Sterling Foundation Management, LLC
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Sterling Foundation Management, LLC Employees
Employee
Years
Job
Industry
Victor Roy Victor Roy's Sterling Foundation Management, LLC Experience June 2010 - September 2010
Job Masters Student in Anthropology at University of Pittsburgh
Industry Research
Experience
The Princeton Review January 2011 - Present
University of Pittsburgh August 2012 - January 2014
Sterling Foundation Management, LLC June 2010 - September 2010
Center for New Institutional Social Sciences June 2009 - May 2010
Center for Research in Economics and Strategy May 2009 - September 2009
Skills
Economics, Data Analysis, Microsoft Office, PowerPoint, R, Stata, Statistics, Java, Financial Modeling, SAS, Research, Microsoft Excel, Microsoft Word, Python, Systat, Surfer, Idrisi
Education
University of Pittsburgh 2012 — 2015
Master of Arts (M.A.), Anthropology
Washington University in St. Louis 2006 — 2010
BSBA, Economics, Mathematics, Finance
Montgomery Blair High School
The Princeton Review January 2011 - Present
University of Pittsburgh August 2012 - January 2014
Sterling Foundation Management, LLC June 2010 - September 2010
Center for New Institutional Social Sciences June 2009 - May 2010
Center for Research in Economics and Strategy May 2009 - September 2009
Skills
Economics, Data Analysis, Microsoft Office, PowerPoint, R, Stata, Statistics, Java, Financial Modeling, SAS, Research, Microsoft Excel, Microsoft Word, Python, Systat, Surfer, Idrisi
Education
University of Pittsburgh 2012 — 2015
Master of Arts (M.A.), Anthropology
Washington University in St. Louis 2006 — 2010
BSBA, Economics, Mathematics, Finance
Montgomery Blair High School
Megan Nowicki Megan Nowicki's Sterling Foundation Management, LLC Experience June 2014 - September 2014
Job Assurance Intern at BDO USA, LLP
Industry Accounting
Experience
Hope College Admission January 2014 - Present
BDO USA, LLP January 2015 - April 2015
Sterling Foundation Management, LLC June 2014 - September 2014
Education
Hope College 2012 — 2017
Accounting, Junior
Hope College Admission January 2014 - Present
BDO USA, LLP January 2015 - April 2015
Sterling Foundation Management, LLC June 2014 - September 2014
Education
Hope College 2012 — 2017
Accounting, Junior
Ellen K. Fishbein Ellen K. Fishbein's Sterling Foundation Management, LLC Experience May 2015 - Present
Job VP, Foundation Administration
Industry Financial Services
Experience
Sterling Foundation Management, LLC May 2015 - Present
EKFishbein Art Designs January 2004 - December 2014
Equidity, Inc. September 2010 - June 2011
AOL Time Warner May 1996 - December 2003
Zuckerman Spaeder LLP June 1991 - May 1996
Odin, Feldman & Pittleman, P.C. September 1986 - May 1991
Skills
Foundation..., Private Foundations, Charitable Giving, Art, Fundraising, Charitable Trusts, Nonprofits, Donor Advised Fund, Strategic Planning, Tax Policy, Start-ups, Business Development, Corporate Law, Tax Law, Tax Legislation Analysis, Advocacy, Negotiation, Tax incentives, Leadership, Community Outreach, Entrepreneurship, Oil Painting, Murals, Acrylic, Editing, Charitable Remainder...
Education
Georgetown University Law Center 1987 — 1990
LL.M., Tax
Duke University School of Law 1983 — 1986
Juris Doctor (JD), Tax Law/Taxation
Brandeis University 1979 — 1983
B.A., American Studies & Sociology
Sterling Foundation Management, LLC May 2015 - Present
EKFishbein Art Designs January 2004 - December 2014
Equidity, Inc. September 2010 - June 2011
AOL Time Warner May 1996 - December 2003
Zuckerman Spaeder LLP June 1991 - May 1996
Odin, Feldman & Pittleman, P.C. September 1986 - May 1991
Skills
Foundation..., Private Foundations, Charitable Giving, Art, Fundraising, Charitable Trusts, Nonprofits, Donor Advised Fund, Strategic Planning, Tax Policy, Start-ups, Business Development, Corporate Law, Tax Law, Tax Legislation Analysis, Advocacy, Negotiation, Tax incentives, Leadership, Community Outreach, Entrepreneurship, Oil Painting, Murals, Acrylic, Editing, Charitable Remainder...
