The University of Montana Foundation raises philanthropic contributions in order to improve the quality and expand the opportunities available at the University of Montana. Responsible for providing prospect identification, prospect research, portfolio management, and related prospect research and management services to specific fundraising units. Enable data-driven decision-making through reporting and data analyses to solicit and nurture donor relationships:• Proactively identifies prospects and assists in developing methods to identify and segment the most promising prospects• Prepare comprehensive profiles on individual major and principal gift prospects and donors which provide concise biographical data, financial/net worth analysis, philanthropic capacity ratings, and an overall assessment of a potential or current prospect’s inclination to make a major gift to the University• Collaborate and meet with development staff to develop, prioritize, and manage prospect portfoliosthroughout the year, serving as the primary point of contact to select Directors of Development• Partner with Directors of Development to track their progress toward goals, as well as identify and use tools such as LexisNexis, iWave, ResearchPoint, Wealth-X, DonorSearch, and Microsoft Dynamics to help improve their ability to solicit contributions• Compile quantitative and qualitative information about the performance of Directors of Development and their portfolios• Proficient in creating customized dashboards in Microsoft Dynamics, utilizing advanced finds to tailor data visualization and optimize user experience• Actively involved in collaborating with team members to develop and implement processes and policies for effective utilization of the CRM system across the organization, ensuring alignment with business objectives and enhancing overall efficiency

At RSG, we believe in approaching staffing with integrity and empathy. Recognizing that private service careers are unlike traditional job paths, we use our expertise to support both clients and candidates in their search for the perfect match. Understanding the unique challenges they may encounter, we are committed to providing a personalized approach and working tirelessly to find the best fit. With our top priority being long-lasting placements, we are dedicated to delivering results that meet the needs of both clients and candidates.Assist Private Service Employers in finding the best fit for their open positions which include Director of Residences, Estate Managers, Executive Assistants, and Ranch Managers. Responsible for the entire recruiting process including job description creation, advertising, marketing, and sourcing candidates, screening, background checks, job offer negotiations, and final placement details. Also responsible for budgeting, invoicing, data management and data security.

Provided personalized and informative support experiences to build customer confidence in onX products. Serve as the main point of contact for customers, using my advanced written and verbal communication skills and tech-savviness to ensure their needs are met. Exceled in a fast-paced environment, provided problem-solving on the spot, and acted as a customer advocate. Maintained high customer satisfaction, solved complex issues, and contributed to product development by sharing user feedback.• Provided exceptional support to onX customers via phone, email, SMS, and live chat• Answered 10 - 18 calls per day and replied to 60+ email tickets• Achieved expertise in the onX product suite, advising customers on proper use and best practices• Effectively solved complex customer issues by utilizing Zendesk, Jira, and Confluence• Played a vital role in product development by documenting and sharing end-user suggestions and issues• Maintained a 97% CSAT score and always acted in the customer’s best interest• Worked efficiently to find solutions to customer issues by displaying deep knowledge of supported products and processes• Transitioned from a full-time role to a part-time role and provided consistent weekend coverage to fulfill my commitment to the company

I was recruited to return to my former position at Heartland Estate Staffing (previously Heartland Caregivers, Inc.) by the new owner. In this role, I worked closely with high-net-worth clients to assess their domestic staffing needs and provided comprehensive screening and recruitment of qualified candidates.My daily responsibilities included conducting interviews, performing thorough background checks in compliance with FCRA, verifying references, and managing the intake of new clients and candidates. I also oversaw the creation of digital presentations for all candidates, showcasing their skills and experience to potential clients.As the in-house IT specialist, I managed the company's website and social media presence, executed marketing campaigns, and ensured the smooth operation of office hardware. I successfully transitioned the office to a VOIP system and established the ability for the staff to work remotely, resulting in increased efficiency and flexibility in our operations.I am proud to have played a crucial role in the day-to-day operations and ongoing growth of Heartland Estate Staffing. Leveraging my technical skills, I contributed to the success and continued growth of the company.

Started my career as a Health Claims Examiner, where I was responsible for conducting thorough assessments and managing individual claims using the LuminX system. In this role, I worked within HIPAA regulations to maintain patient privacy while accurately and efficiently processing claims according to group plan benefit documents. I collaborated with a nationwide network of healthcare providers for pre-authorization procedures and medical reviews.Seeking growth and the opportunity to utilize my technical skills, I transitioned into IT support. I was tasked with creating monthly reports using command line programming (EDI 835 and EDI 837) and providing help desk support to remote and on-site employees, including upper management. I was instrumental in building new systems, installing OS images, and providing updates. I also traveled in-state to our secondary office for equipment setup and training, and I trained new remote employees on software and hardware.

Obtained Montana Life Insurance Producer License. Met with and educated various union members on their available benefit packages. Position required frequent travel and the ability to sell insurance products using company leads. Position required a high attention to detail, flexibility, and the ability to work independently while being a motivated self-starter. The travel demands increased and as a result, I sought a position locally utilizing this skill set.

Provided a wide array of technical services for the College of Education. Duties were varied; everything from cleaning and installing new hardware to helping faculty and staff with specific programs, issues and general troubleshooting. Worked on both PC and Macs. Very comfortable with taking apart machines to diagnose issues and make appropriate repairs. Experienced with installing operating systems and updates and working within the computer BIOS.

Position began with filing and reception duties and grew into Vice President/Director of Recuriting. Recruited high-net-worth clientele to assess their staffing needs and match their position with the appropriate candidate. Clients were nationwide, requiring the ability to creatively find sources of qualified candidates. Screening of candidates required in-depth interviews, speaking with references, conducting criminal background checks and creating engaging presentations aimed to best highlight their skillset. References were often high net-worth individuals requiring a high level of decorum and confidentiality. Majority of interactions were over the phone, requiring the ability to communicate and dictate at the same time. Represented company at industry conferences and various speaking engagements, giving presentations to potential clients and recruiting new candidates. Transitioned office from paper based filing and tracking system by implementing a networked computer system and in-house CMS. Created custom database and layout, providing training and support to all staff. Various administrative duties such as invoicing, accounts payable, budgeting, design and marketing. Left position after the sale of the business.