Coastal Enterprises, Inc.
Industry: Company
DescriptionFounded: 1977 Subsidiary: CEI Capital Management LLC
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Coastal Enterprises, Inc. Employees
Employee
Years
Job
Industry
Phebe Quattrucci Phebe Quattrucci's Coastal Enterprises, Inc. Experience August 1992 - July 1999
Job Principal, Quattrucci & Company
Industry Nonprofit Organization Management
Experience
Quattrucci & Company July 1999 - Present
Isaiah Fund January 2012 - Present
First Nations Oweesta Corporation 2005 - Present
Mazaska Owecaso Otipi Financial 2000 - Present
Cooperative Fund of New England January 2009 - Present
Coastal Enterprises, Inc. August 1992 - July 1999
TD Bankorth September 1988 - August 1992
Skills
Community Development, Non-profits, Grant Writing, Finance, Marketing, Board Development, Underwriting, Capitalization Planning, Nonprofits, Community Outreach, Grants, Economic Development, Loans, Strategic Planning, Fundraising, Business Planning, Policy, Program Management, Community Organizing
Education
Middlebury College 1981 — 1985
B.A., History
Quattrucci & Company July 1999 - Present
Isaiah Fund January 2012 - Present
First Nations Oweesta Corporation 2005 - Present
Mazaska Owecaso Otipi Financial 2000 - Present
Cooperative Fund of New England January 2009 - Present
Coastal Enterprises, Inc. August 1992 - July 1999
TD Bankorth September 1988 - August 1992
Skills
Community Development, Non-profits, Grant Writing, Finance, Marketing, Board Development, Underwriting, Capitalization Planning, Nonprofits, Community Outreach, Grants, Economic Development, Loans, Strategic Planning, Fundraising, Business Planning, Policy, Program Management, Community Organizing
Education
Middlebury College 1981 — 1985
B.A., History
Elisabeth Sepulveda Elisabeth Sepulveda's Coastal Enterprises, Inc. Experience June 2014 - August 2014
Job CURI Undergraduate Research Assistant at St. Olaf College
Industry Program Development
Experience
St. Olaf College May 2015 - Present
Targeted Services: BLAST After School Program January 2015 - Present
HHMI Biology Education Project January 2015 - Present
St. Olaf College Speaking Center September 2014 - Present
Coastal Enterprises, Inc. June 2014 - August 2014
St. Olaf College August 2013 - May 2014
Thrivent Financial August 2013 - May 2014
Worldview Academy June 2013 - August 2013
TeenPact Leadership Schools March 2011 - May 2012
Skills
Public Speaking, Community Outreach, Teaching, Politics, Nonprofits, Program Development, Research, Report Writing, Event Planning, Editing, PowerPoint, Social Media, Leadership, Community Development, Higher Education, Teamwork
Education
St. Olaf College 2012 — 2016
Bachelor's Degree, Psychology, Neuroscience, Education
St. Olaf College May 2015 - Present
Targeted Services: BLAST After School Program January 2015 - Present
HHMI Biology Education Project January 2015 - Present
St. Olaf College Speaking Center September 2014 - Present
Coastal Enterprises, Inc. June 2014 - August 2014
St. Olaf College August 2013 - May 2014
Thrivent Financial August 2013 - May 2014
Worldview Academy June 2013 - August 2013
TeenPact Leadership Schools March 2011 - May 2012
Skills
Public Speaking, Community Outreach, Teaching, Politics, Nonprofits, Program Development, Research, Report Writing, Event Planning, Editing, PowerPoint, Social Media, Leadership, Community Development, Higher Education, Teamwork
Education
St. Olaf College 2012 — 2016
Bachelor's Degree, Psychology, Neuroscience, Education
Jim Hanna Jim Hanna's Coastal Enterprises, Inc. Experience 2002 - 2007
Job Director at Cumberland County Food Security Council
Industry Nonprofit Organization Management
Experience
