
Oteia Bruce
Director of Affinity

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About me
Managing Director
Education

Dartmouth College - The Tuck School of Business at Dartmouth
-Certificate Program Business Management
DePaul University
-Bachelor of Science FinanceActivities and Societies: President - Multicultural Student Union Ambassador - Student Affairs International Economics Program - Studied global economics in 4 European countries including: Great Britain, France, Belgium and The Netherlands. International Economics Program selected participant.
Experience

Citigroup
Mar 2000 - Feb 2002Director of AffinityDeveloped nationwide marketing initiative for CitiMortgage to provide products and services as a group benefit to employees and members of corporate, government, institutional, community-based and civic organizations. Developed training for support teams across the country, inclusive of corporate clients, management, bankers, customer relations, operations, IT and others.

Independent Management Consultant
Mar 2002 - Jul 2006Management ConsultantDeveloped Capacity Building training programs for the White House Faith-Based Initiatives for non-profits and business nationwide. Developed curriculum, provided ono-on-one consulting, and conducted workshops at the national conference, regional and local levels. Provided grant writing for non-profits and proposal development for small businesses, as wel as training and a diverse array of topics, including startegic planning, business plan development, marketing, financial management, board development, collaborating patner development, donor development, fundraising and more. Show less

GE Capital
Aug 2005 - Jul 2006Regional Vice PresidentDeveloped and managed a $75MM portfolio of institutional clients in my North America territory. Worked on developing revenue-generating partner relationships, developing proposals, negotiating contracts, between clients such as, AOL, Walgreens, Cartel Insurance, United States Postal Service, Chicago Public Schools, New York City Public Schools, Los Angeles Police Department, City Colleges of Chicago, New York City Police Department and others.

Couch Braunsdorf Insurance Group
Sept 2006 - Oct 2007Senior Vice PresidentDeveloped affinity and partnership program as a senior relationship manager for employee and group benefits services for corporate, government and private institutions nationwide.

TEAM Network
Jan 2014 - Mar 2017Trained nonprofit executive leaders nationwide on grant proposal writing as a Federal contractor for the U.S. Department of Health and Human Services (SAMHSA) under the White House Faith-Based and Community Partners Program. Contracted to conduct 3-day workshops in 9 cities in 2013, including: Minneapolis, Spokane, Chicago, Albuquerque, Atlanta, New York (Manhattan), Albany, Kansas City and New Orleans. Also conducted workshops in Washington, DC, Lincoln, NE, Milwaukee, WI and Rockford, Illinois in prior years. Other cities for government grant training included: San Diego, Sacramento, Rochester, Miami, Memphis, St. Louis, Detroit, Phoenix, Greensboro and Charlotte.Developed over $7.5 million in grants in 2013 for a Chicago-Based nonprofit – June 2012 – June 2013. Raised $50,000 for the 5th Annual Golf Outing Event in 2013. Developed $110,000 in funding support through the Holiday Fundraiser Event in 2012. Raised $25,000 through 25th Annual Gala in 2012. Secured $1,045,000 in funding for 2013 and $533,300 in 2012 totaling $1,578,300 over a 12-month project period. Provide grant writing, training and management consulting nationwide. Manages team which has generated over $150MM in grant funding.Consultant on several White House Faith-Based and Community Partnerships projects.Featured on NBC, Fox, WGN, 700 Club, TLN, and TV stations spanning over 182 countries.Featured on radio in Chicago, New York, Los Angeles, Philadelphia, St. Louis, New Jersey, Charlotte, Memphis, Boone, Atlanta and more.Draws on background as a Wall Street stockbroker and corporate banker to develop strategic goals and successful outcomes for clients.Top-Selling Author with books sold on 5 continents in over 10 countries:1.) The Smart Guide to Grant Writing: For Individuals, Small Businesses and Nonprofits2.) The Sheriff Ain't Comin' Right Away:A Practical Guide For Those Facing Foreclosure and Eviction3.) The Urban Guide to Biblical Money Management Show less Oteia Bruce was recruited to write grants and do fundraising for client: The United Way of Metropolitan Chicago and reached over 200% of her grant writing goal.Oteia Bruce finished fundraising goals 4 months ahead of time for United Way of Metropolitan Chicago. Asked to develop and write grant proposals totaling $1.3 million by June 2014. Oteia developed grant proposals totaling over $2.6 million in just 2 months between January and February 2014 and developed a $40 - $50 portfolio of funding opportunities. Show less
President
Jul 2006 - Mar 2017President
Jan 2014 - Feb 2014

Morgan Stanley
Mar 2017 - Feb 2019Financial Advisor© 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Show less

TEAM Network - GKD
Mar 2019 - nowPresidentProvide financial consulting and professional services to businesses and nonprofits. Provide professional services and contracting to government agencies. Have developed and managed portfolios for corporate, nonprofit and individual clients totaling over $1 Billion in assets.
Licenses & Certifications

NMLS
Nationwide Mortgage Licensing SystemDec 2017
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