Dana Pike Email and Phone Number

As part of a national team, manages west coast marketing specialists, directing workload, offering support and guidance to staff, and leading the proposal process for large water-related infrastructure projects.

Provided executive support to the Associate Vice Chancellor for Development, Assistant Vice Chancellor for Unit Development, and Assistant Vice Chancellor for Principal Gifts. Managed day to day operations, including managing calendars, arranging travel, and processing reimbursements. Worked with development officers to manage analytical data for assigned donor portfolios. Responsible for writing, editing, and proofreading of donor correspondence and proposals.

Reporting to the Assistant Vice President for Development, oversaw day to day operations of the advancement office and the Pitzer College Store. Worked closely with the Director of Communications and Donor Relations on timely and appropriate acknowledgment of gifts. ● Provided administrative support to the advancement office, managing calendars, planning staff meetings and retreats, producing correspondence, answering phones and responding to inquiries. Manage electronic donor and alumni files using Raiser’s Edge software and advancement databases.● Oversaw the logistics planning, execution and cross-departmental supervision of advancement and philanthropic events.● Coordinated the production of 400 annual stewardship reports and communications to donors and recipients, working to write, proofread, and edit financial and impact reports, and Presidential and Advancement correspondence for the purpose of stewarding scholarship fund donors. ● Reinvigorated the Pitzer brand through the management of the Pitzer College Store, including the design and selection of merchandise, online sales management, as well as tracking, forecasting and reporting of sales.● Aided the launch of Pitzer’s Planned Giving program, laying the groundwork for process and protocol, and driving the production of print and digital communications.

Under the direction of the Senior Director of Alumni Relations, planned and executed key engagement events, managed volunteers, and coordinated with campus partners to provide high-impact programming. ● Planned and executed alumni events such as alumni weekend, winter break parties, socials, and service events. Launched Switchboard, a social media platform for alumni, parents, current students, faculty, and friends.● Produced alumni communications, including the creation of invitations, marketing materials, and Pitzer’s quarterly alumni newsletter. Maintained the alumni communications calendar and was responsible for the creation and updating of web content using the Blackbaud NetCommunity and WordPress platforms. ● Coordinated across departments and campus to maximize the impact and efficacy of alumni programming to include input from Annual Giving, Student Affairs, Advancement Services, Pomona-Pitzer Athletics, Career Services and Public Relations, among others. ● Developed Pitzer’s alumni volunteer engagement program to help code and track alumni engagement, including the creation of a marketing and communications plan.

• Identified, solicited, and engaged high wealth prospects to grow and manage a financial services portfolio of more than 400 meaningful relationship clients.• Gathered client data and performed necessary research to produce comprehensive financial plans; presented plans to clients in an accurate and easily understandable manner. Collaborated with tax and legal professionals to provide advice that could utilize the existing legal and tax structure to maximize net returns.• Cultivated community partnerships, building a network of internal and external resources to educate and engage the community. Supervised the planning and execution of client appreciation events.• Performed all aspects of business management including bookkeeping, contract writing and submission, and file maintenance in accordance with federal and state compliance regulations. Hired, trained, and supervised administrative staff.Licenses Series 7, General Series Representative 2005-2010Series 66, Uniform Combined State Law 2005-2010California, Arizona and Nevada State Life and Health 2005-2011Coursework Completed toward ChFC designation:HS 300: Financial Planning, Process and EnvironmentHS 311: Fundamentals of Insurance PlanningHS 321: Income TaxationHS 326: Planning for Retirement NeedsHS 328: Investments