Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
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Charlexia Rey

Brooklyn,NY

Summary

Charlexia M. Rey is a dedicated financial literacy counselor with a proven track record of empowering youth and underserved communities through personalized financial education and coaching. Skilled in program development, data-driven outcomes, and leading initiatives that improve financial well-being at scale. Charleixa is seeking to transition into a fundraising development associate position with Rising Ground Inc., where she can support the expansion of fundraising initiatives and contribute to the strategic program outcomes across the organization.

Overview

8
8
years of professional experience

Work History

RHY Youth Financial Literacy Counselor

Rising Ground Inc.
Far Rockaway, USA
10.2023 - Current
  • Designed and led workshops on financial literacy for underserved youth.
  • Provided individualized financial coaching to over 100 clients, enhancing service engagement and goal attainment.
  • Advocated for clients' access to public benefits and financial resources.
  • Improved financial literacy outcomes by 6% across the caseload through a data-driven strategy

Client Relationship and Development Associate

New York Life Insurance Company
Brooklyn, USA
12.2019 - 08.2023
  • Developed and managed relationships with a diverse client base through proactive outreach and engagement.
  • Conducted regular portfolio reviews and supported clients through the full application process.
  • Maintained accurate records in CRM systems while ensuring regulatory compliance.
  • Applied consultative sales and communication skills to retain and grow client accounts.

Associate Gift Officer

Brooklyn College Foundation
Brooklyn, USA
10.2017 - 09.2019
  • Developed fundraising campaigns by cultivating donor relationships and developing solicitation strategies.
  • Collaborated with leadership to prepare donor materials and secure major gifts, contributing 25% toward campaign goals.
  • Drafted compelling proposals and stewardship communications to strengthen donor engagement.
  • Worked closely with institutional advancement to streamline campaign operations.

Education

Master of Business Administration -

CUNY- Brooklyn College
Brooklyn, NY
06.2027

Skills

  • Donor engagement and fundraising strategy
  • Campaign Support & Stewardship
  • CRM Systems and Database Management
  • Grant writing
  • New York State Driver's License
  • United States Passport

Volunteer Experience

New Yorkers Against Gun Violence                                                    May 19-20                 

Events Planner                                                                        Black Student Union

Timeline

RHY Youth Financial Literacy Counselor

Rising Ground Inc.
10.2023 - Current

Client Relationship and Development Associate

New York Life Insurance Company
12.2019 - 08.2023

Associate Gift Officer

Brooklyn College Foundation
10.2017 - 09.2019

Master of Business Administration -

CUNY- Brooklyn College

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