Resumes
Resumes
Transition Ed Leadership Solutions / Philanthropic, Trust & Treasury Solutions
View pagePosition:
SR ADVISOR / Managing Member, Investmint Counsel LLC at Wealth-share Resource Advisors TM [Higher Ed Advancement & Trust market specialists since 9/2006]
Location:
Midland, Texas
Industry:
Financial Services
Work:
Wealth-share Resource Advisors TM [Higher Ed Advancement & Trust market specialists since 9/2006] - La Jolla / Greater San Diego since 2006
SR ADVISOR / Managing Member, Investmint Counsel LLC
Bank of America Philanthropic Management 1991 - 2006
Senior Vice President and National Strategist
SR ADVISOR / Managing Member, Investmint Counsel LLC
Bank of America Philanthropic Management 1991 - 2006
Senior Vice President and National Strategist
Education:
Clemson University - College of Business and Behavioral Science
Indiana University Bloomington
Indiana University Bloomington
Skills:
Philanthropy
Diversity & Inclusion
Organizational Commitment
Charitable Trusts
Endowment Investment Management
Planned Giving Programs - CGAs, PIFs, DAFs & Ch-Trusts
Investment Sales
Motivational Speaking
Brand Loyalty
Fundraising
Nonprofits
Institutional Investments
Trustee Investments
Trusted Business Partner
Client Relations Skills
Diversity & Inclusion
Organizational Commitment
Charitable Trusts
Endowment Investment Management
Planned Giving Programs - CGAs, PIFs, DAFs & Ch-Trusts
Investment Sales
Motivational Speaking
Brand Loyalty
Fundraising
Nonprofits
Institutional Investments
Trustee Investments
Trusted Business Partner
Client Relations Skills
Interests:
Family, Community Service, Inclusion & Diversity, Fitness. Dogs: Sheltie & Mini Poodle pure-breeds.
Honor & Awards:
40 Under 40, American City Business Journals