National Philanthropic Trust
Industry: Charity
DescriptionNational Philanthropic Trust is an independent public charity specializing in "tailored philanthropic solutions" for individuals, families, companies and foundations. Founded: 1996
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National Philanthropic Trust Employees
National Philanthropic Trust September 2015 - Present
Comprehensive Investment Solutions®, LLC October 2014 - Present
Princeton Plasma Physics Laboratory April 2014 - September 2014
Morgan Stanley Wealth Management August 2008 - August 2013
Merrill Lynch December 2007 - August 2008
Stifel Nicolaus February 2001 - December 2007
Skills
Microsoft Office, Customer Service, English, Windows, Research, Outlook, Investments, Microsoft Excel, Financial Planning
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Alliance for a Green Revolution in Africa (AGRA) 2011 - 2014
OIC International 2010 - 2012
National Philanthropic Trust 2003 - 2009
American Red Cross 1995 - 2002
Skills
International..., Strategic Planning, Policy Analysis, Program Management, Nonprofits, Business Strategy, Project Management, NGOs, International Relations, Governance, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1995
Coursework completed: Masters in International Economics and Development
Princeton University 1984 — 1988
Bachelor's degree, Religion, Islamic Studies
National Philanthropic Trust January 2013 - Present
New York Philanthropic Advisors Network September 2012 - Present
Growth Philanthropy Network January 2009 - January 2013
Gilda's Club Westchester December 2007 - October 2012
High Impact Giving January 2008 - December 2008
Archimede Philanthropy Partners, a division of Changing Our World September 2005 - December 2007
Changing Our World, Inc. September 2005 - December 2007
JPMorgan Chase & Co. 1986 - 2005
IBJ Schroder Bank June 1985 - June 1986
Skills
Philanthropy, Donor Advised Funds, Private Banking, Family Foundations, Project Management, Financial Institutions, Nonprofit Impact, Donor Relations, Non-profits, Non-profit..., Nonprofits, Fundraising, Program Development, Community Development, Grants, Leadership, Leadership Development, Strategic Communications, Public Relations, Marketing, Program Management, Business Planning, Board Development, Management, Planned Giving, Entrepreneurship, Charities, Social Entrepreneurship, Stewardship, Corporate Social..., Grant Writing, Community Outreach, Strategic Partnerships, Wealth Management, Annual Giving, Media Relations, Proposal Writing, Cause Marketing, Strategic Planning, Investments, Organizational..., Foundations, Strategy
Education
Pace University 1987 — 1992
Associate of Science (A.S.)
Marymount College, Tarrytown
BS
St. Chrisophers
St. Peters
St. Peters
National Philanthropic Trust May 2015 - Present
Laura Solomon, Esq. & Associates September 2011 - May 2015
Ballard Spahr LLP July 2007 - August 2011
Dilworth Paxson LLP September 2006 - July 2007
Skills
Non-profits, Nonprofits, Philanthropy, Tax, Trusts
Education
Temple University - James E. Beasley School of Law 2006 — 2007
LL.M., Taxation
Temple University - James E. Beasley School of Law 2004 — 2006
J.D., Law
Wesleyan University 1997 — 2001
B.A., Sociology
National Philanthropic Trust October 1998 - Present
University of Pennsylvania January 2006 - Present
Community Foundation of Singapore March 2010 - Present
Skills
Planned Giving, Non-profits, Grant Management, Governance, Philanthropy, Stewardship, Charities, Board Development, Fundraising, Endowments, Donor Relations, Donor Advised Funds, Higher Education, Leadership, Non-profit Board..., Program Development, Social Impact, Press Releases, Public Policy, Event Planning, Leadership Development, Strategic Partnerships, Non-profit..., Program Evaluation, Marketing Communications, Community Outreach, Entrepreneurship, Staff Development, Management, Public Speaking, Grants, Nonprofits, Marketing, Public Relations, Annual Giving, Strategic Planning
Education
Stanford University Graduate School of Business 2006 — 2006
Exec Ed, Center for Social Innovation
University of Pennsylvania - The Wharton School 2003 — 2003
Fellow, Executive Education
University of Michigan 1977 — 1978
MSW, social program evaluation
Carnegie Mellon University 1973 — 1976
BA, Psychology
Emerson College 1972 — 1973
speech
Hatboro Horsham 1968 — 1972
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Philadelphia Youth Network September 2011 - Present
Philadelphia Youth Network March 2011 - September 2011
Freelance Writer October 2010 - April 2011
White-Williams Scholars September 2010 - April 2011
The College Board July 2008 - August 2010
National Philanthropic Trust January 2006 - July 2008
Skills
Community Outreach, Project Management, Microsoft Office, Curriculum Design, Program Management, Creative Writing, Recruiting, Customer Service, Grants, Newsletters, Teaching, Fundraising, Grant Writing, Nonprofits, Public Speaking, Volunteer Management, Higher Education, Program Development, Editing, Event Planning, Research, Philanthropy, Staff Development, Policy Analysis
Education
University of Pennsylvania 2015 — 2017
Master's Degree, Research Methodology and Quantitative Methods
University of Delaware 1999 — 2003
BA, English Literature
Jewish Federation of Greater Pittsburgh January 2014 - Present
CCS August 2013 - January 2014
National Philanthropic Trust April 2013 - July 2013
CCS September 2012 - April 2013
The Enough Project November 2010 - July 2012
