Idealist Consulting
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Idealist Consulting Employees
Value Stream Consulting May 2015 - Present
Idealist Consulting December 2013 - Present
Value Stream Consulting January 2015 - May 2015
Value Stream Consulting September 2012 - December 2013
Skills
Web Design, Photoshop, Microsoft Office, Project Management, HTML, Microsoft Excel, Customer Service, PowerPoint, Photography, CSS, PHP, Logo Design, Web Development, Illustrator, Graphic Design, JavaScript, HTML 5, Agile Methodologies, Front-end, phpMyAdmin, Windows 7, Cloud Computing, Adobe Fireworks, Salesforce.com, Adobe Creative Suite, Agile Project Management, CRM, Leadership, Databases, Social Media, XHTML, Management, Salesforce.com..., Team Leadership
Education
Missouri Western State University
Bachelor’s Degree, Applied Computer Technology
Hillyard Technical Center 2004 — 2006
Radiologic Technology/Science - Radiographer
Idealist Consulting October 2014 - Present
Taproot Foundation January 2014 - Present
Town of Chapel Hill January 2012 - Present
Investors Title Company and Affiliates April 2012 - April 2014
Investors Title Company and Affiliates April 2011 - April 2012
Snohomish County - Washington State December 2007 - 2010
Fluke Networks 2001 - 2005
Onyx Software 2000 - 2001
Skills
Project Management, Process Improvement, Program Management, SharePoint, Business Analysis, Leadership, Vendor Management, Analysis, Change Management, SDLC, Project Planning, Software Documentation, CRM, Nonprofits, Salesforce.com, Local Government, Business Process..., Management
Education
University of Washington 2005 — 2007
MPA, Public Administration
Tufts University 1993 — 1997
BS, Mechanical Engineering
Jet Stream CGS February 2014 - Present
Idealist Consulting July 2013 - November 2014
Points of Light & Hands On Network August 2006 - June 2013
The Jerome Group January 2004 - July 2005
The Caldwell Group April 1994 - January 2004
Skills
Certified Project..., Certified Direct..., New Business Development, Direct Marketing, Joint Ventures, Strategic Partnerships, Non-profits, Volunteer Management, Salesforce.com, Nonprofits, Strategy, Business Development, Management, Event Planning, Leadership, Social Media, Marketing Strategy, Project Management, Training, Business Strategy, Fundraising, Sales, Entrepreneurship, Program Management, Consulting, Marketing, Leadership Development, Start-ups, Strategic Planning, Event Management, Social Media Marketing, Cause Marketing, Organizational..., Proposal Writing, CRM
Education
Cornell University - S.C. Johnson Graduate School of Management 1989 — 1991
MBA, Entrepreneurship/Entrepreneurial Studies
Florida State University - College of Business 1984 — 1988
BS, Hospitality Administration
Swift River Consulting January 2015 - Present
Idealist Consulting 2014 - 2015
Idealist Consulting 2013 - 2014
Idealist Consulting 2011 - 2013
Idealist Consulting 2010 - 2011
Novica.com 2007 - 2009
Skills
Non-profits, Social Media, Salesforce.com, Strategic Planning, Project Management, Social Media Marketing, Social Entrepreneurship, Copywriting, CRM, Cloud Computing, Nonprofits, Marketing Communications, Business Development, Consulting, Management, Social Networking, Business Analysis, Management Consulting, Strategy, Program Management, Business Strategy
Education
Oakland University 2003 — 2007
BA
electricbaby 1997 - Present
Idealist Consulting 2010 - Present
Icons of Optimism 2009 - Present
the Service Board 1995 - Present
Skills
Bahasa Indonesia, Non-profits, Fundraising, Project Management, Social Entrepreneurship, Program Management, Strategic Planning, Salesforce.com..., Conga Composer, FormAssembly, Volunteers for..., Click & Pledge, Foundation Connect, Nonprofits, Social Media, Salesforce.com, CRM, Volunteer Management, Social Media Marketing, Cloud Computing, Visualforce Pages
Education
University of Florida
Bachelor of Science (BS), Physics
JW Consulting LLC January 2015 - Present
Idealist Consulting April 2007 - December 2014
Centerstance Inc. April 2004 - September 2009
Skills
