Foundation Source
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Foundation Source Employees
Deloitte & Touche LLP June 2013 - August 2013
Mary Ching Shanghai June 2012 - July 2012
Foundation Source March 2012 - May 2012
Ann Taylor LOFT February 2012 - May 2012
Fairfield University January 2012 - May 2012
Thomas Sweet August 2007 - August 2011
Skills
Event Planning, Microsoft Office, Excel, Word, PowerPoint, Customer Service, Marketing, Sales, Time Management, Facebook, Community Outreach, Accounting, Public Relations, Microsoft Excel, Finance, Microsoft Word
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2015
Master of Science (MS), Financial Accounting
Fairfield University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Boundless Impact Investing December 2013 - Present
Tattersall Consulting January 2013 - November 2013
Foundation Source July 2010 - January 2013
Humanity United February 2007 - June 2008
Skills
Social Media, Fundraising, Non-profits, Philanthropy, Corporate Social..., Grant Writing, Volunteer Management, Community Outreach, Strategic Communications, Nonprofits, Business Development, NGOs, Entrepreneurship, Program Development, Event Planning, Politics, Public Relations, Start-ups, Strategic Partnerships, Strategic Planning, Public Speaking, Strategy, Grants, Social Entrepreneurship, Board Development, Organizational...
Education
Boston University
Master of Arts (M.A.), International Relations and Affairs
Pennsylvania State University
Bachelor's degree, Political Science and Government
Smaller Earth November 2014 - Present
Foundation Source August 2012 - January 2014
Foundation Source July 2011 - August 2012
CNFA August 2010 - December 2010
Guardian Ad Litem October 2008 - July 2010
Skills
Proposal Writing, Grants, Research, Event Planning, Nonprofits, Philanthropy, Editing, Recruiting, Public Relations, Program Management, Leadership
Education
Ohio University 2006 — 2010
Bachelor of Arts, Public Administration
Ohio University 2006 — 2010
Bachelor's degree, Public Administration
Muse Health + Wellness (Self-Employed) 2012 - Present
Freelance 2009 - Present
Foundation Source May 2009 - August 2009
Splash Restaurant June 2008 - August 2008
Paola Quadretti Designs February 2008 - June 2008
Sony Music Entertainment May 2006 - August 2006
Harvard Medical School June 2004 - August 2004
Education
Institute of Integrative Nutrition
Holistic Health Coach, Holistic Health + Wellness
Georgetown University
Classics and Classical Languages, Literatures, and Linguistics
Connecticut College
Classics and Classical Languages, Literatures, and Linguistics
Groton School 2001 — 2005
Foundation Source December 2007 - Present
Foundation Source December 2005 - December 2010
Foundation Source January 2007 - December 2007
Foundation Source December 2005 - December 2006
Jackson National Life and Curian Capital September 2004 - November 2005
Jackson National Life and Curian Capital September 2003 - September 2004
Invesco August 2000 - September 2003
Fidelity Investments November 1994 - August 2000
Skills
E-commerce, Philanthropy, Investments, Wealth Management, Asset Management, Portfolio Management, Private Equity, Strategic Planning, Mutual Funds, Start-ups, Equities, Investment Advisory, Estate Planning, Nonprofits, Strategic Financial..., Series 7, Asset Allocation, ETFs, Asset Managment
Education
Ithaca College
BS
Regis University
MBA
Vestal High School
Foundation Source October 2004 - Present
Early Advantage 1998 - 2004
Howe Furniture Corporation May 1984 - August 1996
Skills
Accounting, Financial Analysis, Tax, Financial Reporting, Account Reconciliation, Financial Statements, Accounts Payable, Tax Accounting, Accounts Receivable, General Ledger, GAAP, Fixed Assets
Education
Central Connecticut State University
Bachelor of Science (BS), Accounting
Foundation Source January 2012 - Present
Foundation Source January 2012 - Present
Foundation Source January 2012 - May 2013
Medical Practice Specialists December 2010 - December 2011
The WAG May 2007 - December 2010
Freelance Writer and Editor; self employed December 2000 - February 2008
Westchester Magazine April 2006 - May 2007
Vegetarian Times 1995 - 1997
Skills
Certified Personal..., Website Copy, Regional Magazines, Dermatology, Fitness, Luxury Lifestyle, Health, Lifestyle, Magazines, Marketing Copy, Editing, Integrated Marketing, Social Media Marketing, Publications, Social Media, Publishing, Speech Writing, Strategic Communications, Storytelling, Marketing, Creative Direction, Copywriting, Feature Articles, Email Marketing, Public Speaking, Video
Education
Columbia University in the City of New York 1986 — 1990
Bachelor of Arts, American History
The Dalton School
Foundation Source July 2013 - Present
MDSolarSciences June 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (BS), Finance
Foundation Source October 2011 - Present
Skills
Public Relations, Business Strategy, Organizational..., Legal Research, Legal Writing, Westlaw, Civil Litigation, Commercial Litigation
Education
Hofstra University School of Law 2008 — 2011
Juris Doctor
Pepperdine University, Graziadio School of Business and Management 2006 — 2008
International Master of Business Administration, (Global Business, Organizational Development, and Spanish)
Villanova University, College of Liberal Arts & Sciences 2001 — 2005
Bachelor of Arts, Communication and Spanish Language & Literature (Double Major); Business (Minor)
Rockefeller Philanthropy Advisors September 2014 - Present
Nia Community Fund 2012 - Present
YBCA 2010 - Present
Abundance Foundation 2009 - Present
The David Brower Center September 2013 - September 2014
Foundation Source September 2010 - August 2013
EB 2010 - 2012
EB 2010 - 2012
Tides September 2004 - July 2010
Tides August 1993 - March 2002
Skills
Philanthropy, Program Development, Grants, Governance, Non-profits, Board Development, Program Management, Strategy, Fundraising, Corporate Social..., Grant Writing, Nonprofits, Social Impact, Strategic Planning, Social Entrepreneurship, Capacity Building, Executive Management
Education
Amherst College 1983 — 1987
Bachelor of Arts (BA), English
The Lofts At Prince September 2013 - February 2014
ORT America January 2012 - July 2013
Foundation Source October 2011 - January 2012
Yeshiva Atlanta High School January 2010 - July 2011
Planned Giving November 2009 - June 2010
Skills
Community Outreach, Email Marketing, Grant Writing, Fundraising, Non-profits, Philanthropy, Annual Giving, Strategic Planning, Social Media, Grants, Nonprofits, Research, Program Management, Volunteer Management, Program Development, Event Planning
Education
Emory University 2007 — 2009
Bachelor of Arts Degree, Liberal Arts
Trinity College
Performing Arts, International Studies; Global Activism and Advocacy
Foundation Source June 2009 - Present
Skills
Strategic Planning, Data Center, Infrastructure, Team Building, Performance Management, Leadership, Enterprise Architecture, Vendor Management, IT Strategy, Process Improvement, IT Service Management, Project Management, Strategy, Management Consulting, Management, CRM, PMP, Integration, IT Management, Business Analysis
Education
Trinity College-Hartford 1985 — 1989
BA
Communicate Good, LLC May 2011 - Present
Talking GOOD April 2012 - Present
Foundation Source November 2011 - Present
Third Sector Capital Partners February 2015 - Present
Louder Than Words July 2003 - October 2010
Schwartz Communications 2000 - 2003
Warschawski Public Relations 1997 - 2000
Skills
Industry Analyst..., Media Relations, Strategic Communications, Message Development, Social Media, Public Relations, Strategy, Nonprofits, Corporate Social..., Social Media Marketing, Fundraising, Digital Media, Marketing, Strategic Planning, Leadership, Crisis Communications, Corporate Communications, Marketing Communications, Advertising, Program Management, Content Development, Thought Leadership, Press Releases, Internal Communications, Facebook, Editing, Messaging, Speech Writing, Publicity, Newsletters, Integrated Marketing, Communications Planning, Online Marketing, Copywriting, Communication Training
Education
Bucknell University 1990 — 1994
BA, Economics, Psychology
People's United Bank June 2013 - Present
Foundation Source November 2012 - April 2013
AXA Advisors June 2012 - October 2012
Wells Fargo Advisors January 2012 - May 2012
MBI Inc. November 2011 - December 2011
Legg Mason June 2010 - August 2010
Skills
