Lexi Peterson

Senior Client Services Advisor at Excellence in Giving, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Senior Client Services Advisor
      • May 2022 - Present

    • Client Services Advisor
      • Oct 2021 - May 2022

    • Airlines and Aviation
    • 700 & Above Employee
    • Customer Relations Senior Representative, Closer Team
      • Sep 2019 - Sep 2021

      - Handled escalated regulatory issues on behalf of the Executive Office - Served as content expert for Employees regarding appropriate Company responses - Worked in a cooperative spirit to ensure the success of our Company- Involved in Special Project to restructure the external Customer commendation procedure

    • Customer Relations/Rapid Rewards Representative
      • Oct 2018 - Sep 2019

      - Managed written and oral communication on behalf of the Executive Office- Trained in Southwest's Outstanding Customer Service - Worked with Rapid Rewards partner liaisons while gaining knowledge of airline industry policies and Southwest procedures

    • Client Services Associate
      • Aug 2016 - Sep 2018

      - Manage the philanthropic portfolios of individuals and families - Worked directly with Clients, Relationship Managers, and nonprofit leaders- Created giving dashboards, forecasts, impact reports, game plans, and giving profiles - Presented findings at quarterly giving meetings- Monitored Client nonprofits and promote opportunities for interaction and engagement - Worked with nonprofit leaders to craft stories of philanthropic impact to share with Clients- Participated in Discovery Interview onboarding process to assess philanthropic interests

    • Client Services Assistant
      • Jun 2015 - Aug 2016

      - Requested and processed Impact Reports on major gifts from donors to various non-profits- Created detailed quarterly giving reports for Clients- Tracked Client activities, giving information, and contact information in CRM database- Assisted in special projects, event planning, coordination of vendors, and office administration

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Assistant- JVR Honors College
      • Jun 2013 - Jun 2015

      - Provided general administrative support for the John V. Roach Honors College- Aided in preparation and execution of Honors Orientation each summer- Organized movement of all files to digital database - Provided information to prospective students and parents - Tracked progress of students towards their Honors Requirements

    • Research Assistant, Dr. Sarah Hill's Evolutionary Psychology Lab
      • Aug 2014 - May 2015

      - Conducted testing studies for the Evolutionary Psychology Department - Proposed and tested own Thesis Question: "The Behavioral Immune System and Its Effects on Philanthropic Activity"

    • United States
    • Civic and Social Organizations
    • Foundation Ambassador
      • Dec 2013 - Dec 2014

      - Provided philanthropic support for Chi Omega Fraternity - Provided philanthropic support for Chi Omega Fraternity

Education

  • Texas Christian University
    Bachelor's Degree, Psychology
    2011 - 2015

Community

You need to have a working account to view this content. Click here to join now