Serena Matheny

Serena Matheny Email and Phone Number

Senior Executive Assistant at The L. Warner Companies, Inc. @
Serena Matheny's Location
Fork, Maryland, United States, United States
Serena Matheny's Contact Details

Serena Matheny work email

Serena Matheny personal email

n/a
About Serena Matheny

I’m an experienced development professional with an interest in building and managing the most effective nonprofit programs. For over ten years, I have worked to acquire the necessary skills and experience in various aspects of development to organize, strategize, coordinate, operationalize and build relationships to exceed goals. I am known for my diligence to detail, fast-paced style, and responsive nature. I thrive in diverse environments and am quick to learn new skills. I am passionate about streamlining operations, building best practices, creating and integrating improved strategies, and revamping policies and procedures for the good of the organization and workforce. I am also a superior C-level executive assistant with years of experience managing high-profile projects, maintaining key stakeholder relationships, and developing efficient systems to increase productivity.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor itsAssociated Persons/Affiliates, and have not been reviewed by M Holdings Securities as to accuracy orcompleteness.This material and the opinions voiced are for general information only and are not intended to providespecific advice or recommendations for any individual. To determine what is appropriate for you,please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of otherclients, and they are not indicative of future performance or success.

Serena Matheny's Current Company Details
L. Warner Companies

L. Warner Companies

Senior Executive Assistant at The L. Warner Companies, Inc.
Serena Matheny Work Experience Details
  • L. Warner Companies
    Senior Executive Assistant
    L. Warner Companies Sep 2023 - Present
    Timonium, Md
    • Provides high-level administrative support and assistance to the President and Chief Marketing Officer• Performs clerical and administrative tasks including drafting letters, memos, invoices, reports, and other documents• Maintains president’s appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel• Schedules and manages meetings on behalf of executives and clients.• Receives incoming communication or memos on behalf of the President and Chief Marketing Officer, reviews contents, determines importance, and summarizes and/or distributes contents to appropriate staff• Updates and manages client CRM• Prepares and manages monthly expense reports• Contributes to team effort by accomplishing related results as needed• Secures information by completing database backups
  • Calvert School
    Database Manager
    Calvert School Aug 2022 - Sep 2023
    • Responsible for oversight of gift management, reporting, and all advancement systems across the school• Provides critical support for all fundraising initiatives through the collection, storage, analysis, and timely delivery of data that is accurate, actionable, and essential to the annual giving and major gifts programs• Develop and implement best practices and solutions for advancing development goals• Collaborate with colleagues in Finance, Marketing, and Information Services to improve efficiency and advance the use of data across multiple applications• Manage large and complex data projects to achieve fundraising goals• Assist in Development events and programs. These may include, but are not limited to, Cultivation and Recognition Events, Board and Committee Events, Class Reunion Events, and Fund-raising Events• Oversee the workflow of data entry and export needs, generate statistical analysis reports
  • Amplify Philanthropy
    Operations Manager
    Amplify Philanthropy Jul 2021 - Aug 2022
    Baltimore, Maryland, United States
    • Oversee the day-to-day administrative and operational functions • Coordinate with leadership team to design and implement business strategies, plans, and procedures• Write and update client contracts • Manage billing and accounts receivable• Review annual budget and projections to make strategic budget decisions• Establish policies that promote culture and vision• Work with clients as a thought partner to develop grant-funded programs• Work with team to put in place/document policies and practices • Partner with the leadership team to understand and execute the organization's human resource and talent strategy particularly as it relates to current and future talent needs, recruiting, retention, and succession planning• Create learning and development programs and initiatives that provide internal development opportunities for employees• Asset management
  • Medstar Health
    Philanthropy And Grants Programs Manager
    Medstar Health Jul 2017 - Jul 2021
    Medstar Good Samaritan
    • Operations and grant development support: a) identified and analyzed proposal information, b) proposal management, c) structured meetings with clinicians and researches engaged in grant processes.• Guided stewardship efforts to engage and cultivate grant funders for future support.• Provided independent grant writing support on moderate sized grants resulting in over 100K in awards.• Supervised internal data and generated reports for tracking grant work and pipeline growth.• Directed post-award processes and teams to assure follow-up, report completion, and tracking of funded projects in accordance with guidelines of funding agencies.• Activated grant opportunities with service lines/institutes/entities/clinical areas.• Evaluated and made recommendations to leadership to improve processes and systematize practices.• Managed and assigned contractual grant partners to specific proposal activity. • Managed operations of the gift planning program to engage gift officers, advance metrics, and determine key strategies for pipeline growth. • Relaunched the stewardship program and implemented new strategies to boost annual and major gift stewardship efforts.
  • Johns Hopkins School Of Medicine
    Senior Development Coordinator
    Johns Hopkins School Of Medicine Jan 2011 - Jul 2017
    Baltimore, Md
    • Part of team responsible for $100 million comprehensive campaign goal; promoted twice to positions of increasing responsibility.• Cultivated, solicited, and closed nearly $10,000 for 2 consecutive years outside of assigned roles. • Responsible for stewardship portfolio and completion for development office, consisting of 45 plans. Acquire and draft stewardship, professorship, and annual fund information to meet mandatory requirements. Created and implemented new strategies for stewardship.• Manage the operations of a multifaceted fund raising office, including financial planning and budgeting, coordinate travel and meeting logistics, data entry and reporting, portfolio and project management.• Plan and execute all stewardship events, as well as 7-8 annual development events and two leadership board meetings.• Draft and edit letters, documents, proposals, and any internal and external publications.
  • Covahey, Boozer, Devan & Dore, Pa
    Referral And Pre-Sale Specialist
    Covahey, Boozer, Devan & Dore, Pa Feb 2010 - Dec 2010
    Hunt Valley, Md
    • Initial point of contact for all new cases, including opening and setting up files, implementing data, and researching cases for pertinent documents. • Accountable for the collecting, organizing, and analyzing of information, specific to each case. • Responsible for the completion of a minimum of 15 cases per day, which was exceeded by an average of 20 per day. • Accountable for the completion of cases under strict deadlines every day. Volunteered additional work hours to ensure deadlines were met, as needed.• Draft and review pertinent legal documents received by the Maryland court houses, perform research on various issues in civil law, such as foreclosures and bankruptcies, review and revise dockets, handle original documents, and update client cases accordingly.

Serena Matheny Skills

Event Planning Fundraising Stewardship Editing Event Management Microsoft Office Social Media Microsoft Word Research Management Nonprofits Volunteer Management Individual Donor Cultivation Donor Recognition Business Writing Data Management Grant Management

Serena Matheny Education Details

Frequently Asked Questions about Serena Matheny

What company does Serena Matheny work for?

Serena Matheny works for L. Warner Companies

What is Serena Matheny's role at the current company?

Serena Matheny's current role is Senior Executive Assistant at The L. Warner Companies, Inc..

What is Serena Matheny's email address?

Serena Matheny's email address is se****@****tar.net

What schools did Serena Matheny attend?

Serena Matheny attended Towson University, University Of London, Pikesville High School, University Of Maryland Global Campus.

What are some of Serena Matheny's interests?

Serena Matheny has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.

What skills is Serena Matheny known for?

Serena Matheny has skills like Event Planning, Fundraising, Stewardship, Editing, Event Management, Microsoft Office, Social Media, Microsoft Word, Research, Management, Nonprofits, Volunteer Management.

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