Foundation Source

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Foundation Source Employees

Employee
Years
Job
Industry
Cristina Richardson Cristina Richardson Piscataway, New Jersey Details
Cristina Richardson's Foundation Source Experience March 2012 - May 2012
Job Rutgers Graduate Student in Masters of Financial Accounting Program
Industry Accounting
Experience
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

Michele Demers Michele Demers New York, New York Details
Michele Demers's Foundation Source Experience July 2010 - January 2013
Job Founder and CEO at Boundless Impact Investing
Industry Nonprofit Organization Management
Experience
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

Emma West Emma West Greater New York City Area Details
Emma West's Foundation Source Experience August 2012 - January 2014
Job Relationship Manager Resort Leaders at Smaller Earth
Industry Nonprofit Organization Management
Experience
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

Lara Pasternak Lara Pasternak Greater Los Angeles Area Details
Lara Pasternak's Foundation Source Experience May 2009 - August 2009
Job Holistic Sex Health Coach + Writer/Editor
Industry Health, Wellness and Fitness
Experience
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

Katherine H. Biotti Katherine H. Biotti Greater Boston Area Details
Katherine H. Biotti's Foundation Source Experience December 2007 - Present
Job Senior Managing Director at Foundation Source | Philanthropy specialist supporting families, corporations & foundations
Industry Philanthropy
Experience
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

Jeanette Goodkin Jeanette Goodkin Trumbull, Connecticut Details
Jeanette Goodkin's Foundation Source Experience October 2004 - Present
Job Accountant at Foundation Source
Industry Financial Services
Experience
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

Catherine Censor Catherine Censor Greater New York City Area Details
Catherine Censor's Foundation Source Experience January 2012 - Present
Job Communications Director at Foundation Source
Industry Writing and Editing
Experience
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

David Dacres David Dacres Stamford, Connecticut Details
David Dacres's Foundation Source Experience July 2013 - Present
Job Financial Analyst at Foundation Source
Industry Financial Services
Experience
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

Nia Jackson, Esq., MBA Nia Jackson, Esq., MBA Greater New York City Area Details
Nia Jackson, Esq., MBA's Foundation Source Experience October 2011 - Present
Job Legal Associate at Foundation Source
Industry Nonprofit Organization Management
Experience
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)

Berit Ashla Berit Ashla San Francisco Bay Area Details
Berit Ashla's Foundation Source Experience September 2010 - August 2013
Job Vice President at Rockefeller Philanthropy Advisors
Industry Philanthropy
Experience
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

Julie Hirsh Julie Hirsh New York, New York Details
Julie Hirsh's Foundation Source Experience October 2011 - January 2012
Job General Manager, Hellerman Baretz Communications
Industry Public Relations and Communications
Experience
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

Gerry Battista Gerry Battista Greater New York City Area Details
Gerry Battista's Foundation Source Experience June 2009 - Present
Job Vice President of Information Technology at Foundation Source
Industry Information Technology and Services
Experience
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

Rich Polt Rich Polt Baltimore, Maryland Area Details
Rich Polt's Foundation Source Experience November 2011 - Present
Job Founder, TalkingGOOD | Principal, CommunicateGood | Building culture of recognition | PR pro | rich@communicategood.com
Industry Public Relations and Communications
Experience
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

Matthew Nelsen Matthew Nelsen Greater New York City Area Details
Matthew Nelsen's Foundation Source Experience November 2012 - April 2013
Job Broker at People's United Bank
Industry Financial Services
Experience
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

David Zimm David Zimm Greater New York City Area Details
David Zimm's Foundation Source Experience 1997 - 2001
Job !
Industry Investment Management
Experience
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.)