Cumberland County Food Security Council May 2012 - Present
Select Non-Profit Organizations 1994 - Present
United Way Greater Portland May 2012 - February 2014
Coastal Enterprises, Inc. 2002 - 2007
Maine Coalition for Food Security 1994 - 2002
Skills
Writing; Grants, Stories, Poems, Reports, Presentations, Wake-up Calls, Developing..., Facilitating Effective..., Grants, Community Development, Non-profits, Organizational..., Management Consulting, Fundraising, Program Development, Community Outreach, Policy, Writing, Mentoring Young Leaders, Mentoring, Social Entrepreneurship, Grant Writing, Strategic Planning, Public Policy, Public Speaking, Economic Development, Technical Assistance, Program Evaluation, Capacity Building, Community Organizing, Organizational Theory, Nonprofits, Coalitions, Philanthropy, Newsletters, Storytelling, Strategic Communications, Public Relations, Editing, Grassroots Organizing, Blogging, Volunteer Management, Training, Non-profit..., Workshop Facilitation, Proposal Writing, Leadership Development, Event Planning
Education
California Institute of Integral Studies
MA, East/West Psychology
St. John's College (NM)
BA, Philosophy
St. Vincent-St.Mary High School
Cumberland County Food Security Council May 2012 - Present
Select Non-Profit Organizations 1994 - Present
United Way Greater Portland May 2012 - February 2014
Coastal Enterprises, Inc. 2002 - 2007
Maine Coalition for Food Security 1994 - 2002
Skills
Writing; Grants, Stories, Poems, Reports, Presentations, Wake-up Calls, Developing..., Facilitating Effective..., Grants, Community Development, Non-profits, Organizational..., Management Consulting, Fundraising, Program Development, Community Outreach, Policy, Writing, Mentoring Young Leaders, Mentoring, Social Entrepreneurship, Grant Writing, Strategic Planning, Public Policy, Public Speaking, Economic Development, Technical Assistance, Program Evaluation, Capacity Building, Community Organizing, Organizational Theory, Nonprofits, Coalitions, Philanthropy, Newsletters, Storytelling, Strategic Communications, Public Relations, Editing, Grassroots Organizing, Blogging, Volunteer Management, Training, Non-profit..., Workshop Facilitation, Proposal Writing, Leadership Development, Event Planning
Education
California Institute of Integral Studies
MA, East/West Psychology
St. John's College (NM)
BA, Philosophy
St. Vincent-St.Mary High School
Amy Carrington Amy Carrington's Coastal Enterprises, Inc. Experience January 2005 - September 2009
Job Director of Development at Organization for Refugee and Immigrant Success
Industry Farming
Experience
Spiritwind Farm 2014 - Present
Organization for Refugee and Immigrant Success November 2014 - 2015
Maine Farmland Trust, Office of Immigrant and Refugee Success April 2011 - October 2014
Cultivating Community October 2009 - May 2011
Lewiston Farmers' Market 2002 - 2010
Coastal Enterprises, Inc. January 2005 - September 2009
Skills
Public Policy, Nonprofits, Community Organizing, Grant Writing, Program Development, Grants, Non-profits, Community Outreach, Sustainability, Management Control, Fundraising, Public Speaking, Volunteer Management, Strategic Planning
Education
University of New Hampshire 1995 — 2001
B.S., Natural Resources
Spiritwind Farm 2014 - Present
Organization for Refugee and Immigrant Success November 2014 - 2015
Maine Farmland Trust, Office of Immigrant and Refugee Success April 2011 - October 2014
Cultivating Community October 2009 - May 2011
Lewiston Farmers' Market 2002 - 2010
Coastal Enterprises, Inc. January 2005 - September 2009
Skills
Public Policy, Nonprofits, Community Organizing, Grant Writing, Program Development, Grants, Non-profits, Community Outreach, Sustainability, Management Control, Fundraising, Public Speaking, Volunteer Management, Strategic Planning