Executive Office of Mayor Adrian M. Fenty, D-Washington, DC February 2010 - November 2010
Executive Office of Mayor Adrian M. Fenty, D-Washington, DC April 2009 - August 2009
Skills
Human Rights, Policy Analysis, Public Policy, Foreign Policy, Politics, Political Science, International..., International Relations, Non-profits, Research, Fundraising, Editing, Policy, Public Speaking, Philanthropy, Nonprofits, Community Outreach, Grant Writing, Program Evaluation, Government, Community Development, Volunteer Management, Office Administration
Education
University of Pennsylvania 2012 — 2013
Master's degree, Nonprofit Leadership
University of Pittsburgh 2005 — 2009
Political Science, Latin American Studies, African Studies
National Philanthropic Trust June 2014 - Present
The Stoodeeoh January 2013 - Present
ThinkFun February 2014 - June 2014
ThinkFun September 2013 - January 2014
ThinkFun September 2012 - August 2013
NBEC Des!gn February 2011 - December 2012
ThinkFun December 2011 - August 2012
Thompson Hospitality April 2012 - May 2012
BBDO June 2009 - September 2009
QCB Studio July 2008 - July 2009
Skills
Corporate Identity, Logo Design, Graphic Design, Art Direction, Illustrator, Packaging, Advertising, Corporate Branding, Brochures, Brand Development, InDesign, Photoshop, Adobe Acrobat, Photography, Posters, Flyers, Dreamweaver, Social Media, Creative Direction, Adobe Creative Suite, Web Design, Illustration, Print Production, Typography, Catalogs, Magazines, Art, Retouching, PowerPoint, Creative Strategy, Project Management, Mac & PC platforms, Layout, Copywriting, Graphics, Trade Shows, Branding & Identity
Education
EAE Business School 2008 — 2009
Master of Arts, Image, Advertising, Corporate Identity
Universidad del Aconcagua 2007 — 2007
International Semester, Graphic Design
Politécnico Grancolombiano 2003 — 2007
Bachelor of Arts, Graphic Design
Politécnico Grancolombiano 2002 — 2003
Bachelor of Arts, Graphic Design, Marketing and Advertising
Colegio Americano 1994 — 2000
High School
Pitcairn 1993 - Present
Paramount Resources 2000 - Present
National Philanthropic Trust 1996 - Present
Pennypack Ecological Restoration Trust 1990 - Present
The Freeman Company 2012 - Present
LB Foster May 2015 - Present
Academy of the New Church 2000 - 2002
Skills
Family Office, Family Business, High Net Worth..., Philanthropy, Wealth, Wealth Management..., Governance, Open Architecture, Estate Planning, Alternative Investments, Trusts, Wealth Management, Investment Management, Asset Allocation, Asset Management, Strategic Planning, Mergers & Acquisitions, Financial Advisory, Investments, Corporate Governance, Investment Advisory, Social Entrepreneurship, Trust Services, Intergenerational..., Donor Advised Funds, Succession Planning, Entrepreneurship, Investment Strategies, Endowments, Trust Management, Compensation Structures, Deferred Compensation, Hedge Funds, Private Equity
Education
Institute of Chartered Financial Analysts
Chartered Financial Analyst
Lehigh University 1968 — 1971
B.S., Economics and Finance
Academy of the New Church 1964 — 1967
Secondary
National Philanthropic Trust February 2015 - Present
Consultant in Philanthropy March 2014 - Present
William Penn Foundation November 2012 - March 2014
William Penn Foundation January 2001 - September 2012
William Penn Foundation January 1998 - December 2000
William Penn Foundation January 1995 - December 1997
City of Philadelphia, Office of Housing and Community Development February 1982 - July 1983
Skills
Philanthropy, Grantmaking, Research Design, Impact Evaluation, Grant Writing, Policy Analysis, Policy Implementation, Transition Management, Program Management, Grants, Public Speaking, Policy, Editing, Organizational..., Non-profits, Fundraising, Program Development, Proposal Writing, Budgets, Capacity Building, Management, Community Development
Education
Harvard University Kennedy School of Government 1979 — 1981
Masters in Public Policy
Dartmouth College 1975 — 1979
A.B., Government and Policy Studies
National Association of Corporate Directors, Philadelphia Chapter, September 2015 - Present
The Brownstein Corp. January 2010 - Present
P&F Industries (NasdaqGM: PFIN) 2010 - Present
P&F Industries (NasdaqGM: PFIN) 2010 - Present
American Bar Association - Corporate Governance Committee April 2015 - Present
LMG2, successor to Chicago Loop Parking January 2014 - April 2015
National Association of Corporate Directors (NACD) 2015 - 2015
American Bar Association - Corporate Governance Committee 2014 - 2014
American Bar Association - Corporate Governance Committee 2014 - 2014
National Philanthropic Trust 2007 - 2010
Skills
Bankruptcy, Restructuring, Mergers, Crisis Management, Valuation, Litigation Support, Corporate Governance, Independent Director, Sales & Refinancing of..., Arbitration, Asset Based Lending, Due Diligence, Private Equity, Corporate Finance, Finance, Strategy, Management, Mergers & Acquisitions, Turn Around Management, Joint Ventures, Litigation, Business Valuation, Acquisitions, Leveraged Finance, Investment Banking, Corporate Development, Financial Modeling, Capital Markets, Strategic Partnerships, Venture Capital, Commercial Litigation, Funding, Corporate Law, Business, Structured Finance, Portfolio Management, Financial Structuring, Securities, Debt Restructuring, Management Consulting, Liquidation, M&A experience, Mediation, Refinance, Private Placements
Education
Harvard Business School 1971 — 1975
MBA
Harvard Law School 1971 — 1975
J.D.