Jillian Harpin Jillian Harpin Hartford, Connecticut Area Details
Jillian Harpin's Foundation Source Experience May 2011 - Present
Job Senior Finance Student at Bentley University
Industry Financial Services
Experience
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

Davide Estanislau Davide Estanislau Greater New York City Area Details
Davide Estanislau's Foundation Source Experience January 2015 - Present
Job Business Development Advisor at Foundation Source
Industry Financial Services
Experience
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

John Libby John Libby Raleigh, North Carolina Details
John Libby's Foundation Source Experience February 2012 - June 2013
Job Institutional Market Director Carolinas
Industry Investment Management
Experience
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

Sharon Schneider Sharon Schneider Greater Chicago Area Details
Sharon Schneider's Foundation Source Experience July 2008 - December 2011
Job Cofounder & CEO at Moxie Jean
Industry Consumer Goods
Experience
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

Elaine Gast Fawcett Elaine Gast Fawcett San Francisco Bay Area Details
Elaine Gast Fawcett's Foundation Source Experience April 2013 - July 2013
Job Copywriter Content Strategist Philanthropy Consultant
Industry Writing and Editing
Experience
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

Anna K. Curry, CFP® Anna K. Curry, CFP® Charlotte, North Carolina Details
Anna K. Curry, CFP®'s Foundation Source Experience May 2012 - July 2013
Job LPL Financial
Industry Financial Services
Experience
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

Emily Sroga Emily Sroga Greater New York City Area Details
Emily Sroga's Foundation Source Experience March 2013 - October 2014
Job Personal Assistant to CEO at Ciuffo Cabinetry
Industry Marketing and Advertising
Experience
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

Mark Land Mark Land Greensboro/Winston-Salem, North Carolina Area Details
Mark Land's Foundation Source Experience June 2013 - Present
Job Sr. Managing Director, East Region at Foundation Source
Industry Financial Services
Experience
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

Adam Steiner Adam Steiner Greater New York City Area Details
Adam Steiner's Foundation Source Experience May 2006 - August 2006
Job Associate at Rick Steiner Fell & Benowitz, LLP
Industry Legal Services
Experience
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

Alexandre Vale Alexandre Vale Fairfield, Connecticut Details
Alexandre Vale's Foundation Source Experience June 2013 - Present
Job Senior Financial Analyst at Foundation Source
Industry Philanthropy
Experience
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

Jeffrey Haskell Jeffrey Haskell Greater New York City Area Details
Jeffrey Haskell's Foundation Source Experience August 2000 - Present
Job Chief Legal Officer, Foundation Source
Industry Nonprofit Organization Management
Experience
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

Anders Soderstrom Anders Soderstrom Greater New York City Area Details
Anders Soderstrom's Foundation Source Experience November 2007 - July 2014
Job Chief Operating Officer at Foundation Source
Industry Financial Services
Experience
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

Tom Weinbaum Tom Weinbaum Greater New York City Area Details
Tom Weinbaum's Foundation Source Experience February 2003 - March 2011
Job Founder & CEO at The Weinbaum Group
Industry Philanthropy
Experience
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

Klea Mulla Klea Mulla Fairfield, Connecticut Details
Klea Mulla's Foundation Source Experience June 2014 - Present
Job Intern at Foundation Source
Industry
Experience
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

Andrew Bangser Andrew Bangser Greater New York City Area Details
Andrew Bangser's Foundation Source Experience 2001 - May 2013
Job Chief Strategy, Information, and Financial Officer at Really Good Stuff, Inc.
Industry Financial Services
Experience
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

Nayeem Qureshi Nayeem Qureshi San Francisco, California Details
Nayeem Qureshi's Foundation Source Experience 2002 - 2006
Job Founder / President at Global Philanthropy Advisors
Industry Investment Management
Experience
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

Josh Hasler Josh Hasler Greater Salt Lake City Area Details
Josh Hasler's Foundation Source Experience April 2013 - Present
Job Data Solutions Engineer at Foundation Source
Industry Computer Software
Experience
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

Daniel Schreck Daniel Schreck Greater New York City Area Details
Daniel Schreck's Foundation Source Experience April 2005 - Present
Job
Industry Information Technology and Services
Experience
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

Amy Harrington Amy Harrington Fairfield, Connecticut Details
Amy Harrington's Foundation Source Experience April 2014 - Present
Job Associate Private Client Advisor at Foundation Source
Industry Nonprofit Organization Management
Experience
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

Jonathan Whelton-Pane Jonathan Whelton-Pane Greater New York City Area Details
Jonathan Whelton-Pane's Foundation Source Experience August 2014 - Present
Job Freelance Writer & Editor (Creative)
Industry Writing and Editing
Experience
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