Education
University of New Hampshire 1995 — 2001
B.S., Natural Resources
Sadie Donnell Sadie Donnell's Coastal Enterprises, Inc. Experience April 2004 - August 2008
Job Quality Control Specialist III at TD Bank
Industry Civic & Social Organization
Experience
TD Bank October 2012 - Present
TD Bank April 2011 - October 2012
TD Bank Group March 2009 - April 2011
TD Bank Group August 2008 - March 2009
Coastal Enterprises, Inc. April 2004 - August 2008
Youth Alternatives, Inc. September 2002 - April 2004
Unum 2000 - 2002
Skills
Office Management, Customer Service, Administrative..., Training, Public Speaking, Disabilities, Job Coaching, People Skills, People-oriented, Time Management, Insurance, Licensing, Compliance, Collections, Banking, Non-profits, Autonomous, Enthusiastic..., Motivated self-starter, Humor, Blind, Visually Impaired, Diversity, LGBT community, Vocational..., Teamwork, Team-oriented, Hands-on Learning
Education
University of Southern Maine 1999 — 2008
B.A., Philosophy with a minor in Business
St. Joseph's College (ME) 1997 — 1999
Accounting
TD Bank October 2012 - Present
TD Bank April 2011 - October 2012
TD Bank Group March 2009 - April 2011
TD Bank Group August 2008 - March 2009
Coastal Enterprises, Inc. April 2004 - August 2008
Youth Alternatives, Inc. September 2002 - April 2004
Unum 2000 - 2002
Skills
Office Management, Customer Service, Administrative..., Training, Public Speaking, Disabilities, Job Coaching, People Skills, People-oriented, Time Management, Insurance, Licensing, Compliance, Collections, Banking, Non-profits, Autonomous, Enthusiastic..., Motivated self-starter, Humor, Blind, Visually Impaired, Diversity, LGBT community, Vocational..., Teamwork, Team-oriented, Hands-on Learning
Education
University of Southern Maine 1999 — 2008
B.A., Philosophy with a minor in Business
St. Joseph's College (ME) 1997 — 1999
Accounting
Julie Beane Julie Beane's Coastal Enterprises, Inc. Experience September 2000 - February 2005
Job Program Manager
Industry Environmental Services
Experience
Little Dog Coffee Shop January 2005 - Present
Manomet Center for Conservation Sciences October 2008 - July 2015
Coastal Enterprises, Inc. September 2000 - February 2005
Marasco Newton Group May 1997 - July 1998
ICF International May 1995 - May 1997
Skills
Non-profits, Program Development, Nonprofits, Community Outreach, Sustainability, Fundraising, Strategic Planning, Volunteer Management, Research, Grants, Public Policy, Policy, Environmental Awareness, Grant Writing, Environmental Policy, Environmental Education, Policy Analysis
Education
Yale School of Forestry and Environmental Studies 1998 — 2000
M.E.M., Environmental Management
Middlebury College 1990 — 1994
B.A., Environmental Studies and Economics
Little Dog Coffee Shop January 2005 - Present
Manomet Center for Conservation Sciences October 2008 - July 2015
Coastal Enterprises, Inc. September 2000 - February 2005
Marasco Newton Group May 1997 - July 1998
ICF International May 1995 - May 1997
Skills
Non-profits, Program Development, Nonprofits, Community Outreach, Sustainability, Fundraising, Strategic Planning, Volunteer Management, Research, Grants, Public Policy, Policy, Environmental Awareness, Grant Writing, Environmental Policy, Environmental Education, Policy Analysis
Education
Yale School of Forestry and Environmental Studies 1998 — 2000
M.E.M., Environmental Management
Middlebury College 1990 — 1994
B.A., Environmental Studies and Economics
Ruth Cash-Smith Ruth Cash-Smith's Coastal Enterprises, Inc. Experience August 2006 - Present
Job Certified Business Counselor at Coastal Enterprises, Inc.