Project Management, Force.com, CRM, Cloud Computing, Program Management, Salesforce.com, Social Media, Business Analysis, Business Process, Consulting, Databases, Enterprise Software, Salesforce.com..., SaaS, Business Intelligence, Analytics, Integration, Professional Services, Public Speaking, ITIL, Salesforce.com..., Salesforce.com..., Marketing Automation, Strategic Planning
Education
Indiana University - Kelley School of Business 1979 — 1981
MBA, Marketing & Administration
University of Missouri-Columbia 1976 — 1978
BJ, Business Journalism
Comprehense, Inc. November 2003 - Present
Idealist Consulting April 2013 - Present
PrinciplesofIncrease.com January 2014 - Present
Burg Translations, Inc. December 2007 - June 2010
CDW October 2001 - January 2003
Verizon June 1998 - August 1998
Lucent Technologies June 1997 - August 1998
Skills
CRM, Salesforce.com, Social Media, Business Development, Sales, Localization, Content Management, Spanish, Data Migration, Translation, Marketing Communications, Sales Process, French, Microsoft Excel, International Marketing, Interactive Marketing, Languages, Social Media Blogging, Personal Finance, Business Analysis, Consulting, Lead Generation, Public Speaking, Strategy, Marketing Strategy, Leadership, Nonprofits, Customer Service, Strategic Planning, Training, Globalization, Marketing, Project Management, Management
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BA
Universidad de Puerto Rico, Recinto de Río Piedras de la UPR 2000 — 2000
Study Abroad
The Pew Charitable Trusts June 2014 - Present
The Pew Charitable Trusts December 2013 - June 2014
Idealist Consulting July 2013 - May 2014
CSC April 2012 - December 2013
Hanover Research December 2010 - March 2012
The Hanover Research Council March 2010 - December 2010
The Hanover Research Council May 2009 - March 2010
Skills
Data Analysis, Project Management, Salesforce.com, Strategic Planning, Consumer Insight, Operational Planning, Market Research, Policy Analysis, PowerPoint, Microsoft Excel, Competitive Analysis, Qualitative Research, Financial Modeling, Financial Analysis, SPSS, Client Counseling, Stata, Client Development, Consumer Behaviour, Government Contracting, Analysis
Education
Gettysburg College 2005 — 2009
Bachelor of Arts, Economics, Political Science
Etherios September 2015 - Present
Etherios October 2014 - September 2015
TOA Technologies November 2013 - October 2014
Clear Task March 2013 - November 2013
Idealist Consulting October 2011 - March 2013
The Paper Lotus September 2008 - March 2013
ESC Communications December 2001 - September 2008
Starbase Corporation (now Borland Software) May 2001 - January 2003
VERSIFI Inc. February 2000 - September 2000
Moss Software, Inc. February 1999 - February 2000
Education
University of California, Santa Barbara 1986 — 1991
Bachelor of Arts, Business Economics and Communications
Rightpoint September 2014 - Present
Idealist Consulting May 2013 - September 2014
Freelance 2009 - September 2014
DePaul University March 2007 - September 2014
Incisent Technologies February 2005 - March 2007
Strictly FX, LLC August 2002 - August 2004
Skills
Salesforce.com..., Web Applications, CSS, Website Development, Social Media, Customer Relations, Marketing Strategy, Strategic Planning, Salesforce.com, Technical Training, Market Research, Management, Customer Service, Sales Management, Training, Salesforce.com..., Analytics, Entrepreneurship, Web Analytics, Web Development, Leadership, CRM, Project Management, Consulting, Strategy
Education
University of Dayton 1998 — 2001
MS, Electro-optics, School of Engineering
University of Wisconsin-La Crosse 1994 — 1998
BS, Physics
Idealist Consulting June 2015 - Present
The Carlab May 2013 - April 2015
The CarLab May 2012 - May 2013
Concern America November 2011 - April 2012
Active Ride Shop November 2010 - January 2011
Doubletree Hotel June 2009 - August 2009
Toyota of Poway April 2009 - June 2009
Skills
Social Media, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Market Research, Marketing, Event Planning, Social Networking, Public Speaking, Microsoft Word, Marketing Strategy, Marketing Communications, Advertising, Entrepreneurship, Research, Customer Service, Leadership, Public Relations, Facebook, Teamwork, Sales