Ryan Mascelli Ryan Mascelli Branford, Connecticut Details
Ryan Mascelli's Foundation Source Experience June 2014 - Present
Job End User Support Specialist at Foundation Source
Industry Information Technology and Services
Experience
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

Dan Berg Dan Berg Greater New York City Area Details
Dan Berg's Foundation Source Experience November 2003 - November 2007
Job Chief Technology Officer at Rockefeller & Co. / Rockit Solutions
Industry Financial Services
Experience
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

King McGlaughon King McGlaughon Greater New York City Area Details
King McGlaughon's Foundation Source Experience August 2011 - March 2014
Job Chief Executive Officer at Foundation Source
Industry Philanthropy
Experience
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

Eranda Karamuca Eranda Karamuca Ridgewood, New York Details
Eranda Karamuca's Foundation Source Experience January 2015 - Present
Job Tax Accountant at Foundation Source
Industry Accounting
Experience
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

Martin Lanser Martin Lanser Greensboro, North Carolina Details
Martin Lanser's Foundation Source Experience May 2010 - March 2013
Job Sr Mgr Enterprise Monitoring at Wincor Nixdorf
Industry Internet
Experience
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

Kim Pignataro Kim Pignataro United States Details
Kim Pignataro's Foundation Source Experience March 2006 - January 2007
Job
Industry
Experience
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

Joshua Springer Joshua Springer Greater New York City Area Details
Joshua Springer's Foundation Source Experience February 2011 - November 2011
Job Associate Director, GiftinKind, Strategic Partnerships at Save the Children US
Industry Philanthropy
Experience
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

Andrew Avi Greenbaum Andrew Avi Greenbaum West Palm Beach, Florida Area Details
Andrew Avi Greenbaum's Foundation Source Experience 1998 - 2002
Job Principal at Hudson Holdings
Industry Financial Services
Experience
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

Mallory Araujo Mallory Araujo Greater New York City Area Details
Mallory Araujo's Foundation Source Experience June 2011 - January 2013
Job Marketing and Communications
Industry Marketing and Advertising
Experience
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

Marty Campbell Marty Campbell San Francisco, California Details
Marty Campbell's Foundation Source Experience 2009 - 2010
Job Chief Learning Officer at College Futures Foundation
Industry Philanthropy
Experience
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

Mary Ann Stover Mary Ann Stover Greater Philadelphia Area Details
Mary Ann Stover's Foundation Source Experience April 2006 - Present
Job Philanthropy Strategist, Senior Managing Director at Foundation Source
Industry Philanthropy
Experience
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

Melissa de Gant Melissa de Gant Stratford, Connecticut Details
Melissa de Gant's Foundation Source Experience June 2012 - August 2014
Job Corporate Marketing Intern at Xerox
Industry Marketing and Advertising
Experience
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

Marc Krawatsky Marc Krawatsky West Palm Beach, Florida Area Details
Marc Krawatsky's Foundation Source Experience September 2000 - February 2001
Job President at Chesapeake Technical Solutions
Industry Information Technology and Services
Experience
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

Shahboz Sharipov Shahboz Sharipov Lehi, Utah Details
Shahboz Sharipov's Foundation Source Experience March 2015 - Present
Job Automation Test Engineer at Foundation Source.
Industry Information Technology and Services
Experience
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

Noah Barron Noah Barron United States Details
Noah Barron's Foundation Source Experience July 2010 - August 2011
Job Chief Creative Officer at MoveCU
Industry Graphic Design
Experience
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

Bridgette Sliva Bridgette Sliva Greater New York City Area Details
Bridgette Sliva's Foundation Source Experience August 2012 - May 2014
Job Associate Analyst Independence Compliance at Deloitte
Industry Financial Services
Experience
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

Justin Murphy Justin Murphy San Francisco, California Details
Justin Murphy's Foundation Source Experience December 2014 - Present
Job Managing Director at Foundation Source
Industry Information Technology and Services
Experience
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

Jeannea Varrichio, Esq. Jeannea Varrichio, Esq. Greater New York City Area Details
Jeannea Varrichio, Esq.'s Foundation Source Experience February 2013 - Present
Job Legal Associate at Foundation Source
Industry Financial Services
Experience
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

Elizabeth Forspan Elizabeth Forspan Greater New York City Area Details
Elizabeth Forspan's Foundation Source Experience May 2006 - April 2007
Job Managing Attorney at Ronald Fatoullah & Associates
Industry Law Practice
Experience
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.)