Thompson One, Investments, Financial Analysis, Sunguard WealthStation, Customer Service, HP Quality Center, PowerPoint, Financial Reporting, Bloomberg, Series 7, Analysis, Outlook, Mutual Funds, Microsoft Office, Excel, Word, Business Analysis, Finance, Asset Managment, Accounting, Public Speaking
Education
La Salle University - School of Business Administration 2008 — 2011
Bachelors, Finance
Fairfield College Preparatory School 2004 — 2007
Willowstone Capital Management, LLC August 2011 - Present
ECHOtrade LLC March 2004 - August 2011
Spectrum Capital Partners LLP 2001 - 2004
Schonfeld Group 1999 - 2001
Foundation Source 1997 - 2001
Skills
Financial Services, Commercial Insurance, General Insurance, Disability Insurance, Property & Casualty..., Umbrella Insurance, Entrepreneurship, Start-ups, Capital Markets, Leadership, Strategic Planning, Business Development, Options, Philanthropy, Private Foundations, Farmers, Channel Sales, Strategy, Investments, Hedge Funds, Mutual Funds, Buy-sell Agreements, Real Estate Development, Venture Capital, Digital Marketing, Portfolio Management, Business Strategy, Operations Management, Trading, Trading Systems, Financial Analysis, Investment Management, Medical Devices, Due Diligence
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Foundation Source May 2011 - Present
LifeCare June 2012 - August 2012
Skills
Crystal Ball, Microsoft Office, Bloomberg Software, @Risk, Peachtree, SAP, SPSS, Accounting, Analysis
Education
Bentley University 2010 — 2014
Business, Finance, Nonprofit Organizations
Holy Cross High School 2006 — 2010
High School Diploma
Foundation Source January 2015 - Present
Fitch Learning 2011 - January 2015
Financial Tracking Technologies, LLC 2010 - 2011
Hartford Life 2006 - 2010
Skills
Fixed Income, Wealth Management, Investments, Asset Managment, Securities, Mutual Funds, Financial Services, Financial Markets, Capital Markets, Strategic Partnerships, Portfolio Management, Hedge Funds, Negotiation, Networking, Asset Management, Series 7, Derivatives, Bloomberg, Alternative Investments, Equities, Trading, Business Development, Financial Modeling, Direct Sales, Options
Education
The University of Connecticut
PNC Bank July 2015 - Present
US Trust, Bank of America Global Wealth & Investment Management February 2014 - July 2015
Foundation Source February 2012 - June 2013
Wells Fargo July 1997 - February 2012
Wachovia, A Wells Fargo Company July 2005 - August 2007
Wachovia, A Wells Fargo Company July 1995 - July 2005
Skills
Wealth Management, Account Management, Series 7, Asset Allocation, Estate Planning, Investments, Investment Advisory, Philanthropy, Portfolio Management, Mutual Funds, Asset Management, Wealth Management..., High Net Worth..., Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Financial Services, Retirement Planning, Strategic Financial..., Financial Advisory
Education
Florida State University 1987 — 1990
B.A., Psychology & French
Moxie Jean August 2011 - Present
Foundation Source July 2008 - December 2011
Foundation Source October 2002 - June 2008
Dayton Art Institute April 2004 - January 2005
The Pew Charitable Trusts June 1999 - October 2002
University of Pennsylvania August 1998 - June 1999
Skills
Implementing Strategic..., Foundation Management, Facilitation, Philanthropy, Grants, Fundraising, Workshop Facilitation, Corporate Social..., Non-profit..., Social Entrepreneurship, Strategy, Non-profits, Public Speaking, Entrepreneurship, Program Management, Start-ups, Management, Strategic Communications, Board Development, Organizational..., Strategic Planning, Grant Writing, Strategic Partnerships, Public Relations, Nonprofits, Charities, Program Development, Leadership Development, Venture Capital, Leadership, Social Enterprise, Volunteer Management, Social Media Marketing, Executive Management
Education
University of Pennsylvania 1997 — 1999
MA, Linguistics
University of Toledo 1993 — 1997
B.A., English and Linguistics
Four Winds Writing, Inc. 2003 - Present
Hammer & Associates September 2013 - Present
Exponent Philanthropy 2004 - Present
Israel & Co. August 2014 - Present
Get Storied May 2013 - December 2014
21-64 2007 - October 2014
Earth Medicine Alliance 2010 - June 2014
Natan September 2013 - March 2014
Foundation Source April 2013 - July 2013
David & Lucile Packard Foundation September 2008 - May 2013
Skills
Writing, Marketing, Grants Administration, Grants, Newsletters, Publications, Web Content, Press Releases, Non-profits, Editing, Grant Writing, Program Development, Community Outreach, Public Relations, Research, Social Media, Marketing Communications, Media Relations, Proofreading, Copywriting, Philanthropy, Strategic Communications, Proposal Writing, Blogging, Event Planning, Nonprofits, Publishing, Leadership, Public Speaking, Event Management, Fundraising, Community Development
Education
Towson University 1998 — 2000
Masters of Science, Professional Writing for Public and Private Sector, 4.0
University of Maryland College Park 1992 — 1996
English, English, Philosophy
Foundation Source May 2012 - July 2013
Traust Sollus Wealth Management February 2011 - December 2011
Wilmington Trust Company August 2006 - August 2010
Merrill Lynch October 2003 - April 2006
Capgemini 1999 - 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Estate Planning
Education
Duke University 1995 — 1999
BA
Ciuffo Cabinetry October 2014 - Present
Tommy Hilfiger January 2012 - Present
Foundation Source March 2013 - October 2014
Retro Fitness September 2012 - March 2013
Yumi Kim May 2012 - September 2012
Tommy Hilfiger January 2011 - May 2011
Baystone Media December 2009 - October 2010
IKEA October 2007 - October 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Final Cut Pro, ATX 2012, Adobe PDF, Microsoft Outlook, Social Media, Customer Service, Event Management, Outlook, Marketing, Fashion, Sales, Public Relations, Pdf, Merchandising, Facebook, PowerPoint, Social Media Marketing
Education
Fashion Institute of Technology 2011 — 2012
Bachelor of Applied Science (BASc), Advertising and Marketing Communications Major, 3.67
Fashion Institute of Technology 2009 — 2011
AAS, Advertising and Marketing Communications
Foundation Source June 2013 - Present
High Point Bank September 2012 - May 2013
Wells Fargo Bank June 2000 - September 2012
Whitney Jones inc 1997 - 2000
University of North Carolina School of the Arts January 1990 - 1997
Skills
Wealth Management, Financial Analysis, Commercial Lending, High Net Worth..., Philanthropy, Fundraising, Planned Giving, Investments, Leadership, Nonprofits, Non-profit..., Charities, Estate Planning, Strategy, Wealth Management..., Annual Giving, Finance, Investment Management, Program Management, Management, Business Development, Portfolio Management
Education
University of North Carolina School of the Arts 1976 — 1978
Ballet
Rick Steiner Fell & Benowitz, LLP March 2011 - Present
Law Offices of Michael E. Steiner, Esq. May 2007 - February 2011
SwapNotes, Inc August 2006 - September 2008
Foundation Source May 2006 - August 2006
Kings County Supreme Court May 2005 - August 2005
Yeshiva University September 2002 - January 2003
Skills
Real Estate, Business Development, Start-ups, Corporate Law, Intellectual Property, Commercial Banking, Estate Planning, Joint Ventures, Technology, Consulting, Gardening
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2007
Doctor of Law (JD)
Yeshiva University 2001 — 2004
BA, Computer Science
Foundation Source June 2013 - Present
Foundation Source September 2012 - Present
Midtown Paper Inc August 2010 - August 2012
Foley & Corinna, LLC March 2009 - August 2009
Metropolitan Life November 2008 - March 2009
Scottrade Inc. June 2007 - November 2008
J. Mendel Ltd. June 2005 - June 2007
Skills
Excel, Outlook, Customer Service, Access, Word, Direct Sales, Purchasing, Data Analysis, Logistics, Quickbooks
Education
Fordham University 2004 — 2008
BA, Economics
Iona Preparatory 2000 — 2004
Foundation Source August 2000 - Present
Cooley Godward Kronish LLP March 2000 - August 2000
Olshan Grundman Frome Rosenzweig & Wolosky LLP July 1997 - March 2000
Baruch College 1998 - 1999
Solomon and Weinberg LLP August 1996 - July 1997
PricewaterhouseCoopers October 1994 - August 1996
Skills
