Experience

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  Expect Miracles Foundation - Financial Services...

  • Executive Director
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  Expect Miracles Foundation - Financial Services Against Cancer

  • United States
  • Philanthropic Fundraising Services
  • 1 - 100 Employee

  • Executive Director

    • Jun 2014 - Present

    Expect Miracles Foundation rallies the financial services industry and beyond to invest in life-saving cancer research while advancing the financial and emotional health of people impact by cancer. We are a 501(c)(3) public charity whose vision is to connect those with resources to those in need to help save lives and improve outcomes. Our research funds at Dana-Farber Cancer Institute and Memorial Sloan Kettering Cancer Center focus on some of the biggest challenges: early detection, real-time prognosis, drug-resistant cancer, and metastatic cancer. Our Samfund programs provide critical support to the uniquely impacted demographic of young adult cancer survivors through our direct financial assistance grants, financial education program, and advocacy work. #cancerisntfree

  • Chief Development Officer

    • Oct 2013 - Jun 2014

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  MARS- SalesFocus Solutions

  • San Rafael, CA

  • Sales Manager

    • Nov 2012 - Oct 2013
    • San Rafael, CA

    The MARS system helps asset management firms turn data into action with key insights to more effectively focus resources, reduce costs, improve productivity and increase assets. MARS is a fully integrated sales reporting, CRM application and mobile solution specifically focused on asset manageme...

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  Actiance, Inc.

  • Northeast

  • Regional Sales Manager

    • Mar 2012 - Nov 2012
    • Northeast

    Actiance, formerly known as Face Time Communications, enables the new internet through safe and compliant use of Unified Communications, collaboration and Web 2.0, including all major social networking sites. Our award winning platforms are used by 9 of the top 10 US banks and more than 1600 orga...

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  BNY Mellon

  • Lynnfield MA

  • Vice President, Business Development

    • 2010 - Mar 2012
    • Lynnfield MA

    Responsible for selling state Blue Sky compliance outsourcing service and software to Mutual Funds and Hedge Funds, and Advertising Compliance workflow management SaaS system to FINRA and SEC regulated firms. Work with clients' CCO, C/O's, General Counsel, Operations and IT & Security...

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  PNC Global Investment Servicing

  • Vice President, Business Development

    • 2000 - 2010

    Soley responsible for selling state Blue Sky compliance outsourcing service and software to Mutual Funds and Hedge Funds, and Advertising Compliance workflow management SaaS system to FINRA and SEC regulated firms. Served on division Management Committee, and Sales Management Committee; reporte...

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  Automated Business Development Corp.

  • Vice President, Sales

    • 1999 - 2000

    At 60 person firm, served on Management Committee, responsible for marketing and selling state Blue Sky compliance outsourcing service and software to Mutual Funds and Hedge Funds. Sold SaaS Registered Rep tracking system to FINRA member firms. PNC purchased ABD in 2000.

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  Bancroft School

  • Worcester, MA

  • Chairman of the History Department

    • 1996 - 1999
    • Worcester, MA

    Managed seven-person department in grades K-12. Revamped curriculum by introducing technology.• Coached Boys’ Varsity Lacrosse team to New England Prep School Athletic Conference finals in ’97, named conference Coach of the Year in '99.

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  St. James School

  • St. James, MD

  • Chairman of the History Department

    • 1989 - 1995
    • St. James, MD

    Managed five-person department in grades 7-12. Chaired Disciplinary Committee and Honor Council. Coached Boys’ Varsity Lacrosse and Boys’ Varsity Soccer teams. Founded and directed summer lacrosse camp.