major gift officer

SUMMARY OF QUALIFICATIONS

My goal is to pursue a career in Development. I bring unique qualifications and experiences across three key sectors: nonprofit, finance and politics. As a Non-Profit Campaign Director, I worked on the local level outperforming all set goals. As a Political Fundraiser, I worked on the national level consistently setting campaign records. As an Investment Advisor, I specialize in advising nonprofit organizations and individuals in the medical industry. Above and beyond all else, I bring passion and purpose to my work.

EXPERIENCE

Leadership Annual Giving Director

Inova Health System Foundation (February 2017 – Present)

-Portfolio Management

oDevelop and maintain approximately 125 Individual donors in $1,000 to $50,000 range

oDevelop and maintain new and existing corporate and foundation relationships for the Hospital with long-term potential for partnership (manage a portfolio of prospects through all aspects of development cycle)

oMaintain a portfolio of 75+ active Corporate Donors and Prospects with strong giving potential and varying levels of capacity (100,000+)

oIdentify prospects that have the capability to make a leadership commitment to the Hospital, and develop a comprehensive strategy to solicit

oIdentify, Cultivate and implement Portfolio Strategy that resulted in 25% year over year growth for keynote event

oIdentify, Cultivate and implement Portfolio Strategy that resulted in 20% growth of $500,000 or more new donors to system

oServe as philanthropic planned giving advisor to hospital system donors and grateful patients to the Inova Health System.

-Develop and Manage a Comprehensive Fundraising and Outreach Program

oBuild partnerships in DC Capitol Region

Hospital System Vendors, Financial Firms, Lobbying Firms, Technology Firms, Medical Practices, S&P 500 Businesses based in Capitol Region

-Develop, evaluate and refine plans and timetables for departmental or theme assignments, assist in planning and/or directing cultivation events

-Assist Administrators, Department Heads, Physicians and Staff across 5 Hospital Health System in the identification and prioritization of institutional and departmental funding needs

-RE NXT Fluency

oDocument all contact, communication, visits and proposals in Raisers Edge (Fluency in RE NXT)

Financial Advisor

Newport Coast Securities (September 2015 – August 2016)

-Identifying, Prospecting and Cultivating Relationships within the Non Profit Field

-Developed Investment Strategy for Non Profit Clientele to incorporate their needs

-RESULTS

oManage a portfolio of 75 high net worth individuals

oNewport Coast Securities was closed in August 2016

Lynch Development Associates

Campaign Director/Consultant

March 2016 – July 2016

-Helped to Conduct and Summarize Feasibility Study for Catholic Parishes

-Assisted scheduling, coordination & follow up face to face meetings for parishes in in Nevada, New York & Rhode Island

-Responsible for all matters related to execution, management, supervision and support for a Capital Campaign for local Catholic Parish (Major Gift cultivation, Direct Mail, etc)

-Directed the organization and management of comprehensive campaign program through supervision of volunteers and development staff

-Planned and supervised production and distribution of Capital Campaign Marketing Materials

-RESULTS

oRaised $1.5 million for a local Catholic Church on Long Island

CITIGROUP GLOBAL MARKETS, INC.

VP, Financial Advisor

April 2012 – May 2015

-Expanded book of business to include Garment industry clientele

-Developed Rapport with Garment Industry Representatives, secured new clients

-RESULTS

oManaged relationships with High Net Worth Clients - grew from 100 clients to 175 clients

oConstructed personalized portfolios that beat the benchmark by 9%

JPMORGAN CHASE

VP Investments

June 2010 – March 2012

-Expanded focus to include Qualified Retirement Plans for Medical Practices and Legal Practices

-Secured 35 new medical professionals as clients

-Developed a proprietary investment strategies for high net worth clients

oCoordinated with key internal and external

-RESULTS

oManaged portfolio of 250 Individual Clients

oConstructed a portfolio that outperformed respective benchmarks by 7%

MERRILL LYNCH

Financial Advisor

October 2008 – June 2010

-Developed combination of offensive & defensive investment strategies n the political and legal professions in order to win them over as clients; Succinctly presented complex economic data often

-RESULTS

oManaged portfolio of 40 high net worth clients and increased to 50 high net worth clients

oConstructed a portfolio for clients that outperformed their respective benchmarks by 8%

SMITH BARNEY

Financial Advisor

December 2006 – October 2008

-Understand different financial services industry components to further educate, recommend and manage individual investors portfolios and service clients expectations

-Presentation skills honed for high net worth clients, corporate boards, endowments

-RESULTS

oManaged Portfolio of 30 High Net Worth Clients and increased to 40 High Net Worth Clients

oConstructed a portfolio for clients that outperformed their respective benchmarks by 5%

CONGRESSMAN GEOFF DAVIS

Finance Director, Legislative Correspondent and System Administrator

September 2005 –December 2006

-Developed and implemented fundraising strategy for Geoff Davis Campaign (GDC)

-Identified, Prospected and Secured several dozen Major Donor Gifts from local business officials

oCoordinated with State & local officials in KY, OH, WV to organize joint fundraising events

-Tracked healthcare and financial services legislation, drafted correspondence on healthcare and finance, presented findings

-RESULTS

oIdentified, cultivated and developed 125 Major Gift Donors

oRaised $2 million, aided in winning re-election

NATIONAL REPUBLICAN CONGRESSIONAL COMMITTEE

Director for the House Majority Trust, Congressional Leadership Council and “218” Club

March 2005 – August 2005

-Coordinated and facilitated donor relationships with Congressional members and staff

-Directed coordination of staff and volunteers for National Meeting and four Regional Events

-Managed, Identified and Cultivated Major Gift Donors Nationwide

-Raised $1 million for 2005 President’s Dinner

-Expanded federal, state and local political ties and deepened relationships

-RESULTS

oIndividually raised more than all colleagues combined: $2 million (me) vs. $1 million (them)

oIncreased number of Major Gift Donors I managed from 250 donors to 400 donors

NATIONAL REPUBLICAN SENATORIAL COMMITTEE

Finance, Inner Circle Representative

December 2003 – January 2005

-Developed and deepened relationships with Congressional and Senate staff

-Exceeded monthly fundraising objective set by Executive Director

-Managed, Identified and Cultivated Major Gift Donors from Midwest and Northeast

-Coordinated and facilitated Donor Participation in all 2004 Republican National Convention events

-RESULTS

oManaged portfolio of Major Gift Donors: I identified, prospected and grew Major Donor Group from 100 individuals to 250 individuals while I closed more major gifts than all colleagues combined: $3 million (me) vs. $2 million (them)

EDUCATION

DUKE UNIVERSITY, Durham, NC, May 2002

Duke Cross Country and Track & Field 1998-2000

Political Science, BA

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