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Click here or scroll down to respond to this candidate Street Address Central Drive West Carmel, Indiana Street Address -4512 PHONE NUMBER AVAILABLE ( EMAIL AVAILABLE Candidate's Name
Recent Accomplishments:Former Member - the Planned Giving Group of Indiana Board of Directors; andthe Planned Giving Advisory Council for the Diocese of Lafayette, IN < Received The American Legion's "Bravo-Zulu Award" for Excellence in performing my job well beyond expectations < Increased Fundraising Revenue at The American Legion by 80% in 2014 versus 2013 < Increased Special Events Revenue at The American Legion an average of 23% annually < Increased Planned Giving Revenue at The Diocese of Lafayette an average of 9% annually < Previous NASD/FINRA Licenses: Series 7, 63, 24, 8, and 4Core Competencies:Sales, Marketing, Estate Planning, Prospect Research and Cultivation,Management, Planned Giving, Special Events, StewardshipEmployment:08/2015 - 12/2016 New York Life Indianapolis, IN . Annuity and Long-term care certified . Current Life and Health licenses . Current Series 6 and 63 licenses9/2009 - 5/2015 The American Legion National Headquarters Indianapolis,INDEPUTY DIRECTOR OF PLANNED GIVING AND MAJOR GIFTS < Started planned giving and major gift programs for The American Legion < Developed planned giving pages on The American Legion website < Publish planned giving newsletters and other marketing materials < Research and qualify prospects, then Solicit planned and major gifts < Responsible for stewardship of donors < Organize and produce The American Legion's annual charity golf tournament < Increased revenue from the golf tournament each year, by 20% in 2012 Candidate's Name
8/2006 - 6/2008 Diocese of Lafayette, Indiana/Catholic FoundationDIRECTOR OF PLANNED GIVING < Solicited Planned and Major Gifts < Wrote, directed, and produced award winning Stewardship video09/2003 - 12/2005 CICOA Foundation Indianapolis, IN09/2000 - 08/2003 Wilmington College Wilmington, OH11/1997 - 08/2000 Glenmary Missioners Cincinnati, OH03/1993 - 11/1997 Quick & Reilly, Inc. Dayton, OHBranch Manager < I hired all personnel and grew sales 53% on average annually (New Branch) < I had the Series 8 (Branch Manager/Supervisor), and Series 4 (Options Principal)12/1985 - 5/1992 Huntington Bank Columbus, OHVice President and Manager of the Retail Investment Services Program < Started and Managed the Retail Investment Services Program < Responsible for exceeding the Department Budget by over 20% < Hired and Trained all Series 7 licensed brokers < Grew the Department from 4 to 17 brokers, and 8 support staff < As an Office of Jurisdictional Management, I was a Series 24 licensed Principal8/1979 - 10/1985 Smith Barney Evansville, INAccount Executive < Responsible for exceeding my sales production budget < Responsible for all prospect research and cultivationEducation:B. S. in Motivational Psychology with a Russian minor from IndianaUniversityStrong background in Marketing, Management, Corporate Finance, andEconomics * Certificate of Fund Raising Management - I U School of Philanthropy * New York Institute of Finance - Financial Planning Program * Smith Barney Sales and Financial Products Training * Honorable Discharge - U.S. Air Force Security Service/Special Operations * Top Secret Crypto/Code Word Security Clearance |