Education
Georgetown University Law Center 1987 — 1990
LL.M., Tax
Duke University School of Law 1983 — 1986
Juris Doctor (JD), Tax Law/Taxation
Brandeis University 1979 — 1983
B.A., American Studies & Sociology
Erik Haas's Sterling Foundation Management, LLC Experience May 2015 - Present
Job CRT Solutions Specialist at Sterling Foundation Management, LLC
Industry Financial Services
Experience
Rotary International September 2015 - Present
Sterling Foundation Management, LLC May 2015 - Present
AREVA June 2013 - May 2015
AREVA August 2011 - June 2013
AREVA March 2008 - August 2011
Denneny for Congress January 2008 - March 2008
MassMutual Financial Group 2007 - 2008
Baruch College February 2007 - December 2007
GMS Group July 2007 - September 2007
Skills
Family Office, Charitable Remainder..., Contract Negotiation, Consultative Approach, Private Foundations, Strategy, Leadership, Analysis, Energy, Project Management, Business Planning, Sales, Budgets, Business Development, Policy, Training, Business Strategy, Team Building, Finance, Microsoft Excel, Market Analysis, Microsoft Office, Marketing, Process Improvement, Financial Analysis, Product Development, Marketing Strategy, Coaching, Start-ups, Philanthropy, Charitable Giving, Donor Advised Funds
Education
Baruch College, City University of New York (CUNY)
BBA in Finance & Investments, Business, Finance, English
Rotary International September 2015 - Present
Sterling Foundation Management, LLC May 2015 - Present
AREVA June 2013 - May 2015
AREVA August 2011 - June 2013
AREVA March 2008 - August 2011
Denneny for Congress January 2008 - March 2008
MassMutual Financial Group 2007 - 2008
Baruch College February 2007 - December 2007
GMS Group July 2007 - September 2007
Skills
Family Office, Charitable Remainder..., Contract Negotiation, Consultative Approach, Private Foundations, Strategy, Leadership, Analysis, Energy, Project Management, Business Planning, Sales, Budgets, Business Development, Policy, Training, Business Strategy, Team Building, Finance, Microsoft Excel, Market Analysis, Microsoft Office, Marketing, Process Improvement, Financial Analysis, Product Development, Marketing Strategy, Coaching, Start-ups, Philanthropy, Charitable Giving, Donor Advised Funds
Education
Baruch College, City University of New York (CUNY)
BBA in Finance & Investments, Business, Finance, English
Tori Dorsey Tori Dorsey's Sterling Foundation Management, LLC Experience November 2012 - Present
Job Data/Operations Specialist at Sterling Foundation Management, LLC
Industry Hospital & Health Care
Experience
Sterling Foundation Management, LLC November 2012 - Present
Region 7 Healthcare Coalition October 2013 - October 2014
American Red Cross April 2013 - September 2013
Boston University School of Management October 2008 - December 2012
Contingency Management Consulting Group LLC March 2011 - October 2012
Boston University January 2012 - May 2012
Skills
Emergency Management, Training, Public Speaking, Disaster Response, Cpr Certified, Healthcare, Exercises, Crisis Management, Policy, Program Management, Program Development, Risk Assessment, First Aid, Public Health, Government, Risk Management, Homeland Security, Community Outreach, Policy Analysis, Editing, Management, Event Planning, Higher Education, Research, Nonprofits, Microsoft Office, PowerPoint, Preparedness, Program Evaluation, Grant Writing, Data Analysis, Project Planning, Leadership, Analysis, Emergency Services, Project Management, Staff Development, Visio, Grants, Proposal Writing, Event Management, Volunteer Management
Education
Boston University 2010 — 2012
M.S., Healthcare Emergency Management
University of Nevada-Reno 2004 — 2007
Bachelor of Arts (B.A.)
