Mission-based business leader with a 25 year background in consultative sales, marketing, and management in profit and nonprofit industries. Responsible for key account management, acquiring new business and increasing market share. Offer expert strategic planning and financial analytical skills, strong technical background to qualify prospective growth opportunities, identify needs, recommend solutions, and become a trusted advisor by easily establishing rapport and cultivating strong relationships to build effective teams. Organizational wizard with an ability to manage multiple projects simultaneously.
Milwaukee Community Sailing CenterMilwaukee, WIExecutive Director09/2016 to 07/2017
Evaluated organizational structure and internal processes to develop business plan positioning organization for forward growth and expansion.
Implemented awareness building PR/marketing campaign resulting in television and print exposure including feature story on Exclusively Yours magazine, front=page Milwaukee Journal Sentinel coverage, Real Milwaukee live, Weekend Warrior highlighted member, and PBS's Outdoor Wisconsin.
Initiated new membership outreach campaign, "SailVenture" resulting in 5% growth in new members.
Built relationships with partner organizations including Milwaukee County Office of Person's with Disabilities, Milwaukee County Parks, Milwaukee Water Commons, and Discovery World to advance organizational mission of making Lake Michigan accessible to everyone and increase impact of the work.
Instituted reporting and communication process to engage Board of Directors, staff, members and donors.
Established infrastructure systems including donor database and fleet and yard maintenance schedule to increase efficiencies and streamline operations.
Center for Resilient CitiesMadison, WIDevelopment & Communications Director02/2011 to 02/2016
Facilitated task force relationship with Rotary Club of Milwaukee to raise over $1 million dollars for a public capital campaign within a 12-month window.
Initiated and implemented a multi-step, multi-channel, integrated marketing and solicitation annual fund campaign within first month of hire resulting in continued growth in both donations and participation in subsequent years.
Secured challenge match gift doubling fundraising outcomes for online giving day.
Directed grant writing and report management for all program, project and operating requests to support development efforts.
Provided donor stewardship, major donor cultivation, grant writing and management and solicitation of workplace-giving contributions.
Consistently engage board to meet 100% participation goal.
Key strategist in launching of new organizational website based on a comprehensive re-freshening of brand identity to more effectively communicate the mission and vision of the organization.
Produced monthly e-news letter, seasonal print news letter, all donor communications, case studies and press related activities for organization.
Managed social media websites including FaceBook, Twitter, Instagram.
Provided strategic direction leading to closing of Milwaukee office.
Morgan StanleyMilwaukee, WIFinancial Advisor10/1989 to 07/2001
Successfully maintained $20 million, 300 account client base and grew business through complete financial planning emphasis including comprehensive tax and estate planning strategies and educational seminar format for solicitation of qualified prospects.
Developed reputation for prompt, efficient service with high level of accuracy leading to strong referral business.
Extended outreach to assist regional branch offices in communicating effective sales strategies and facilitate programming to prospects and clients
Worked with regional and national management and affiliate organizations to communicate trend and sales analysis to Milwaukee branch offices.
Education and Training
MBA2016Cardinal Stritch University, Milwaukee Denver, WI CO4.0/4.0 Delta Mu Delta, International Honor Society in Business, membership is by invitation, based on academic achievement
College for Financial Planning
Implicit Racism Trainer Workshop, YWCA, January 2016.
Planned Giving Council of Eastern Wisconsin Planned Giving Workshop, May - June 2015.
Progressive Media Project, Op-ed Writing Clinic, November 2013.
Grant Recipient Participant Forward Community Investments Strategic Leadership Series on Nonprofit Sustainability, Madison, WI, June - December 2013.
Current Volunteer Appointments and Memberships
Professional Dimensions 2013 to Present
VP - Race Relations
Assist professional membership club in advancing its mission of diversity by facilitating membership opportunities to explore racism through Conversation Circles, community outreach and partnership programming with PD's charitable fund partner.
accomplished public speaker, successful account manager, effective negotiator.
Financial Skills: strategic financial analysis, major gift /estate planning expertise.
Office Skills: basic office software including Microsoft Office Suites and data management systems.
Activities and Honors
Planned Giving Council of Southeastern Wisconsin 2015 to present
Zonta Club of Milwaukee 2012 to present
Member - Chair, Advocacy Committee
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