Industry Management Consulting
Experience
Coastal Enterprises, Inc. August 2006 - Present
Allworth Press January 2005 - June 2007
Washington Hancock Community Agency October 2002 - August 2006
Ottawa University April 1996 - May 2001
Court Alternative Dispute Resolution Services August 1994 - December 2000
Skills
Non-profits, Public Speaking, Economic Development, Community Development, Grant Writing, Program Development, Grants, Small Business, Training, Community Outreach, Leadership, Workshop Facilitation, Fundraising, Nonprofits, Report Writing, Leadership Development, Policy, Business Planning, Policy Analysis, Research, Strategic Planning, Teaching, Strategic Communications, Volunteer Management, Organizational..., Program Management, Sustainability, Entrepreneurship, Staff Development, Event Planning, Business Management..., Publishing, Marketing, Community Organizing, Executive Coaching, Advertising, Interviews, Non-profit..., Coaching, Event Management, Budgets, Public Policy
Education
Fairfield University
MA, Communication
Western Connecticut State University
BS, English
Coastal Enterprises, Inc. August 2006 - Present
Allworth Press January 2005 - June 2007
Washington Hancock Community Agency October 2002 - August 2006
Ottawa University April 1996 - May 2001
Court Alternative Dispute Resolution Services August 1994 - December 2000
Skills
Non-profits, Public Speaking, Economic Development, Community Development, Grant Writing, Program Development, Grants, Small Business, Training, Community Outreach, Leadership, Workshop Facilitation, Fundraising, Nonprofits, Report Writing, Leadership Development, Policy, Business Planning, Policy Analysis, Research, Strategic Planning, Teaching, Strategic Communications, Volunteer Management, Organizational..., Program Management, Sustainability, Entrepreneurship, Staff Development, Event Planning, Business Management..., Publishing, Marketing, Community Organizing, Executive Coaching, Advertising, Interviews, Non-profit..., Coaching, Event Management, Budgets, Public Policy
Education
Fairfield University
MA, Communication
Western Connecticut State University
BS, English
Suzanne Umland Suzanne Umland's Coastal Enterprises, Inc. Experience July 2002 - October 2012
Job Master Tax Advisor Enrolled Agent
Industry Financial Services
Experience
H&R Block September 2005 - Present
Peoples United Bank December 2012 - November 2014
Coastal Enterprises, Inc. July 2002 - October 2012
KeyBank January 2001 - July 2002
Bath Savings Institution September 1993 - December 2000
Casco Northern Bank April 1988 - September 1993
Skills
Tax Preparation, Underwriting, Portfolio Management, Commercial Lending, Small Business Lending, Finance, SBA 504, Government Loans, SBA, Loans, Credit, Risk Management, Community Development, SBA 7A, External and internal...
Education
Plymouth State University
MBA, Business Administration and Management, General
Molloy College
Bachelor of Arts (BA), Sociology
H&R Block September 2005 - Present
Peoples United Bank December 2012 - November 2014
Coastal Enterprises, Inc. July 2002 - October 2012
KeyBank January 2001 - July 2002
Bath Savings Institution September 1993 - December 2000
Casco Northern Bank April 1988 - September 1993
Skills
Tax Preparation, Underwriting, Portfolio Management, Commercial Lending, Small Business Lending, Finance, SBA 504, Government Loans, SBA, Loans, Credit, Risk Management, Community Development, SBA 7A, External and internal...
Education
Plymouth State University
MBA, Business Administration and Management, General
Molloy College
Bachelor of Arts (BA), Sociology
Sue Lugli's Coastal Enterprises, Inc. Experience June 2001 - June 2002
Job Business Instructor at Middlesex Community College, CT
Industry Consumer Goods
Experience
Middlesex Community College, CT August 2014 - Present
Post University January 2013 - Present
Southern Maine Community College 2004 - Present
Crane & Co., Inc. June 2011 - July 2012
Tide-mark Press May 2008 - April 2009
Renaissance Greeting Cards December 2003 - December 2005
Coastal Enterprises, Inc. June 2001 - June 2002
Sunrise Publications, a Hallmark Company August 1990 - January 1999
Skills
Marketing, Brand Development, Marketing Strategy, Management, Product Development, Sales, Business Development, Forecasting, Project Management, Market Planning, B2B, Sales Operations, Budgets, Start-ups
Education
Southern New Hampshire University 2000 — 2002
MBA, Business
University of Bridgeport 1979 — 1982
B.S., Marketing
Center for International and Comparative Programs, Kent State University, Geneva 1981 — 1981
International Marketing
Middlesex Community College, CT August 2014 - Present
Post University January 2013 - Present
Southern Maine Community College 2004 - Present
Crane & Co., Inc. June 2011 - July 2012
Tide-mark Press May 2008 - April 2009
Renaissance Greeting Cards December 2003 - December 2005
Coastal Enterprises, Inc. June 2001 - June 2002
Sunrise Publications, a Hallmark Company August 1990 - January 1999
Skills
Marketing, Brand Development, Marketing Strategy, Management, Product Development, Sales, Business Development, Forecasting, Project Management, Market Planning, B2B, Sales Operations, Budgets, Start-ups
Education
Southern New Hampshire University 2000 — 2002
MBA, Business
University of Bridgeport 1979 — 1982
B.S., Marketing
Center for International and Comparative Programs, Kent State University, Geneva 1981 — 1981
International Marketing
Daniel DeSantis's Coastal Enterprises, Inc. Experience 2006 - Present
Job Loan and Investment Officer at Coatal Enterprises, Inc.
