Experience

NAMMBA

• United States
• Financial Services
• 1 - 100 Employee

• Chief Development Officer

  • Apr 2019 - Present

  United States Chief Development Officer

• Chief Development Officer-Launching the Talent Hub - Empowering Students & Financial Industry

  • Apr 2019 - Present

  United States · Provide leadership, strategic direction and management to six remote staff alongside the Founder/CEO. · Oversee the strategic program development and revenue generation of a national association focused on diversity and inclusion in the mortgage industry. · Implement Blackbaud's Raisers Edge and oversee a database conversion of multiple databases. · Engineered and built a new digital platform as conduit for our program connecting college talent to the financial… Show more · Provide leadership, strategic direction and management to six remote staff alongside the Founder/CEO. · Oversee the strategic program development and revenue generation of a national association focused on diversity and inclusion in the mortgage industry. · Implement Blackbaud's Raisers Edge and oversee a database conversion of multiple databases. · Engineered and built a new digital platform as conduit for our program connecting college talent to the financial industry. · Securing corporate partnerships, as well as sponsors for regional and national conferences, programs, initiatives and campaigns · Building relationships and networks with banks, independent mortgage banks, credit unions, federal agencies, financial services (FinTech) and partner associations and across the United States. · Developed Mission2025, an Initiative Co-Founded by Freddie Mac, to introduce careers in the mortgage industry to college/graduate students with a goal of securing 200 companies to engage 50,000 students by 2025. · Established the NAMMBA Foundation, NAMMBA's 501(c) 3 and nonprofit arm to leverage the philanthropic support of corporations in support NAMMBA's Mission 2025 Program.



Davidson Day School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Director of Development

  • Oct 2017 - Jun 2019

  · Created the design of a new campaign, "Changing Our World" to build an Upper School Campus · Trained and mentored the Head of School, Steering Committee in the process of hosting successful discovery meetings with donors and prepared them to make campaign asks that encouraged building long-term relationships. · Developed Case for Support alongside marketing team and fundraising consultant. · Built a robust Development Committee through recruitment efforts · Recruited members of… Show more · Created the design of a new campaign, "Changing Our World" to build an Upper School Campus · Trained and mentored the Head of School, Steering Committee in the process of hosting successful discovery meetings with donors and prepared them to make campaign asks that encouraged building long-term relationships. · Developed Case for Support alongside marketing team and fundraising consultant. · Built a robust Development Committee through recruitment efforts · Recruited members of the Board of Trustees and Steering Committee for the Capital Campaign · Completely restructured, reinvigorated and reprinted the parent organization to become the new (PPA) Patriot Parent Association, building the officer structure, recruited all officers and directors and built a robust and thriving parent organization with events, programs, policies and procedures. Show less



NAMMBA

• United States
• Financial Services
• 1 - 100 Employee

• Fundraising Consultant

  • May 2017 - Oct 2017

  Provided early stage fundraising consulting to NAMMBA's Founder Tony Thompson supporting his efforts to secure major seed corporate support for a newly launched national banking trade association. Quickly built relationships with our nation's top banks, non-bank lenders and mortgage corporations including Wells Fargo, Bank of America, Quicken Loans. Consulted on forming a 501(c)3 arm to leverage corporate philanthropic funding for a new initiative, Mission 2025, providing real estate… Show more Provided early stage fundraising consulting to NAMMBA's Founder Tony Thompson supporting his efforts to secure major seed corporate support for a newly launched national banking trade association. Quickly built relationships with our nation's top banks, non-bank lenders and mortgage corporations including Wells Fargo, Bank of America, Quicken Loans. Consulted on forming a 501(c)3 arm to leverage corporate philanthropic funding for a new initiative, Mission 2025, providing real estate finance career training and financial literacy to college and high school students (goal of 50,000 students by 2025). Show less



Rescue Ranch, Inc.

• Non-profit Organizations
• 1 - 100 Employee

• Campaign Leader (Dale Earnhardt, Jr. Family Playground)

  • May 2016 - May 2017

  · Designed and executed the launch and completion of the Landscape for Learning Campaign for a 10,000 sq./ft. fully inclusive playground on the Rescue Ranch site. · Recruited and trained steering committee members to make asks, structured an intense timeline, enlisting community support and leveraging the NASCAR community. · Engaged the support of Leadership Statesville, a leadership group, to spearheaded efforts leveraging support from the Statesville community. ·.… Show more · Designed and executed the launch and completion of the Landscape for Learning Campaign for a 10,000 sq./ft. fully inclusive playground on the Rescue Ranch site. · Recruited and trained steering committee members to make asks, structured an intense timeline, enlisting community support and leveraging the NASCAR community. · Engaged the support of Leadership Statesville, a leadership group, to spearheaded efforts leveraging support from the Statesville community. ·. Successfully reached the goal $500,000 in 8 months, launching with leadership asks in October and celebrating with a ribbon cutting in May. · Enlisted Lowe’s corporation for volunteer support on the project through their Give Back Time Program culminating in 60 employees for the community build day, building a solid long-term partnership encouraging volunteers and new donations. · Raised $360,000 from over 150 Annual Fund donors within one year, 90% of which were brand new donors to Rescue Ranch. · Designed and implemented a Facebook "$25 for $25K!" donation challenge in a three month period raising critical funds to hire a Humane Education Teacher. The campaign was successful in raising funds as well as increasing social media followers, and and increasing volunteers. Show less