Education
Chapman University 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Chapman University 2009 — 2013
BA Communication Studies, Communication and Media Studies
Idealist Consulting December 2014 - Present
Idealist Consulting June 2014 - December 2014
Serenity House of Clallam County July 2013 - June 2014
Jagran Jan Vikas Samiti September 2012 - December 2012
Goodwill Industries of Middle Tennessee, Inc. May 2012 - August 2012
Wannado, Inc. May 2012 - August 2012
Goodwill Industries of Middle Tennessee, Inc. September 2011 - May 2012
Southern Africa Sustainable Development Initiative January 2011 - July 2011
Belmont University August 2009 - December 2010
Skills
Community Outreach, Partnership Development, Customer Service, Research, Database Management, Editing, Entrepreneurship, Nonprofits, Proposal Writing, Grants, Fundraising, Grant Writing, Event Planning, Social Networking, Program Development, Salesforce.com, SaaS, Nonprofit Technology
Education
Belmont University 2008 — 2012
B.S., Social Entrepreneurship, Economic Development Emphasis, Graduate
University of Cape Town 2011 — 2011
Social Entrepreneurship
Value Stream Consulting October 2002 - Present
Idealist Consulting September 2006 - Present
EBS – Electronic Business Solutions – Kansas City August 2001 - October 2002
Eureka Consulting Services January 2000 - June 2001
Sitel (formerly ClientLogic) March 1999 - June 2001
Diebold April 1994 - March 1999
Data Center September 1989 - April 1994
Data Center August 1988 - September 1989
Diebold July 1981 - August 1988
United States Air Force April 1978 - May 1981
Skills
Business Analysis, Salesforce.com, Cloud Computing, CRM, Project Management, Program Management, Databases, Strategic Planning, SaaS, Requirements Analysis, Software Project..., Consulting, Enterprise Software, Integration, Business Intelligence, Agile Project Management, Foundations
Education
Wichita State University 1981 — 1985
BBA
State University of New York College at Geneseo 1969 — 1971
CRM vendor training and certifications
Multiple CRM systems including: Frontrange, Microsoft, Sage and Salesforce.com
International Association of Sales Process Consultants (IASPC)
Certified Sales Process Consutant
The Association for Information and Management (AIIM)
Business Process Management Practitioner
Idealist Consulting July 2013 - Present
VIA, Inc. March 2013 - June 2013
VIA October 2010 - February 2013
AFS Intercultural Programs May 2008 - September 2010
AFS Intercultural Programs September 2006 - May 2008
AFS Intercultural Programs January 2005 - September 2006
Collectors Press 2005 - 2005
Camp Denali June 2003 - September 2004
Skills
E-Learning, Localization, Intercultural..., Fundraising, Management, Email Marketing, Nonprofits, Leadership, Marketing, Editing, Process Improvement, Marketing Communications, Marketing Strategy, Project Management, Social Media, Digital Marketing, Salesforce Training, Salesforce.com, Lead Generation, Blogging, Cloud Computing, Strategy
Education
Carleton College 2000 — 2004
Bachelors, English
SIT Language and Culture Seminar in Yunnan, China 2003 — 2003
Study Abroad Experience
AFS Exchange Student, Karlstad, Sweden 1999 — 2000
Idealist Consulting May 2015 - Present
Consultant June 2013 - Present
Points of Light, LLC September 2010 - September 2014
Manhattan Associates January 2009 - September 2010
Manhattan Associates November 2006 - December 2008
Manhattan Associates December 2001 - November 2006
Manhattan Associates May 2000 - November 2001
Vanstar April 1998 - April 2000
Inacom August 1996 - March 1998
Skills
Salesforce.com, Business Process, Requirements Analysis, Sales Operations, Business Analysis, Process Improvement, Customer Relations, Account Management, Analysis, Program Management, Requirements Gathering, Data Analysis, Sales Support, Business Intelligence, CRM, Enterprise Software, Customer Service, Strategy, Cloud Computing, Management, Project Management, Integration, Cross-functional Team..., Leadership, Sales Process, Training, SaaS, Sales, SDLC, Product Management, Consulting, Business Process..., Software Project...