Industry Banking
Experience
Coastal Enterprises, Inc. 2006 - Present
Education
American University 1970 — 1972
MPA, Urban Affairs
Youngstown State University 1965 — 1970
BA, Social Science
Coastal Enterprises, Inc. 2006 - Present
Education
American University 1970 — 1972
MPA, Urban Affairs
Youngstown State University 1965 — 1970
BA, Social Science
Kendra P. Chubbuck's Coastal Enterprises, Inc. Experience December 1997 - January 2012
Job CoOwner at Shore Shop Gifts, LLC.
Industry Retail
Experience
Shore Shop Gifts, LLC. February 2012 - Present
Coastal Enterprises, Inc. December 1997 - January 2012
Cosmopolitan Club of Bath May 2005 - 2011
Bath Iron Works November 1975 - June 1994
Skills
Fundraising, Non-profits, Small Business, Event Planning, Coordinating Events, Sales, Retail, Customer Service, Volunteer Management, Data Entry, Office Management, Public Speaking, Notary Public, Dedimus Justice, Volunteering, Nonprofits, Community Outreach, Strategic Planning, Leadership Development, Training, Marketing, Team Building, Social Media, Program Development, Grant Writing, Leadership
Education
Southern New Hampshire University 1989 — 1996
BS, Business with a Human Resources Concentration
Morse High School 1968 — 1972
Diploma, Business
Shore Shop Gifts, LLC. February 2012 - Present
Coastal Enterprises, Inc. December 1997 - January 2012
Cosmopolitan Club of Bath May 2005 - 2011
Bath Iron Works November 1975 - June 1994
Skills
Fundraising, Non-profits, Small Business, Event Planning, Coordinating Events, Sales, Retail, Customer Service, Volunteer Management, Data Entry, Office Management, Public Speaking, Notary Public, Dedimus Justice, Volunteering, Nonprofits, Community Outreach, Strategic Planning, Leadership Development, Training, Marketing, Team Building, Social Media, Program Development, Grant Writing, Leadership
Education
Southern New Hampshire University 1989 — 1996
BS, Business with a Human Resources Concentration
Morse High School 1968 — 1972
Diploma, Business
Laura Buxbaum's Coastal Enterprises, Inc. Experience April 2008 - Present
Job Director, Housing Policy and Resource Devt. at Coastal Enterprises, Inc.
