Senior executive with over 20 years experience in general management, business development and sales. Recognized to be a results driven leader with proven ability to conceive and execute initiatives in private enterprise, business/product development, non-profit management including development and grant management, marketing/sales, customer relations, and event management. Able to adapt to changing priorities and take on various roles to ensure business growth while maintaining long-term relationships with all levels of professionals, donors and service providers.
● Managed from the West Coast all national events , ad sales and communications for a non-profit association offering industry and regulatory updates to member financial institutions and securities firms
● Collaborated with Board to coordinate budgetary planning and non-profit management, which lowered costs and streamlined operations
● Negotiated and executed all aspects of planning national venue selection and contracts for Annual events: 6 regional/national conferences (400 attendees) and 2 golf tournaments and 2 Board of Director retreats
● Managed interface with KPMG annual audits that consistently received high praise from auditors
● Drove Bank Securities Journal advertisement sales to exceed by 12% to $250K annually 1995-2000 in addition to primary responsibilities
● Coordinated US Senators/Members of Congress, financial institution CEOs and paid celebrity speakers for the 2 annual national conferences.
● Managed Membership base and registration process, marketing, solicitation, member/registrant retention and management of financial processing of all fees associated with membership, conference registrations, sponsorships and ad sales.
● Acknowledged for creating deep relationships with members, sponsors and advertisers, which increased revenue by an average of 20% per year.
● Managed cross-functional teams to deliver exceptional program outcomes within budget and time constraints.