round support. •Prepared progress reports for high level management… Show more •Entrusted with fostering and developing the United Way of Greater Cleveland’s largest employee giving campaign. •Critically analyzed economic data and community trending information to forecast returns. •Engaged and expanded current donor base by developing one-on-one relationships with individual contributors. •Staffed, recruited, trained and oriented high level United Way volunteers. Provided personal year-round support. •Prepared progress reports for high level management review offering detailed analysis of specific accounts throughout the campaign, monitored all accounts for results. •Regularly presented to groups of 25-300 people, educating them on community issues and charitable giving. •Developed strategies and tactics necessary to meet or exceed the objectives of the market’s work plan. Participated in executive sessions to specifically target high potential accounts and contributors. •Mentored Loaned Executives and volunteers on key account calls. Prepared remarks to promote the mission and vision of United Way of Greater Cleveland.

• Relationship Manager

  • Apr 2013 - May 2017

• Eastern Regional Market Campaign Coordinator

  • Mar 2008 - Apr 2013

  Cleveland, Ohio

• Individual Giving Campaign Coordinator & Leadership Circle Project Supervisor

  • Oct 2006 - Mar 2008

  Cleveland, Ohio •Responsible for re-engaging and expanding current base of givers, developing specific strategies for differing segments of contributors within assigned market. •Planned and coordinated all recognition events for Leadership Circle donors ($1,000-$9,999).

• Administrative Associate, Resource Development, Individual Giving, Leadership Circle and Ten Plus

  • Mar 2006 - Oct 2006

  Cleveland, Ohio •Provided administrative support including coordinating and compiling mailings, scheduling meetings and presentations and other communications for market staff. •Assisted with special events, projects and meetings within markets.

• Loaned Executive

  • Aug 2005 - Mar 2006

  Cleveland, Ohio •Served as United Way of Greater Cleveland ambassador by speaking to multiple company Employee Campaign Managers and selling United Way to the community. •Responsible for analyzing, planning, organizing, and implementing all aspects of a successful fundraising workplace campaign within assigned group of accounts.



WESTERN RESERVE ROWING ASSOCIATION

• United States
• Spectator Sports
• 1 - 100 Employee

• Director, Summer Rowing League

  • Jan 2008 - Dec 2008

  Cleveland, Ohio, United States •Responsible for the planning, coordination and implementation of a recreational rowing program on the Cuyahoga River. •Organized over 300 registrants into teams by skill set and assigned specifically matched coaches to each team. •Managed three inter-club regattas, including the coordination of race schedules, equipment and staffing.



Marigold Catering

• Event Coordinator & Manager

  • Aug 2004 - Aug 2005

  Cleveland, Ohio •Coordinated and managed all aspects of 7-8 large scale events per month. •Responsible for the hiring, scheduling and coordination of staff for all contracted events. •Planned and organized events for groups in sizes ranging from 10 to 250 people. •Met with prospective clients and prepared menus and proposals according to their specifications.