Private Foundations, Non-profits, Tax Law, Estate Tax Planning, Wills, Trusts, Philanthropy, Commercial Litigation, Courts, Negotiation, Nonprofits, International Tax, Investments, Start-ups, Corporate Law, Appeals, Litigation, Due Diligence, Mediation, Corporate Governance, Finance, LLC, High Net Worth..., Estate Planning, Tax, Securities, Corporate Tax, Legal Research, Legal Writing
Education
New York University School of Law 1993 — 1994
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
J.D., Magna Cum Laude, Tax Law
Yeshiva College, Yeshiva University 1985 — 1989
B.A., Magna Cum Laude, Political Science
James Striar School, Yeshiva University 1985 — 1989
A.A., Magna Cum Laude, General Judaic Studies
Foundation Source November 2007 - July 2014
Old Hill Consultants January 2006 - November 2007
Skandia Innovation Inc 1999 - December 2004
Skandia 1983 - 2004
Acadient Inc 2000 - 2003
Skandia Technology Center 1996 - 2000
American Skandia 1994 - 1999
Skills
Strategic Financial..., Management, Business Process, IT Strategy, Strategy, Leadership, Enterprise Architecture, Executive Management, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis, Analysis, CRM, Business Development
Education
Linköping University 1980 — 1983
BA
The Weinbaum Group April 2011 - Present
Foundation Source February 2003 - March 2011
Skills
B2B Marketing Strategy, Marketing Strategy, Go-to-market Strategy, Demand Generation, Lead Generation, Reputation Management, Branding & Identity, Sales Enablement, Sales Optimization, Database Marketing, Direct Marketing, Marketing Communications, Customer Acquisition, Customer Retention, Integrated Marketing, Online Marketing, Digital Marketing, Event Marketing, Social Media Marketing, Marketing Operations, Marketing Automation, Marketing ROI, Six Sigma, Salesforce.com..., Eloqua, Marketo, Strategy, ROMI, Strategic Partnerships, Business Development, Multi-channel Marketing, Event Planning, Sales, B2B, Email Marketing, B2B Marketing, Marketing, Management, Salesforce.com
Education
San Jose State University
Bachelor of Science, Business Administration: Marketing & English Literature
Foundation Source June 2014 - Present
Southport Brewing Company June 2012 - April 2013
Pop Warner June 2010 - December 2012
Skills
Organization, Team Leadership, Personal Responsibility, Creativity, Problem Solving, Social Networking, Leadership, Microsoft Office
Education
Indiana University Bloomington 2013 — 2017
Foundation Source 2001 - May 2013
Home Financial Network September 1995 - February 2001
GE 1976 - 1992
Skills
Start-ups, Strategic Partnerships, Business Strategy, Strategic Planning, Private Equity, Marketing Communications, Non-profits, Business Development, Strategic Financial..., Venture Capital, Finance, Leadership, Strategy, Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Brown University 1972 — 1976
ScB, Physics
GE Financial Management Program 1979 — 1981
Finance and Financial Management Services
Global Philanthropy Advisors 2008 - Present
Halbert Hargrove January 2013 - February 2014
ShariahShares Inc. August 2012 - December 2012
Saturna Capital Corporation February 2010 - August 2012
Newdea/ Global Philanthropy advisors 2008 - 2010
Lehman Brothers 2006 - 2008
Foundation Source 2002 - 2006
Fidelity Investments 1993 - 2002
Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship
Education
University of Cincinnati
Foundation Source April 2013 - Present
The Church of Jesus Christ of Latter-day Saints December 2010 - April 2013
TrueNorth Academy \ Globalbased Technologies November 2006 - October 2010
Avocent May 2008 - January 2010
American Skiing Company July 2004 - November 2006
Access Direct Marketing August 2002 - May 2004
FrontRange Solutions February 1999 - April 2002
USA.NET September 1998 - February 1999
Skills
Microsoft SQL Server, SQL, Databases, Integration, Active Directory, Requirements Analysis, System Administration, Business Analysis, CRM, Project Management, IIS, Data Center, Vendor Management, Oracle, VoIP, Telecommunications, Security, Networking, Program Management, Disaster Recovery, Scrum, Agile Methodologies, IT Management, Enterprise Software, Analysis, Technical Support, Management, Windows, Quality Assurance, Testing, Network Administration, Agile Project Management, Agile Testing, Business Process, Hardware, Microsoft Exchange, .NET, Training, Software Documentation, Software Development, Visio, SharePoint, Cloud Computing, Project Planning, Troubleshooting
Education
Colorado Christian University 1999 — 2002
Bachelors, Computer Information Systems Management
University of Colorado Colorado Springs
Foundation Source April 2005 - Present
Disney Cruise Line 2000 - 2003
Walt Disney World 1998 - 2000
Skills
HTML, JavaScript, IT Strategy, Databases, Visual Basic, PHP, IT Management, Microsoft SQL Server, Visio, Network Administration, Java, Vendor Management, Windows, Testing, Software Documentation, Linux, VPN, Firewalls, Servers, DB2, Salesforce.com, SharePoint, Enterprise Architecture, Software Development, Management, Project Management, Integration, Disaster Recovery, Business Analysis, Data Center, Requirements Analysis, Agile Methodologies
Education
Stevens Institute of Technology 1993 — 1998
BE, Computer Engineering
Foundation Source April 2014 - Present
Chemo Comfort October 2010 - April 2014
Foundation Source December 2012 - April 2013
VMW, Inc. August 2007 - May 2011
Chemo Comfort July 2008 - March 2011
Glocap Search January 2007 - August 2007
Michigan State University September 2005 - December 2006
Family and Child Clinic September 2005 - December 2006
Skills
Fundraising, Office Management, Writing, Event Planning, Mac, Microsoft Office
Education
Continuing Education 2007 — 2008
Marketing, Grant Writing
Michigan State University 2005 — 2007
Marriage and Family Therapy
Ithaca College 2001 — 2005
B.A., Sociology/Psychology
Foundation Source August 2014 - Present
Marist Institute for Public Opinion August 2013 - February 2014
Ubisoft May 2011 - August 2011
Skills
Research, Blogging, Creative Writing, Academic Writing, Text Editing, Publishing, Facebook, Press Releases, Archiving, Freelance Writing, Copy Editing, Journalism, Storytelling, Articles, Chicago Style, MLA style, Public Speaking, Social Networking, Higher Education, InDesign, Proofreading, Microsoft Office, Conducting Interviews, WordPress, Social Media, Leadership, Teamwork, Digital Literacy, Editing, Interviews, Writing, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop
Education
Marist College 2009 — 2013
Bachelor of Arts (B.A.), English Literature, Philosophy (majors); Medieval & Renaissance Studies (minor)
Bethel High School 2005 — 2009
Foundation Source June 2014 - Present
HigherOne December 2012 - June 2014
SAIC September 2009 - September 2012
US Investigative Services May 2008 - August 2009
US Investigative Services February 2007 - May 2008
Military Benefit Association July 2006 - February 2007
Skills
Active Directory, Windows 7, SharePoint, A+ Certified, System Administration, Software Documentation, Windows Server, Visio, Quality Assurance, Security, Information Assurance, Windows XP, XP, Active DoD Secret..., Software Configuration..., Technical Support, Document Management, Network + Certified, Microsoft Server..., Computer Security, Integration, Requirements Analysis, Microsoft Office
Education
Shippensburg University of Pennsylvania 2001 — 2005
BA, History
Rockefeller & Co. / Rockit Solutions February 2011 - Present
First Reserve Corporation December 2009 - March 2011
Rockefeller & Co. / Rockit Solutions, LLC November 2007 - December 2009
Foundation Source November 2003 - November 2007
Comfidex Corp. November 2001 - November 2003
MaxManager Corporation September 1999 - October 2001
Eastman Software September 1990 - August 1999
Andersen Consulting May 1989 - September 1990
The Boston Consulting Group September 1987 - May 1989
AT&T September 1986 - July 1987
Skills
Product Management, Start-ups, Product Marketing, Business Development, CRM, Enterprise Software, Business Strategy, IT Strategy, Strategy, Asset Management, Project Management, SaaS, Management, Leadership, Vendor Management, Software Development, Change Management, Program Management, Executive Management, Software Project..., Financial Services, Business Analysis, Business Process..., Project Portfolio..., Team Building, Enterprise Content..., Outsourcing, Process Improvement, Cloud Computing, Analysis, Professional Services
Education
New York University 1987 — 1989
MS, Computer Science
University of Rochester 1982 — 1986
BS, Cognitive Science
Foundation Source August 2011 - March 2014
