
Daisy Rojas, M.Ed
Consultant

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About me
Wealth Advisor @ Platt Financial, strategic financial planning to help build and preserve wealth
Education

University of Virginia Curry School of Education
-Master of Education (M.Ed.) Higher Education/Higher Education AdministrationActivities and Societies: Selected for Trusteeship Seminar led by President Emeritus John Casteen; Concentration: Education Finance; Capstone Project: University Management & Administration; special research: developed and organized an education 501(c)3 The Cultural Exchange Institute Higher Education Administration

University of Virginia, University of Costa Rica
-Bachelor of Arts (B.A.) Anthropology, Latin American StudiesCultural Anthropology

University of Virginia
-Bachelor's degree Anthropology and Latin American Studies Distinguished Majors ProgramActivities and Societies: Harrison Undergraduate Research Award Performed field research through independent study funded by the Harrison grant. Presented paper on Latino community initiatives to U.S. Congressman Tom PerrielloPresented paper at Congresso de Antropologia Latinoamericana at the University of Costa Rica
Experience

University of Virginia Darden School of Business
Jan 2009 - Sept 2011ConsultantContracted to provide ethnographic study on the experience of Latinos at financial institutions in Virginia. Collected data via survey, conversations, video recording, and other participant observation methods. Statistical analysis was provided from survey results and all material was included in a report with recommendation for how financial institutions might recover Spanish speaking consumers and increase deposits/financial product sales in local areas.

Cultural Expressions Consulting
Jan 2009 - Feb 2012Founder/PresidentSpecializing in research that builds awareness, develops strategies, reveals potential & encourages sustainable growth. An in-depth cross-discipline approach includes both qualitative and quantitative data. Methods include: ethnography, participant observation, surveys, historical data collection and comparison studies. This research is used to identify opportunity & risk, and create currency in relationships through better understanding of cultures in living communities. Published research born from this methodology include topics on financial services for Latinos, Central American indigenous community relations, bilingual education, medical and obstetric services, labor relations, disaster impact, structuring technology and technology companies, tourism industry impacts. Weniger anzeigen

University of Virginia, Curry School of Education
Jan 2010 - Jan 2012Research AssesorPerformed field testing of the PALs early literacy exam in Spanish to various groups of Spanish speaking students across the country with locations in Charlottesville, St. Louis, Los Angeles, Raleigh, Manassas and Lynchburg. Collected and archived data for analysis of exam effectiveness and for the purpose of making necesarry modifications to improve effectiveness.

Journal of Anthropology and Humanism
Sept 2010 - Jul 2014Assistant EditorReview and editing of journal submissions for potential publication. Articles are considered based on topics that are related to and representative of a humanist focus. The journal is available online and is published semi-annually.

City of Charlottesville
Sept 2010 - Jan 2012ConsultantManaged and directed the 1st annual Minority Business conference for the City of Charlottesville (2011). Assisted in the provision of Spanish translation services, promotion of event to local minority communities and the acquisition of talent and materials for workshops, talks and a major key-note speaker. Provided networking opportunities for small business owners and a variety of local resources. Presented an interactive class on relationship building and the value of human currency. Provided guidance and mediation towards the re-establishment of the Charlottesville Chamber of Commerce Minority Business Council. Weniger anzeigen

Tropical Escapes Day Spa
Sept 2011 - Apr 2012PresidentPurchased, remodeled and revitalized a 35yr old Day Spa located in Charlottesville VA in preparation for a flip. Re-branded and successfully marketed Tropical Escapes to higher profitability and visibility for the Charlottesville niche. Sold in 6 months with more than 500 active clients, fully staffed and with functional management structures and marketing strategies in place.

University of Virginia
Jan 2012 - Jul 2014Stewardship, The Lawn SocietyTasked with planning and managing a variety of projects, including reports, gift acknowledgements, publications, and events in order to cultivate, recognize, educate, and steward donors/prospects/alumni of the University, nurturing enduring relationships by maintaining institutional interest and involvement.

University of Virginia Office of the Senior Vice President
Jun 2013 - Jan 2013Principal Relationship Development InternConducted research on a sample set of principal donors who had given more than $1,000,000 during the course of a $3 billion fundraising campaign. Results demonstrated a relationship between principal gift frequency and development officer activities with the same donors over time. Resulted in an academic article demonstrating the importance of human relations in the development cycle, and the use of metrics in the prediction of giving over time.

The Cultural Exchange Institute- Costa Rica
Jan 2014 - Sept 2023Executive DirectorDevelopment of a non-profit study abroad campus located in Costa Rica. Engaged an advisory board of expert volunteers including philanthropists, engineers, and professionals to employ a 5 year strategic plan for curriculum, campus design, organizational structure and socially responsible activities and staffing. Coordinated administration and recruitment of faculty and students in both the U.S. and Costa Rica.

Albemarle County School Board
Jan 2016 - Jan 2018Long Range Planning AdvisorAdvise the Superintendent and School Board in the development of comprehensive, long term plans for facilities needs in the most effective and efficient way and in support of the School Division’s Strategic Plan.

