Greater Toledo Community Foundation

● Assist the philanthropic services department in raising $30 million per year
● Identify, cultivate, and secure commitments from donors (individuals, families, businesses, and private foundations)
● Develop and build referral pipeline of prospective donors for planned and legacy gifts
● Build and maintain relationships with financial advisors, accountants, lawyers and referral sources
● Active stewardship with current, legacy and prospective donors through a program of personal visits
● Maintain portfolio from identification to solicitation of gifts
● Serve as a relationship manager and advisor to strengthen grantmaking ideas

Philanthropic Advisor

New York Life Insurance Company

● Initiate and contact new prospects in residential and service areas
● Meet with and get to know clients on a personal level
● Conduct fact-finding conversations to gather necessary information regarding their goals and financial situation
● Provide an analysis of their finances and present potential solutions that help meet client's needs and objectives

Financial Professional and Insurance Agent

The Hershey Company

● Drive +8.1% increased POS growth in $7.4M territory, managing 18 mass-chain grocers
● Cultivate business relationships with each customer at all levels of management
● Develop retail execution plans to increase sales through Consultative Business Partnering
● Recommended strategies aimed to improve sales in my territory based on sales data analytics
● Partnered with Market Manager of customer accounts to sell in $70k-$200k quarterly programming at store level  
● Operations Advocate: network weekly with teammates to discover opportunities to build market manager relations and reach operational success within all 18 markets
● Coach and develop new-hires/teammates within their territory for sales growth in seasonal display execution

Retail Sales Representative

Serendipity & The Brew

● Recruitment and development of sales associates to achieve sales goals
● Opened a coffee shop in-store, managed business plan from conception to implementation, resulting in +22% increased sales growth the first year
● Researched, planned and creatively managed special events
● Develop website design and implement e-commerce store, +10% sales growth first year
● Meet with tourism board to discuss opportunities for growth, present special event ideas, marketing plans for increased foot traffic
● Establish monthly social media marketing and staffing plan for events
● Coordinated volunteer opportunities for students in local community service events
● Cultivate strong business relationships and communication with customers

Store Manager

Kellogg Company

Sarbanes Oxley 404 Compliance Intern

Serendipity of Marshall

Retail Sales Associate

Philanthropy is generosity in all of it's forms.

As a Philanthropic Advisor, my work at the Community Foundation consists of building relationships with charitable donors, business owners, community members, and fundholders; advising clients on how their philanthropy can make the most impact. 

We partner with estate planning attorneys, CPA’s, and financial advisors in Toledo, NW Ohio, and SE Michigan to help meet their client’s philanthropic goals and legacy plans.

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