AnnieStudent

(573)

PERSONAL SUMMARY

Reliable, creative, and driven professional with excellent interpersonal and communications skills and a talent for quickly mastering and adapting to new processes.

Able to work independently on multiple projects as well as collaborate with a team to maximize results.

EDUCATION

WILLIAM WOODS UNIVERSITY, Fulton, Missouri

Master of Business Administration Expected May 2020

Bachelor of Science in Business Administration (Dean’s List)May 1997

PROFESSIONAL EXPERIENCE

WILLIAM WOODS UNIVERSITY, Fulton, Missouri September 2008-Present

Development Officer

  • Build, strengthen, and manage relationships with alumni and friends of the university that result in major gifts.
  • Manage prospect portfolio of over of 1000 names with potential request amounts of up to $1 million.
  • Plan and facilitate fundraising receptions; distribute invitations in a timely fashion, follow-up is conducted promptly, and the message of the campaign is appropriately disseminated during event.
  • Solicit and manage all aspects of the President’s Club Giving Society including planning special events, personal visits, and stewardship.
  • Travel the U.S. extensively to engage, cultivate, and solicit prospects for major gifts for multi-year $11.7 million capital campaign and annual giving.
  • Completed Planned Giving and Integrating Major and Planned Gift seminars.

RBC CAPITAL MARKETS, New York, New York April 2004 – March 2007

Domestic Equity Trading Operations Team Manager

  • Managed all aspects of the Trading Operations Team including four team members.
  • Maintained client relationships by providing customer service throughout the settlement of equity trades.
  • Monitored firm tradingaccounts evaluated equity positions and rectified trade discrepancies between the firm and New York Stock Exchange and other exchanges.

BRIDGE TRADING, A REUTERS COMPANY, St. Louis, MissouriOctober 1997 – March 2003

Institutional Equity Sales Trader

  • Played integral role on equity trading team, solicited and executed block trades, developed and maintained over 100 client relationships totaling more than $15 million in commissions.
  • Cultivated customer confidence in the team’s ability to evaluate and pursue prosperous financial opportunities.
  • Relayed crucial, accurate, timely market information from exchange brokers to clients and trading team; monitored electronic client orders ranging from 100 to 1,000,000 shares.

LEADERSHIP EXPERIENCE

President, Delta Gamma International Fraternity.

President’s Twenty - selected as a student body adviser to the University President.

University Ambassador – represent the university to prospective students and families.