Sterling Foundation Management, LLC November 2012 - Present
Region 7 Healthcare Coalition October 2013 - October 2014
American Red Cross April 2013 - September 2013
Boston University School of Management October 2008 - December 2012
Contingency Management Consulting Group LLC March 2011 - October 2012
Boston University January 2012 - May 2012
Skills
Emergency Management, Training, Public Speaking, Disaster Response, Cpr Certified, Healthcare, Exercises, Crisis Management, Policy, Program Management, Program Development, Risk Assessment, First Aid, Public Health, Government, Risk Management, Homeland Security, Community Outreach, Policy Analysis, Editing, Management, Event Planning, Higher Education, Research, Nonprofits, Microsoft Office, PowerPoint, Preparedness, Program Evaluation, Grant Writing, Data Analysis, Project Planning, Leadership, Analysis, Emergency Services, Project Management, Staff Development, Visio, Grants, Proposal Writing, Event Management, Volunteer Management
Education
Boston University 2010 — 2012
M.S., Healthcare Emergency Management
University of Nevada-Reno 2004 — 2007
Bachelor of Arts (B.A.)
Scott Schoettlin's Sterling Foundation Management, LLC Experience September 2010 - August 2013
Job Sales Manager at Market Technologies, LLC
Industry Computer Software
Experience
Market Technologies, LLC September 2014 - Present
Securities America Advisors, Inc. June 2007 - September 2014
Service Corporation International December 2013 - July 2014
Sterling Foundation Management, LLC September 2010 - August 2013
UBS 2005 - 2007
Citi 2003 - 2005
Edward Jones 2001 - 2003
Skills
Investments, Selling, Strategic Financial..., Wealth Management, Asset Management, Series 7, Leadership, Business Development, Public Speaking, New Business Development, Retirement Planning, Management, Marketing, Training, Real Estate, Asset Managment, Real Estate Transactions, Commercial Real Estate, Real Estate Investment..., Sales, Investment Properties, Business Management, Financial Planning, Consultative Selling, Small Business, Entrepreneurship, Finance, Estate Planning, Insurance
Education
Missouri State University 1992 — 1996
B.S.
Market Technologies, LLC September 2014 - Present
Securities America Advisors, Inc. June 2007 - September 2014
Service Corporation International December 2013 - July 2014
Sterling Foundation Management, LLC September 2010 - August 2013
UBS 2005 - 2007
Citi 2003 - 2005
Edward Jones 2001 - 2003
Skills
Investments, Selling, Strategic Financial..., Wealth Management, Asset Management, Series 7, Leadership, Business Development, Public Speaking, New Business Development, Retirement Planning, Management, Marketing, Training, Real Estate, Asset Managment, Real Estate Transactions, Commercial Real Estate, Real Estate Investment..., Sales, Investment Properties, Business Management, Financial Planning, Consultative Selling, Small Business, Entrepreneurship, Finance, Estate Planning, Insurance
Education
Missouri State University 1992 — 1996
B.S.
Jan Najera's Sterling Foundation Management, LLC Experience 2007 - Present
Job Project Manager at Sterling Foundation Management
Industry Financial Services
Experience
Sterling Foundation Management, LLC 2007 - Present
Skills
Philanthropy, Foundations, Grants, Family Office, Wealth Management, Charitable Gift Planning, Charitable Remainder..., Project Management, Program Management, Bookkeeping, Leadership, Strategic Planning, Leadership Development, Private Foundations, Budgets, Charitable Giving, Strategy
Education
The University of Kansas
Bachelor's Degree
Sterling Foundation Management, LLC 2007 - Present
Skills
Philanthropy, Foundations, Grants, Family Office, Wealth Management, Charitable Gift Planning, Charitable Remainder..., Project Management, Program Management, Bookkeeping, Leadership, Strategic Planning, Leadership Development, Private Foundations, Budgets, Charitable Giving, Strategy
Education
The University of Kansas
Bachelor's Degree
Sam Navarro Sam Navarro's Sterling Foundation Management, LLC Experience May 2015 - Present
Job Strategy, Marketing, and Communications Professional
Industry Financial Services
Experience
Sterling Foundation Management, LLC May 2015 - Present
CEB November 2013 - April 2015
CEB February 2011 - November 2013
Optimization Consulting, Inc. May 2010 - February 2011
United States Senate March 2010 - May 2010
