Colorado College
Senior Major Gift Officer
Colorado College Aug 2017 - Sep 2019
Advancement Gift Planning and Director Major Gifts Southeast
Endura Capital Management Apr 2017 - Sep 2017
Senior Director of Operations and Client Relations
Repspark Systems 2015 - Apr 2017
Director, Client Success
Balmer 2011 - Oct 2015
Principal
Education:
Colorado College 1993 - 1996
Bachelors, Bachelor of Arts, Economics
Skills:
Alternative Investments Asset Management Investments Securities Asset Allocation Mutual Funds Hedge Funds Due Diligence Investor Relations Series 7 Financial Services Nonprofit Consulting Philanthropy Leadership Strategic Planning Fund of Funds Commodity Wealth Management Services Series 63 Series 24 Marketing Strategy Business Development Marketing Management Social Media Customer Service Event Planning Portfolio Management Equities Public Speaking Financial Analysis Finance Strategy Microsoft Office Client Engagement Investment Management Research Private Equity Business Consulting Business Relationship Management Revenue Growth Capital Markets Fixed Income Investment Strategies Trading Microsoft Excel