University of Pennsylvania 1968 — 1971
B.A.
University of Pennsylvania - The Wharton School 1968 — 1971
B.S. (Econ)
Marketing and Communications September 2013 - Present
University of Arizona College of Medicine - Phoenix 2014 - 2014
Alliance Defending Freedom - formerly Alliance Defense Fund January 2012 - September 2013
Walton Consulting 2011 - February 2012
Capstone Legacy Foundation January 2011 - July 2011
National Philanthropic Trust December 2007 - January 2010
Valley Social Magazine January 2007 - December 2007
H. B. Maynard and Company (now Accenture) 2007 - 2007
Skills
Non-profits, Marketing Communications, Social Media, Fundraising, Marketing Strategy, Strategic Communications, Social Media Marketing, Event Planning, Community Outreach, Public Relations, Research, Blogging, Nonprofits, Media Relations, Management, Strategy, Corporate Communications, Copywriting, Leadership, Marketing, Email Marketing, Creative Writing, Public Speaking, Internal Communications, Editing, Event Management, Online Marketing, Strategic Planning, Newsletters, Social Networking, Digital Marketing, Marketing Research, Copy Editing, Press Releases, Market Research, Advertising, Integrated Marketing, Crisis Communications, Brand Development, Volunteer Management, Publicity, Direct Marketing, Facebook, Community Development
Education
Carnegie Mellon University 2006 — 2007
MA, Rhetoric and Discourse
Westminster College (PA) 1994 — 1998
BS, English and Secondary Education
Housing Alliance of Pennsylvania May 2014 - Present
Housing Alliance of Pennsylvania September 2013 - May 2014
Poor People's Economic Human Rights Campaign May 2013 - May 2014
National Philanthropic Trust May 2013 - August 2013
University City High School September 2012 - April 2013
United Community Clinic September 2012 - April 2013
Wayfarers' House, Meeting Ground Inc July 2012 - August 2012
Mary Randall Center, Meeting Ground Inc December 2011 - June 2012
Public Allies Delaware September 2011 - June 2012
Connections Community Support Programs September 2011 - December 2011
Skills
Community Outreach, Volunteer Recruiting, Volunteer Management, Volunteer Training, Non-profits, Public Speaking, Community Organizing, Social Services, Microsoft Office, Grants, Nonprofits, Fundraising, Case Management, Grant Writing, Program Development, Community Development, Research, Event Planning, Program Evaluation, Leadership, Social Media, Editing, Policy
Education
University of Pennsylvania 2012 — 2014
Masters, Social Work
University of Delaware 2006 — 2010
Bachelor of Arts, Psychology and Women Studies
World Team March 2013 - Present
Journal Register Company January 2009 - June 2012
National Philanthropic Trust December 2007 - March 2008
Drug Information Association February 2003 - January 2007
Pay-Tech, Inc. June 2001 - June 2002
United Health Group - formerly Lifemark Corporation February 1996 - May 2001
Maricopa Managed Care Systems August 1985 - February 1996
Skills
Interviews, Employee Relations, Employee Benefits, New Hire Orientations, FMLA, Payroll, Human Resources, Deferred Compensation, Customer Service, HRIS, Performance Management, Insurance, Recruiting, Training, Personnel Management, Management, Advertising, ADP Payroll
Education
Capella University 2006 — 2008
Masters, Organizational Management, Human Resource Management
University of Phoenix 1995 — 1998
BS, Business Administration
Mesa Community College 1990 — 1995
AA, General Studies
Lauterbach & Co September 2005 - Present
Critter Sitters, Inc. 1975 - Present
National Philanthropic Trust February 2010 - July 2013
FPA Philadelphia 2000 - 2010
The Capital Trust Co of Delaware 1999 - 2005
American Guranty & trust Co 1994 - 1999
Skills
