Joseph Peterson, MBA, MMCM

Vice-President, Donor Engagement and Development at United Way of East Central Iowa
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Contact Information
Location
Marion, Iowa, United States, US
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency

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Experience

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Vice-President, Donor Engagement and Development
      • Oct 2023 - Present

      My primary responsibility is to manage the infrastructure needed to sustain and grow UWECI’s budget through corporate partners, corporate engagement, workplace giving, major gifts, annual giving, corporate and foundation relations, grants, planned giving, affinity groups and development services, and sponsorships. Additional focus will be on expanding and diversifying UWECI’s donor base/pipeline and working closely with other team members to secure funding for new initiatives. My primary responsibility is to manage the infrastructure needed to sustain and grow UWECI’s budget through corporate partners, corporate engagement, workplace giving, major gifts, annual giving, corporate and foundation relations, grants, planned giving, affinity groups and development services, and sponsorships. Additional focus will be on expanding and diversifying UWECI’s donor base/pipeline and working closely with other team members to secure funding for new initiatives.

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Adjunct Professor
      • Jan 2023 - Present

      Classes Taught: -Managerial Accounting -Financial Accounting -Personal Finance Classes Taught: -Managerial Accounting -Financial Accounting -Personal Finance

    • United States
    • Banking
    • 200 - 300 Employee
    • First Vice-President, Business Banking
      • Nov 2021 - Sep 2023

      Hills Bank and Trust is an independently owned, community bank in Eastern Iowa with $4 billion in assets and 19 branches. Hills Bank and Trust has a primary footprint in Washington, Johnson and Linn counties and serving the eleven surrounding counties. • Primary function is to originate and evaluate business loans and business related banking products• SBA Lending for Linn County/Cedar Rapids Metro Area

    • Business Banking Officer
      • Dec 2018 - Nov 2021

      • Primary function is to originate and evaluate business loans and business related banking products• SBA lending

    • Loan Representative
      • Jun 2015 - Dec 2018

      Peoples State Bank is a community bank in southwest Wisconsin with $785 million of total assets and 19 branch locations (2018). • Originate and underwrite small business and residential loans • Support daily branch balancing and teller operations • Co-Lead in MortgageBot Residential Application Origination software implementation • Co-Lead in Successors in Interest Task Force • Hosted Tidbits with Peoples, a Facebook web series for financial health education • Received Honorable Mention from Wisconsin Bankers Association for Financial Health Education for Tidbits with Peoples Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Loan Processor
      • Jul 2014 - Jun 2015

      Prudential Financials is a multi-national corporation with retirement and investment services. • Processed general and hardship loans for clients • Re-amortized loans for participants returning from leave • Maintained daily reports and monitored processing errors • Processed loan requests for 401(k) and 403(b) retirements accounts • Worked internationally with sister-team in Mumbai, India Prudential Financials is a multi-national corporation with retirement and investment services. • Processed general and hardship loans for clients • Re-amortized loans for participants returning from leave • Maintained daily reports and monitored processing errors • Processed loan requests for 401(k) and 403(b) retirements accounts • Worked internationally with sister-team in Mumbai, India

    • United States
    • International Affairs
    • 700 & Above Employee
    • Peace Corps Volunteer
      • Jun 2012 - Jun 2014

      The Peace Corps is a volunteer organization through the U.S. Dept. of State currently working in 65 countries with volunteers providing support to host countries in education, health and hygiene, youth development, economic development and agriculture. • Taught Middle School Math • Created Summer School Math Program • Facilitated the creation of week long math and science summer camp • Facilitated new volunteer training • Organized donation of new scientific equipment from US high school Show less

Education

  • University of Dubuque
    Master of Business Administration - MBA, Graduated with honors
    2020 - 2021
  • University of Dubuque
    Master of Management-Communication Management, Graduated with honors
    2021 - 2022
  • University of Wisconsin-Platteville
    Bachelor of Science - BS, Physical Sciences

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