James Antzoulis James Antzoulis Greater New York City Area Details
James Antzoulis's Foundation Source Experience March 2010 - September 2011
Job Manager of Securities Processing Group at Rockit Solutions, LLC
Industry Financial Services
Experience
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

Denise Stroud Lanser Denise Stroud Lanser Greensboro/Winston-Salem, North Carolina Area Details
Denise Stroud Lanser's Foundation Source Experience September 2010 - December 2011
Job Finance & Reporting Consulting
Industry Information Services
Experience
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

Angela Becchetti Angela Becchetti Tuckahoe, New York Details
Angela Becchetti's Foundation Source Experience July 2005 - Present
Job National Director, Financial Operations at Foundation Source
Industry Financial Services
Experience
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

Amanda (Brenner) Avital Amanda (Brenner) Avital Greater New York City Area Details
Amanda (Brenner) Avital's Foundation Source Experience February 2009 - January 2010
Job Experienced Retail Customer Service Manager Seeking New Opportunity
Industry Legal Services
Experience
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

Christine Nero Christine Nero Greater New York City Area Details
Christine Nero's Foundation Source Experience October 2010 - Present
Job Senior Marketing Manager at Foundation Source
Industry Marketing and Advertising
Experience
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

Salvatore A. Bucci Salvatore A. Bucci Greater New York City Area Details
Salvatore A. Bucci's Foundation Source Experience 2014 - 2015
Job Board Member & Executive
Industry Financial Services
Experience
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

Nicole Vaccaro Nicole Vaccaro Greater New York City Area Details
Nicole Vaccaro's Foundation Source Experience June 2013 - May 2014
Job Tax Senior at Grassi & Co. CPA's
Industry Accounting
Experience
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

Nicole Davidow Nicole Davidow Greater Boston Area Details
Nicole Davidow's Foundation Source Experience June 2014 - August 2014
Job SCI AmeriCorps Member, Volunteer Outreach Coordinator at Bottom Line
Industry Higher Education
Experience
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

David Wiegand David Wiegand Stratford, Connecticut Details
David Wiegand's Foundation Source Experience October 2011 - December 2011
Job Grants Administration Intern, Tutor, Writer
Industry Writing and Editing
Experience
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

Stefanie Borsari Stefanie Borsari Greater New York City Area Details
Stefanie Borsari's Foundation Source Experience May 2007 - Present
Job Senior Director of Client Services
Industry Philanthropy
Experience
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

Jon Arabolos Jon Arabolos Greater New York City Area Details
Jon Arabolos's Foundation Source Experience January 2013 - Present
Job Private Client Advisor at Foundation Source
Industry Legal Services
Experience
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

Page Snow Page Snow Greater New York City Area Details
Page Snow's Foundation Source Experience June 2009 - Present
Job Chief Marketing and Philanthropic Officer at Foundation Source
Industry Philanthropy
Experience
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

Sarah Miller Desimini Sarah Miller Desimini Greater New York City Area Details
Sarah Miller Desimini's Foundation Source Experience November 2007 - September 2008
Job Grant Writer/Consultant
Industry Philanthropy
Experience
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

Tatiana Ostromogilskaya Tatiana Ostromogilskaya Greater New York City Area Details
Tatiana Ostromogilskaya's Foundation Source Experience November 2001 - Present
Job Director of Product Development at Foundation Source
Industry Information Technology and Services
Experience
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

Erica Perez Erica Perez Greater New York City Area Details
Erica Perez's Foundation Source Experience October 2007 - Present
Job Director of Client Services at Foundation Source
Industry Philanthropy
Experience
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

Tova Zern Tova Zern Cedarhurst, New York Details
Tova Zern's Foundation Source Experience July 2014 - Present
Job Attorney
Industry Law Practice
Experience
Foundation Source   July 2014 - Present

