Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer Experience
Certification
Timeline
Generic
Leslie McDonald

Leslie McDonald

Baltimore,MD

Summary

Experienced Registered Brokers Associate with a demonstrated history in the financial services industry. A results-oriented leader committed to vision and business goals, skilled in research, event planning, and customer service. Recently contributed expertise as an Outreach Administrator for a non-profit organization.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Outreach Administrator

Camp Opportunity Non-Profit
05.2023 - Current
  • Collaborate with Executive Director to develop and implement outreach strategies and campaigns.
  • Create engaging content for outreach materials, including brochures, flyers, newsletters, social media posts, and website updates.
  • Draft and proofread various documents, such as letters, reports, newsletters, and presentations.
  • Maintain accurate and engaging content on the organization's website and social media platforms.
  • Research potential partnership opportunities with local community organizations, schools, businesses, and other stakeholders.
  • Coordinate and participate in community events, workshops, and presentations to educate the public about child welfare issues and our organization's mission.
  • Research, identify, and evaluate potential grant opportunities aligned with the organization's mission and programs. Grant Writing and Administration Responsibilities: Collaborate with the Executive Director to write compelling grant proposals, ensuring accuracy, clarity, and alignment with grant guidelines.
    Maintain a comprehensive grants calendar, tracking deadlines, submission requirements, and reporting obligations.
    Volunteer Coordination and Administrative Support: Assist in volunteer recruitment and coordination, organizing orientation sessions and providing ongoing support.
    Provide comprehensive administrative support to the organization's staff, managing correspondence, answering phone calls, scheduling appointments, and maintaining accurate records.
    Event Planning and Coordination: Assist in planning and coordinating events, such as fundraisers, community outreach programs, and Board meetings.
    Professional Development and Continuous Improvement: Stay current with current trends and best practices in child welfare, outreach, and nonprofit administration to enhance the effectiveness of outreach initiatives.
    Other Responsibilities: Perform other duties as assigned

Operations Manager

Heritage Financial
09.2019 - 06.2020
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Interacted well with customers to build connections and nurture relationships.
  • Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
  • Developed and maintained relationships with external vendors and suppliers.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Analyzed and reported on key performance metrics to senior management.

Registered Sales Associate

Wells Fargo (formerly Wachovia)
11.2006 - 02.2008
  • Assisted Managing Director, with investment retail clients and retirement plans, drafted and prepared investor communications, contributed to the overall relationship management and firm profitability.

Registered Sales Associate

SunTrust Investments
06.2003 - 11.2006
  • Responsible for various investment services specializing in high net worth individual and corporate accounts
  • Worked closely with Regional Manager during IPO share allocations, in charge of IPO prospectus distribution, indication of interest forms, and final broker allocations
  • Oversaw everyday operations and compliance for Baltimore, DC, and Virginia.

Education

Bachelor of Science Communications & Marketing -

Salisbury University
Salisbury, MD
05.1993

Skills

    • MS Word
    • Powerpoint
    • Excel
    • Outlook
    • Zoom
      • Advisor Enterprise
      • EnvestNet
      • Event Coordination
      • Written and verbal communication
      • Client meetings

Accomplishments

  • Series 7 License - 06/01/2004
  • Chairman's Club - highest recurring gross profit for Account Management

Volunteer Experience

  • School of Cathedral Library, fundraising
  • T1D - Arsenal fundraiser
  • Baltimore School for Arts
  • Tourette's Associate of America

Certification

Series 7, Registered Investment Advisor

Timeline

Outreach Administrator

Camp Opportunity Non-Profit
05.2023 - Current

Operations Manager

Heritage Financial
09.2019 - 06.2020

Registered Sales Associate

Wells Fargo (formerly Wachovia)
11.2006 - 02.2008

Registered Sales Associate

SunTrust Investments
06.2003 - 11.2006

Bachelor of Science Communications & Marketing -

Salisbury University

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Leslie McDonald