Education
Georgia Institute of Technology 1992 — 1996
BS, Applied Physics
MissionHeads October 2012 - Present
ACF Solutions February 2013 - Present
Idealist Consulting November 2012 - Present
Points of Light Institute February 2009 - October 2012
Points of Light December 2007 - February 2009
Points of Light July 2006 - December 2007
United Way of America April 2004 - June 2006
United Way of America December 2002 - April 2004
Technical Development Corporation October 1999 - November 2002
United Way of Massachusetts Bay October 1998 - October 1999
Skills
CRM, Salesforce.com, Project Management, Non-profits, Strategic Planning, Product Management, Volunteer Management, Training, Product Development, Change Management, Nonprofit Technology, Consulting, Public Speaking, Requirements Gathering, Business Process Mapping, Program Management, Quality Assurance, Fundraising, Business Process..., User Acceptance Testing, Vendor Management, Business Analysis, IT Strategy, Non-profit Leadership, Higher Education, Agile Methodologies, Start-ups, Nonprofits, Enterprise Software
Education
Georgetown University 2006 — 2006
Executive Certificate, Nonprofit Management
Virginia Tech 1995 — 1998
BS, Environmental Policy & Planning
Montana State University-Bozeman 1993 — 1994
Architecture
Greystar June 2014 - Present
Idealist Consulting February 2013 - July 2014
The Limited October 2012 - March 2013
Blake March 2012 - September 2012
Nordstrom August 2011 - March 2012
Nordstrom November 2010 - August 2011
Nordstrom September 2009 - November 2010
Skills
Visual Merchandising, Store Management, Retail Sales, Loss Prevention, Store Operations, Inventory Management, Trend Analysis, Inventory Control, Microsoft Office, Microsoft Excel, Social Networking, Event Management, Business Process..., Customer Service, Cross-functional Team..., Creative Strategy, Social Media, Sales, Management, Sales Management, CRM, Merchandising, Event Planning, Retail, Time Management, Team Building, Apparel, Styling, Social Media Marketing, Leadership, Marketing, Salesforce.com, Brand Development, Nonprofits, E-commerce, Marketing Strategy, Teamwork
Education
Clackamas Community College 2007 — 2009
Fig.co April 2015 - Present
Tilt.com September 2014 - April 2015
Launcht.com October 2010 - August 2014
Crowdfunding Intermediary Regulatory Advocates (CFIRA) May 2013 - June 2014
Crowdfunding Intermediary Regulatory Advocates (CFIRA) June 2012 - May 2013
Idealist Consulting July 2008 - March 2012
New Leaders for New Schools September 2006 - June 2009
The Bement School September 2004 - June 2006
Skills
Start-ups, Social Entrepreneurship, Crowdfunding, Entrepreneurship, Salesforce.com, Public Speaking, Strategic Partnerships, Nonprofits, Non-profits, Fundraising, Business Strategy, Leadership, Teaching, Management Consulting, Strategic Planning, Training, Project Management, CRM, Executive Management, Business Process Design, Social Media, Strategy, Social Networking, Systems Thinking, Consulting, Organizational..., Program Management, SaaS, Entrepreneur, Database Design and..., Product Management, Change Management, Coaching, Workshop Facilitation, Marketing, Business Development, Data Analysis, Social Media Marketing, Management, Online Marketing, New Business Development
Education
Middlebury College 1999 — 2003
B.A.