Industry Nonprofit Organization Management
Experience
Coastal Enterprises, Inc. April 2008 - Present
Laura Buxbaum Consulting 2002 - 2007
Coalition for a Better Acre 2004 - 2006
Salem Harbor CDC 1996 - 2002
Inquilinos Boricuas en Accion 1992 - 1996
Skills
Grants, Economic Development, Community Development, Non-profits, Grant Writing, Program Development, Public Policy, Fundraising, Community Outreach, Affordable Housing, Public Speaking, Policy, Community Organizing, Strategic Planning, Event Planning, Organizational..., Leadership Development, Non-profit..., Policy Analysis, Nonprofits, Staff Development, Workshop Facilitation
Education
Tufts University 1989 — 1992
masters, Public Policy
Princeton University 1977 — 1981
AB, English
Coastal Enterprises, Inc. April 2008 - Present
Laura Buxbaum Consulting 2002 - 2007
Coalition for a Better Acre 2004 - 2006
Salem Harbor CDC 1996 - 2002
Inquilinos Boricuas en Accion 1992 - 1996
Skills
Grants, Economic Development, Community Development, Non-profits, Grant Writing, Program Development, Public Policy, Fundraising, Community Outreach, Affordable Housing, Public Speaking, Policy, Community Organizing, Strategic Planning, Event Planning, Organizational..., Leadership Development, Non-profit..., Policy Analysis, Nonprofits, Staff Development, Workshop Facilitation
Education
Tufts University 1989 — 1992
masters, Public Policy
Princeton University 1977 — 1981
AB, English
Marc Chillemi's Coastal Enterprises, Inc. Experience March 2004 - December 2008
Job Professional musician and educator
Industry Music
Experience
Musician for hire. 2011 - Present
Goodwill Industries of Northern New England 2009 - July 2011
Coastal Enterprises, Inc. March 2004 - December 2008
Skills
Music, Jazz, Grant Writing, Community Outreach, Program Development, Electronic Music, Trumpet, Small Business, Business Planning, Economic Development, Marketing, Business Development, Customer Service, Marketing Strategy
Education
University of Southern Maine School of Music 2011 — 2013
Masters in Music, Jazz Studies
Berklee College of Music 1986 — 1991
B.A., Jazz Composition
Musician for hire. 2011 - Present
Goodwill Industries of Northern New England 2009 - July 2011
Coastal Enterprises, Inc. March 2004 - December 2008
Skills
Music, Jazz, Grant Writing, Community Outreach, Program Development, Electronic Music, Trumpet, Small Business, Business Planning, Economic Development, Marketing, Business Development, Customer Service, Marketing Strategy
Education
University of Southern Maine School of Music 2011 — 2013
Masters in Music, Jazz Studies
Berklee College of Music 1986 — 1991
B.A., Jazz Composition
Paul J. Scalzone's Coastal Enterprises, Inc. Experience April 1997 - Present
Job Program Director at Coastal Enterprises, Inc.
Industry Nonprofit Organization Management
Experience
Coastal Enterprises, Inc. April 1997 - Present
Skills
Program Development, Community Development, Non-profits, Community Outreach, Economic Development, Grants, Public Speaking, Strategic Planning
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Sociology
University of Southern Maine Professional Education
Human Resources Certificate Program
Coastal Enterprises, Inc. April 1997 - Present
Skills
Program Development, Community Development, Non-profits, Community Outreach, Economic Development, Grants, Public Speaking, Strategic Planning
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Sociology
University of Southern Maine Professional Education
Human Resources Certificate Program
Keith Burrell's Coastal Enterprises, Inc. Experience 2013 - Present
Job Screenwriter
Industry Entertainment
Experience
Coastal Enterprises, Inc. 2013 - Present
Freelance Motion Picture Writer 2000 - Present
MW Sewall 2007 - 2010
Brann & Isaacson 2002 - 2007
The Vault 1999 - 1999
Baskin-Robbins USA 1993 - 1998
The Walt Disney Company 1990 - 1992
Skills
Film Production, Short Films, Film, Entertainment, Video Production, Production Managment, Digital Media, Feature Films, Commercials, Producing, Screenwriting, Post Production, Video, Final Cut Pro, Television, Video Editing, Film Editing, Content Strategy, New Media, Creative Direction, Independent Film, Documentaries, Directing, Media Production, Comedy, Cinematography, HD Video, Camera, Voice Over, Drama, Acting, Social Networking, Camera Operating, Web Video, Theatre, Voice Acting, Pre-production, Radio