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1998 — 2002
JD, LLM, Intellectual Property

Gerry Levinson Gerry Levinson Greater New York City Area Details
Gerry Levinson's Foundation Source Experience 2004 - 2008
Job Research & Business Development at Foundation Source
Industry Nonprofit Organization Management
Experience
Foundation Source   2004 - 2008

Education
University of Illinois at Urbana-Champaign   1975 — 1978

Tom Dittrich Tom Dittrich Charleston, South Carolina Area Details
Tom Dittrich's Foundation Source Experience September 2011 - Present
Job Vice President, Marketing at Foundation Source
Industry Marketing and Advertising
Experience
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

Joshua Stamer Joshua Stamer Orange County, California Area Details
Joshua Stamer's Foundation Source Experience September 2014 - Present
Job Managing Director at Foundation Source
Industry Financial Services
Experience
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

Neil Greenbaum Neil Greenbaum West Palm Beach, Florida Area Details
Neil Greenbaum's Foundation Source Experience 1998 - 2001
Job Hudson Holdings LLC
Industry Commercial Real Estate
Experience
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

Linda Faria Linda Faria Greater New York City Area Details
Linda Faria's Foundation Source Experience 2004 - Present
Job Director of Client Services, Premier Group Foundation Source
Industry Philanthropy
Experience
Foundation Source   2004 - Present

Education
Fairfield University   1989 — 1992
M.S., Financial Management

Bryant University   1983 — 1987
B.A., Accounting

Judith Josephson Judith Josephson Greater New York City Area Details
Judith Josephson's Foundation Source Experience May 2011 - Present
Job Paralegal at Foundation Source
Industry Financial Services
Experience
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

Jennifer Bruckman-Gorak Jennifer Bruckman-Gorak Greater New York City Area Details
Jennifer Bruckman-Gorak's Foundation Source Experience September 2007 - Present
Job Senior Legal Associate
Industry Philanthropy
Experience
Foundation Source   September 2007 - Present

Skills
Private Foundations, Philanthropy

Education
Maurice A. Deane School of Law at Hofstra University   2004 — 2007

Chana Spielman Chana Spielman Greater New York City Area Details
Chana Spielman's Foundation Source Experience 2013 - Present
Job Director of State Compliance at Foundation Source
Industry Nonprofit Organization Management
Experience
Foundation Source   2013 - Present

Education
The Cooper Union for the Advancement of Science and Art

Adriane Glazier Adriane Glazier Chicago, Illinois Details
Adriane Glazier's Foundation Source Experience April 2012 - June 2013
Job Senior Vice President, Philanthropic Specialist, at U.S. Trust Bank of America
Industry Philanthropy
Experience
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

Christian Flores Christian Flores Greater New York City Area Details
Christian Flores's Foundation Source Experience 2006 - 2009
Job Associate Director, FATCA Onboarding Control Officer
Industry Investment Banking
Experience
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

Gina Martino Karafa Gina Martino Karafa Greater New York City Area Details
Gina Martino Karafa's Foundation Source Experience Supervisor, Account ServicesCommonfundFebruary 2000 - October 2005
Job Implementations Specialist at Foundation Source
Industry Financial Services
Experience
Foundation Source   Supervisor, Account ServicesCommonfundFebruary 2000 - October 2005

Education
Siena College   1992 — 1996
B.S., Finance

Bunnell High School   1988 — 1993
HS Diploma, General

Dominique Sinyard-Smith Dominique Sinyard-Smith Phoenix, Arizona Area Details
Dominique Sinyard-Smith's Foundation Source Experience 2010 - Present
Job Philanthropy & Wealth Management Executive
Industry Philanthropy
Experience
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

Nicole Phelan Nicole Phelan Greater New York City Area Details
Nicole Phelan's Foundation Source Experience January 2010 - Present
Job Director, Account Implementations at Foundation Source
Industry Philanthropy
Experience
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

Andrew Schulz Andrew Schulz Washington D.C. Metro Area Details
Andrew Schulz's Foundation Source Experience July 2012 - August 2014
Job General Counsel at Arabella Advisors
Industry Nonprofit Organization Management
Experience
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

