Experience

Fontbonne Boston

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

• Corporate Relations and Fundraising Manager

  • Aug 2018 - Present

  -Responsible for executing both stewardship and fundraising events, engaging alumnae, parents and friends -Responsible for coming up with an Advancement annual strategic plan and managing budgets -Create and design collateral for fundraising events and appeals -Acquire in-kind donations and sponsorships, on both the corporate and individual level -Validate wealth, giving capacity, and personal information of current and prospective donors -Work with departments across the organization, including marketing and admissions in developing new ideas and initiatives -Integrated online fundraising platforms to enhance and increase fundraising efforts. Increasing exposure to the number of constituents that can be reached for fundraising and database accuracy -Established the Parent and Grandparent Fund in 2021, stewarding current, former parents and grandparents for sustainable annual gifts. -Responsible for four major fundraising events per year -Construct corporate grant proposals -Manage the rental of the Fontbonne property -Increased property rental revenue by 95% from FY18 to FY19 -Oversee the accounts payable/receivable department



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Fund Supervisor

  • Jan 1988 - Oct 2004

  -Assist in month end and year end portfolio reposting -Manage, monitor, track, and report performance of fund accounting members to ensure daily tasks are complete -Acted as a liaison between portfolio accounting and upper management to resolve complex or escalated accounting issues -Responsible for overseeing the daily pricing of multiple accounts -Used exchange rate conversions daily as a result of handling international accounts -Responsible for daily accounting, month end close of general ledgers, and analysis of fund accounts. -Assisted in several accounting system conversions including Y2K, and the EURO exchange conversion