SKILLS
Knowledge & Expertise
BOARD & ORGANIZATIONAL MANAGEMENT
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Collaborated with the Board of Directors to set strategic themes and objectives, aligning the organizational vision with actionable goals.
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Successfully integrated front-line staff into the development of tactical and business plans, ensuring the seamless execution of Board-established strategic objectives.ectives.
POLICY DEVELOPMENT & LEGISLATIVE STRATEGY
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Monitored and analyzed legislation, advocating for innovative public-private partnerships.
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Built and leveraged relationships with state and federal legislative and regulatory representatives to support organizational objectives.
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Established and managed an internal government relations division and coordinated external legislative consultants to enhance advocacy efforts.
COLLABRATIVE LEADERSHIP
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Fostered a team-oriented work environment that values diverse perspectives and encourages collaboration.
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Championed a culture of open communication, enabling the sharing of ideas, experiences, and unique viewpoints among all staff members.
EDUCATIONAL & PROFESSIONAL DEVELOPMENT
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Conceptualized and launched a National Association’s Industry University, generating approximately $2.2 million in annual revenue.
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Produced over 200 workshops and conferences, coordinating more than 1,750 training webinars to enhance industry knowledge and professional growth.
CULTIVATING STRATEGIC PARTNERSHIPS
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Identified, developed, and introduced service providers specializing in FinTech, managed IT, peer analytics, and investment solutions.
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Strengthened organizational capabilities through strategic alliances that addressed key industry needs.
PUBLIC
SPEAKING
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Promoted the organization and its constituency through cross-functional collaboration, leveraging media channels and community outreach programs to amplify visibility.
STRATEGIC PLANNING
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Executed strategic plans in collaboration with executive committees and staff, driving new initiatives and operational efficiencies during periods of uncertainty and change.
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Ensured alignment of organizational priorities with long-term goals through meticulous planning and foresight.
FUNDRAISING & CREATING SOURCES OF REVENUE
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Partnered with a volunteer Board of Directors to raise $1 million in new capital within a 45-day period.
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Innovated revenue streams and restructured existing programs to achieve higher net income margins while maintaining service quality.