Micheal Perzi Email & Phone Number

Malvern, Pa

• Work closely alongside the President of the Agent & Broker Group to conceptualize, structure, initiate, and propel strategic and operational initiatives in alignment with The Institutes Enterprise initiatives.• Offer engagement management, thought leadership, and analytical guidance for multiple concurrent strategic initiatives.• Manage and cultivate the Insurance Broker Advisory Board.• Efficiently manage and oversee various projects simultaneously, guiding them through the entire lifecycle from inception to post-completion.• Actively contribute to ongoing endeavors aimed at enhancing the value proposition of the Agent & Broker Group, conducting process evaluations and suggesting enhancements.• Monitor and analyze reporting metrics for Agent & Broker programs, crafting and delivering comprehensive program reports and updates for internal and external stakeholders.• Collaborate with the Business Unit Marketing team to devise strategies for program and content design, and support the implementation of marketing campaigns.• Produce "The Voices of Risk Management" podcast.

Lawrenceville, Nj

• Formulated a comprehensive programming and strategic framework to lead the donor relations and stewardship team, aligning with industry benchmarks.• Oversaw recruitment and supervision of a team of three professionals.• Collaborated with the accounting department and campus stakeholders to monitor expenditure from endowed funds, ensuring accurate reporting of gift impact and provision of financial updates to prominent donors on behalf of the Head of School and Director of Advancement.• Fostered transparent communication with senior school leadership, including the Dean of Faculty, Dean of Students, and Dean of Athletics and Co-Curricular Education, to elucidate the significance of donors' contributions.• Orchestrated pivotal donor appreciation events and managed the procurement and installation of all recognition gifts and plaques.• Produced bespoke external acknowledgment reports and letters, engaging with the wider Alumni and Development team for input and customization of communications.• Maintained stewardship data integrity within the Millennium database, conducting regular audits to validate endowment-related information.

Philadelphia, Pa

• Formulated and implemented strategic programming to steer the donor relations and stewardship team in line with industry standards.• Directed the hiring and supervision of the Office Manager role.• Authored all stewardship correspondence and reports, meticulously tracking information and collaborating with diverse departments (admissions, administration, business) to compile data required for proposals and reports, managing donor information within the Raiser’s Edge database.• Ensured donor recognition and stewardship, overseeing continuous audits of plaques and signage.• Orchestrated a comprehensive project plan for all campaign facets, regularly convening the internal staff ("Campaign Council").• Managed the campaign budget, liaising with the Business Office and Advancement Services to reconcile campaign and accounting records.• Supervised campaign cultivation events, collaborating with the Advancement team to coordinate logistics.• Oversaw the production of proposals, solicitation packets, Letters of Intent (LOIs), agreements, and informational materials, while scheduling and coordinating leadership donor meetings and solicitations.• Managed the major gifts prospect pipeline, conducting research, identification, cultivation, and stewardship, while liaising with various departments for proposal and report data.• Coordinated the campaign communications strategy and materials according to campaign timelines.

Lawrenceville, Nj

• Coordinated, led, and executed special projects that fell outside the scope of regular duties, ensuring alignment with organizational goals.• Oversaw pivotal elements of a comprehensive $475 million capital campaign, including budget management, coordination of the campaign calendar, maintenance of campaign records and policies, and oversight of the campaign proposal queue. • Directed and supported staff in executing project phases within designated timelines, collaborated with stakeholders to define project objectives and deliverables and implemented effective project management methodologies to achieve project success.• Generated in-depth reports utilizing Millennium and Qlik database software to aid in campaign, staff, prospect, and volunteer management. • Acted as the primary liaison for the Campaign Consultant, facilitating visit itineraries and related logistics. • Prepared communications, slide decks, agendas, and reports for campaign-related meetings. • Assisted with post-meeting correspondence, comprising thank-you letters, proposals, and gift documentation such as letters of intent and gift agreements.

Skillman, Nj

• Oversaw financial operations for a $1.2 million budget, managing accounts payable and accounts receivable, conducting daily deposits, and reconciling multiple bank, investment, and credit card accounts. • Maintained an accurate general ledger, making adjustments as needed, created journal entries for all accounts, including fixed assets and monitored the business' cash flow. • Compiled quarterly and annual data for tax filings, government forms, annual reports, and financial and insurance audits, coordinating closely with accountants during fiscal year-end audits. • Handled Human Resource responsibilities, including payroll management, maintenance of confidential employee files, and collaboration with Insurance Broker for employee insurance. • Produced detailed reports using various databases and maintained a confidential filing system for all business transactions, donors, and fundraising events. • Managed budgeting and financial aspects of all fundraising events, including the coordination of gala auctions. • Authored all acknowledgment and condolence letters.

New York, Ny

• Orchestrated publicity campaigns for prominent clients, ensuring optimal exposure and brand visibility.• Proactively cultivated relationships with media outlets and bloggers, resulting in favorable coverage and increased awareness for clients.• Coordinated press interviews and crafted compelling content for various publicity materials.• Generated positive news coverage for clients and their products, leveraging strategic communication tactics.• Conducted research, drafted, and distributed press releases to targeted news media and blogs.• Cultivated strong relationships with clients, media representatives, and colleagues within the organization.• Monitored news media, social media platforms, and blogs continuously to identify new opportunities for client exposure.• Prepared detailed reports to track progress and outcomes.

New York, Ny

Los Angeles, Ca

• Provided comprehensive support to all curators in accordance with the position description.• Handled inquiries via mail, telephone, or email regarding collections, exhibitions, appraisals, conservation services, and donations or sales of artworks to the research institute.• Collaborated with curators and registrar to track each object through the acquisition process.• Contributed to the development, copyediting, design, and production of exhibition and installation materials, ensuring accuracy of information on publications, both in print and online.• Coordinated logistical arrangements for artist and curator visits, including arranging travel, lodging, meals, and event-related logistics.• Assisted with hosting visiting artists and curators, including organizing itineraries, transportation, and entertainment.• Conducted curatorial research as required, leveraging relevant experience and training.

Seattle, Wa

• Managed and organized case files efficiently and effectively.• Conducted research and uploaded digital files and data accurately.• Organized and archived records and documents systematically.• Reviewed paperwork, digital forms, and files, updated or correcting documentation as necessary.• Created new files and provided necessary information on forms and reports.• Ensured the security and confidentiality of documents.• Processed requests for files and data efficiently.• Monitored filing materials and office supplies, coordinating with vendors for necessary supplies.• Identified opportunities for enhancing filing systems and designs forms and templates for data entry.• Coordinated with warehouse personnel or external storage vendors to ensure safe archiving of documents.

Seattle, Wa

Richmond, Va

Coeur D'Alene, Idaho

Organizational Leadership In The Property-Casualty Industry

The Institutes Designations Business Strategy for Emerging Leaders Program WSB Center for Professional and Executive Development.

Bachelor Of Arts (Ba), Art History, Criticism And Conservation, German Language And Literature, Graduated With Honors. Magna Cum Laude, Dean'S Honor Roll

French Language And Literature