Experience

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  Greater Cedar Rapids Community Foundation

  • United States
  • Non-profit Organizations
  • 1 - 100 Employee

  • Director of Family Philanthropy

    • Dec 2021 - Present

    Steward and cultivate a portfolio of individual fund holders. Help donors clarify their philanthropic goals and find ways to realize those goals.Lead Family Philanthropy team and planned giving program.

  • Development Officer

    • Jan 2020 - Dec 2021

    Steward and cultivate a portfolio of individual fund holders. Help donors clarify their philanthropic goals and find ways to realize those goals.Steward relationships with nonprofit and affiliate fund holders and prospects- Conduct donor meetings with nonprofit fund holders and prospects- Collaborate with nonprofit fund holders to provide endowment building materials and strategies- Provide support to affiliate community foundations outside of Linn County- Assist with database maintenance, reports and mailing/email lists.

  • Donor Relations Officer

    • Mar 2014 - Jan 2020

    Maintain ongoing relationships with nonprofit and affiliate fund holders and prospects. - Conduct donor meetings with nonprofit fund holders and prospects - Collaborate with nonprofit fund holders to provide endowment building materials and strategies - Provide support to affiliate community foundations outside of Linn County - Assist with database maintenance, reports and mailing/email lists.Serve as primary contact for the Endow Iowa Tax Credit program with the Iowa Economic Development Authority. Serve as principal liaison for the Board of Directors. - Coordinate Board and Executive Committee meetings, materials, on-boarding and education.Serve as principal liaison for the Council on Foundations for National Standards.

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  Principal Financial Group

  • United States
  • Financial Services
  • 700 & Above Employee

  • Sr. Client Implementation Manager

    • Jun 2010 - Mar 2014

    - Partner with internal and external sales teams.- Conduct business review with clients and financial representatives to design their retirement plan.- Mentor new employees, conduct training classes, test and pilot updated software.

  • Sr. Client Service Associate

    • May 2007 - Jun 2010

    - Answer in-bound customer service calls from plan administrators and financial advisors.- Assist clients with investments, government reporting, compliance testing and fiduciary responsibilities associated with their retirement plans.- Promoted to ‘Senior Client Service Associate’ February of 2008

  • Mutual Fund Specialist

    • Aug 2004 - May 2007

    - Provide service and respond to requests of mutual fund customers, sales force and plan administrators.- Oversee classroom and one-on-one training of 12 temporary employees.

  • Benefits Specialist

    • Jan 2004 - Aug 2004

    - Answer in-bound customer service calls from plan members and dental providers.- Provide individual training & support for new employees.

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  Martin Brothers Dist. Co., Inc.

  • Cedar Falls, IA

  • Inside Sales

    • May 2002 - Oct 2003
    • Cedar Falls, IA

    - Place customer orders and answer product inquiries through inbound and outbound calls.- Partner with outside sales team to deliver seamless customer service.- Contact outside vendors to coordinate product sample requests by outside sales. Oversee delivery of samples to customers.