Cultural Homestay International
Feb 2017 - Jul 2018Local Coordinator
The Covenant School
Jun 2017 - Jan 2018Associate Director of AdvancementSenior leadership role in charge of all marketing and communications, collaborative fundraising, alumni engagement, parent and grandparent engagement, data based targeted marketing, annual giving, special events and stewardship. Major events include senior giving week, annual donor dinner, week-long online auction and the annual gala for 300 guests, engaging 55 volunteers, and earning more than 10% of annual revenue. Annual fundraising goal is 1 million. Major gifts solicited top $250K per year. Weniger anzeigen

United Way of Greater Charlottesville
Jan 2018 - Nov 2020Director of DevelopmentDesign and implementation of strategies and systems to facilitate development in support of the mission and vision of United Way. Performance accomplishment of 9.2% overall fundraising gain in last 2 yrs. I work closely with stakeholders building sustainable relationships, brand awareness and expanded partnerships. I utilize strategies aimed at discovering potential in unforeseen places to inspire and engage new donor populations and reinvigorate existing revenue sources. My work involves long-term strategic planning, oversight of ongoing fundraising donor cycle activities including stewardship/cultivation and regular strategic communications according to the needs of individual major and principle donors and multiple annual campaigns. Weniger anzeigen

PLATT FINANCIAL CONSULTING LTD
Jan 2021 - nowFinancial AdvisorFinancial strategy and planning for families, businesses and individuals.

The Center
Sept 2021 - Jan 2022World Culture Instructor
Platt Financial
Jan 2022 - Sept 2023Financial Services ProfessionalBuilding & Preserving Wealth
Licenses & Certifications

Maryland Business License

West Virginia General Contractor
West Virginia Division of Labor Contractor LicensingJan 2012
Virginia Class A Contractors License
Virginia Department of Professional and Occupational RegulationNov 2005
Series 65
FINRAAug 2023
Series 63
FINRAJan 2023
Series 6
FINRAJul 2023
Series 7
FINRA
Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
Virginia State Corporation CommissionJan 2022- View certificate

CFRE Certification
CFRE InternationalJul 2020 
Securities Industry Essentials (SIE)
FINRAAug 2022
Honors & Awards
- Awarded to Daisy Rojas, M.EdCity of Charlottesville Chuck Lewis Passion Award for Business City of CHarlottesville and Forward/Adelante Bilingual Business Journal Mai 2013 Forward/Adelante, in partnership with the City of Charlottesville, presented the Chuck Lewis Passion Award to Daisy & Geiner Rojas of Rojas Stevens Painting in honor of their entrepreneurial accomplishments. Still a young company, Rojas Stevens Painting has grown to include major projects in West Virginia, Hot Springs, White Sulfur Springs, Warm Springs and at the Greenbrier Club–a world famous Professional Golf and Spa club. F/A, the City of Charlottesville, and our supporting Sponsors… Mehr anzeigen Forward/Adelante, in partnership with the City of Charlottesville, presented the Chuck Lewis Passion Award to Daisy & Geiner Rojas of Rojas Stevens Painting in honor of their entrepreneurial accomplishments. Still a young company, Rojas Stevens Painting has grown to include major projects in West Virginia, Hot Springs, White Sulfur Springs, Warm Springs and at the Greenbrier Club–a world famous Professional Golf and Spa club. F/A, the City of Charlottesville, and our supporting Sponsors celebrate Daisy & Geiner’s perseverance, passion, and commitment to a local business founded on a sound work ethic, customer service, and strong family values. Weniger anzeigen
- Awarded to Daisy Rojas, M.EdInspire Award of Excellence in Design for Print and Digital Multipage Publications Council for the Advancement and Support of Education Jan. 2013 The CASE 2012 Inspire Award of Excellence was earned for publication of the University of Virginia Lawn Society Fall 2012 Directory launched as a tandem print and website directory with attached member survey. The new directory was created from a multi-media perspective and with the objective of engaging younger members while maintaining the tradition and enduring legacy of the University. The included short survey offered opportunity to elicit user feedback and analytics for the production of… Mehr anzeigen The CASE 2012 Inspire Award of Excellence was earned for publication of the University of Virginia Lawn Society Fall 2012 Directory launched as a tandem print and website directory with attached member survey. The new directory was created from a multi-media perspective and with the objective of engaging younger members while maintaining the tradition and enduring legacy of the University. The included short survey offered opportunity to elicit user feedback and analytics for the production of future publications. Weniger anzeigen
Volunteer Experience
Judging Coordinator, Awards Committee for CASE District III
Issued by Council for Advancement and Support of Education on Jan 2018
Associated with Daisy Rojas, M.EdCircle of Excellence Awards, Invited Judge
Issued by Council for Advancement and Support of Education on Jan 2018
Associated with Daisy Rojas, M.EdAlbemarle County Rotary Club Foundation board member
Issued by Rotary International on Jul 2019
Associated with Daisy Rojas, M.EdFounding member
Issued by Families Helping Families on Jun 2020
Associated with Daisy Rojas, M.EdCentral Virginia Board Member
Issued by Association of Fundraising Professionals (AFP-Global) on Nov 2020
Associated with Daisy Rojas, M.EdPresident Elect--Rotary Club of Albemarle
Issued by Rotary International on Jan 2021
Associated with Daisy Rojas, M.EdReviewer
Issued by NEOS: A Publication of Anthropology of Children and Youth on Aug 2015
Associated with Daisy Rojas, M.EdReviewer
Issued by International Journal of Business Anthropology on Jan 2010
Associated with Daisy Rojas, M.EdTopical author
Issued by Association for Anthropology and Gerontology on Jan 2015
Associated with Daisy Rojas, M.EdCo Chairman
Issued by Rio District Democratic Committee on Jun 2020
Associated with Daisy Rojas, M.Ed
Languages
- enEnglish
- spSpanish
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