Registered Representative at New York Life Insurance & Securities (2024-12 – Present)
- Develop and implement client acquisition strategies focused on life insurance, retirement planning, and investment solutions
- Manage prospecting and engagement activities, generating over 500 new qualified leads through targeted outreach and relationship development
- Ensure adherence to all FINRA, SEC, and New York Life compliance standards in the sale and servicing of insurance and securities products
- Collaborate with senior leadership to align business strategies with firm growth objectives and client service standards
Director of Development at Community Educational Research Group (2022-12 – 2025-01)
- Oversee all fundraising and engagement activities
- Developing fundraising strategies to engage and solicit individuals, corporations, and foundations
- Built fundraising structure deploying development and membership database systems: Adding 500+ new prospects
- Collaborate with Board of Directors to elevate mission of the organization
Director of Development at Association of Black Cardiologists (2022-03 – 2023-02)
- Oversaw all fundraising activities and engagement leading to $3.3 million goal
- Developed and deployed fundraising strategies to engage and solicit individuals, corporations, and foundations
- Built fundraising structure deploying development and membership database systems
- Assisted leadership staff in proposal development and reporting
Venture Partner – Contract at Score3 Venture Partners (2021-08 – Present)
- Oversee S3 Underestimated Founders Syndicate – for early-stage companies
- Source early stage pre-seed and seed companies: 100+ companies
- Engage with LP's through events and digital communications
- Assist in growth of Startup Board Initiative – founder and board member engagement
- Seeking to close 250 syndicated deals by 2025
Development Manager - Contract at Blavity.org (2021-03 – 2021-11)
- Oversaw, grew, and drove giving and engagement strategies on Blavity Inc. social impact arm
- Identified and developed a prospect portfolio of 250 Fortune 500 corporations and institutional foundations with capacity to give $1mm and above
- Built and maintained donor database and successfully implemented Salesforce.org
- Guided Blavity.org Board of Directors on fundraising and development strategies
- Successfully partnered with Comcast/NBC Universal, Bank of America, Door Dash, and Lyft
Fundraising Strategist - Contract at Raise For Good (2021-04 – 2022-01)
- Recruited and advised non profit skilled coaches for Bootcamp sessions
- Led fundraising strategy sessions for Jure and Lauren Holiday Social Impact Fund
- Oversaw grant writing and submissions – including 1954 Project
- Developed internal procedures for better client optimization
Chief Business Development Officer at Driving Force Group, Inc. (2019-08 – 2020-11)
- Directed, grew, and drove giving and engagement strategies on behalf of clients and the organization resulting in a 10% growth in revenue
- Identified and developed a prospect portfolio of 150 individuals, corporations, and foundations with capacity to give $1mm and above
- Implemented fundraising infrastructure to organize, coordinated, and measure outreach and engagement
- Collaborated with wealth advisors, agents, and managers to identify the most optimal giving strategies for the client philanthropist. Past projects: Yetunde Price Resource Center, YELLOW (Pharrell Williams), LEVEL82 (Torrey Smith) and Best Buy Social Impact.
- Over $1 million raised during tenure
DIRECTOR of Individual, Giving at NAACP Legal Defense and Educational Fund, Inc. (2018-07 – 2019-01)
- Directed, grew, and drove annual, mid-level, and online giving and engagement strategies resulting in 20% digital engagement increase
- Identified and developed a prospect portfolio of 150 donors with capacity to give $500,000 and above
- Implemented moves management strategy for donor prospects that allowed the frontline fundraising team organize, coordinated, and measure outreach and engagement
- Developed omni channel fundraising plan to increase annual giving to $12mm
VICE PRESIDENT, Client Partnerships at Ruffalo Noel Levitz (2016-09 – 2018-04)
- Utilized technology systems to facilitate a large-scale organizational change for client use
- Implemented SaaS solutions to better engaged donors and constituents
- Managed a territory prospect portfolio of 350 client prospects requiring 75% travel
- Collaborated successfully with technical staff and product specialists to address client requirements
- Engaged C-suite leaders in a consultative sales process
- Maximized territory, Northeast, Mid-Atlantic, and Southeast, to drive towards $450,000 in sales
DIRECTOR of Development at American University (2012-05 – 2016-09)
- Drove major gift strategy to identify, qualify, engage, solicit, and steward donors netting 300 personal visit and 125 unique high-level event contacts contributing to a 46% increase in giving
- Managed a nationwide prospect portfolio of 175 donor prospects requiring 65% travel
- Oversaw $25k budget while maximizing financial resources by cross departmental collaboration
- Successfully increased philanthropic giving by 46% assisted by the closing of multiple six-figure capital gifts
- Designed board structure strategy that led to the creation of the Eagles Leadership Council Advisory Council
- Crafted written strategy for top 40 prospects inducing a more defined ask date, ask amount and expected gift close date
- Launched plan to raise $35 million in support of a wellness and fitness center
- Over $3 million raised during tenure
Associate Director of Development at Gettysburg College (2011-01 – 2012-05)
- Developed and drove strategy identification and solicitation strategies resulting in $2 million in philanthropic gifts
- Successfully increased fundraising by 46% resulting in an additional $500,000 plus in philanthropic gifts
- Oversaw budget of $118,000 for O&B Club operating under budget by %5 each year
- Strengthened Orange & Blue Advisory Council through more defined meeting and giving structure leading to 100% board giving
- Organized over 25 nationwide regional events to better engage more than 1,500 alumni, parents, and friends
- Managed messaging for all Orange & Blue Club segmented communication and philanthropic impact pieces
- Over $2 million raised during tenure
Assistant Director of Development at Gettysburg College (2008-06 – 2011-01)
- Managed a prospect portfolio of 65 donor prospects requiring 50% travel nationwide
- Organized and managed five Gettysburg College Golf Classic netting over $1.5 million dollars in gifts
- Increased philanthropic giving by 11% through direct solicitation, appeals and phone-athon calls
- Collaborated with various departments within the Division of Development, Alumni, and Parent Relations maximizing resources
- Crafted Orange & Blue Club student phone-a-thon script increasing giving by $100k in new gifts
Partner at Philanthropy Forward, LLC (2017-01 – Present)
- Conduct third-party advancement professional sourcing for executive search organizations
- Identify advancement professional talent for non-profit organizations, philanthropic healthcare entities, and institutions of higher education
- Led candidate sourcing for University of Rhode Island Foundation's Assistant Director and Program Specialist search
Prince at Phillips Consulting, LLC (2013-10 – Present)
- Facilitated DiSC Assessment, leadership development, and constituent building sessions for 6 national and 5 regional conferences
- Deployed marketing automation solutions for non-profit organizations and charter schools
- Develop sustainable fundraising solutions for clients looking to increase fundraising
- Advised high net worth individuals, venture capitalist, and athletes on the best practices of philanthropy