Governance, Entrepreneurship, Financial Services, Corporate Governance, Venture Capital, Wealth, Board of Directors, Fiduciary, Multi-generational..., Family Office, Small Business, Investments, Social Enterprise, Committees, Strategy, Executive Management, Mergers & Acquisitions, Consulting, Trusts, Mutual Funds, Charities, Executive Coaching, Estate Planning, Philanthropy, Restructuring, Management Consulting, Entrepreneur
Education
Pacifica Graduate Institute 2011 — 2013
Master's Degree, Jungian Psychology
Emory 1974 — 1976
JD, Law
Hamilton 1966 — 1972
BA, Medieval History
IT Solutions Consulting, Inc. July 2013 - Present
IT Solutions Consulting, Inc. 2009 - 2013
National Philanthropic Trust 2008 - 2009
Skills
Microsoft Office, Salesforce.com, Online Advertising, Marketing Communications, Marketing Strategy, Event Planning, Lead Generation, Social Media, Email Marketing, Sales, Strategic Planning, Marketing, Online Marketing, Social Media Marketing, New Business Development, Team Leadership, Account Management, Cloud Computing, Strategic Partnerships
Education
Shippensburg University of Pennsylvania 2003 — 2008
Bachelor of Arts, Spanish, International Studies, Latin American Studies
Villanova University
English as a Second Language (ESL)
National Philanthropic Trust March 2015 - Present
St. Theresa School February 2012 - May 2014
Elizabeth Veterinary Clinic July 2011 - February 2012
Skills
Event planning, Organization, Research, Productive Teams, Microsoft Office, Public Speaking, Nonprofits, Exceptional People..., Social Networking, Social Media, People-oriented, Leadership, Communication Skills, Curriculum Development, Special Education, Tutoring, Classroom, Curriculum Design, Teaching, Curriculum Mapping, Grant Writing, Social Impact
Education
Kean University 2011 — 2014
Communications
Philadelphia University 2010 — 2011
Interior Design
National Philanthropic Trust April 2013 - Present
Merrill Lynch November 2011 - March 2013
Vanguard Charitable Endowment Program July 2011 - November 2011
Vanguard Charitable Endowment Program May 2009 - July 2011
Vanguard Charitable Endowment Program August 2007 - April 2009
The Vanguard Group May 2007 - July 2007
Citizens Bank November 2005 - May 2007
Skills
Non-profits, Marketing Communications, Project Management, Coaching, Team Building, Project Planning, PowerPoint, Public Speaking, Salesforce.com, Nonprofits, Advertising, Email Marketing, Sales, Public Relations, CRM, Customer Service, Event Planning, Philanthropy, Social Networking, Social Media, Fundraising
Education
Temple University
Bachelor of Arts (B.A.), Broadcasting, Telecommunications & Mass Media
National Philanthropic Trust March 2014 - Present
National Philanthropic Trust February 2012 - March 2014
National Philanthropic Trust July 2001 - February 2012
School District of Philadelphia September 1997 - June 1999
Skills
International..., Compliance, Specialized grantmaking, Philanthropy, Stewardship, Governance, Grants, Social Enterprise, Social Impact, Non-profits, Fundraising, Program Management, Program Development, Grant Writing
Education
Temple University 1995 — 1997
Bachelor of Science in Education, Education
Loyola University Maryland 1991 — 1994
Adobe January 2015 - Present
Adobe July 2013 - Present
Adobe January 2013 - July 2013
Adobe January 2012 - February 2013
Efficient Frontier (acquired by Adobe) September 2010 - January 2012
Juvenile Justice Center September 2009 - August 2010
Cities of Refuge February 2008 - June 2008
National Philanthropic Trust June 2007 - August 2007
Rochefort & Associates June 2006 - August 2006
WXPN Public Radio June 2005 - August 2005
Skills
Online Advertising, SEM, SEO, Marketing, Blogging, Social Media, Email Marketing, Digital Marketing, Demand Generation, Corporate Communications, Strategic Communications, Operations Management, Internal Resourcing, Lead Generation, Advertising, Marketing Research, Public Relations, Digital Strategy, Web Analytics, Management, Business Strategy, Sales
Education
Skidmore College
B.A.
