CORE COMPETENCIES
Board Governance & Operations Process Optimization Executive Partnerships Project & Risk Management Strategic Planning EXPERIENCE
Associate Director, Wharton Fund The Wharton School – External Affairs Office Aug 2016 – Feb 2020
• Managed MBA Class Gift Campaign, achieving record 92% participation in 2018
• Led reunion and alumni committees in fundraising efforts, securing six-figure gifts and exceeding participation goals
• Individually solicited alumni nationwide, managing a portfolio of 125+ prospects and securing leadership-level commitments
• Developed and executed engagement strategy for MBA Young Alumni, increasing donor retention and leadership giving
• Collaborated across student-facing offices to develop student leaders and cultivate them into alumni donors
• Directed all aspects of board operations for eight executive boards and 200 members, including agendas, meeting materials, minutes, compliance, and governance oversight
• Managed and mentored a cross-functional team to deliver dynamic, engaging board meetings and events, ensuring alignment with strategic priorities and constituent expectations
• Served as primary liaison between board members, School leadership, and University administration, strengthening communication flows and clarifying roles and responsibilities
• Developed governance frameworks and evaluation processes to assess board performance, committee effectiveness, and organizational alignment, driving continuous improvement
• Led strategic planning and stakeholder engagement initiatives, including onboarding/offboarding, pipeline management, and long-term engagement strategies for current and former board members
• Implemented process improvements to streamline communications, enhance operational efficiency, and address opportunities for growth across the School and University levels Director of Board Relations The Wharton School – External Affairs Office Feb 2020 – Mar 2024 ALEX TONER, MPA
Philadelphia, PA
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SUMMARY
Strategic operations and program leader with more than 15 years of experience designing and leading cross-organizational systems, building scalable processes, and coordinating planning functions in fast-paced, mission-driven environments. Skilled at optimizing workflows, implement tools and frameworks that increase operational visibility and performance, and serve as a connective partner across data, finance, technology, and business units. Successful at leading change, managing ambiguity, and enabling teams to plan confidently and execute effectively. PREVIOUS ROLES
Development Officer, Big Brothers Big Sisters Independence Region (Oct 2014 – Aug 2016) Development Associate, AIM Academy (May 2014 – Oct 2014) Americorps VISTA Development Associate, Court Appointed Special Advocates of Ocean County, Inc. (Aug 2010 – Aug 2011) SKILLS
Volunteer Recruitment, Training, and Management
Event Logistics, Planning and Execution
Budgeting and Financial Tracking and Reporting
Data Tracking and Reporting
CRM Management
(Salesforce, Raiser’s Edge, Blackbaud, Veracross, UPenn proprietary system) EDUCATION
Masters of Public Administration
The University of Pennsylvania (2019)
B.S. in Hotel, Restaurant and Institutional Management The Pennsylvania State University (2010)
Director of Individual Giving The Franklin Institute Mar 2024 – Sep 2025
• Cultivated and stewarded individual donors, deepening relationships to secure major gifts in support of institutional priorities
• Secured $500,000 to support digitization of TFI’s nearly 40,000 artifacts in its curatorial collection.
• Led staff and fundraising volunteers, setting performance goals, providing training, and ensuring alignment with revenue and stewardship benchmarks
• Led proposal development, acknowledgments, and communications to strengthen donor trust and engagement
• Coordinated cross-department collaboration to produce compelling proposals, reports, and stewardship materials for donors
• Oversaw trustee annual giving, leadership giving, annual fund, and major gifts. Developed customized donor strategies.
• Partnered with the CEO, VP of External Affairs, and trustees to solicit major gifts, planned gifts, and restricted investments; support an active $110M capital campaign
• Partnered with the VP of External Affairs to ensure high-quality and effective prospect development initiatives for major gifts of
$10,000 and above, planned gifts, special project investments, and major restricted gifts