Experience

• 

  Andersen

  • United States
  • Financial Services
  • 700 & Above Employee

  • Managing Director

    • Jan 2024 - Present

  • Director

    • Jun 2020 - Jan 2024

  • Senior Manager

    • Jun 2018 - Jun 2020

  • Manager

    • Jun 2016 - Jun 2018

  • Senior Associate

    • Jul 2014 - Jun 2016

  • Tax Associate

    • Aug 2012 - Jun 2014

• 

  Kimochi, Inc.

  • Planned Giving Manager

    • Jul 2009 - May 2012

    Create and manage a planned giving program for medium sized non-profit. Develop and manage a fundraising strategy for the organization, including meeting directly with donors and their advisors, managing mail appeals and fundraising events. Responsible for identifying new donors, cultivating relationships with the current donors, and managing relationships with volunteer board of directors and fund development committee.

• 

  Andersen

  • San Francisco, CA

  • Tax Intern

    • Jun 2011 - Aug 2011
    • San Francisco, CA

• 

  Keiro Senior HealthCare

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

  • Planned Giving Manager

    • Aug 2007 - May 2009

    Developed and managed a formal planned giving program for an organization with a $32 million annual budget. Identified and met with prospective donors and worked with their financial advisors and attorneys to evaluate giving options and accomplish charitable goals. Managed working relationships with financial professionals.

  • Development Services Specialist

    • Aug 2002 - Aug 2007

    Oversaw the reorganization of donor services section for $20 million endowment campaign. Coordinated with volunteers to recruit and manage fundraising teams and execute fundraising events. Contributed to the development of organization’s marketing and communication strategy.