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Business Meeting
Non-Profit

EXPERIENCE

+ Nearly 5 years of experience with the Raiser's Edge & The Raiser's Edge NXT (Database & WebView)

 

+ Data Cleanses in The Raiser's Edge Gift Entry (includes experience with CharityWeb & Online Express)

 

+ General Data Management

Planned Giving/Estate Plans Support

 

+ Moves Management/Major Donor Support

 

+ Endowment Analysis & Consolidation

 

+ Blackbaud Certification: The Raiser's Edge Fundamentals

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+ Member of Blackbaud Champion

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Typing
Investment

EXPERIENCE

+ Institutional Investment Management

 

+ Sector Research - Domestically & Internationally 

 

+ Portfolio Management Support - with a focus on Credit Opportunities & Fixed Income

 

+ Certification: Bloomberg Market Concepts

 

+ Certification: Making Corporate and Personal Investment Decisions

 

+ Regression analysis for sector research reports, current investments & potential investments

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Laptop & Coffee
Other

EXPERIENCE +

QUALIFICATIONS

+ SAS - Regression Analysis 

 

+ Brand Marketing

 

+ Certification: Excel Data Analysis - Forecasting

 

+ Certification: Financial Analysis 

 

+ Certification: Managing Project Budgets

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