Wells Fargo January 2009 - July 2011
Wachovia March 2006 - July 2011
The American College 2003 - 2006
Merrill Lynch November 1995 - March 2003
Merrill Lynch 1995 - 2003
Skills
Philanthropy, Endowments, Non-profits, Wealth Management, Foundations, Strategic Planning, Board Development, Corporate Governance, Corporate Social..., Public Speaking, Conference Speaking, Speaking Engagements, Asset Managment, Public Relations, Equities, Community Outreach, High Net Worth..., Planned Giving, Investment Advisory, Grants, Charities, Wealth Management..., Trusts, Organizational..., Nonprofits, Estate Planning, Asset Allocation
Education
University of North Carolina School of Law 1973 — 1976
JD with honors, Law
The General Theological Seminary 1986 — 1991
M Div with Honors, Theology
University of North Carolina at Chapel Hill 1970 — 1973
BA, History, Economics
The American College 2003 — 2006
CAP, Philanthropy and Nonprofit Mgt
Foundation Source January 2015 - Present
SUPERSTRUCTURES: Engineers + Architects August 2012 - December 2014
Sankel, Skurman & McCartin, LLP January 2005 - April 2011
UBS January 2009 - May 2009
Follet/Baruch College August 2004 - March 2005
Skills
Accounts Receivable, Accounts Payable, General Ledger, Accounting, Payroll, PowerPoint, Financial Statements, Microsoft Excel, Peachtree, Albanian, Tax Accounting, Financial Analysis, GAAP, Westlaw, Timeslips, Financial Accounting, Lexis, Human Resources, Deltek, FASB, Private Foundations, Invoicing, GoSystems
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
Wincor Nixdorf September 2013 - Present
Inventive Minds January 2012 - December 2013
Foundation Source May 2010 - March 2013
Wincor Nixdorf February 2008 - May 2010
Lanser Consulting July 2005 - February 2008
Impelsys October 2001 - July 2005
Bluewave USA Inc April 2001 - October 2001
Financial Fusion 1995 - December 2000
Skills
Web Applications, Agile Methodologies, XML, Business Intelligence, JavaScript, PHP, User Interface Design, Mobile Applications, jQuery, Entrepreneurship, CSS, MySQL, Software Development, Web Development, HTML, Software Project..., Product Management, HTML 5, Drupal, User Experience Design, Team Management, JSON, AJAX, Content Management, Product Design, E-commerce, SaaS, Agile Project Management, Symfony, Photoshop, CSS3, Software Consulting, Smarty, Twig, Laravel, Pre-sales, Twilio, SAP BI, Tableau
Education
Sacred Heart University 1990 — 1993
BS, Comp Science
RBS Citizens Group March 2007 - October 2008
Foundation Source March 2006 - January 2007
Acorda Therapeutics May 2002 - January 2006
Pitney Bowes November 1993 - January 2000
Pitney Bowes 1993 - 1999
Skills
Excel, Word, Outlook, PowerPoint, Access, HTML, Adobe Acrobat, Operating Systems, Customer Relations, Microsoft Office, Customer Service, Administration, Budgeting, Vendor Management, Photoshop, Social Media, Visio, Administrative Support, Windows, Event Planning, Scheduling, Databases, Negotiation, Event Management, Problem Solving, Graphic Design, Process Improvement, Accounts Receivable, Office Management
Education
Ashford University 2009 — 2013
BA, Social and Criminal Justice
Save the Children US May 2014 - Present
Save the Children US January 2013 - May 2014
Save the Children US November 2011 - December 2012
Foundation Source February 2011 - November 2011
Foundation Source May 2008 - February 2011
March of Dimes Foundation July 2006 - May 2008
United Studios of Self Defense, Inc 2001 - 2005
Skills
International..., Account Management, Corporate Relations, Private Foundations, Grants, Non-profits, Research, Nonprofits, Strategic Partnerships, Program Management, Strategic Planning, Customer Service, Fundraising, Social Entrepreneurship, Philanthropy, Stewardship, Volunteer Management, Family foundations, Customer Relations, Grant Administration, Relationship Management, Manage Client..., Charities, Planned Giving, Qualifying Prospects
Education
Pace University 2006 — 2008
MPA, Nonprofit Management
Western Connecticut State University 1996 — 2001
BBA, Management
Ridgefield High School
Hudson Holdings 2003 - Present
PeerThis September 2011 - August 2014
Spectrum Capital Partners 2000 - 2003
Foundation Source 1998 - 2002
Schonfeld Securities 1996 - 2000
Education
Brooklyn Law School 1997 — 2001
JD, Law
Yeshiva University 1990 — 1994
Hebrew academy five towns 1986 — 1990
High School
Metsä Board July 2014 - Present
Inspira Marketing Group March 2013 - October 2013
Foundation Source June 2011 - January 2013
CancerCare June 2010 - June 2011
Reed Exhibitions January 2010 - April 2010
Polliwalks, Inc April 2009 - January 2010
Sikorsky Aircraft June 2008 - August 2008
AEG October 2006 - May 2008
Skills
Social Media, Event Planning, Public Relations, Email Marketing, Advertising, Social Media Marketing, Marketing Communications, Adobe Creative Suite, Editing, Marketing Research, Marketing, Trade Shows, Customer Service, Sales, Event Management, Online Marketing, Marketing Strategy, Integrated Marketing, Social Networking, Direct Marketing, Sponsorship, Fundraising, Facebook, Proposal Writing, Press Releases, Digital Marketing, Relationship Marketing, Media Relations, Strategic Communications, Brand Awareness, Blogging, Copywriting, Mobile Marketing, Online Advertising
Education
Central Connecticut State University 2004 — 2008
Bachelor of Science Business Administration, Marketing; Hospitality & Tourism
College Futures Foundation April 2013 - Present
Resources Legacy Fund 2010 - 2013
Foundation Source 2009 - 2010
James Irvine Foundation 2003 - 2009
James Irvine Foundation 1995 - 2003
CARE 1988 - 1994
Peace Corps 1982 - 1985
Skills
Philanthropy, Strategy, Leadership, Nonprofits, Non-profits, Fundraising, Program Management, Grants, Strategic Planning, Program Development, Grant Writing, Management, Organizational..., Program Evaluation
Education
Woodrow Wilson School of Public and International Affairs, Princeton University 1986 — 1988
Master's in Public Affairs, International Development Studies
Dartmouth College 1978 — 1982
Bachelor's degree
Foundation Source April 2006 - Present
Pew Charitable Trusts 1997 - 2003
Booz-Allen and Hamilton 1995 - 1997
Skills
Philanthropy, Non-profits, Board Development, Grant Writing, Private Foundations, Strategic Planning, Research, Program Development, Public Speaking, Strategic Communications, Nonprofits, Grants, Charities, Budgets, Portfolio Management, Management, Non-profit..., Planned Giving
Education
Bryn Mawr College 1992 — 1995
M.S.S., Planning and Program Development, M.L.S.P., Law and Social Policy
Florida Institute of Technology
Bachelor's Degree, Biological Sciences with a concentration in Molecular Biology
Xerox June 2015 - Present
Hungry Huskies September 2014 - Present
UConn Phonathon September 2013 - Present
Foundation Source June 2012 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Microsoft Word, Project Management, PowerPoint, Strategic Planning, Research, Outlook
Education
University of Connecticut 2012 — 2016
Bachelor's Degree, International Business, Senior
University of Amsterdam Business School 2015 — 2015
Bachelor’s Degree, International Business
Chesapeake Technical Solutions August 2003 - Present
Yurcor April 2001 - May 2015
Foundation Source September 2000 - February 2001
FreeAgent.com September 1999 - September 2000
Johns Hopkins University Applied Physics Laboratory May 1998 - September 1999
IBM October 1997 - March 1998
Legg Mason October 1996 - August 1997
AXA US December 1995 - July 1996
Cantor Fitzgerald June 1994 - December 1995
Skills
Application Development, SQL Server, Windows, Visual Basic, Databases, T-SQL, Software Development, Integration, Software Documentation, IT Management, Microsoft SQL Server, Business Analysis, Servers, Windows Server
Education
New York University - Polytechnic School of Engineering 1991 — 1994
Bachelor of Science (BS), Information Management
Foundation Source March 2015 - Present
IDS, Inc. September 2014 - March 2015
Neumont University August 2012 - June 2014
Skills
Java, C#, CSS, Project Management, Visual Studio, Business Analysis, HTML, Programming, Microsoft SQL Server, .NET, Databases, Product Management, Agile Methodologies, Quality Assurance, Software Testing, Systems Analysis, SDLC, Scrum, Microsoft Project, QA Automation, WPF Development, Automated Software..., SQL, OOP, Leadership, Eclipse, Management, Testing, Analysis, Consulting, Microsoft Office, Software Quality...
