Experience

Charlemagne Institute

• United States
• Think Tanks
• 1 - 100 Employee

• COO & Executive Director of Development

  • Feb 2021 - Present

  501c3 publisher and educational institution. Initially hired to lead development and rapidly promoted to COO with accountability for Finance, HR, Marketing, IT, Development, Legal, Contracts, and Vendors. Managed $1.6M annual budget and served as de facto CFO. • Increased fundraising revenue to $1.15M. Utilized multi-level approach targeting unengaged supporters, existing historical donor base, and pursuit of new donor segments. • Formalized legacy gift pathway and created Legacy Society. Tapped into background in wealth management and added $2.2M in future gifts to development pipeline. Created all marketing collateral, messaging, and branding. • Targeted more diverse audiences and planned >20 events nationwide for 2022-2023. Decreased average age of audience engaged by 20-40 years and employed “sniper” vs. “spray” methodology to expand reach. Show less



Pierce Consulting Group

• Overland Park, KS

• President

  • Dec 2010 - May 2023

  Management consulting company. Founded strategic consulting firm and served as trusted advisor to C-suite clients. Assisted for-profit and publicly traded companies in transforming sales strategy, business development, organizational effectiveness, and financial performance. Took strategic approach fused with clear communications and motivational performance management. • Outcomes included adding $50M in new assets for financial services firm, saving $200K+ for manufacturing clients, and assisting multiple clients with balance sheet, debt restructuring, and consolidation. Show less



Commerce Brokerage Services

• Overland Park, KS

• VP

  • Mar 2008 - Dec 2010



Merrill Lynch

• Leawood, KS

• Global Private Client Group, Institutional Sales

  • Oct 2006 - Mar 2008



Pierce Enterprises LLC

• Overland Park, KS

• President

  • Jan 2000 - Oct 2006