William Penn Charter School
National Philanthropic Trust September 2015 - Present
Historic Columbia Foundation July 2013 - Present
Palmetto Cycling Coalition May 2010 - July 2013
WUSC FM May 2010 - May 2011
WUSC FM May 2008 - May 2010
Valley Preferred Cycling Center May 2009 - August 2009
Lee Morgan Inc October 2007 - August 2008
Skills
Press Releases, Marketing, Nonprofits, Public Relations, Event Management, Media Relations, Sports, Social Networking, Broadcast, Radio, Facebook, Newspapers, InDesign, Television, Marketing Communications, Social Media Marketing, Corporate Communications, Strategic Communications, PowerPoint, Management, Newsletters, Sponsorship, Magazines, Microsoft Excel, Blogging, Editing, Basic HTML, Adobe Creative Suite, HootSuite, Microsoft Office, Graphic Design, Advertising, Social Media, Public Speaking, Event Planning, Fundraising, Copywriting, Research, Community Outreach, Writing, Communication, Copy Editing, Leadership, Creative Writing, Journalism
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor’s Degree, Public Relations, Sport & Entertainment Management
Bernstein Private Wealth Management April 2014 - Present
National Philanthropic Trust February 2009 - March 2014
Bear Stearns & Co. February 1997 - August 2008
Skills
Philanthropy, Planned Giving, Investment Management, Stewardship, Grants, Fundraising, Non-profits, Strategic Partnerships, Entrepreneurship, Alternative Investments, Public Speaking, Governance, Salesforce.com, Marketing Communications, Proprietary Trading, Personal Financial..., Business Relationship..., Capital Markets Analysis, Product Development
Education
New York University 2006 — 2008
Master of Science (M.S.), Fundraising and Philanthropy
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), Psychology
Redwood High School 1989 — 1992
H.S. Diploma
National Philanthropic Trust April 2014 - Present
National Philanthropic Trust June 2011 - March 2014
DataQDirect September 2010 - June 2011
Country Corner Farm Market April 2000 - August 2010
Entercom January 2010 - June 2010
Public Health Management Corporation May 2009 - September 2009
Skills
Leadership, Event Planning, Philanthropy, Adobe Creative Suite, Fundraising, Social Media, Sales, Nonprofits, Research, Marketing
Education
The Non-Profit Center at LaSalle University 2013 — 2015
Certificate in Non-Profit Management
University of Scranton 2006 — 2010
Bachelors of Communication, Public Relations/Sociology
Southern Regional High School 2002 — 2006
College Preparatory
Faith First Educational Assistance Corporation March 2014 - Present
National Philanthropic Trust May 2015 - August 2015
University of Pennsylvania School of Nursing October 2013 - December 2013
Agatston Urban Nutrition Initiative June 2013 - August 2013
University of Pennsylvania October 2012 - May 2013
Fisher Hassenfeld College House, University of Pennsylvania September 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Event Planning, Fundraising
Education
University of Pennsylvania 2015 — 2015
Master's Degree, Non-Profit Leadership
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Health and Society
National Philanthropic Trust January 2015 - Present
Independence Blue Cross August 2014 - December 2014
Maiden Reinsurance North America, Inc. January 2014 - August 2014
NeoStrata Company January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Research, Analytical Skills, Problem Solving, Communication, Accounts Payable, Accounts Receivable, Bank Reconciliation, Journal Entries, G/L Reconciliations, Microsoft Office, PowerPoint, Time Management, Accounting, Social Media, Teamwork, Public Speaking, Access, Invoicing, Social Networking
Education
Rider University 2010 — 2014
Bachelor's degree, Accounting
National Philanthropic Trust August 2015 - Present
National Philanthropic Trust June 2014 - Present
Comcast Cable July 2012 - January 2014
Jacobson Strategic Communications May 2012 - June 2012
Comcast Corporation March 2008 - April 2012
Fidelity Charitable Services September 1999 - February 2008
Consolidated Rail Corporation (CONRAIL) March 1985 - September 1999
Skills
Internal Communications, Strategic Planning, Corporate Social..., Public Speaking, Community Relations, Corporate Philanthropy, Sustainability, Corporate Affairs, Public Affairs, Corporate Community..., Diversity and Inclusion, Employee Engagement, Relationship Management, Cause-Related Marketing, Strategic Public..., Community Development, Cause Marketing, Philanthropy, Strategy, Leadership, Program Management, Marketing Communications, Strategic Partnerships
Education
University of Michigan
BA, Political Science
Boston University
Certified Fund Raising Executive Program
Penn State University
Penn State Executive Management Program
National Philanthropic Trust November 2013 - Present
Cigna - Pharmacy Division April 2012 - November 2013
Bank of America August 2010 - March 2012
Bank of America Global Wealth & Investment Management (GWIM) June 2008 - August 2010
Merrill Lynch - Global Wealth Management Technology (GWMT) July 2007 - June 2008
Merrill Lynch Investment Managers (MLIM) September 2003 - October 2006
Merrill Lynch Investment Managers (MLIM) December 2001 - September 2003
VerticalNet Enterprise Software Division September 2000 - November 2001
VerticalNet Markets Division June 1998 - September 2000
VerticalNet November 1997 - June 1998
Skills
Business Analysis, Program Management, Risk Management, Project Portfolio..., Process Improvement, Management, Project Management, Vendor Management, SDLC, Leadership, CRM, PMO, Financial Services, Integration, Strategy, Governance, IT Strategy, Financial Analysis, IT Management, Management Consulting, Executive Management, Project Planning, Team Management, Team Building, Portfolio Management, Analysis, Enterprise Software, Strategic Planning, Software Project..., ITIL, Disaster Recovery, ERP, Resource Management, Business Process..., Team Leadership, Asset Management, IT Service Management, Business Intelligence, IT Financial Management, IT Governance, Pharmacy, Risk Assessment, Cloud Applications, SaaS, Data Mining, Data Analysis, Big Data Analytics, Big Data, Software Development, Trading Systems
