Experience

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  Plante & moran, pllc

  Jan 2008 - Jun 2013

  Financial advisor

  - Prospected, identified, cultivated, and stewarded prospective clients within territory to achieve individual sales goal of $50,000 in new fees per fiscal year- Built and managed relationships as key advisor and financial consultant to 67 high net worth families, including 20+ physicians and medical professionals, with a combined $170 million in assets- Collaborated with firm partners and created marketing plans to upsell and cross-sell financial advising services to tax and audit clients- Tailored personalized financial plans to client needs with a focus on investments, estate planning, gift planning, retirement planning, and education planning- Earned role as primary advisor for 26 additional client relationships in June 2011 by emphasizing proactive communication and exceptional client service- Appointed to committee for the construction and implementation of holistic client service software and training platform for colleagues and direct reports - Expanded on Microsoft PowerPoint and public speaking skills by designing and piloting personal financial planning seminars for internal staff and senior leadership- Prepared tax returns for clients using the ProSystem tax software and collaborated with accountants and estate planning attorneys to optimize gift planning strategies - Demonstrated ability to lead by mentoring and managing four financial planners across three offices in Michigan and Ohio Show less

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  University of michigan

  Aug 2013 - Jan 2020

  - Built and led an effective, cross-functional team by supervising, coaching, and mentoring one equipment manager, two assistant equipment managers, and 12 student equipment managers- Strategized new inventory management process through identification and integration of software program, providing visibility and education to senior administration while recognizing cost savings of 25%- Partnered with the Athletic Development team to execute special projects and facility tours for the stewardship of current and potential donors- Evaluated team needs, forecasted, and monitored over $700k in Nike budget monies for five NCAA Division I sports- Slashed equipment costs by 20% by negotiating B2B contracts and pricing with third party vendors while ensuring the continuation and enhancements of product quality and service- Supported the Leadership Development team by leading and directing a cross-functional “Positive Practices” team to stimulate volunteer engagement - Positively represented the Athletic Department to external audiences by forming collaborative partnerships with multiple stakeholders on campus and within the business community- Demonstrated entrepreneurial mindset with the ability to create programs and services to further drive program enhancements, such as the implementation of a web-based, university-wide request form for student-athletes- Managed the day-to-day execution of operations and partner relationships with 600+ student-athletes and 55+ coaches and staff, ensuring on-track progress toward team goals- Nominated by the Executive Associate Athletic Director to serve on the Culture Committee with the purpose of establishing a new mission and vision statement for the Department Show less - Solicited user feedback, compiled cost-benefit and financial analyses, and evaluated contract proposals for the two-year planning phase and strategic vision for the university-wide transition from Adidas to Nike.- Established and maintained positive working relationships with the Director of Equipment Operations, physicians, coaches, administrators, and athletic medicine personnel to promote and maintain the health, safety, and performance of over 900 student-athletes- Managed the processes for the issue, retrieval, storage, repair, maintenance, reconditioning, and inventory control of all equipment, apparel, coaching aids, and field equipment- Exhibited fiscal responsibility and organizational skills in the planning and coordination of equipment transportation as needed for away events, including but not limited to identifying appropriate equipment and apparel, packing, delivery, and return of equipment and apparel to campus- Nominated to serve a two-year term on the University's Voices of the Staff group which works with University leadership to generate constructive ideas to improve campus life and work environment for employees- Created and maintained collaborative alliances with multiple stakeholders on campus and within the community Show less

  • Assistant Director of Equipment Operations

    Sept 2017 - Jan 2020

  • Head Equipment Manager

    Aug 2013 - Sept 2017
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  Dbg detroit (downtown boxing gym) official

  May 2021 - now

  Sr. development officer

  - Strategic engagement, solicitation, and stewardship of individual donors and prospects through direct outreach, engagement plans, letter writing, and relationship building- Qualification and cultivation of new donors through multiple outreach channels, including social media, volunteer engagement, surveys, referrals, and events- Plan, coordinate, and execute donor engagement events, including presentations for external community groups, introductory events, DBG’s annual partner appreciation event, and DBG student holiday events- Design and build our Salesforce database, including donor profiles and research- Prepare Salesforce reports and track outcomes against annual budget goals- Collaborate with the communications team to develop and design personalized stewardship and collateral materials- Identify new opportunities for donor engagement and stewardship to broaden and grow DBG’s donor base- Coordinate donor recognition efforts, signage, and annual report lists- Schedule and lead tours of the facility- Solicit external organizations for facility rentals to generate earned revenue Show less