Education
Neumont University 2011 — 2015
BS, Business Technology Operations Management
MoveCU: How To Shop for Money October 2014 - Present
WestPac Campus Communities October 2014 - Present
Noah Barron Design February 2013 - Present
AppleOne June 2013 - November 2014
CounterPoint Strategies 2011 - February 2013
Foundation Source July 2010 - August 2011
ESET North America October 2009 - June 2010
ESET North America March 2009 - November 2009
The Daily Journal May 2008 - February 2009
University of Southern California August 2006 - May 2008
Skills
Adobe Creative Suite, Illustrator, InDesign, Photoshop, Graphic Design, Web Design, Copywriting, Print Design, Email Marketing, Advertising, New Media, Digital Illustration, Copy Editing, Editing, Social Media, Blogging, HTML, Multimedia, Proofreading, SEO, Marketing Communications, Public Relations, Video Editing, Journalism, User Experience, Strategy, Logo Design, Direct Marketing, Online Marketing, WordPress, Google Analytics, Magazines, CMS, SEO copywriting, Online Branding, OS X, Facebook, Mac, iMovie, JavaScript, SEM, Company Branding, Avid Editor, PPC, Mac OS X, Flash, Final Cut Pro, Photo Editing
Education
University of Southern California 2006 — 2008
M.A., Journalism
Stanford University 2000 — 2004
B.A., English
San Marcos High School 1996 — 2000
Deloitte May 2014 - Present
Foundation Source August 2012 - May 2014
Fairfield Investment Group January 2010 - May 2012
Fairfield University Model United Nations October 2009 - May 2012
CastleKeep Advisors LLC June 2011 - December 2011
Zeisler and Zeisler June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, Finance, Research, Bloomberg Terminal, PowerPoint, Financial Analysis, Analysis, Microsoft Word, Microsoft Office, Management, Leadership, Budgets, Training, Event Planning
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), Finance, General
Fairfield University, Dolan School of Business 2008 — 2012
Bachelor of Science, Finance
Regent's American College London 2011 — 2011
St. Joseph's High School 2004 — 2008
Regent's American College London
Foundation Source December 2014 - Present
Lexis Nexis April 2008 - November 2014
Supreme Court of Pennsylvania 2007 - 2008
Thomson West 2003 - 2007
Marshall, Dennehey, Warner, Coleman & Goggin 2001 - 2003
Swartz Campbell 1999 - 2001
Lancaster Office of the Public Defender 1997 - 1998
Skills
Civil Litigation, Commercial Litigation, Legal Research, Litigation, Litigation Support, Sales, Sales Presentations, Direct Sales, Account Management, Contractual Agreements, Negotiation, Contract Negotiation, Mentoring, Written & Oral..., Public Speaking, Jury Trials, Mediation, Advocacy, Drafting Proposals, Document Drafting, Customer Satisfaction, CRM, Customer Service, Westlaw, Legal Assistance, Management, Strategy, Training, Expert Witness, LexisNexis, Transactional Law
Education
Pennsylvania State University, The Dickinson School of Law 1994 — 1997
Juris Doctor, Law
West Virginia University 1990 — 1994
BA, Pre-Law; Political Science
Cedar Cliff High School 1986 — 1990
Foundation Source February 2013 - Present
InSource Financial Services, LLC June 2005 - February 2013
Heidi Feyler, PC June 2004 - June 2005
Island Advantage Realty, LLC September 2000 - June 2004
McKee Dorris, Peltz & Barnes June 2000 - September 2000
Skills
Private Foundations, Tax Law, Regulations, Legal Research, Legal Writing, Westlaw, Foreclosures, Bankruptcy
Education
Hofstra University School of Law 2009 — 2012
Juris Doctor, Law
The College at Old Westbury (SUNY)
Bachelor of Science, Accounting
Ronald Fatoullah & Associates January 2015 - Present
Capell Barnett Matalon & Schoenfeld LLP June 2012 - November 2014
Ernst & Young September 2008 - June 2012
Law Offices of Celia R. Clark, pllc May 2007 - December 2007
Foundation Source May 2006 - April 2007
Skills
Executive Compensation, Employee Benefits, Equity Compensation, Tax, Estate Planning, Estate Tax Planning, Elder Law, Medicaid Planning, Asset Protection, Real Estate, Executive Pay, Mergers & Acquisitions, Due Diligence, International Tax, Tax Law, Pensions, Corporate Governance, Corporate Law, Trusts, Cross-border..., Equities, Bankruptcy, ERISA
Education
Fordham University School of Law 2005 — 2008
Doctor of Law (J.D.), Tax Law/Taxation
Queens College 2002 — 2005
Bachelor of Arts (B.A.)
