• Strategic thought partner to the Vice President and other fundraising executives.• Work with the Board of Trustees’ Advancement Committee and WPI’s senior academic and administrative leadership, and the University Advancement staff to execute a coordinated engagement and fundraising strategy. • Benchmark performance of peer and aspirational institutions, seeking to achieve industry best practices in key performance indicators.• Organize and prioritize critical issues and required information to enable the Vice President to facilitate efficient decision making.• Project management of business initiatives as defined by the Vice President, from development through successful execution • Build and develop relationships with campus leaders for increased efficiency and effective responsiveness.• Serve as a subject matter expert on initiatives identified by the Vice President, handling inquiries and developing action plans to address them, and assisting with the preparation and dissemination of communications.• Manage internal and external communications for the Vice President’s portfolio of donors and prospects including external newsletters, reports, pitch decks, speeches, and presentations. • Define agendas for routine division meetings in partnership with other University Advancement Executives.• Coordinate Prospect and Moves Management of the Vice President’s fundraising portfolio.

• Chief strategist for major and principle giving prospects, working with front-line fundraisers, research, and stewardship teams to develop specific, customized plans to effectively move prospective donors through the giving cycle. • Assist Vice President for University Advancement with management of a 60+ person portfolio. Responsibilities include, but not limited to, identifying next steps, drafting communications, assisting in drafting proposals, gift and pledge agreements and database management. • Craft recruitment plans for Board of Trustee and Departmental Advisory Board candidates utilizing institutional knowledge and research resources. • Foster relationships with academic partners and senior-level executives to identify opportunities for engagement of major and principle giving donors and prospects.

• Sought out as the foremost expert on event planning and strategy at WPI. • Lead the development of the overall event strategy for the Advancement Division, ensuring all event activity across the globe effectively provided the experience our constituents desire while also supporting the fundraising and engagement goals set forth by the university. • Served as project manager for campus-wide, high-visibility events such as anniversaries, new-building groundbreakings and dedications, awards ceremonies, capital campaign kick-offs and closes, and festivals attracting up to 10,000 attendees annually. • Lead the effort to upgrade event-related technology with emphasis on data analysis to assess event effectiveness. • Developed, managed, and reported on $250k+ advancement event budget annually. • Supervised Assistant Director of Advancement Events.

• Worked with stakeholders on the strategic plan for University Advancement events and annual event schedule. • Negotiated and managed a dozen-plus contracts and vendors annually. Routinely assessed how events within the division deploy resources, uncovering cost-saving strategies. • Created and presented briefing material to senior-level executives and trustees on strategic event and travel activity, outlining purpose, goals, and their role in the success of the event or meeting. • Primary liaison between University Advancement and the Office of the President. • Maintained responsibilities outlined below.

• Planned and executed a wide range of events to recognize donor support, cultivate new contributors and/or enhance institutional reputation. Events included gala dinners, award ceremonies, luncheons, receptions, trustee meetings and multi-day retreats. • Handled all event planning logistics including budget creation, marketing plan, collateral design, printing and mailing, contract negotiation, timeline and script development, day-of-event management, and all other impromptu event details. • Coordinated and scheduled vendors and volunteers.

June 2024 - May 2025: TreasurerJune 2023 - May 2024: Chair, Communications SubcommitteeJune 2022 - May 2023: Member at large

• Executive Assistant to the CEO and liaison to the Board of Directors. • Coordinated logistics for multi-day Board of Director and Executive Committee meetings. • Project managed multiple large-scale events including a 200 person dinner in Madrid, Spain and a 700 person annual fundraising gala in New York City. • Supervised all live, silent and online auctions and supervised auction staff, utilizing Raiser s Edge software.