Invests in
Locations:
Min Investment:
$500,000.00Max Investment:
$1,500,000.00Target Investment:
$1,000,000.00
Skills
Education
- WC
- RC
Lists including Julie
Work Experience
2020
Chief Executive Officer
2020
Develop and execute the Foundation’s strategic plan, long term goals, and operational plans. Ensure a sustainable asset base by building long-term relationships with key donors and fundholders. Oversee all fund development and fund-raising activities. Ensure the Foundation’s long-term financial sustainability through discipline and investment in resources. Oversee the Foundation’s philanthropic efforts and all grant-making activities. Develop new initiatives to benefit the Foundation with its grantmaking guidelines. Promote the Foundation’s visibility in the community via relationships that align with the Foundation’s mission and vision. Implement strategic marketing aligned with the Foundation’s mission. Work with the Foundation’s legal counsel to ensure legal and regulatory compliance. Manage all aspects of the operational policies and guidelines for the Foundation and presents these to the Board of Directors for input and approval.
2021
Member
2021
Member
2019
2021 - 2024
Owner
2021 - 2024
2015 - 2020
Director of Account Based Marketing
2015 - 2020
Provide strategic leadership for growing ABM programs, promote the alignment of sales and marketing with highest-value accounts to meet and exceed sales and revenue targets. Lead the ongoing operations of ABM programs, leveraging data to develop ideal customer profiles (ICP), identify buyer personas, and perform laser focused account segmentation and prioritization. Execute online and offline account-based marketing initiatives, integrating online and new media, email, print, social media, company websites, SEM/SEO strategy development, brand awareness and nurturing initiatives. Align ABM tech stack to effectively manage, engage, and measure campaigns and orchestrated plays. Promote adoption of ABM technologies to drive personalization and scale - mapping content to the buyer's journey - delivering the right messaging to the right person at just the right time. Oversee creative production of online and offline marketing assets, graphic design, video production and web development, from the initial concept to finished product and execution. Coach a team of highly technical marketing and sales champions. Provide direction, mentorship, professional development, and performance measurement of ABM plays. Furnish strategic and tactical support to account development representatives and account executives. Establish and articulate project scope, strategy and objectives. Perform on-time project management including: GANNT chart project management, contingency planning, approval processing, budgeting, campaign analysis, and adherence to policies and procedures. Increase efficiencies and scalability with Salesforce installed packages, APIs, custom object and field creation, email alerts, workflows and process builder automation. Maintain strong relationships with internal and external stakeholders alike, aligning leadership, sales, finance, and customer support roles with ABM.
2010 - 2015
Director
2010 - 2015
Establish vision and strategic business plan for clinical research enterprise within a $385mil integrated healthcare delivery system in Spokane, WA market; prepare competitive industry analysis, pro-forma financials and marketing plan for FY 2010-2015. Cultivate positive executive level and cross-functional relationships with over 40 pharmaceutical and biomedical device companies, 42 outpatient clinics, 12 institutional review boards, 3 hospitals, 2 universities, and various grant funding agencies. Diversify product portfolio and increase pipeline of new projects through effective business development, CRM data analysis, feasibility studies and successful contract negotiation; average annual executed contract value of $3.8 mil. Oversee management of over 65 concurrent projects in various phases of the project life cycle. Recruit, train and manage team of 75 individuals with focus on good clinical practice and Quint Studer customer service principles; includes physicians, allied health professionals, clinical and administrative staff. Meet and exceed performance objectives through development of tools and metrics based upon key industry benchmarks. Direct customer relationship management program, increasing annual enrollment and improving customer retention ratio to greater than 80%. Maximize efficiencies through process standardization, proper staffing and effective resource allocation. Manage conflicts of interest, privacy, compliance, risk and regulatory matters through development of standardized operating policies and procedures as well as a robust training program and tools to insure compliance.
Market Research Team Lead
2008 - 2010
Prepared reports on the feasibility of entrepreneurial ventures in breakthrough technologies based upon extensive secondary market research, patent searches, competitive environment analysis, industry analysis and expert evaluations. Raised the credibility of evaluations through the maintenance of high profile relationships with experts in various industries. Developed organizational infrastructure to facilitate sustainability of operations. Improved the motivation and capabilities of staff through training on best practices and due diligence in research.
2008 - 2010
Event Coordinator-School of Hospitality Business Management
2008 - 2010
Guaranteed event success through exhaustive event planning and delegation of duties to recruiting ambassadors. Secured annual attendance through maintenance of nationwide working relationships with world-renown hospitality recruiters. Decreased event costs by eradicating operations of inefficiencies and unnecessary expenditures. Reduced redundancies through university wide collaborative committee. Increased the profile of the event by securing and moving to a new upscale venue. Improved student awareness and attendance by launching a campus-wide marketing campaign. Streamlined efficiency by transitioning to online event registration through the creation of a new website.
2009 - 2009
Intern
2009 - 2009
Introduced linear program decision making tool to optimize reach on advertising expenditures. Designed internal Microsite to showcase exemplary firm work. Managed firm-wide SharePoint to increase collaboration and availability of marketing collateral and tools for internal stakeholders. Developed new working relationships with advertisers, public relations firms, copywriters, graphic and web designers to increase brand awareness. Scrubbed and submitted press releases for worldwide publication with MSNBC, CBS Marketwatch, etc.
2002 - 2008
Licensed Pharmacy Technician
2002 - 2008
Decreased costs and insured maximum reimbursement through efficient handling of first and third party claims, prior authorizations, insurance rejections, and account reconciliations. Increased organization efficiencies by means of maintaining a productive workflow, inventory management, effective scheduling, auditing processes and implementation of new policies and procedures. Increased profit margins by regularly reviewing inventory costs and making adjustments to pricing tables. Monitored departmental performance metrics in comparison with corporate objectives. Limited company liabilities through in-depth understanding of technical and pharmaceutical terminology, superb communication skills, consistent and accurate follow though of verbal and written instructions, and assurance of patient privacy within the constraints of HIPAA. Improved pharmacy’s customer service rankings by promoting superb working relationships with patients, doctors, insurance professionals, and pharmacy staff. Insured dosing accuracy with strong mathematical skills necessary to compute conversions, fractions, ratios, percentages and totals.