Rockit Solutions, LLC December 2014 - Present
Rockit Solutions, LLC December 2013 - December 2014
Rockit Solutions LLC September 2011 - December 2013
Foundation Source March 2010 - September 2011
Hewitt Associates June 2009 - November 2009
Skills
Financial Analysis, Bloomberg, Equities, Fixed Income, Asset Managment, Securities, Investments, Account Reconciliation, Mutual Funds, Financial Reporting, Microsoft Excel, Access, Tax, Valuation, Pivot Tables, Process Improvement, Accounting, Bonds, Hedge Funds
Education
The University of Connecticut School of Business 2005 — 2008
BS, Finance
Bentson Clark & Copple Statutory Reporting Lead
Takata Corporation April 2013 - October 2013
Greensboro Downtown Residents' Association March 2013 - September 2013
Area Modern Home January 2013 - March 2013
Inventive Minds Consulting July 2010 - December 2012
East Park Revitalization Alliance November 2008 - April 2012
Foundation Source September 2010 - December 2011
MMPartners, LLC September 2010 - June 2011
Summer Search July 2008 - July 2010
Goldman Sachs 2000 - 2007
Skills
Non-profits, Fundraising, Strategic Planning, Grant Writing, Event Planning, Nonprofits, Public Speaking, Marketing, Program Development, Community Outreach, Organizational..., Volunteer Management, Program Management, Project Management, Strategic Communications, Entrepreneurship, Proposal Writing, Technology
Education
Boston University
Saint Andrew's School
Foundation Source July 2005 - Present
Commonfund 2001 - 2005
Neuberger Berman February 1996 - November 2001
Skills
Domestic &..., Financial Statement..., Audit Support, Data Aggregation, Compliance, Accounts..., Document Management, Policies & Procedures
Education
Manhattan College 1991 — 1995
Bachelor of Science (BS), Accounting
Eastchester HS
C. Wonder November 2013 - Present
Brenner Creative Designs 2011 - Present
Miller Law Offices January 2009 - November 2013
Irvin Simon Photographers - New York June 2008 - December 2011
Foundation Source February 2009 - January 2010
Skills
Photoshop, Wordpress, Dreamweaver, Typing, Dictaphone, Dictation, Art, Photography, Mac, Microsoft Office, Digital Photography, Web Design, Writing, Graphic Design, Photo Editing, Portraits, Windows, English, Teaching, Brochures, Administration, Proofreading, Layout, Customer Relations, Adobe Creative Suite, Advertising, Image Editing, Email Marketing, Customer Service, Social Networking, InDesign, WordPress, Facebook, Research, Social Media, Editing, Social Media Marketing, Management, Microsoft Word, Sales, PowerPoint
Education
Gemological Institute of America-New York 2015 — 2015
AJP, Jewelry Essentials
LIU Post 2010 — 2012
MA, Interative Multimedia
Nassau Community College 2008 — 2009
Paralegal Certificate, Paralegal Studies
University of Massachusetts, Amherst 2004 — 2008
BA, Art
Foundation Source October 2010 - Present
Foundation Source September 2008 - October 2010
Foundation Source June 2007 - September 2008
AvreaFoster December 2005 - March 2007
Skills
Marketing, Lead Generation, Email Marketing, Marketing Automation, Salesforce.com, Advertising, Strategy, Direct Mail, Web Analytics, Direct Marketing, Eloqua, Project Management, SEO, Leadership, Management, Marketing Event Planning, Collateral Production, Microsoft Office, Microsoft Excel, Microsoft Word, Online Advertising, Social Media Marketing, Marketing Strategy, CRM, Marketing Communications, PowerPoint, FunnelSource, GoodData, Prezi, Client Marketing, Print Advertising, Radio Advertising, Outlook, Private Foundations, Team Building, Demand Generation, HTML, HTML Emails, Electronic Signatures
Education
University of Massachusetts, Amherst 2008 — 2010
MBA, Business Administration
Marist College 2001 — 2005
BA, Communications; Advertising Art & Design
Home Partners Credit Corp. 2007 - Present
Foundation Source 2014 - 2015
Foundation Source 2013 - 2014
American Home Partners 2007 - 2013
IFL 2006 - 2007
Paligent 2000 - 2006
DeGeorge Financial Corporation 1995 - 1999
Education
University at Albany
Bachelor of Science, Accounting
Certified Public Accountant
Grassi & Co. May 2014 - Present
Foundation Source June 2013 - May 2014
PricewaterhouseCoopers June 2011 - June 2013
GE January 2011 - May 2011
Sacred Heart University August 2009 - May 2011
Jandrisevits Learning Center September 2009 - October 2010
Sacred Heart University May 2009 - September 2009
Education
Sacred Heart University 2007 — 2011
Bachelor of Science, Accounting
Bottom Line September 2015 - Present
Save the Children US January 2015 - May 2015
Fairfield University January 2014 - May 2015
Foundation Source June 2014 - August 2014
Transitions Online September 2013 - December 2013
Prague, Czech Republic September 2013 - December 2013
YouthWorks May 2013 - August 2013
Skills
Teaching, Public Speaking, Volunteer Management, Community Service, Microsoft Office, PowerPoint, English, Event Planning, Microsoft Excel, Microsoft Word, Customer Service, Windows, HTML, QwikSolver
Education
Fairfield University 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies
Southington High School 2007 — 2011
The Princeton Review August 2015 - Present
Dolan Middle School February 2015 - Present
UConn Stamford Writing Center August 2014 - Present
The Tow Foundation June 2015 - September 2015
Rosenberg & Press, LLC May 2014 - June 2015
Kumon Learning Center October 2011 - August 2014
The Daily Campus September 2013 - May 2014
Foundation Source October 2011 - December 2011
Skills
Microsoft Office, Writing, Creative Writing, Editing, Legal Research, Academic Tutoring, English Grammar, English Literature, Video Production, Music, Lawn Care, Customer Service, Microsoft Word, Public Speaking, Social Media
Education
University of Connecticut-Stamford 2013 — 2017
Bachelor of Arts (B.A.), 3.9 GPA
Foundation Source May 2007 - Present
Fairfield University April 2002 - April 2007
AST/Bryant Executive Search for Philanthropy January 2000 - March 2002
Rush University Medical Center April 1997 - August 1999
Hubbard Street Dance Chicago August 1994 - April 1997
Skills
Private Foundation..., Relationship Management, Superior Client Service, Account Management, Staff Management, Fundraising, Written & Oral..., Communication Skills, Private Foundations, Wealth Management..., Financial Services, Charities, Estate Planning, Non-profit..., Philanthropy, Nonprofits, Management, Public Speaking, Strategic Planning
Education
Fairfield University 1990 — 1994
BA, Fine Arts: Theatre
Foundation Source January 2013 - Present
LUTRONIC April 2011 - 2012
New Haven Legal Centre, LLC 2007 - 2011
Skills
Litigation Support, Accounting, Aesthetics, Strategic Planning, Philanthropy, Dermatology, Due Diligence, Asset Management, Executive Management, Financial Modeling, Financial Services, Financial Analysis, New Business Development, Business Strategy
Education
The University of Connecticut 2001 — 2006
Bachelor's degree, Political Science and Government
Foundation Source June 2009 - Present
Foundation Source September 2002 - Present
Pew Charitable Trusts July 1992 - August 2002
Pew Charitable Trusts 1992 - 2002
Skills
Strategic Planning, Philanthropy, Wealth Management, Non-profits, Estate Planning, Equities, Fundraising, Grants, Board Development, Asset Management, Volunteer Management, Public Speaking, Strategic Communications, Nonprofits, Leadership, Strategic Partnerships, Portfolio Management, Program Management, Investments, Strategic Financial..., Private Foundations, Financial Services, Alternative Investments, Strategy, Asset Allocation, Charities, Wealth Management..., Stewardship, Investment Advisory, Executive Management, High Net Worth..., Social Entrepreneurship
Education
Sarah Lawrence College 1986 — 1988
University of Pennsylvania
MS, Social Gerontology
The Picower Foundation August 2005 - December 2008
Foundation Source November 2007 - September 2008
Planned Parenthood Hudson Peconic 2007 - 2007
The Picower Foundation 2005 - 2007
The Atlantic Philanthropies 2001 - 2004
Skills
Nonprofits, Non-profits, Philanthropy, Grants, Fundraising, Research, Grant Writing, Program Development, Volunteer Management, Board Development
Education
City University of New York-Hunter College 1999 — 2000
MS, Urban Affairs
New York University 1996 — 1999
BA, Economics
The London School of Economics and Political Science (LSE)
Coursework in Economics 1998 and 1999
Foundation Source November 2001 - Present