The Putney School 1995 — 1999
High School
Idealist Consulting April 2013 - Present
Community Resources for Science July 2006 - Present
Cedaroak Park Primary July 2009 - 2011
Cedaroak Park Primary 2007 - 2009
Community Resources for Science July 2003 - June 2006
Exploratorium 1996 - 2003
Lawrence Hall of Science July 1994 - May 1996
Cincinnati Museum Center October 1991 - July 1994
Skills
Volunteer Management, Salesforce.com, Teaching, Museums, Program Management, Staff Development, Teachers, Non-profits, Fundraising, Event Planning, Event Management, Public Speaking, Marketing Communications, Grant Writing, Nonprofits, Program Development, Museum Education
Education
University of California, Berkeley 1989 — 1990
Teaching Credentials, Education
University of California, Berkeley 1985 — 1989
BA, Biology, Education
Idealist Consulting February 2015 - Present
Sun Valley Center for the Arts June 2011 - December 2014
Wofford College November 2008 - June 2011
Mount Aloysius College August 2007 - November 2008
U.S. Environmental Protection Agency August 2006 - July 2007
Chapel Hill Museum 2005 - 2007
Museum of the Rockies, Montana State University July 2003 - June 2004
Gallatin Valley Land Trust 2002 - 2004
Blackbaud January 2001 - May 2002
Blackbaud August 1999 - December 2000
Education
The Tech Academy, Portland, OR 2014 — 2015
Computer Programming
University of Arizona 2008 — 2010
Graduate Certificate, Digital Information Management
University of North Carolina at Chapel Hill
Master's degree, Library and Information Science
University of Pennsylvania
BA, Anthropology, Religious Studies
Idealist Consulting January 2015 - Present
Aloe Wellness August 2013 - July 2014
The Mindfulness Center June 2013 - August 2013
Michele's Granola January 2012 - November 2012
Michele's Granola July 2011 - November 2012
Towson University New Students Program May 2010 - December 2010
Towson University Foundation, Inc January 2010 - December 2010
Penny Tsao Allstate Agency April 2009 - January 2010
Regina Pools and Spas November 2006 - December 2008
Skills
Social Media, Social Networking, Microsoft Office, Customer Service, Sales, Management, Public Speaking, PowerPoint, Team Leadership, Events Coordination, Problem Solving, Event Planning, Research, Microsoft Excel, Mac OS X, Customer Engagement, WordPress, Marketing, Leadership, Microsoft Word, Process Efficiency, Goal Orientation, Salesforce.com
Education
Towson University 2009 — 2012
BA, Summa Cum Laude
Istituto Venezia 2011 — 2011
Sichuan University 2011 — 2011
Parsons School of Design 2008 — 2008
Alteryx, Inc. May 2015 - September 2015
AutoTrader.com May 2014 - May 2015
Idealist Consulting June 2013 - May 2014
MondayCall Solutions May 2013 - May 2014
Irvine High School February 2014 - February 2014
Elance March 2013 - September 2013
Cloud62 January 2012 - December 2012
Huntington Learning Center January 2005 - January 2006
Skills
Salesforce.com, Business Process, Account Management, Consulting, Troubleshooting, Educational Technology, E-Learning, Technology Integration, Teaching, Data Analysis, SaaS, Visualforce Pages, Salesforce.com..., Design Documents, PowerPoint, Cloud Computing, Salesforce.com..., Salesforce Training, Force.com, Data Migration, Project Management, Nonprofits, Salesforce.com..., Enterprise Software, SQL, CRM, Business Analysis, Management, Business Intelligence
Education
California State University San Marcos 2008 — 2011
Bachelor of Science (BS), Mathematics
Palomar College 2006 — 2008
Associate of Science (AS), General Math/ Science