EDUCATION

• MBA, Virginia Commonwealth University, Executive MBA Program, Richmond, VA
• BA, Accounting, Bellarmine University, Louisville, KY

TRACK RECORD

DATA MANAGEMENT AND INFORMATION SYSTEMS

• Managed numerous systems implementation, conversions and integration projects.  Grew capacity and scalability, increased system usage, productivity, efficiency, effectiveness, and security.
• Rescued failed implementation of Patron Edge ticketing system, saved museum over a quarter of a million dollars between software and implementation tasks.
• Integrated web page, fund raising, box office, finance and communications applications for online and in person customers.
• Created numerous customized applications for event management, contact management, fund raising, and membership.
• Nineteen years of data mining, prospect identification, segmentation, and cultivation, including large capital campaigns and major gift campaigns.
• Served on website redesign team, currently integrating online development tools with new website.
• Built and supported infrastructure for over 150 million dollars in capital expansion.

ANNUAL GIVING AND MEMBERSHIP

• Played key role in doubling museum membership during expansion.
• Managed eight seasons of annual membership direct mail acquisition campaigns that appealed to over 450,000 annual performing arts patrons.
• Executed annual and rolling membership renewal campaigns for a major fine arts museum and a large performing arts center.  
• Helped son’s school exceed $150,000 in annual giving for two school years 2006-2008.

MAJOR GIFTS

• Served on Capital Campaign Leadership Team, Co-produced capital campaign video, built teams, solicited major gifts, and designed web site, helped raise more than $2 million in pledges and support of St. Michael’s Episcopal Church, congregation of 400.  Greatly surpassed campaign expectation of $1 million.
• Managed capital campaign telemarketing data program for over 50,000 prospects.

PLANNED GIVING

• Helped establish planned giving programs for two large arts based non profits.
• Segmented, targeted, created personalized appeals from mass data.
• Contributed to comprehensive strategy of mass communication, group seminars and personal appointments.
• Created personalized deferred giving scenarios for prospects.
• Designed charitable gift annuity system for internal processing of annuitant payments and preserving accurate institutional memory.

ONLINE GIVING

• Designed, and implemented successful online major donor and membership programs.
• Created series of successful public relations and marketing email blasts, integrated with web pages and blogs.  Generated contributed income,  automated additions, corrections, and client-created updates to the donor database.

NON PROFIT LEADERSHIP

• Founder and President of Soundworks, an award winning 501C3 performing arts ensemble dedicated to performance excellence and community service.  In 2010, Soundworks grew its membership, won its 5th consecutive singing contest, released its first CD, and operated at a profit.
• Conceived, wrote, directed and produced four stage musicals that utilized as many as 140 volunteers and staff.  Raised over $100,000 and generated substantial contributions to benefit co-sponsor charities.
• Created Time Travellers tracking system for Virginia Association of Museums.
• Created pro-bono speaker’s bureau management system for Virginia Performing Arts Foundation. 
• Designed suite of web sites that both inform the public and serve the membership with key set of internal tools for musical education and performance improvement.
• Secured performance engagements with Special Olympics, American Red Cross, Virginia Society of Association Executives and many others. 
• Won Musical Director Scholarship, 2006.
• Member of the Virginia Association of Fund Raising Professionals.

INVESTMENTS AND SALES

• Held NASD Series 6 and 63, annuities and life insurance licenses for Wall Street based investment firm. 
• Served broad client portfolio, built client base through referrals.
• Created personalized financial needs analyses and future scenarios based on client goals and present/future value calculations.
• Used annuities, mutual funds, and insurance products to help clients reach their personal financial goals.
• Completed professional seminar training program.  Presented informational seminars to groups and followed up with personal meetings.
• Compensation was 100% commission-based.

FINANCE AND ADMINISTRATION

• Overhauled employee benefits, created short and long term disability programs.
• Developed new 401K program, increased service and reduced cost, expanded and improved participant investment options.
• Created internal systems of human resource management tools.

 EDUCATION, TRAINING, COACHING

• Continual support and training for dozens of users.
• Taught NASD courses.  Executed perfect passing rate for diverse students.
• Taught English as a Second Language to 20 refugees.
• Volunteer,  Micah Initiative.  Mentored at risk public school third graders.

CONSULTING AND VOLUNTEER WORK

• Art180, 1708 Gallery,  Alden Aaroe Shoe Fund, Byrd Theatre Foundation, Comfort Zone Camp, Firehouse Theatre, Housing Opportunities Made Equal, The Micah Initiative, Pamplin Historical Park, Safe Harbor Shelter, St. Mark's Methodist Church of Petersburg Early Childhood Educational Program, St. Michael's Episcopal Church Capital Campaign, St. Michael's Episcopal School Annual Fund, Virginia Association of Museums, and Virginia Performing Arts Foundation.
• Member Virginia Association of Fund Raising Executives

CAREER POSITIONS

• Manager of Information Technology, 2009 - Present
• Manager of Information Systems and Human Resources, 2001 to 2008
• Manager of Information Systems, 1997 - 2000

• Development Systems Administrator, 1993 – 1997
• Manager of Records, 1989 - 1993   

• Fulfillment Coordinator, Group Insurance Plans, 1989

• NASD Trainer, Seminar Manager, 1988
• Registered Representative and Sales Manager, 1987- 1988

• Senior Accountant, 1986 - 1987
• Internal Auditor, 1985 - 1986

Extended formal education with continuing education in university and training courses in leadership, grant writing, marketing, public speaking, information systems, fund raising, sales management, investments and financial planning, chorus directing and musical arrangement.