Senior Development Associate

• Nov 2021 - Present

Individual Gifts Manager

• Apr 2018 - Jul 2020

Development Specialist

• Oct 2015 - Apr 2018

Senior Relationship Manager/Senior Margin Analyst

• Apr 2012 - Jul 2015

• Provide outstanding client service for traders on our Direct Market Access Trading Platform. • First point of contact at Lightspeed Trading. Assist clients through the processes at Lightspeed; opening accounts and/or making sales. • Provide assistance for client investment strategies. • Explain to clients: Trading strategies, trade placement, routing orders, adding/removing liquidity. • Provide clients with Margin Analysis. • Manage the Short Sale process for the firm and monitor risk. • Place customer directed trades in Equities, Options and Futures. • Enhance existing processes and create efficient, sound solutions. Show less

Administrative Assistant

• Feb 2011 - Mar 2012

• Resourcefully supported three departments through organization, initiative and time management • Actively contributed to development strategy in departmental meetings •Coordinated monthly donor cultivation events for UJA’s King David Society ($25K+ donors) •Planned and implemented Business of Sports event: a roundtable discussion with 4 NFL team owners who contribute significantly to UJA’s Annual Campaign •Conducted research to identify individual and foundation prospects for annual and capital campaign donations •Designed and interpreted complex reports to track campaign progress and identify viable list of potential Million+ donors using GT Pro Fundraising Software Show less

Program Associate

• Aug 2008 - May 2010

● Developed student programming for community service initiatives, social events and athletic competitions; advised 30+ student leaders in goal setting, budgeting, marketing and outreach skills ● Generated outreach strategies leading to the recruitment of over 1,000 students; established relationships in advisory, social, and mentorship capacities, increasing participation in Hillel life and events ● Personally led tours for prospective students and families, selling the strengths of the Michigan and Hillel experience to encourage enrollment and engagement in Hillel activities ● Supervised Hillel student Telegiving campaign to reach its $200K fundraising goal ● Responsible for recruitment and all logistics for popular student travel programs such as: ● Birthright Israel : Personally led and created programming for 160 Michigan students on four Birthright trips through Israel; recruited and registered over 400 potential participants ● Alternative Spring Break in Guatemala : Planned and executed a service trip to Guatemala in partnership with the American Jewish World Service; Show less