Montalvo Arts Center

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Director, Major Gifts

  • Aug 2014 - Apr 2016

  15400 Montalvo Road, Saratoga, CA 95070 · Designed a 10-year comprehensive strategic plan with the Board of Directors. · Overhauled the benefits offered for Montalvo’s membership program creating new and unique assets at each membership level from $100 to the $50,000+ level. · Successfully managed a portfolio of 250+ individuals capable of making gifts of $10,000 - $250,000+. · Designed and successfully implemented a Stewardship Plan. · Developed a Planned Giving Program including implementing a Legacy Society Luncheon in… Show more · Designed a 10-year comprehensive strategic plan with the Board of Directors. · Overhauled the benefits offered for Montalvo’s membership program creating new and unique assets at each membership level from $100 to the $50,000+ level. · Successfully managed a portfolio of 250+ individuals capable of making gifts of $10,000 - $250,000+. · Designed and successfully implemented a Stewardship Plan. · Developed a Planned Giving Program including implementing a Legacy Society Luncheon in partnership with US Trust. Show less



Woodside Priory School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Associate Director of Development, Annual Giving

  • Jun 2012 - Aug 2014

  302 Portola Road, Portola Valley, CA 94028 · Successfully raised $2.5M each year for the operating budget, exceeding goals in both fiscal years. · Personally solicited gifts $10K + in addition to recruited, trained and mentored board members and parent volunteers for each of the school’s fundraising campaigns and events, effectively raising over $1M through the volunteer structure. · Managed Alumni Relations, setting up regional alumni reunions throughout the greater San Francisco Bay Area, sending a special appeal to alumni and… Show more · Successfully raised $2.5M each year for the operating budget, exceeding goals in both fiscal years. · Personally solicited gifts $10K + in addition to recruited, trained and mentored board members and parent volunteers for each of the school’s fundraising campaigns and events, effectively raising over $1M through the volunteer structure. · Managed Alumni Relations, setting up regional alumni reunions throughout the greater San Francisco Bay Area, sending a special appeal to alumni and overseeing the “Bricks” campaign for departing senior families to contribute through a named brick in the Priory Plaza. · Oversaw Annual Fund Phonathon, Golf Tournament, and Gala · Ramped up Founders’ Club as part of the Annual Fund to increase Chairs from three to twelve, formalizing mentorship to chairs, and creating a fine tuned timeline from start to finish. · Successfully launched a “Triple Challenge” reaching 100% parent participation in the Annual Fund, securing an additional $150,000 in challenge grant funding from donors and earning a Gold Award from CASE. · Planned, managed and oversaw recognition events including Priory’s Appreciation Event, Leadership Circle Event, and new parent reception. Show less



The Leukemia & Lymphoma Society

• United States
• Non-profit Organizations
• 700 & Above Employee

• Campaign Manager

  • Jan 2012 - Jul 2012

  · Contract position managing both logistics and fundraising for a small family-friendly race event netting $110,000. · Presented to corporate groups of 300-500 employees securing $70,000 in corporate sponsorships from Fortune 500 companies including Adobe, Citrix, Netgear, and Silicon Valley Bank. · Increased participants to 1,000 from only 300 the year prior.



Family Supportive Housing

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

• Development Manager

  • Jan 2011 - Dec 2011

  · Implemented the Institutional Giving Program creating a comprehensive master calendar of 250 foundation, corporate and government agencies, drafting proposals and reports to increase funding from diversified sources and launched inaugural board-driven Annual Fund Phone-a-thon to major donors.



Charles Armstrong School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Development Manager

  • Jan 2006 - Dec 2010

  1405 Solana Drive · Growing responsibilities in a small department over the 10-year time span for a school specializing in teaching students with Dyslexia. · Directed the Institutional Giving Program managing a portfolio of 200+ prospects, submitting proposals, drafting reports, budgets, and hosting site visits increasing revenue from $39,000 to $250,000 in 3 years. · Managed the school’s $12M Capital Campaign, implementing prospect review sessions, overseeing campaign events and soliciting gifts of… Show more · Growing responsibilities in a small department over the 10-year time span for a school specializing in teaching students with Dyslexia. · Directed the Institutional Giving Program managing a portfolio of 200+ prospects, submitting proposals, drafting reports, budgets, and hosting site visits increasing revenue from $39,000 to $250,000 in 3 years. · Managed the school’s $12M Capital Campaign, implementing prospect review sessions, overseeing campaign events and soliciting gifts of $25,000+ from donors. · Oversaw the Annual Golf Tournament as well as the Community Fundraiser & Auction. · Implemented new events including major donor appreciation event and speaker series, as well as alumni reunions and alumni speaker panels. · Leveraged relationships with local government officials to create public awareness of dyslexia through large community speaking events (including Gavin Newsom and Jackie Speier).

• Development Associate

  • Dec 2000 - Dec 2005



San Mateo County Probation

• Group Supervisor

  • Sep 1997 - Dec 2000

  La Honda, CA



America West Airlines

• Senior Customer Service Representative

  • Jun 1997 - Dec 2000

  San Francisco, CA (SFO)