Education
La Salle University - School of Business Administration 2015 — 2017
MBA, Concentration - Finance
Loyola College in Maryland
BA, Accounting
Bishop Egan High School
National Philanthropic Trust August 2015 - Present
National Philanthropic Trust May 2014 - August 2015
Schnader Harrison Segal & Lewis LLP September 2007 - October 2013
New Jersey Commission To Review Criminal Sentencing June 2005 - August 2005
National Institute of Child Health and Human Development October 2002 - July 2004
Skills
Litigation, Commercial Litigation, Corporate Law, Civil Litigation, Wills, Powers of Attorney, Estate Law, Trusts, Tax, Courts
Education
University of Michigan Law School 2004 — 2007
Juris Doctor
Cornell University 1998 — 2002
Bachelor of Arts (BA), Psychology
National Philanthropic Trust 2014 - 2014
John Templeton Foundation 1991 - 2013
Byers Choice. Ltd 1989 - 1991
University of Pennsylvania 1979 - 1989
Lesser & Kaplan, LLC 1981 - 1982
Skills
Philanthropy, Strategic Planning, Non-profits, Grants, Fundraising, Nonprofits, Event Planning, Program Management, Research, Management, Grant Writing, Budgets, Proposal Writing, Government, Policy, Program Evaluation, Program Development, Community Outreach, International..., Strategic Communications, Marketing Event Planning, prize programs, Event Management, Leadership, Public Relations, Analysis, Public Speaking
Education
University of Pennsylvania
Business Administration, Management and Operations
National Philanthropic Trust March 2014 - Present
National Philanthropic Trust May 2011 - March 2014
Wells Fargo January 2011 - May 2011
Skills
Account Reconciliation, Financial Statements, Microsoft Office, Microsoft Excel, Accounts Payable, QuickBooks, Leadership, Team Building, Songwriting, Accounting, Financial Reporting, Budgets, Event Planning, Financial Analysis, Social Media, Customer Service, Management, Marketing, Social Networking
Education
Kutztown University of Pennsylvania 2004 — 2009
Mathamatics
National Philanthropic Trust February 2014 - Present
American Nonprofits January 2012 - Present
Skills
Business Strategy, New Business Development, Marketing Strategy, Online Marketing, Philanthropy, Marketing Communications, Presenter, Sales Management, Website Development, Web Design, Fundraising, Business Management, Strategic Planning, Entrepreneur, Strategic Partnerships, Public Speaking, Planned Giving, Strategy Development, Business Planning, Brand Development, Donor Advised Funds, Entrepreneurship, Strategic Intelligence, Start-ups, Nonprofits, Public Relations, Leadership, Strategic Communications, Social Media, Business Development, Family Office, Charitable Gift Planning, Illiquid Gifts, Board Development, Stewardship, Strategy
Education
Denison University
B.A., Political Science, International Relations, Economics
University of Oxford
International Relations
University of Pennsylvania - The Wharton School
Executive Education - Competitive Marketing Strategy
American Board of Internal Medicine 2008 - Present
National Philanthropic Trust 2006 - 2007
FCF Schmidt Public Relations 2005 - 2006
National Comprehensive Cancer Network 2002 - 2005
Catalina Health Resource 1998 - 2002
various school districts in Central PA 1993 - 1998
Skills
Media Relations, Strategic Communications, Public Relations, Marketing Communications, Social Media, Editing, Press Releases, Event Planning, Advertising, Newsletters, Non-profits, Crisis Communications, Copywriting, Corporate Communications, Cause Marketing, Email Marketing, Internal Communications, Web Content Management, Public Speaking, Marketing, Content Development, Social Media Marketing, Web Content, Marketing Strategy, Copy Editing, Publications, Proofreading, Editorial, Project Management, Marketing Research, Research, Grant Writing, Technical Writing, Program Management, Event Management, Community Outreach, Qualitative Research, Online Marketing, Brand Development, Sponsorship, Journalism, Market Research, Digital Media, Strategic Planning, Proposal Writing, Integrated Marketing, Nonprofits, PowerPoint, Project Planning, Digital Strategy
Education
West Virginia University 2011 — 2014
Working toward a Masters
Penn State University 1988 — 1992
BA
Pennsylvania State University 1988 — 1992
University of Missouri-Saint Louis
SRWR (Somerset Regional Water Resources, LLC. December 2014 - Present
ParenteBeard LLC March 2008 - December 2014
Galil Medical 2007 - March 2008
National Philanthropic Trust 2005 - 2007
Ponca Tribe of Nebraska 2002 - 2005
KPMG 2000 - 2002
Skills
Finance, Accounting, GAAP, Financial Reporting, US GAAP, Internal Controls, Financial Statements, Financial Accounting, Financial Analysis, Auditing, General Ledger, Strategic Planning, Tax Preparation, Leadership, Finance Transformation, Mergers & Acquisitions, Income Tax, CPA
Education
Duquesne University 1992 — 1996
Bachelor's degree, Accounting
Delaware County Community Foundation August 2014 - Present
Emerging Practitioners in Philanthropy, Philadelphia Chapter January 2011 - Present
School of Social Policy & Practice at the University of Pennsylvania July 2012 - Present
Delaware Design-Lab High School December 2012 - Present
University of Pennsylvania, Office of the Vice Provost for University Life (VPUL) October 2011 - July 2014
Philadelphia Social Innovations Journal 2009 - 2012
National Philanthropic Trust May 2010 - July 2011
Philadelphia Boys Choir & Chorale May 2006 - August 2009
Skills
Fundraising, Non-profits, Philanthropy, Grants, Stewardship, Event Planning, Program Development, Nonprofits, Strategic Planning, Event Management, Leadership, Board Development, Community Development, Organizational...