Amanda Demirjian Amanda Demirjian Greater New York City Area Details
Amanda Demirjian's Foundation Source Experience November 2012 - Present
Job Associate Private Client Advisor at Foundation Source
Industry Philanthropy
Experience
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

Mariclare Varian Mariclare Varian Greater New York City Area Details
Mariclare Varian's Foundation Source Experience July 2011 - April 2014
Job Account Manager at Razorfish
Industry Philanthropy
Experience
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

Pamela Blechman Pamela Blechman Greater New York City Area Details
Pamela Blechman's Foundation Source Experience 2006 - 2008
Job Managing Director, Robin Hood
Industry Nonprofit Organization Management
Experience
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

Steven Classy Steven Classy Warwick, Rhode Island Details
Steven Classy's Foundation Source Experience September 2009 - June 2013
Job Financial Analyst at Citizens Financial Group
Industry Financial Services
Experience
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 Carol Yonack Dallas/Fort Worth Area Details
Carol Yonack's Foundation Source Experience October 2011 - October 2013
Job Philanthropic Consultant at Carol Yonack & Associates
Industry Philanthropy
Experience
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

Betsey Glynn Betsey Glynn Trumbull, Connecticut Details
Betsey Glynn's Foundation Source Experience October 2002 - May 2010
Job Contractor: Special Projects Coordinator & Q&A Specialist
Industry Computer Software
Experience
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

Lucia Rea Lucia Rea Greater New York City Area Details
Lucia Rea's Foundation Source Experience September 2009 - Present
Job Business Analyst at Foundation Source
Industry Financial Services
Experience
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

Debra Alberti Debra Alberti Greater New York City Area Details
Debra Alberti's Foundation Source Experience May 2010 - Present
Job Software Quality Assurance Analyst
Industry Philanthropy
Experience
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

Jacob Raccuia Jacob Raccuia Washington, District Of Columbia Details
Jacob Raccuia's Foundation Source Experience May 2011 - January 2012
Job Web Developer at The Advisory Board Company
Industry Music
Experience
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

Alex Jacobs Alex Jacobs Greater New York City Area Details
Alex Jacobs's Foundation Source Experience May 2010 - August 2010
Job Productivity Finance Analyst at Citi
Industry Financial Services
Experience
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

Kyle Mayers Kyle Mayers Greater New York City Area Details
Kyle Mayers's Foundation Source Experience August 2010 - January 2011
Job Information Technology Leadership Program at Rexel Holdings USA
Industry Electrical/Electronic Manufacturing
Experience
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

Raza Khanji Raza Khanji Woodbridge, Connecticut Details
Raza Khanji's Foundation Source Experience January 2013 - October 2014
Job Information Architect at IBM
Industry Online Media
Experience
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

Allison Ancel Allison Ancel Greater New York City Area Details
Allison Ancel's Foundation Source Experience June 2013 - Present
Job Financial Analyst at Foundation Source
Industry Accounting
Experience
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

Jeanette Allam Jeanette Allam Greater New York City Area Details
Jeanette Allam's Foundation Source Experience August 2009 - November 2012
Job Philanthropic Consultant
Industry Nonprofit Organization Management
Experience
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

Daniel Raccuia Daniel Raccuia Stratford, Connecticut Details
Daniel Raccuia's Foundation Source Experience June 2011 - Present
Job PharmD Candidate, UConn
Industry Pharmaceuticals
Experience
Foundation Source   June 2011 - Present

Education
The University of Connecticut   2009 — 2016
Doctor of Pharmacy (PharmD), Pharmacy

Eddie Shapiro Eddie Shapiro Trumbull, Connecticut Details
Eddie Shapiro's Foundation Source Experience September 2003 - Present
Job Senior Accountant/Tax Specialist at Foundation Source
Industry Financial Services
Experience
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

Robert Chartener Robert Chartener Greater Boston Area Details
Robert Chartener's Foundation Source Experience 2014 - Present
Job CEO, CFO, COO, Board Member, and Investor
Industry Financial Services
Experience
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

Drew Sumner Drew Sumner Greater New York City Area Details
Drew Sumner's Foundation Source Experience June 2008 - April 2009
Job Attorney
Industry Law Practice
Experience
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