Resumes
Resumes
Director Major Planned Gifts
View pageLocation:
22251 Sims Ter, Ashburn, VA
Industry:
Fund-Raising
Work:
Stand Together
Manager, Planned Giving
The Seminar Network
Development - Manager, Planned Giving
Charles Schwab 2008 - 2017
Vice President - Financial Consultant
Marco Rubio For President 2015 - 2016
Finance and Development
Damg Worldwide Jan 2007 - May 2008
Junior Financial Analyst
Manager, Planned Giving
The Seminar Network
Development - Manager, Planned Giving
Charles Schwab 2008 - 2017
Vice President - Financial Consultant
Marco Rubio For President 2015 - 2016
Finance and Development
Damg Worldwide Jan 2007 - May 2008
Junior Financial Analyst
Education:
Iona College 2003 - 2007
Bachelors, Finance
Bachelors, Finance
Skills:
Financial Analysis
Investments
Financial Advisory
Portfolio Management
Finance
Leadership
Asset Allocation
Wealth Management
Politics
Fundraising
Petitions
Political Campaigns
Campaign Management
Budgeting
Appropriations
Banking
Geopolitics
Foreign Affairs
Economics
Public Policy
Public Speaking
Political Communication
Political Strategy
History
Mentoring
Microsoft Office
Risk Management
Development
Relationship Management
Donor Recognition
Charitable Gift Planning
Charitable Giving
Planned Giving
Charitable Gift Annuities
Donor Relations
Investments
Financial Advisory
Portfolio Management
Finance
Leadership
Asset Allocation
Wealth Management
Politics
Fundraising
Petitions
Political Campaigns
Campaign Management
Budgeting
Appropriations
Banking
Geopolitics
Foreign Affairs
Economics
Public Policy
Public Speaking
Political Communication
Political Strategy
History
Mentoring
Microsoft Office
Risk Management
Development
Relationship Management
Donor Recognition
Charitable Gift Planning
Charitable Giving
Planned Giving
Charitable Gift Annuities
Donor Relations
Certifications:
Accredited Asset Management Specialist
Cfa Candidate - Level Ii
Finra Series 7, 63, & 66 Licensed
College For Financial Planning
Cfa Institute
Finra
Cfa Candidate - Level Ii
Finra Series 7, 63, & 66 Licensed
College For Financial Planning
Cfa Institute
Finra