Lynette Stein Email & Phone Number

Scottsdale, AZ, US

Phoenix, Arizona, United States

• Spearheaded the planning and execution of UMOM’s 60th Anniversary Celebration Gala, resulting in the organization’s most impactful fundraising event to date.
• Delivered a sold-out event at the Phoenix Art Museum, attracting over 350 attendees and raising approximately $900,000—exceeding revenue targets by 20%.
• Supported UMOM's Young Professional Board in launching the inaugural Casino Royale fundraiser at Warehouse 215, generating $30,000 in unexpected revenue, and securing new corporate sponsors and donors.
• Strengthened UMOM’s leadership by introducing two highly qualified professionals to the Board of Directors, enhancing expertise and governance.

Mesa, Arizona, United States

• Secured $5M in operational revenue and pursued $3M in naming opportunities for the Phoenix Scholar House.
• Successfully raised $1.6M in grants from foundations, corporations, and government agencies.
• Led the annual gala, achieving record attendance (325 attendees) and netting $336,000—the highest revenue in the event's history.
• Developed an annual development and communication plan aligned with the organization’s five-year strategic vision.
• Managed social media, marketing materials, and fundraisers, serving as a key spokesperson.
• Created departmental budgets, supervised a team of four, and streamlined compliance processes.

United States

• Partnered with the CEO, Board, and committee members to raise $16M for the Building Resilience Capital Campaign, achieving 59% of the goal.
• Secured $1.2M in funding to support organizational expansion, program development, and site-based initiatives.
• Organized TCAA’s inaugural golf tournament, attracting 124 golfers and raising over $100,000 for operations.
• Built and led a high-performing team, including an Individual Giving Manager, Philanthropy Associate, contractors, and a Volunteer Program Coordinator managing 300+ volunteers.
• Developed departmental policies and toolkits to enhance donor and volunteer management.
• Led a rebranding initiative, including a new mission statement, logo, color palette, and website redesign.

Scottsdale, Arizona, United States

• Orchestrated the annual gala, managing all aspects—including sponsorship, logistics—and achieving net revenue of $750,000.
• Planned and executed the 2022 Fore the Kids Charity Golf Tournament, generating over $120,000 in net revenue.
• Managed the Corporate Partners Program, increasing annual revenue by 25% to $200,000 through strategic partnerships.
• Established and led the Community Relations Department, fostering collaborations with Big Brothers Big Sisters of Central Arizona and Child Crisis Arizona.
• Implemented marketing campaigns, ROI reports, sponsorship agreements, and proposals to drive revenue and engagement.
• Collaborated with internal marketing teams and external contractors to maintain consistent brand messaging.

Galveston, TX

• Achieved a $3M market position, driving a 30% increase in international market share through global marketing strategies and sales leadership.
• Led a 21-person global sales team across healthcare, equestrian, and fashion industries, enhancing cross-functional collaboration, performance, and professional development.
• Built long-term partnerships with key licensing partners, including Elvis Presley, United States Postal Service, Trolls, Cherokee Uniforms (Disney and Marvel licensing partners), and major brands like Victoria’s.
• Family-owned and operated for over 35 years, served as second-generation leadership, holding 3 patents and contributing to the sale of the company to a major healthcare hosiery supplier.
• Defined the company’s value proposition, messaging, and analyzed customer demographics to inform strategy and enhance brand positioning.
• Developed and implemented marketing plans, including product development, promotional campaigns, market research, and pricing strategies aligned with margin objectives.

Dallas, Texas, United States

• Recruited to establish and oversee a new office for Pierpont Communications in the Dallas-Fort Worth metroplex.
• Acted as the primary point of contact for institutional investors representing multiple companies listed on Nasdaq and NYSE.
• Analyzed and communicated client financial data to institutional shareholders and private investors.
• Led investor relations efforts during buy-side roadshows and attended investor conferences, ensuring compliance with SEC regulations and addressing inquiries.
• Presented financial results, investor perception studies, peer comparisons, and strategic business updates to stakeholders.
• Fostered and managed relationships with Wall Street, addressing investor concerns and day-to-day inquiries.

Dallas, Texas, United States

• Formulated communication strategies and implementation tactics for investor relations programs for publicly traded and privately held companies.
• Developed relationships with institutional and sell-side analysts, private investors, and financial media as the company’s primary representative.
• Enhanced executive understanding of investor perceptions and company expectations through routine investor studies.
• Provided guidance to leadership on SEC disclosure regulations, Reg FD compliance, and crisis communication protocols.

Austin, Texas, United States

• Orchestrated NI's inaugural investor conference in NYC, overseeing planning and coordination.
• Designed a template to monitor the efficacy of roadshows, conferences, earnings calls, and meetings.
• Produced a customer testimonial video utilized across sales, marketing, and investor relations departments.
• Created annual reports, corporate brochures, and investor relations kits.
• Authored and supervised earnings conference call scripts.
• Formulated the annual budget, managed monthly invoicing, and negotiated vendor contracts.