Slingshot Labs August 2009 - December 2009
Skills
Charitable Remainder..., Charitable Planning, Private Foundations, Family Office, Donor Advised Funds, Editing, Research, Marketing, Social Media, Analysis, Public Speaking, Management, Project Management, Entertainment, Blogging, Social Media Marketing, Video Production
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Davidson College 2001 — 2005
BA, History
T.C. Williams High School
Sterling Foundation Management, LLC May 2015 - Present
CEB November 2013 - April 2015
CEB February 2011 - November 2013
Optimization Consulting, Inc. May 2010 - February 2011
United States Senate March 2010 - May 2010
Slingshot Labs August 2009 - December 2009
Skills
Charitable Remainder..., Charitable Planning, Private Foundations, Family Office, Donor Advised Funds, Editing, Research, Marketing, Social Media, Analysis, Public Speaking, Management, Project Management, Entertainment, Blogging, Social Media Marketing, Video Production
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Davidson College 2001 — 2005
BA, History
T.C. Williams High School
Michael Johnfinn Michael Johnfinn's Sterling Foundation Management, LLC Experience August 2012 - October 2012
Job Senior Coordinator, Strategic Partnerships at The National Society of Collegiate Scholars
Industry Nonprofit Organization Management
Experience
The National Society of Collegiate Scholars August 2015 - Present
AARP February 2014 - August 2015
American Public University System September 2013 - December 2013
Tyco Integrated Security December 2012 - September 2013
Sterling Foundation Management, LLC August 2012 - October 2012
Siteworx January 2012 - May 2012
Liberty Property Trust December 2011 - January 2012
Birch, Stewart, Kolasch & Birch June 2010 - August 2011
Skills
Event Planning, Marketing, Social Networking, Social Media, Social Media Marketing, WordPress, Digital Strategy, Google Analytics, Digital Marketing, SEO, Email Marketing, Marketing Strategy, Photoshop, Online Advertising, Web Content Management, Project Management, Leadership, Business Development, Recruiting, Microsoft Office
Education
George Mason University 2005 — 2009
Bachelor of Communications (B.B.A.)
The National Society of Collegiate Scholars August 2015 - Present
AARP February 2014 - August 2015
American Public University System September 2013 - December 2013
Tyco Integrated Security December 2012 - September 2013
Sterling Foundation Management, LLC August 2012 - October 2012
Siteworx January 2012 - May 2012
Liberty Property Trust December 2011 - January 2012
Birch, Stewart, Kolasch & Birch June 2010 - August 2011
Skills
Event Planning, Marketing, Social Networking, Social Media, Social Media Marketing, WordPress, Digital Strategy, Google Analytics, Digital Marketing, SEO, Email Marketing, Marketing Strategy, Photoshop, Online Advertising, Web Content Management, Project Management, Leadership, Business Development, Recruiting, Microsoft Office
Education
George Mason University 2005 — 2009
Bachelor of Communications (B.B.A.)
Heather A. Leeper Heather A. Leeper's Sterling Foundation Management, LLC Experience June 2015 - Present
Job Escrow Agent at Sterling Foundation Management, LLC
Industry Financial Services
Experience
Sterling Foundation Management, LLC June 2015 - Present
The Clark Law Firm and The Legacy Elder Law Center January 2014 - June 2015
Graduate Management Admission Council® (GMAC®) November 2011 - December 2013
Law Offices of Shapiro and Burson LLP August 2010 - November 2011
Accountants International April 2010 - July 2010
Law Offices of Gary Lance Smith October 2000 - April 2010
Skills
Charitable Remainder..., Private Foundations, Donor Advised Funds, Family Office, Charitable Gift Planning, Non-profit Volunteering, Legal Compliance, Prepare Contracts, Due Diligence, Customer Service, Legal Assistance, Invoicing, Legal Documents, Filing, Administrative..., Corporate Law, Human Resources, Legal Writing, Management, Recruiting, Interviews, Payroll, Executive..., Access, Event Planning
Education
Radford University 1986 — 1990
Bachelor of Arts, Speech Language Pathology
North Forsyth High school 1984 — 1986
Sterling Foundation Management, LLC June 2015 - Present
The Clark Law Firm and The Legacy Elder Law Center January 2014 - June 2015
Graduate Management Admission Council® (GMAC®) November 2011 - December 2013
