Director of Group Sales and Sponsorships

• Nov 2022 - Present

Attorney

• Nov 2014 - Present

Massachusetts State Bar, November 2014 General practitioner with unique interests in nonprofit law and sports law Massachusetts State Bar, November 2014 General practitioner with unique interests in nonprofit law and sports law

Associate Director, Fiscal & Regulatory Management

• Jun 2010 - Aug 2013

Ensured that all Development staff had an appropriate level of knowledge of all fiscal and regulatory systems and implemented training programs for all new Development staffResponsible for training nineteen staff members and directly managed five staff members in the areas of data integrity, event compliance and donor services Responded to 3,000+ donor inquiries annually and distributed 150,000+ acknowledgement letters annually through automated systems; maintained relationship with Development’s print letter vendorCo-managed the processing of 340,000+ gifts and pledges entered into the Division’s database, including gifts received from multiple lockbox vendors, gifts made online and through the mailServed as liaison to the Institute’s Office of General Counsel; facilitated quarterly Regulatory Compliance Committee meetings with key Development, finance, and legal staffSupervised the contract administration and filing process for all commercial co-venture, royalty, sponsorship, professional solicitor, and charitable partnership agreements through the Institute’s Contracts and Regulatory Evaluation process; ensured all volunteer fundraising events were in compliance with the Institute’s Standard Tracking Event Policies and Procedures Created, implemented and advised senior management on fiscal and regulatory policies and procedures for DevelopmentEnsured proper management and maintenance of the fund and appeal code tables of PledgeMaker to allow for an accurate interface with the general ledger and the ability to track all revenuesMaintained a suite of documents including, but not limited to the Institute’s Letter of Determination, W-9, ST-2, ST-5, 990, Certificate of Good Standing, annual reports, and Certificate of SolicitationAssisted with the annual audit, including gathering evidence and responding to auditor queries Show less

Legal Intern

• May 2011 - Dec 2012

Sr. Event Compliance Officer

• Oct 2009 - Jun 2010

Reviewed, tracked, ensured compliance for 700+ annual third-party fundraising events in the Event Management System through implementation of Standard Tracking Event Policies and ProceduresMaintained and enforced Third-Party Event Policies and Procedures, PCI Standards of Compliance, and MA ID Theft LawsObtained certificates of insurance and additional insured endorsements for signature events and the Pan Massachusetts ChallengeCollaborated with Development IS to design, implement and expand new Event Management System (EMS) and associated reportsPrepared filings and facilitated signatures for commercial co-ventures and other corporate philanthropic venturesPresented on Third-Party Event Policies and Procedures to internal staff and external volunteers Show less

Event Compliance Officer

• Nov 2006 - Oct 2009

Reviewed, tracked, ensured compliance for 400+ annual third-party fundraising events in the Event Management System through implementation of Standard Tracking Event Policies and Procedures Revised Standard Tracking Event Policies and Procedures and developed electronic systems for tracking associated paperworkDrafted more than 100 sponsorship and charitable partnership agreementsDrafted official rules for contests and promotions benefiting the Institute; managed distribution of trips and prices valued at $600 or more and manually issued more than 6,000 tax receipts Surveyed financial institutions to confirm account information and receipt of charitable proceeds Pulled raffle permits and filed accordingly with Massachusetts Lottery Commission Show less

Professional Figure Skater

• Sep 2005 - Sep 2006

Toured 37 cities in the United States and 3 cities in South America as a Disney on Ice cast member; participated in numerous public relations and on-air events as an interviewee, escort, skater and apprentice Toured 37 cities in the United States and 3 cities in South America as a Disney on Ice cast member; participated in numerous public relations and on-air events as an interviewee, escort, skater and apprentice

Intern

• Aug 2004 - May 2005

Provided programmatic support to the Director of Special Events for conference planning and execution; collaborated with area businesses to organize event including hiring photographer, securing food and beverage, purchasing flowers, fulfilling AV requirements, arranging transportation, and planning activities for attendees; prepared conference materials and collected in-kind contributions from philanthropic organizations Provided programmatic support to the Director of Special Events for conference planning and execution; collaborated with area businesses to organize event including hiring photographer, securing food and beverage, purchasing flowers, fulfilling AV requirements, arranging transportation, and planning activities for attendees; prepared conference materials and collected in-kind contributions from philanthropic organizations

Director, Camp Ice Program

• Jun 2004 - Aug 2004

Supervised approximately 120 children (ages 5 - 12) over the course of one summer; planned and coordinated 550 hours of recreational activities and lesson plans Supervised approximately 120 children (ages 5 - 12) over the course of one summer; planned and coordinated 550 hours of recreational activities and lesson plans

Chairperson

• Jan 2004 - May 2004

Developed all aspects of the national competition while simultaneously handling responsibilities as a full-time student; obtained a $10,000 grant on behalf of the local organizing committee and maintained event budget; recruited judges and volunteers; directed on-site operations Developed all aspects of the national competition while simultaneously handling responsibilities as a full-time student; obtained a $10,000 grant on behalf of the local organizing committee and maintained event budget; recruited judges and volunteers; directed on-site operations

Student Representative

• Aug 2003 - May 2004

Supported on-site operations for first annual wiffle ball tournament at UMass Amherst and Fenway Park; directed registration of participants prior to and during the event Supported on-site operations for first annual wiffle ball tournament at UMass Amherst and Fenway Park; directed registration of participants prior to and during the event

Student Representative

• Aug 2003 - May 2004

Organized marketing campaign and collected Key Player nominations from underprivileged children; communicated with the Boston Celtics to execute awards ceremony during half-time at Celtics vs. Wizards game Organized marketing campaign and collected Key Player nominations from underprivileged children; communicated with the Boston Celtics to execute awards ceremony during half-time at Celtics vs. Wizards game

Student Representative

• Aug 2003 - May 2004

Devised written sponsorship proposal for tournament to guarantee sponsors an increase in brand awareness, sales opportunities, image enhancement, promotional activities, and market reach; solicited $15,000 in sponsorship and $23,000 in-kind; negotiated sponsorship arrangements and drafted agreements for confirmed deals Devised written sponsorship proposal for tournament to guarantee sponsors an increase in brand awareness, sales opportunities, image enhancement, promotional activities, and market reach; solicited $15,000 in sponsorship and $23,000 in-kind; negotiated sponsorship arrangements and drafted agreements for confirmed deals

Regional Branch Manager

• Aug 2002 - Sep 2003

Secured and completed $38,000 in house painting jobs over the course of one summer; interviewed, hired, and managed twelve employees and marketed profitable house painting business Secured and completed $38,000 in house painting jobs over the course of one summer; interviewed, hired, and managed twelve employees and marketed profitable house painting business