•Through the use of VBA, I have streamlined the delivery of patient lists across MedStar Health to propel our Philanthropy Officers as they execute MedStar Philanthropy Group's Gratitude Model.•Lead MedStar Health through the deployment, implementation, data integration, and reporting strategy of DonorSearch, a philanthropy focused platform that connects giving with capacity.•Continue to refine healthcare data strategy based on a global, continuum of care model.•Provide… Show more •Through the use of VBA, I have streamlined the delivery of patient lists across MedStar Health to propel our Philanthropy Officers as they execute MedStar Philanthropy Group's Gratitude Model.•Lead MedStar Health through the deployment, implementation, data integration, and reporting strategy of DonorSearch, a philanthropy focused platform that connects giving with capacity.•Continue to refine healthcare data strategy based on a global, continuum of care model.•Provide exceptional prospect research to front line fundraising staff as they make robust solicitations.•Through the use of Excel/Tableau, I have built dashboards that display analytics across all levels of fundraising; discovery, qualification, cultivation, and solicitation Show less

•Responsible for conducting customized economic, market, investment, performance, and estate planning research forecasts and analytics which were added to monthly meeting materials and client correspondence. This included developing project-related materials such as: allocation tables, investment recommendations, personal financial statements, budgets, and capital sufficiency confidence intervals.•Provided integrated, goal focused advice concerning the introduction, implementation… Show more •Responsible for conducting customized economic, market, investment, performance, and estate planning research forecasts and analytics which were added to monthly meeting materials and client correspondence. This included developing project-related materials such as: allocation tables, investment recommendations, personal financial statements, budgets, and capital sufficiency confidence intervals.•Provided integrated, goal focused advice concerning the introduction, implementation, management, and due diligence of Convergent’s investment process.•Demonstrated executional and operational excellence after each client meeting ensuring that we were addressing all of our client’s financial planning needs through the Salesforce Client Relationship Management (CRM) platform. My accumulated 6 years of CRM experience has enabled me to proactively manage each unique workflow and subsequently provide exceptional client service. Show less

•Proactively manage a client portfolio of $1.3 billion assets under management which was three times the size of the average Family Service Coordinator’s book of business. •Responsible for providing direct support to the client service team during all stages of client engagements. This included synthesizing large amounts of financial data, preparing meeting materials, communicating with clients, facilitating money movement, drafting account documentation, preparing trading… Show more •Proactively manage a client portfolio of $1.3 billion assets under management which was three times the size of the average Family Service Coordinator’s book of business. •Responsible for providing direct support to the client service team during all stages of client engagements. This included synthesizing large amounts of financial data, preparing meeting materials, communicating with clients, facilitating money movement, drafting account documentation, preparing trading recommendation, rebalancing portfolios, compliance oversight, and ad hoc reporting requests as needed. •Contributed to operational and procedural innovations. Engineered and implemented an excel based solution which reduced potential overdrafts by 90%. Led successful implementation and company-wide training after significant value of the tool was recognized which further built a culture of transparency.•Supported business development prospecting efforts and led data driven initiatives which linked clients as centers of influence (COIs) to potential prospects. These efforts broadened our business development pipeline and allowed for more collaboration between SunTrust Bank and GenSpring Family Offices.•Thought leader and long standing member of the firm’s Governance, Education, and Philanthropy Working Groups. Developed case study materials and led efforts to expand the company’s philanthropic resources.•First Family Service Coordinator to be invited to the GenSpring Family Office Council (FOC) Meeting. Provided creative insights to help identify and resolve issues that would impede our client service value proposition and strategy. Show less

•Managed all money movement, transactional and trading activity for a $100 million client load with the respective client service team. This includes appropriately recognizing tax implications of the prospective trade and proactively managing the cash balance within each clients portfolio. •Subject matter expert on our internal sustainability analysis tool which runs monte carlo simulations to determine confidence intervals which enabled us to make spending and investment… Show more •Managed all money movement, transactional and trading activity for a $100 million client load with the respective client service team. This includes appropriately recognizing tax implications of the prospective trade and proactively managing the cash balance within each clients portfolio. •Subject matter expert on our internal sustainability analysis tool which runs monte carlo simulations to determine confidence intervals which enabled us to make spending and investment recommendations effectively and efficiently. Lead a series of training sessions on how the tool should be used and the messaging that should be delivered to clients. •Coordinate research and effective implementation of investment strategy across a broad range of client risk tolerances and specific investment strategy. Show less

•Independently engineered and constructed pricing models and systems that audit the daily published rate guides. •Lead and implemented the successful deployment of the Retail channel into the Simple Loan Manager system (SLiM). This entails developing: base rate files for all products, monitoring regional state based adjustments as they pertain to profitability, and maintaining an adjustor file which houses all of the loan feature adds that are charged in addition to our base… Show more •Independently engineered and constructed pricing models and systems that audit the daily published rate guides. •Lead and implemented the successful deployment of the Retail channel into the Simple Loan Manager system (SLiM). This entails developing: base rate files for all products, monitoring regional state based adjustments as they pertain to profitability, and maintaining an adjustor file which houses all of the loan feature adds that are charged in addition to our base price.•Created and managed daily competitive position, pipeline and audit reporting that supported profitability decisioning, compliance and legal concerns, and product development.•Reduced the time for many process flows by automating and creating more efficient algorithms.•Implemented databases for volume reporting data as it applies to the total pipeline along with the creation of a reporting distribution system.•In support of agency traders and Washington Mutual Capital Corp I pooled, allocated, and delivered $5 billion dollars each month for the 15 and 30 year conforming fixed rate products that were held for sale to various counter parties and government sponsored enterprises.•Dramatically reduced aged Inventory by 37% in the 15yr conforming product by establishing and maintaining a database which established a benchmark to decrease the average age of our held for saleable portfolio •Implemented a proprietary web based pricing engine that was used to determine the credit risk of specific loans to the banks portfolio. Such variables as loan amount, debt to income ratio, amount of properties, loan to value and documentation had to be priced into the loan which was above and beyond the start rate that the borrower had accepted. Show less