- Dedicated legal professional offering expertise in Estate Planning, tax, civil, and probate law. Proven success in building trusting rapport with clients and offering sound legal advice in clear and universal terms. Hardworking and dedicated to client advocacy. Works independently and collaboratively as part of team.
- Executive-level Gift Planning Director recognized for highly organized, detail-oriented leadership skilled in directing high-performing teams to increase fundraising revenue and legacy giving . Success implementing systems across multiple operations with superior team and relationship-building, and communication skills.
-Focused on promoting mission and increasing effectiveness of key programs. Passionate about managing and overseeing implementation of company's daily operations. Recognized for successfully collaborating with management to develop work plans, financials and strategies.
- Attorney adept at developing positive rapport with clients.
- Presents evidence clearly and practices sound and thorough case analysis techniques.
- Provides legal counsel and support to clients. Skilled in researching and interpreting legal documents, resolving disputes and successfully negotiating settlements. Handles multiple tasks, prioritizes efficiently and meets tight deadlines.
- Persuasive expert analyzes complex legal issues, formulates legal arguments and provides sound advice on wide range of topics. Adept at navigating legal systems, leveraging resources and communicating with clients.
-Thorough understanding of precedents and regulations.
Senior Director and Manager responsible for all planned giving operations, working directly with and as frontline fundraising at University of the Pacific, a private university in Northern California. Responsibilities include marketing, training, outreach and advisor communications, collaboration with all development units and campus divisions, budget preparation and adherence, donor relation building and stewardship.
Senior development officer responsible for building, directing, planning, organizing and coordinating the planned giving program at Colorado State University. Budget creation/adherence, multi-media marketing and strategic planning, website development and management, donor cultivation and solicitation, executing training programs, building and stewarding the legacy recognition society, developing policies and processes, and major gift solicitations