Galaktika Corp. January 1999 - July 2001
Skills
Agile Methodologies, Agile Project Management, Process Improvement, Vendor Management, Testing, SaaS, Product Management, Scrum, Start-ups, Business Development, Marketing Automation
Education
Higher School of Economics 1997 — 1999
Master, Economics
Moscow Institute of Physics and Technology (State University) (MIPT) 1991 — 1998
Master, Applied Math
Foundation Source October 2007 - Present
Greater Bridgeport Area Foundation January 2006 - October 2007
Barnstable County September 2004 - August 2005
ACNielsen 2003 - 2004
Marketing Management Analytics 2000 - 2003
Skills
Marketing Strategy, Marketing Research, Customer Insight, Quantitative Research, Marketing Communications, Segmentation, Strategy, Email Marketing, Public Speaking, Philanthropy, Private Foundations
Education
Fairfield University 1996 — 2000
B.S., Marketing
Foundation Source July 2014 - Present
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2002
JD, LLM, Intellectual Property
Foundation Source 2004 - 2008
Education
University of Illinois at Urbana-Champaign 1975 — 1978
Foundation Source September 2011 - Present
Center Park Communications LLC April 2008 - September 2011
Foundation Source September 2001 - April 2008
Home Financial Network October 1995 - August 2001
Financial Fusion 1985 - 2001
Education
Indiana University Bloomington 1973 — 1979
Bachelor of Arts (BA), Double Major: English and Journalism
North Central HS '73 1970 — 1973
Foundation Source September 2014 - Present
Workiva 2012 - 2014
Maxwell Systems December 2007 - November 2012
DHL June 2005 - December 2007
enterprise rent-a-car 2003 - 2005
Skills
Salesforce.com, Sales Process, Account Management, Sales Management, Solution Selling, New Business Development, Sales, Direct Sales, SaaS, Cold Calling, Negotiation, Lead Generation, Strategic Partnerships, Enterprise Software, CRM, Management, Sales Operations, Business Development, Selling
Education
California State University-Long Beach 1998 — 2003
BA, Professional / Business Writing
University of Wollongong
Hudson Holdings LLC 2003 - Present
Foundation Source 1998 - 2001
Weinberg, Kaley, Gross & Pergament, LLP 1999 - 2000
Hofheimer, Gartlir & Gross, LLP 1997 - 1998
Education
Fordham University School of Law 1989 — 1992
JD
Queens College 1985 — 1989
BA
HAFTR 1981 — 1985
Foundation Source 2004 - Present
Education
Fairfield University 1989 — 1992
M.S., Financial Management
Bryant University 1983 — 1987
B.A., Accounting
Foundation Source May 2011 - Present
Foundation Source November 2010 - May 2011
New York Junior Tennis League September 2008 - November 2010
Education
Binghamton University 2001 — 2005
City University of New York-Herbert H. Lehman College
Foundation Source September 2007 - Present
Skills
Private Foundations, Philanthropy
Education
Maurice A. Deane School of Law at Hofstra University 2004 — 2007
Foundation Source 2013 - Present
Education
The Cooper Union for the Advancement of Science and Art
US Trust Bank of America January 2015 - Present
FoundationConsulting.org March 2002 - January 2015
Foundation Source April 2012 - June 2013
Anti-Defamation League January 1990 - June 2013
Partnership for Cures October 2010 - April 2012
Webb Family Foundation February 2010 - April 2012
Lynn Sage Foundation March 2011 - March 2012
Anti Defamation League November 1995 - April 1996
Sonnenschein Nath & Rosenthal LLP June 1988 - May 1992
Center for Urban Affairs & Policy Research September 1989 - August 1990
Skills
Non-profits, Philanthropy, Fundraising, Grants, Program Development, Non-profit..., Public Speaking
Education
Northwestern University School of Law 1987 — 1990
JD, Law
Smith College 1982 — 1986
BA, Psychology
Harvard University 1984 — 1985
Psychology
Francis W. Parker School 1976 — 1982
Anshe Emet
UBS Investment Bank January 2015 - Present
HSBC Securities April 2013 - December 2014
UBS Investment Bank December 2009 - March 2013
Foundation Source 2006 - 2009
Skills
Tax, FATCA, KYC, Capital Markets, Financial Analysis, Due Diligence, Tax Reporting, Withholding, 1099 and 1042-S..., Securities Lending, Microsoft Excel, Access, Spanish
Education
Fairfield University 2002 — 2006
BS, Finance
Foundation Source Supervisor, Account ServicesCommonfundFebruary 2000 - October 2005
Education
Siena College 1992 — 1996
B.S., Finance
Bunnell High School 1988 — 1993
HS Diploma, General
Foundation Source 2010 - Present
Wachovia Nonprofit and Philanthropic Services 2006 - 2010
Wachovia Wealth Management 2001 - 2006
The Householder Group 1997 - 2001
Skills
Strategic Partnerships, Corporate Development, Investments, Management, Strategy, Strategic Planning, Portfolio Management, Start-ups, Financial Services, Business Development, Philanthropy, Venture Philanthropy, Foundations, Wealth Management
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Science (B.S.) - McCombs School of Business, Finance
New York University 1996 — 1996
Stern School of Business, Corporate Finance
The American University of Paris 1994 — 1994
Language Immersion Semester
Foundation Source January 2010 - Present
Foundation Source February 2006 - January 2010
Commonfund 1998 - 2004
Skills
Philanthropy, Databases, Salesforce.com, Visio, Nonprofits, Access, Software Documentation
Education
Fairfield University 1990 — 1994
Bachelor of Arts (B.A.), Sociology
Arabella Advisors August 2014 - Present
Foundation Source July 2012 - August 2014
Council on Foundations August 2009 - June 2012
Council on Foundations 2003 - August 2009
Council on Foundations April 2000 - 2003
Dorn & Klamp, PC 1997 - April 2000
Skills
Non-profits, Event Planning, Board Development, Fundraising, Public Policy, Philanthropy, Community Development, Nonprofits, Volunteer Management, Planned Giving, Program Development, Contract Negotiation, Community Outreach, Grants, Board Relations, Media Relations, Public Speaking, Grant Writing, Strategic Communications, Legislative Relations, Policy Analysis, Political Campaigns, Non-profit..., Grassroots Organizing, Coalitions, Economic Development, Stewardship, Charitable Trusts, Foundations, Social Entrepreneurship, Legislation, Corporate Social..., Speech Writing
Education
The George Washington University Law School 1994 — 1997
JD, Law
College of Wooster 1988 — 1992
BA, Englighs
Foundation Source November 2012 - Present
Foundation Source July 2008 - November 2012
Foundation Source January 2011 - August 2011
Connecticut Back and Wellness April 2007 - June 2008
Skills
Outstanding time..., Non-profits, Fundraising, Microsoft Office, Human Resources, Nonprofits
Education
University of Bridgeport 2009 — 2011
Masters, Human Resources
The University of Connecticut 2005 — 2007
B.A., Human Services
Razorfish April 2014 - Present
Foundation Source July 2011 - April 2014
Foundation Source March 2012 - July 2012
Foundation Source September 2011 - March 2012
Longshore Sailing School May 2009 - August 2010
Longshore Sailing School May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Research, Non-profits, Fundraising, Customer Service, Account Management, Marketing Communications, New Business Development, Nonprofits, Business Strategy, Social Entrepreneurship, Sales, SharePoint, WordPress
Education
Dickinson College 2007 — 2011
Bachelor of Arts (BA), Psychology
Institut catholique de Toulouse
Junior Year
Staples High School
Robin Hood Foundation 2010 - Present
Geller Family Office Services 2008 - 2009
Foundation Source 2006 - 2008
StreamServe 2005 - 2007
Wit Capital 1999 - 2001
Education
Northwestern University 1985 — 1989
BA, Economics and Art History
Columbia University - Columbia Business School
MBS, Finance and Marketing
Citizens Bank August 2013 - Present
Foundation Source September 2009 - June 2013
Gardiner Estate Management February 2009 - May 2009
Integrated Corporate Relations June 2008 - August 2008
ICR (Integrated Corporate Relations) May 2008 - August 2008
Skills
Microsoft Excel, Finance, Investments, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Tax, Non-profits, Account Management
Education
Roger Williams University 2005 — 2009
Bachelor of Science, Finance
Carol Yonack & Associates October 2013 - Present
Foundation Source October 2011 - October 2013
Wealth Managment at Wells Fargo September 2007 - November 2011
Bank of America 2006 - 2007
Wells Fargo 2002 - 2006
Philanthropic Designs 2000 - 2002
Merrill Lynch Nonprofit Financial Services 1997 - 2000
