Trusted advisor to clients on a wide range of subjects including: - Business succession planning - Estate planning- Business growth - Human capital - Transitional transactions

Responsibilities: - Lead Dunwoody's planned giving initiatives- Collaborated with cabinet and trustees on implementation of college long term strategic vision- Consulted with gift officers on their portfolios to identify significant planned giving opportunities- Acted as a liaison with professionals in the planned giving area including law firms, financial planners, and trust companies- Worked directly with benefactors to identify funding priorities and negotiate gift agreements Accomplishments: - Closed six and seven figure commitments to Dunwoody's campaign goals - Authored and implemented strategic plans in regarding Dunwoody's plan for major gifts and planned giving - Successfully initiated collaboration with college, business and civic leaders to promote Dunwoody's vision and strategy

Responsibilities: - Lead St. Catherine's planned giving initiatives- Collaborated with cabinet and trustees on implementation of college long term strategic vision- Consulted with gift officers on their portfolios to identify significant planned giving opportunities- Acted as a liaison with professionals in the planned giving area including law firms, financial planners, and trust companies- Worked directly with benefactors to identify funding priorities and negotiate gift agreements Accomplishments: - Closed six and seven figure commitments to St. Catherine's campaign goals - Authored and implemented strategic plans in regarding St. Catherine's plan for major gifts and planned giving - Successfully initiated collaboration with college, business and civic leaders to promote St. Catherine's vision and strategy

Responsibilities: - Lead St. Benedict's planned giving initiatives- Collaborated with cabinet and trustees on implementation of college long term strategic vision- Consulted with gift officers on their portfolios to identify significant planned giving opportunities- Acted as a liaison with professionals in the planned giving area including law firms, financial planners, and trust companies- Worked directly with benefactors to identify funding priorities and negotiate gift agreements Accomplishments: - Closed six and seven figure commitments to St. Benedict's campaign goals - Authored and implemented strategic plans in regarding St. Benedict's plan for major gifts and planned giving - Successfully initiated collaboration with college, business and civic leaders to promote St. Benedict's vision and strategy

Responsibilities: - Led the evaluation of target companies and new technologies for investment- Led innovation technology development and licensing strategies - Led the Business Accelerator Unit - Managed the technology center and intellectual property assets- Point person for partnerships with public research universities and federal/state governmentsAccomplishments: - Implemented and refined the company's Business Accelerator strategy - Negotiated and closed a multi-million dollar licensing agreement with a world leading ventilation company for an internally developed filtration device- Established and launched several joint and independent ventures using internally and externally developed technologies- Evaluated and negotiated long-term multi-million dollar licensing arrangements for an innovative edge coating technology with UK firm

Responsibilities: - Led the entire Institutional Advancement program for the Seminary and School of Divinity - Identified prospects- Cultivated and closed major gifts- Prepared budgets and goals for all facets of development and communications- Initiated and launched multi-million dollar endowment campaigns- Authored and implemented $30 million+ Capital Campaign Accomplishments: - Doubled annual giving through aggressive campaigns- Get planned gifts by 300%- Successfully closed major gifts of $1 million and above

Repsonsibilies: - Led sales, marketing, customer service, estimating and product start up teams- Developed and executed sales and marketing strategies to boost brand awareness and overall revenueAccomplishments: - Negotiated $4-million plus annual, multi-year new product contract with major automotive OEM- Restructured customer service team to implement professional customer contact management system

Responsibilties: - Established a marketing plan to introduce a new line of industrial infrared sensing devices- Negotiated agreements with media, governmental agencies, and strategic partnersAccomplishments: - Successfully launched product, gained over $1 million in orders prior to product launch - Negotiated agreement with strategic partner for $1.8 million private label order3

Started and grew a manufacturing company from start up to multi-million dollars in sales over a four-year periodAccomplishments: - Consistently returned 15% to 21% to the bottom line- Established distribution network in Europe, Asia, Australia, & the Pacific Rim- Increased product margins from 35% to +50%

Trusted advisor to clients on a variety of matters from intake through conclusion, including: - Business and insurance matters- Product liability actions