Senior Strategist

• Jul 2023 - Present

Helping those who help others. Our team offers a personalized approach to leadership training, executive advising, fund development, and community outreach guidance. This is offered through the following services (personalized to the client and scope of work): Strategy Development: develop comprehensive fund development and business strategies tailored to the organization’s goals, mission, and target audience. Assess the organization’s current processes, including fundraising or revenue generation efforts, identify areas for improvement, and recommend strategies to optimize program and revenue efforts. Support or offer interim nonprofit leadership or fractional executive leadership for businesses. Board and Volunteer Engagement: Provide guidance on engaging board members and volunteers in fund development efforts. Training and Capacity Building: Offer training sessions or workshops to enhance the skills of organizational staff members and volunteers. Performance Evaluation and Analysis: Evaluate the effectiveness of fund development efforts and campaigns, analyzing metrics such as donor retention rates, return on investment, and campaign outcomes. Provide recommendations for improvements and adjustments based on data analysis. Fund Development Campaign Planning: assist in planning and organizing fund development campaigns, such as capital campaigns, annual giving campaigns, or special events. Donor Cultivation and Stewardship: Identify potential donors and create strategies to cultivate relationships with them. Support Grant Writing and Research/Grant Management: Identifying grant opportunities, conducting prospect research, and assisting in writing compelling grant proposals. Show less

Director of Strategy

• Nov 2020 - Present

➤ Board Member Recruiter | Nonprofit Board Trainer & Advisor | Corporate & Community Relations Mission: We are on a mission to strengthen communities through the training and matching of emerging and established leaders with qualified nonprofit boards. ➤ Board Member Recruiter | Nonprofit Board Trainer & Advisor | Corporate & Community Relations Mission: We are on a mission to strengthen communities through the training and matching of emerging and established leaders with qualified nonprofit boards.

Senior Consultant - E9 Management

• Sep 2019 - Aug 2023

➤ Multiyear Strategic Planning | Marketing & Community Engagement Strategy | Speaking Engagements A boutique consulting firm for profit and non-profit organizations, providing market development, community engagement, strategic planning, talent acquisition, marketing, ad hoc executive and leadership coaching, and DE&I strategies. ➤ Multiyear Strategic Planning | Marketing & Community Engagement Strategy | Speaking Engagements A boutique consulting firm for profit and non-profit organizations, providing market development, community engagement, strategic planning, talent acquisition, marketing, ad hoc executive and leadership coaching, and DE&I strategies.

Ad hoc Executive & Leadership Coach

• Nov 2020 - Oct 2022

CMP is a minority and women-owned supplier. CMP is a talent and transition firm in the business of developing people and organizations across the full talent life cycle. From talent acquisition and leadership development to organization development and outplacement services. CMP is a minority and women-owned supplier. CMP is a talent and transition firm in the business of developing people and organizations across the full talent life cycle. From talent acquisition and leadership development to organization development and outplacement services.

Interim Chief Operating Officer | Business Operations Leader & Diversification Strategist

• Aug 2019 - Oct 2020

➤ Team: 2 FTEs & 2 Contractors | Business Operations & Growth Strategies | Program Leadership ➤ Business Diversification | Market Share Expansion Strategy | Capital Improvement Project ➣ Galvanized operations to achieve significant YOY growth – established modern operations management practices, transparency, process discipline, risk management, and customer perspective as key business priorities. ➣ Mentored CEO and assisted in assessing organic and inorganic growth opportunities and planning and implementing diversification and market expansion strategies. ➣ Established organization’s first dba, E9 Management, as a consulting arm of the firm, facilitating the firm to pursue various consulting projects in operations strategy, executive leadership, minority outreach, etc. ➣ Increased profitability and secured 1.0 experience modification rating (EMR) by introducing construction management software, thus enabling fact-based decision-making, improving operational transparency and mitigating risks. ➣ Strengthened project life cycle management by introducing and implementing new project evaluation metrics, thus enabling project completions within timelines and budgets and as per specifications. ➣ Played a pivotal role in securing teaming agreements to pursue several multimillion-dollar capital improvement projects (CIP). Show less

President & Chief Executive Officer

• Jul 2015 - Aug 2019

➤ Team: 5 Direct & 25 Total | Budgeting | Organizational (Re)Structuring & Rebranding ➤ Community Partnerships | Relationship Management | Sponsorship Management | Marketing Program ➣ Worked closely with the board of directors to establish business development, economic development, fundraising, and community relations benchmarks. ➣ Focused on 5 pillars during the reorganization and rebranding exercise: civic engagement, economic activity, a thriving education system, quality business development, and diversity in leadership. ➣ Observed increase in revenue in 4 years with double-digit percentage growth in YOY return. ➣ Increased membership by triple-digit percentage in 4 years by developing a thriving membership strategy. ➣ Powered increase in strategic corporate partnerships, sponsors, and community involvement by planning and implementing a strategic marketing program aimed at increasing community presence. ➣ Magnified organization’s value beyond the Tarrant County Hispanic Community, improving market presence by leading rebranding efforts, including logo, mission statement, website, membership database, and social media tone. Show less

Founder / Lead Designer

• Oct 2008 - Mar 2015

➤ Start-Up Operations | P&L Management | Sales & Marketing | Contract Management ➣ Orchestrated launch of the company specializing in designing, managing, and building frame-off restorations of vintage, classic and exotic cars, trucks, and motorcycles. ➣ Managed start-up operations, including hiring, training, sales, marketing, branding, contract relations, and project management. ➣ Enabled high YOY business growth with significant YOY increase in clients, overseeing design and restoration projects while managing sub-contractor relations, design, and estimating efforts. Show less

Vice President, Private Client Advisor

• Aug 2005 - Oct 2008

➤ Client Relationship Management | Private Banking Services | Team Leadership & Supervision ➤ Member of one of the top-producing teams with billion-dollar-plus AUM. ➣ Administered millions in investable assets for HNW clients. ➣ Provided lending services, such as securities-backed lending, lines of credit, jumbo mortgages, commercial real estate, and letters of credit to several organizations and senior-level corporate executives. ➣ Maximized delivery of bank and investment products and services, including personal/business banking, traditional and private equity investments, treasury management, and trust and estate planning services. Show less

Vice President, Client Manager

• Mar 2003 - Aug 2005

➤ Earned position amongst top 10% for investment production 2 years in a row. ➣ Administered 3 separate HNW client portfolios across North Dallas, Highland Park, and Fort Worth markets. ➣ Aligned Premier Banker with US Trust Private Bank and BOA Commercial Bank via a high ROI-marketing strategy. ➤ Earned position amongst top 10% for investment production 2 years in a row. ➣ Administered 3 separate HNW client portfolios across North Dallas, Highland Park, and Fort Worth markets. ➣ Aligned Premier Banker with US Trust Private Bank and BOA Commercial Bank via a high ROI-marketing strategy.

Buyer

• Aug 1999 - Mar 2003