NationasBank (now Bank of America) 1982 - 1997
Skills
Wealth Management, Investments, Non-profits, Nonprofits, Board Development, Planned Giving, Philanthropy, Charities, Portfolio Management, Asset Managment, Non-profit..., High Net Worth..., Alternative Investments, Foundations, Wealth, Asset Allocation, Fundraising, Trusts, Estate Planning, Trust Services, Financial Advisory, Wealth Management..., Investment Advisory, Financial Planners, Securities, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Asset Management, Financial Planning
Education
Southern Methodist University
Master of Science
Southern Methodist University
Bachelor of Science
Specialized Data Systems February 2012 - May 2015
Foundation Source October 2002 - May 2010
World Wresting Entertainment June 1999 - November 2001
Education
The University of Connecticut 1993 — 1997
Bachelor of Science, Family Studies - Human Development Family Relations
Foundation Source September 2009 - Present
XL Global Services 2000 - 2004
Champion International 1997 - 2000
Skills
Documentation, Process Improvement, Vendor Management, Testing, Software Documentation, Visio, Agile Methodologies, Requirements Analysis, Business Analysis, Databases, Microsoft SQL Server, Analysis, IT Strategy, Business Process, Software Development, Strategic Planning, SDLC, Management
Education
Sacred Heart University
Master of Business Administration (MBA), International Business
Sacred Heart University
Bachelor of Science (B.S.), Finance and Business Management
Milford Academy
Foundation Source May 2010 - Present
Pitney Bowes May 2000 - February 2010
FlexiInternational Software June 1996 - May 2000
General Electric International July 1993 - May 1996
Devlieg-Bullard Inc. January 1993 - May 1993
Information Management Associates January 1992 - December 1992
Howe Furniture Company December 1990 - November 1991
People's United Bank September 1989 - December 1990
Deloitte & Touche September 1986 - September 1989
The Kasper Group May 1986 - September 1986
Skills
Quality Assurance, Test Automation, Metrics, Documentation, Excel, Word, Testing, Test Planning, SharePoint, Agile Testing, Databases, Analysis, Microsoft Excel, Management, Software Quality..., Software Documentation, Microsoft Word, System Testing, Accounting, Software Development, Agile Methodologies, Integration, SDLC, Requirements Analysis
Education
Fairfield University 1982 — 1986
BS, Accounting
Bunnell High School
Bachelor of Science (BS), Accounting
The Advisory Board Company May 2013 - Present
The Advisory Board Company January 2012 - May 2013
Foundation Source May 2011 - January 2012
George Washington University September 2009 - May 2011
MDR May 2010 - August 2010
Skills
PHP, JavaScript, HTML + CSS, Salesforce.com, Adobe Creative Suite, Wordpress, PSD to Wordpress, Access, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Keynote, Microsoft Word, SAS, Research, Photoshop, Email Marketing, VB.NET, HTML, WordPress, Facebook, Management
Education
The George Washington University - School of Business 2009 — 2013
Information Technology and Event Management
Sciences Po Paris 2011 — 2011
Business, HR, Marketing, Finance, French, History of Paris
Bunnell High School 2005 — 2009
Citi June 2014 - Present
University of Michigan Ross School of Business August 2013 - April 2014
Nova Capital Management February 2014 - March 2014
Rothschild June 2013 - August 2013
Obama for America June 2012 - November 2012
Palm Ventures June 2011 - August 2011
Foundation Source May 2010 - August 2010
The Office of Senator Charles E. Schumer July 2009 - August 2009
Eric Gioia for Public Advocate of NYC July 2009 - August 2009
Lowey for Congress September 2008 - October 2008
Skills
PowerPoint, Excel, Word, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA
University of Michigan 2010 — 2014
BBA
Byram Hills High School 2006 — 2010
Rexel Holdings USA, Corp. July 2013 - Present
Gexpro July 2013 - January 2014
CITI January 2011 - June 2013
YES Network June 2012 - August 2012
University of Connecticut May 2010 - August 2011
Foundation Source August 2010 - January 2011
FUTURE 5 January 2010 - April 2010
Skills
Leadership, Innovation, 3D Printing, Social Media Marketing, Data Analysis, Management, Public Speaking, Business Intelligence..., ERP Software, Team Building, Hardware, Time Management, Social Networking, Customer Service, IT Management, Salesforce.com, Social Media, Research, Troubleshooting, Teamwork, Project Planning, Project Management
Education
University of Connecticut 2009 — 2013
Bachelor of Science (BS), Business & Technology
IBM November 2014 - Present
Foundation Source January 2013 - October 2014
Aquiline Interactive April 2009 - December 2012
Osprey Communications January 2010 - January 2011
CA TECHNOLOGIES MOLECULAR MAINFRAME 2006 - 2011
Elumindata Inc. 2007 - 2009
D.L. Ryan Companies August 2007 - December 2007
Thinklogical October 2006 - July 2007
SUNY STONY BROOK 1994 - 1997
Skills
Content Strategy, User Experience, Web Design, User Interface Design, Interaction Design, Agile Methodologies, Marketing, Web Development, Vector Design, Web Architecture, UX-driven design
Education
SUNY STONY BROOK 1992 — 1997
Master of Science Degree, Theoretical Physics, 3.9
Beloit College 1988 — 1992
Bachelor of Arts Degree Honors Program, Physics/Mathematics, 3.6
Foundation Source June 2013 - Present
Foundation Source April 2013 - May 2013
InfiNet Business Systems February 2009 - July 2010
Stop & Shop July 2007 - August 2008
Stop & Shop April 2005 - June 2007
Skills
Microsoft Office, Customer Service, Data Entry, Financial Accounting, Excel, Access, Quickbooks, Word, PowerPoint, Outlook, Facebook, Website Updating, Personal Income Tax..., Document Scanning, Quality Assurance, Microsoft Excel, Microsoft Word, QuickBooks, Accounting, Account Reconciliation
Education
Southern Connecticut State University 2005 — 2011
Bachelor of Science in Business Administration, concentration in Accounting, Accounting
Gateway Community College 2007 — 2009
Foran High School
Norma F. Pfriem Urban Outreach Initiatives January 2015 - Present
Foundation Source August 2009 - November 2012
Fairfield County Community Foundation October 2003 - August 2009
School Sisters of Notre Dame March 2002 - October 2003
Skills
Nonprofits, Newsletters
Education
Housatonic Community College 2012 — 2015
Bachelor of Business Administration (BBA), Business Administration/Management, 3.5
Foundation Source June 2011 - Present
Education
The University of Connecticut 2009 — 2016
Doctor of Pharmacy (PharmD), Pharmacy
Foundation Source September 2003 - Present
Education
The University of Connecticut 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Connecticut 1973 — 1977
Bachelor of Science (BS), Accounting
Foundation Source 2014 - Present
J.H. Whitney & Co. 2003 - Present
American Property Hospitality Management, LLC 2009 - Present
Human Touch, LLC 2011 - Present
Foundation Source 2004 - Present
Eastern Mountain Sports 2004 - 2012
Advanced Metrology Systems, LLC 2007 - 2009
J.H. Whitney & Co. 2003 - 2008
Bigfoot Media, Inc. 2004 - 2007
Tools & Metals, Inc. 2004 - 2006
Skills
Executive Management, Investments, Private Equity, Venture Capital, Business Strategy, Strategic Planning, Strategy, Entrepreneurship, Start-ups, Investor Relations, Strategic Partnerships, Mergers & Acquisitions, Due Diligence, Alternative Investments, Fundraising, Investment Banking, Corporate Development, Emerging Markets, Equities, Restructuring, Non-profit Leadership, Management, Finance, Portfolio Management, Structured Finance, Valuation, Financial Modeling, Investment Strategies, Product Management, CRM, Leveraged Finance, Hedge Funds
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of Cambridge
Master of Philosophy (M.Phil.), International Relations
Princeton University
A.B., English, economics, and history
Morris Duffy Alonso and Faley May 2010 - Present
Richard T. Lau and Associates June 2009 - May 2010
Foundation Source June 2008 - April 2009
Skills
Civil Litigation, Commercial Litigation, Litigation, Constitutional Law, Constitutional Rights, Document Review, Legal Discovery, Municipal Law, SEC filings, Corporate Law, Legal Research, Legal Writing, Torts, Tortious Interference, Civil Rights
Education
Hofstra University School of Law 2007 — 2010
Doctor of Law (JD)
Emerson College 2003 — 2007
Bachelor of Science (B.S.), Broadcast Journalism