Law Offices of Shapiro and Burson LLP August 2010 - November 2011
Accountants International April 2010 - July 2010
Law Offices of Gary Lance Smith October 2000 - April 2010
Skills
Charitable Remainder..., Private Foundations, Donor Advised Funds, Family Office, Charitable Gift Planning, Non-profit Volunteering, Legal Compliance, Prepare Contracts, Due Diligence, Customer Service, Legal Assistance, Invoicing, Legal Documents, Filing, Administrative..., Corporate Law, Human Resources, Legal Writing, Management, Recruiting, Interviews, Payroll, Executive..., Access, Event Planning
Education
Radford University 1986 — 1990
Bachelor of Arts, Speech Language Pathology
North Forsyth High school 1984 — 1986
Laura Feldman's Sterling Foundation Management, LLC Experience June 2009 - June 2015
Job Executive Administrative Professional open to Customer Service/Administrative opportunities
Industry Financial Services
Experience
Sterling Foundation Management, LLC June 2009 - June 2015
Kelly Sweitzer, Realtor October 2006 - May 2009
INOVA Loudoun Hospital August 2003 - October 2006
UUNet/Worldcom -- now Verizon April 2000 - March 2002
Compucare (Quadramed) 1995 - 1999
Skills
Project Planning, Charitable Remainder..., Wealth Management, Program Management, Quality Assurance, Finance, Charitable Trusts, Databases, Software Documentation, Time Management, Human Resources, Real Estate, Project Management, Sales, Customer Service, Leadership, Management, Strategic Planning, Marketing
Education
Meredith College 1980 — 1984
B.S., Business Administration and Management, General
Sterling Foundation Management, LLC June 2009 - June 2015
Kelly Sweitzer, Realtor October 2006 - May 2009
INOVA Loudoun Hospital August 2003 - October 2006
UUNet/Worldcom -- now Verizon April 2000 - March 2002
Compucare (Quadramed) 1995 - 1999
Skills
Project Planning, Charitable Remainder..., Wealth Management, Program Management, Quality Assurance, Finance, Charitable Trusts, Databases, Software Documentation, Time Management, Human Resources, Real Estate, Project Management, Sales, Customer Service, Leadership, Management, Strategic Planning, Marketing
Education
Meredith College 1980 — 1984
B.S., Business Administration and Management, General
Alexis Detwiler's Sterling Foundation Management, LLC Experience July 2002 - October 2003
Job Director of Administration at Fahr, LLC
Industry Executive Office
Experience
Fahr, LLC December 2014 - Present
Farallon Capital Management April 2008 - March 2013
TomKat Charitable Trust December 2006 - March 2013
OneLink Corporation June 2004 - December 2006
Sterling Foundation Management, LLC July 2002 - October 2003
Education
Colby College 1998 — 2002
B.A., English; Classical Civilization
The Branson School
Fahr, LLC December 2014 - Present
Farallon Capital Management April 2008 - March 2013
TomKat Charitable Trust December 2006 - March 2013
OneLink Corporation June 2004 - December 2006
Sterling Foundation Management, LLC July 2002 - October 2003
Education
Colby College 1998 — 2002
B.A., English; Classical Civilization
The Branson School
George Loudenslager's Sterling Foundation Management, LLC Experience January 2011 - Present
Job Chief Financial Officer at Sterling Foundation Management, LLC
Industry Entertainment
Experience
Sterling Foundation Management, LLC January 2011 - Present
TEXELSPL January 2010 - January 2011
Ruckus Network / Total Music July 2006 - June 2009
Grubb and Ellis April 2004 - May 2006
AMI Capital, Inc October 2001 - January 2003
Centrum Managment, LLC August 1999 - October 2001
The Goldstar Group, LLC / NHP, INC. June 1993 - August 1999
Coopers & Lybrand 1992 - 1993
Skills
Financial Analysis, Mergers & Acquisitions, Management, Finance, Budgets, Financial Reporting, Accounting, Due Diligence
Education
University of Baltimore 1990 — 1992
BS Finance
Sterling Foundation Management, LLC January 2011 - Present
TEXELSPL January 2010 - January 2011
Ruckus Network / Total Music July 2006 - June 2009
Grubb and Ellis April 2004 - May 2006
AMI Capital, Inc October 2001 - January 2003
Centrum Managment, LLC August 1999 - October 2001
The Goldstar Group, LLC / NHP, INC. June 1993 - August 1999
Coopers & Lybrand 1992 - 1993
Skills
Financial Analysis, Mergers & Acquisitions, Management, Finance, Budgets, Financial Reporting, Accounting, Due Diligence
Education
University of Baltimore 1990 — 1992
BS Finance