Education
University of Pennsylvania 2009 — 2010
M.S., Nonprofit Leadership
University of Pennsylvania - The Wharton School 2007 — 2008
Certificate, Business Essentials
Tyler School of Art, Temple University 2002 — 2005
B.A., Art History
National Philanthropic Trust July 2006 - Present
National Philanthropic Trust July 2006 - December 2008
Thomas Jefferson University Hospital June 2005 - July 2006
Skills
Non-profits, Nonprofits, Philanthropy, Microsoft Office, Event Planning, Program Development
Education
Arcadia University 2001 — 2005
BA, Sociology
Arcadia University September 2014 - Present
National Philanthropic Trust February 2014 - September 2014
GMAC ResCap 2007 - March 2013
United Rentals 2003 - 2007
Security Services & Technologies 2002 - 2003
CAI Wireless Systems 1998 - 2001
The Loewen Group 1996 - 1998
Skills
Fixed Assets, Financial Reporting, Budgeting, SOX, Supervisory Skills, Project Accounting, Construction Accounting, Account Reconciliation, Mortgage Industry, Month End Close, Cash Flow, Commission, Revenue Recognition, Accounting, Consolidation, Reconciliations, General Ledger, Financial Accounting, Internal Controls, Variance Analysis, Financial Analysis, Reconciliation, Journal Entries, Accruals, Lawson, PeopleSoft, SAP, Budgets, Forecasting, GAAP, Accounts Receivable, Finance, Cash Management, Financial Statements, Process Improvement, SEC filings, US GAAP, Sarbanes-Oxley Act, Payroll, Auditing, Management
Education
La Salle University 2004 — 2010
MBA, Management
Lebanon Valley College 1992 — 1996
Bachelor of Science, Accounting
National Philanthropic Trust November 2013 - Present
National Philanthropic Trust January 2013 - November 2013
Vanguard Charitable Endowment Program September 2011 - January 2013
Vanguard Charitable Endowment Program September 2007 - September 2011
Skills
Non-profits, Social Media, Marketing, Philanthropy, Marketing Communications, Fundraising, Salesforce.com, Marketing Strategy, Project Management, Microsoft Office, Project Planning, Program Management, Nonprofits, Training, Management, CRM, Relationship Management, Stewardship, Public Speaking, Leadership, Community Outreach, Strategic Planning
Education
American College 2011 — 2011
Chartered Advisor in Philanthropy, Philanthropic Planning, Designation Obtained
University of Pittsburgh 2004 — 2006
Certificate, Non-Profit Management
University of Pittsburgh 2002 — 2006
B.A., Economics
University of Pittsburgh 2002 — 2006
B.A., Urban Planning
Chestnut Hill Academy 1998 — 2002
GED
National Philanthropic Trust August 2014 - Present
Clinlogix, LLC March 2013 - August 2014
Clinlogix, LLC August 2011 - March 2013
Keller Williams, Doylestown July 2010 - August 2011
VGX Pharmaceuticals 2009 - 2009
Lennon Financial Group March 2003 - December 2008
Jay Associates, Inc January 1992 - 1996
Reliance Insurance September 1991 - December 1991
KPMG September 1989 - September 1991
Skills
QuickBooks, Microsoft Dynamics SL, Microsoft Office, Microsoft Excel, Accounting, Account Reconciliation
Education
Saint Joseph's University 1985 — 1989
BS, Accounting
Mount Saint Joseph Academy
National Philanthropic Trust December 2014 - Present
GES-USA January 2013 - October 2014
Tinius Olsen Testing Machine Company March 2010 - January 2013
Dow Advanced Materials (formerly Rohm and Haas Company) July 2005 - December 2009
Finlay Fine Jewelry October 2002 - July 2005
Talent Tree Staffing September 2000 - October 2002
Skills
Employee Relations, Performance Management, Succession Planning, Employee Benefits, Talent Management, Recruiting, Workforce Planning, Personnel Management, HRIS, Human Resources, Leadership Development, Organizational..., Management, Interviews, Temporary Placement, Labor Relations, Training, Employment Law, Deferred Compensation, Internet Recruiting, Leadership, Change Management, Program Management
Education
Villanova University 2009 — 2009
Certificate in Professional Human Resources Management
New York University
Human Resources Management
Adelphi University 1990 — 1994
BS, Elementary Education
Wells Fargo April 2013 - Present
National Philanthropic Trust April 2010 - June 2012
Wachovia Bank June 1991 - July 2002
Education
Rosemont College 1986 — 1990
B.S., Dual Major: Business Administration and French
