Purpose driven leader with extensive fundraising, marketing and sales experience. Proven track record of achieving fundraising results through the delivery of high-quality donor experiences, integrated direct response programs, and effective stewardship. Top sales performance in a competitive field-based role, as well as extensive creative agency experience leading client partnerships in the not-for-profit, healthcare and financial sectors.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Associate Director of Development
Lakefield College School
02.2021 - Current
Vital role in driving the Foundation's fundraising success, and in ensuring effective Foundation operations and processes in the cultivation, solicitation and stewardship of donors
Development and stewardship of a portfolio of 100 high potential gift prospects $5K+, including individuals, estates, and foundations, contributing to the annual revenue goal of $7M for the Foundation in support of current campaign priorities
Responsible for building a high-performance team, leading the Annual Giving and Community Engagement portfolios for the Foundation, including the oversight of direct reports
Leadership of integrated direct mail, digital, social media, call campaigns, and strategic donor cultivation events, to achieve a growth target of 10% per year for the Lakefield Fund
Strategic engagement and mobilization of volunteers to enhance fundraising efforts, and cultivate donors toward maximum giving potential through peer-to-peer initiatives
Consistent use of Raiser's Edge (RENXT) to track donor activities, and to inform fundraising moves management, leveraging the expertise of Data Officer
Closely collaborate with the Associate Head, School & Foundation Strategy, in key matters and decisions related to Foundation strategy, operations and management
Medical Sales Representative, Cardiovascular and Diabetes
Servier Canada, Ontario East & Durham Region
11.2016 - 10.2020
Exceeded territory sales goals by more than 150% for two consecutive years
Awarded President's Club for top national sales performance in 2019
Conducted informative presentations for physicians and other healthcare professionals, enhancing the understanding of product benefits and features
Completed thorough competitor analysis to understand market trends and identify areas of opportunity for growth
Strategic leadership and implementation of Continuing Medical Education (CME) programs, and the provision of educational tools to support Healthcare Professionals
Enhanced sales processes by utilizing CRM software to track customer interactions and follow up on potential leads systematically.
Leadership of regional business plans including associated timelines, deliverables and budget
Implemented diverse marketing and promotional strategies to enhance brand performance in target markets
Group Account Director
BrandHealth Communications
10.2007 - 06.2016
Leadership responsibility for agency-client partnerships for the following client groups: Allergan (Abbvie), Janssen, GlaxoSmithKline Consumer Healthcare, Eli Lilly, Trent University, YMCA of Toronto
Increased client satisfaction by effectively managing multiple accounts and maintaining strong relationships with key stakeholders
Implemented data-driven strategies for clients that led to improved marketing ROI and campaign performance
Collaboration with all agency groups and cross-functional teams to inform marketing decisions
Negotiated favorable contracts with vendors, securing cost-effective solutions without sacrificing quality or effectiveness
Spearheaded new business development efforts, contributing significantly to company growth through successful pitches and proposals
Led a team of account managers to successfully deliver high-quality campaigns for various clients, resulting in increased revenue and client retention
Account Supervisor
MacLaren MRM
01.2007 - 10.2007
Responsible for agency-client partnerships for the following client groups: RBC Royal Bank and RBC Insurance
Key role in the delivery of integrated direct response marketing campaigns to increase brand awareness and drive new business opportunities for RBC product portfolio
Presented persuasive sales pitches to secure new accounts, driving revenue growth for the company
Account Supervisor
Allard-Johnson Communications
11.2005 - 01.2007
Responsible for agency-client partnerships for the following client groups: RBC Royal Bank, RBC Insurance and Habitat for Humanity
Part of a team that launched retail branch locations for RBC Insurance including; brand positioning, advertising, direct mail, in-branch collateral and sales support
Responsible for the strategic development and implementation of an integrated direct response campaign for Habitat for Humanity, Toronto with particular emphasis on individual giving and stewardship
Account Manager
Stephen Thomas Ltd.
02.2001 - 11.2005
Responsible for agency-client partnerships for the following client groups: Canadian Olympic Committee, Canadian Cancer Society, Arthritis Society, Osteoporosis Canada, Amnesty International and Easter Seals
Management of all aspects of annual direct response fundraising programs to achieve overall revenue goals for assigned client groups
Responsible for the financial tracking of budgets to ensure targets were met and exceeded
Account leadership in the development and implementation of client annual plans, strategic campaign planning and new business strategies
Responsible for ongoing skills development, training and coaching for account team members
Education
Honours Bachelor of Arts -
Wilfrid Laurier University
Waterloo, ON
01.1998
Certification
Mental Health First Aid Canada, Adults who interact with youth
Pharmaceutical Sales Accreditation, CCPE
Extracurricular Activities
Dedicated endurance athlete: Canyons Endurance Run 50k finisher, UTMB, CCC 100k run finisher, Leadville Trail 100 mile run participant, Ultra Race of Champions 100k run finisher, IRONMAN Lake Placid finisher, IRONMAN 70.3 Mont Tremblant finisher, Boston Marathon finisher.
Volunteer Experience
IRONMAN Triathlon Series: Event support in multiple areas to ensure optimal athlete experiences and the realization of goals at National and World Championship events: Kids races, athlete registration, aid stations, traffic control, course sweep, and athlete banquets
Student Advisor: 3 years in a student advisor role providing academic and cocurricular guidance, serving as a trusted mentor to Lakefield College School students in grades 9-12
Timeline
Associate Director of Development
Lakefield College School
02.2021 - Current
Medical Sales Representative, Cardiovascular and Diabetes
Co-Active Academic Coach for High School and University Students with Exceptionalities at Lakefield College SchoolCo-Active Academic Coach for High School and University Students with Exceptionalities at Lakefield College School