Management consulting company. Founded strategic consulting firm and served as trusted advisor to C-suite clients.Assisted for-profit and publicly traded companies in transforming sales strategy, business development, organizationaleffectiveness, and financial performance. Took strategic approach fused with clear communications and motivationalperformance management.• Outcomes included adding $50M in new assets for financial services firm, saving $200K+ for manufacturing… Show more Management consulting company. Founded strategic consulting firm and served as trusted advisor to C-suite clients.Assisted for-profit and publicly traded companies in transforming sales strategy, business development, organizationaleffectiveness, and financial performance. Took strategic approach fused with clear communications and motivationalperformance management.• Outcomes included adding $50M in new assets for financial services firm, saving $200K+ for manufacturing clients,and assisting multiple clients with balance sheet, debt restructuring, and consolidation. Show less

501c3 publisher and educational institution. Initially hired to lead development and rapidly promoted to COO withaccountability for Finance, HR, Marketing, IT, Development, Legal, Contracts, and Vendors. Managed $1.6M annual budgetand served as de facto CFO.• Increased fundraising revenue to $1.15M. Utilized multi-level approach targeting unengaged supporters, existinghistorical donor base, and pursuit of new donor segments.• Formalized legacy gift pathway and created Legacy… Show more 501c3 publisher and educational institution. Initially hired to lead development and rapidly promoted to COO withaccountability for Finance, HR, Marketing, IT, Development, Legal, Contracts, and Vendors. Managed $1.6M annual budgetand served as de facto CFO.• Increased fundraising revenue to $1.15M. Utilized multi-level approach targeting unengaged supporters, existinghistorical donor base, and pursuit of new donor segments.• Formalized legacy gift pathway and created Legacy Society. Tapped into background in wealth management andadded $2.2M in future gifts to development pipeline. Created all marketing collateral, messaging, and branding.• Targeted more diverse audiences and planned >20 events nationwide for 2022-2023. Decreased average age ofaudience engaged by 20-40 years and employed “sniper” vs. “spray” methodology to expand reach. Show less