National Philanthropic Trust Senior ManagerKPMGJuly 1987 - February 2006
Education
La Salle University - School of Business Administration 1983 — 1987
Accounting
National Philanthropic Trust May 2015 - Present
Harte Hanks September 2014 - May 2015
ARI Mutual Insurance Companies November 2012 - June 2014
Sundown Boarding Stables 2007 - 2014
Penn Emblem September 2010 - November 2012
Penndel Mental Health Center September 2007 - August 2010
Taylor Bean & Whittaker August 2005 - August 2007
Taylor Bean & Whittaker November 2003 - August 2005
Ground Round IOC, LLC 1999 - 2002
Skills
Project Implementation, Strategic Planning, ERP, Microsoft Office, Training & Development, Test Management, Test Planning, System Testing, SQL, Syteline ERP, Profiler, Business Analysis, Data Analysis, Requirements Analysis, Analysis, IT Operations, Change Management, Test Cases, SSRS, LogiXML, Office 365, Employee Training, Training, Business Process, Budgets, Access, Software Documentation, CRM, Management, Visio
Education
University of Phoenix 2010 — 2012
Masters of Business Administration, Concentration in IT Management, 3.83
University of Phoenix 2007 — 2010
Bachelors, Business Management, 3.81
Bucks County Community College 2009 — 2009
Grant Writing
DeVry College of Technology 1999 — 2001
Associates, Computer Information Systems
National Philanthropic Trust April 2014 - Present
National Philanthropic Trust September 2011 - Present
American Association for Cancer Research March 2007 - September 2011
Skills
Policy Analysis, Nonprofits, Public Policy, Grant Writing, Fundraising, Program Development, Community Outreach, Public Speaking, Event Planning, Volunteer Management, Research, Public Relations, Social Media, Grants
Education
Temple University 2002 — 2006
Bachelor of Arts, Political Science, History, Art History
La Salle University
Master's Degree, Non-Profit/Public/Organizational Management
National Philanthropic Trust April 2010 - Present
Miria Systems September 1996 - August 2001
Prudential Insurance February 1989 - August 1996
Education
Penn State University 1984 — 1988
B.S., Quantitative Business Analysis
National Philanthropic Trust 2014 - Present
SolomonEdwards 2013 - 2014
TE Connectivity 2011 - 2012
St. Clair CPA'S P.C. 2008 - 2011
Deloitte 2007 - 2008
Skills
Financial Statements, Tax Research, General Ledger, Fixed Assets, Tax Returns, Consolidation, Big 4, Assurance, Accounting, Tax Accounting, CPA, GAAP, Auditing, Tax Preparation, Corporate Tax, Financial Reporting, Income Tax, Cash Flow
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Accounting
National Philanthropic Trust December 2014 - March 2015
Bank of America/Merrill Lynch ( Contractor) June 2014 - August 2014
Citi December 2009 - April 2014
PayQuik, Inc January 2008 - December 2009
Citi June 2007 - December 2008
Skills
Banking, Business Analysis, Financial Services, Risk Management, Finance, Analysis, Financial Analysis, Process Improvement, Project Management, Relationship Management, Payments
Education
Loyola College 1984 — 1988
Bachelor of Science Degree, Business Administration
National Philanthropic Trust December 2014 - Present
Aberdeen Asset Management September 2010 - June 2014
Global Yatırım Holding October 2008 - September 2010
Global Securities Inc. October 2007 - October 2008
Bloomberg May 2006 - September 2007
Charles Schwab; Schwab Institutional May 2002 - March 2006
Hold Brothers On-line Investment Services, LLC September 2000 - October 2001
Skills
Equities, Investments, Fixed Income, Portfolio Management, Alternative Investments, Emerging Markets, Wealth Management, Private Equity, Hedge Funds, Asset Management, Asset Managment, Asset Allocation, Negotiation, Bloomberg, Training, Investment Strategies, Capital Markets, Series 7, Selling Skills, Investment Management, Venture Capital, Family Office, Investor Relations, Due Diligence, Miller Heiman Sales..., Equity Trading, Investment Advisory, Fund Of Funds, Business Development, Mutual Funds, Trained in Decker..., Pusateri Value Training, Family Offices, Board of Directors, Foundations, Special Needs
Education
Tufts University - The Fletcher School of Law and Diplomacy
GMAP, International Affairs
Long Island University, C.W. Post Campus
BA, Social Sciences