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Development professional with extensive background in Annual campaigns, Major gift solicitation, Planned gifts, Alumni relations, and Capital campaigns.  Significant experience in relationship management, stewardship, cultivation, event management, board of director and leadership and volunteer recruitment oversight.  In depth experience counseling large gift clients with long term planning needs.  Created strategic marketing and promotion plans, oversaw administration and budgets and leveraged major donor contacts with MBA in Finance and Marketing. Volunteer for American Red Cross, Give Back Chicago and ORT.

Work experience

Aug 2006Sep 2009

Regional Development Executive

Development Corporation for Israel

Directed strategic development and stewardship plan, built strong relationships with major gift donors, volunteers, committee and board members.  Increased donations 17% over a three year period

Developed major gift portfolio composed of 150 prospects and donors with proven track record cultivating and soliciting individuals at the $25,000 to $500,000 level.  Counseled individuals on their long term gift planning needs

Managed budget and results on all giving programs including annual campaign and event development, major gifts, planned giving and institutional producing annual results of $7,000,000

Coordinated planning of all facets of signature events from preparation to execution and evaluation.  Increased number of events in territory by 20% and planned region’s city-wide medical event which produced $3,000,000 annually


Indepent Retirement Plans Consultant and Retirement Plans Wholesaler

Robert W. Baird

Developed and built relationships with in-house financial advisors in order to increase production of corporate 401(k) business Counseled financial advisors on the mining of their existing book, identifying new sales opportunities and participating in finalist’s presentations in the $5MM-$250MM marketplace


Retirement Plans Relationship Mgr. Education & Healthcare


Consultant for full service defined contribution prospects with $10 million + in plan assets utilizing investment management through proprietary and non-proprietary mutual funds. Coordinated sales of new business, management of client expectations, client service visits, new initiatives, plan document compliance and proactive management of service levels


National Sales Manager – Education

Zurich Financial Services
Sales and product manager for advanced markets for variable annuity distribution including the research, development and implementation of project plans. Directed $90 million sales budget and standardized expense and budget management, loss and profit objectives and sales forecasts

Retirement and Benefit Consultant- Healthcare

American Hospital Association

Accountable for sales, service and marketing of 403(b), 401(k), 457 plans, supplemental benefits, long term care, provider excess Insurance, worker's compensation and managed disability insurance to hospitals and integrated healthcare systems. Primary liaison and Retirement Product Manager for agency’s largest sponsored program producing annual commissions in excess of $2.5 million


Prior Relevant Experience

Fundraising - Financial Services- Business Development
Regional Employee Benefit Sales Executive U.S.Life Insurance Company, Chicago, IL. Regional Stop-Loss Sales/Underwriting Manager SAFECO Life Insurance Company, Hoffman Estates, IL.


Series 6

Securities and Insurance Licenses

Bachelor of Science

Loyola University of Chicago


Keller Graduate School of Management of DeVry University