Education
University of Maryland College Park 1982 — 1988
Bachelor of Arts (B.A.), Comunications and English
Coastal Enterprises, Inc. 2013 - Present
Freelance Motion Picture Writer 2000 - Present
MW Sewall 2007 - 2010
Brann & Isaacson 2002 - 2007
The Vault 1999 - 1999
Baskin-Robbins USA 1993 - 1998
The Walt Disney Company 1990 - 1992
Skills
Film Production, Short Films, Film, Entertainment, Video Production, Production Managment, Digital Media, Feature Films, Commercials, Producing, Screenwriting, Post Production, Video, Final Cut Pro, Television, Video Editing, Film Editing, Content Strategy, New Media, Creative Direction, Independent Film, Documentaries, Directing, Media Production, Comedy, Cinematography, HD Video, Camera, Voice Over, Drama, Acting, Social Networking, Camera Operating, Web Video, Theatre, Voice Acting, Pre-production, Radio
Education
University of Maryland College Park 1982 — 1988
Bachelor of Arts (B.A.), Comunications and English
Niels Zellers's Coastal Enterprises, Inc. Experience June 2009 - August 2009
Job Investment Officer at CEI Capital Management LLC
Industry Financial Services
Experience
CEI Capital Management, LLC July 2013 - Present
Fidelity Investments May 2012 - July 2013
Confluence Capital, LLC June 2011 - April 2012
RSF Social Finance 2011 - 2011
RSF Social Finance 2011 - 2011
CEI Capital Management, LLC June 2010 - August 2010
Coastal Enterprises, Inc. June 2009 - August 2009
Fidelity Investments June 2004 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Business Strategy, Corporate Finance, Strategy, Strategic Planning, Competitive Analysis, Analysis, Business Development, Investment Banking, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Master of Business Administration (MBA), Finance & Strategy
Lewis and Clark College 1998 — 2002
Bachelor of Arts (B.A.), Mathematical Computer Science
CEI Capital Management, LLC July 2013 - Present
Fidelity Investments May 2012 - July 2013
Confluence Capital, LLC June 2011 - April 2012
RSF Social Finance 2011 - 2011
RSF Social Finance 2011 - 2011
CEI Capital Management, LLC June 2010 - August 2010
Coastal Enterprises, Inc. June 2009 - August 2009
Fidelity Investments June 2004 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Business Strategy, Corporate Finance, Strategy, Strategic Planning, Competitive Analysis, Analysis, Business Development, Investment Banking, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Master of Business Administration (MBA), Finance & Strategy
Lewis and Clark College 1998 — 2002
Bachelor of Arts (B.A.), Mathematical Computer Science
Caitlin MacKenzie's Coastal Enterprises, Inc. Experience 1997 - 1999
Job Capital Campaign Director at Washington Waldorf School
Industry Nonprofit Organization Management
Experience
Washington Waldorf School September 2011 - Present
private consulting 1996 - 2014
Affordable Housing Finance Consultant April 2007 - May 2012
Housing Assistance Council August 2001 - April 2007
Southern Maryland Tri County Community Action Committee 2000 - 2001
Arlington Housing Corporation 2000 - 2001
Coastal Enterprises, Inc. 1997 - 1999
Skills
Affordable Housing, Housing Finance, Architectural Design, Green Building, Fundraising, Program Development, Training, Nonprofits
Education
University of Washington 1992 — 1995
Master of Architecture (M.Arch.), Architecture
Connecticut College 1986 — 1990
Bachelor's degree, Self-Designed Interdisplinary Major: Structure, Method and Meaning in the Arts
Washington Waldorf School September 2011 - Present
private consulting 1996 - 2014
Affordable Housing Finance Consultant April 2007 - May 2012
Housing Assistance Council August 2001 - April 2007
Southern Maryland Tri County Community Action Committee 2000 - 2001
Arlington Housing Corporation 2000 - 2001
Coastal Enterprises, Inc. 1997 - 1999
Skills
Affordable Housing, Housing Finance, Architectural Design, Green Building, Fundraising, Program Development, Training, Nonprofits
Education
University of Washington 1992 — 1995
Master of Architecture (M.Arch.), Architecture
Connecticut College 1986 — 1990
Bachelor's degree, Self-Designed Interdisplinary Major: Structure, Method and Meaning in the Arts
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY