Impact Aligned LLC

Founder

Treehouse Technology Group

Vice President of Solutions 

Solutions Architect

Ieso Digital Health

Business Transformation Manager

EthosWell

EthosWell was acquired by SimplaFYI in November 2017.

Accenture

IT Strategy Management Consultant

GE Aviation

Contracts Management Leadership Program

BostInnovation.com

Conducted interviews with local entrepreneurs, venture capitalists, and angel investors to provide insight on Boston's technology and innovation sector.

VC Bijan Sabet on Seed Programs and Why Startups Should “Go for it”
http://bostinno.streetwise.co/2010/03/23/vc-bijan-sabet-on-seed-programs-and-why-startups-should-go-for-it/

Nothing Great Is Built In A Vacuum: Q&A with Adam Marchick from Bain Capital
http://bostinno.streetwise.co/2010/03/16/nothing-great-is-built-in-a-vacuum-qa-with-adam-marchick-from-bain-capital/

TechStars: Bootcamp for Boston Start-Ups
http://bostinno.streetwise.co/2010/01/19/techstars-bootcamp-for-boston-start-ups/

RacePoint Capital Group Merges With LaunchPad Venture Group
http://bostinno.streetwise.co/2010/12/08/racepoint-capital-group-merges-with-launchpad-venture-group/

Local Startup Pioneers Future Gifting: Interview with GiftsOnTime CEO
http://bostinno.streetwise.co/2010/09/25/local-startup-pioneers-future-gifting-interview-with-giftsontime-ceo/

The Secret Sauce to Inc. Mag’s Boston Companies feat. Carbonite & Gazelle
http://bostinno.streetwise.co/2010/08/25/the-secret-sauce-to-inc-mag%E2%80%99s-boston-companies-feat-carbonite-gazelle/

Christopher Mirabile of Race Point Demystifies Angel Investing
http://bostinno.streetwise.co/2010/08/18/christopher-mirabile-of-race-point-demystifies-angel-investing/

Venture Café Planning to Serve Up a Brand New Spot for Startupers to Meet and Mingle
http://bostinno.streetwise.co/2010/08/06/venture-cafe-planning-to-serve-up-a-brand-new-spot-for-startupers-to-meet-and-mingle/

Kate Castle: Flybridge Capital’s Marketing Pinch Hitter
http://bostinno.streetwise.co/2010/04/29/kate-castle-flybridge-capitals-marketing-pinch-hitter/

Got an iPhone App Idea? Appswell Just Might Buy It
http://bostinno.streetwise.co/2010/01/26/got-an-iphone-app-idea-appswell-just-might-buy-it/

Contributing Writer

Gelfand, Rennert & Feldman

Royalties Analyst

UBP Asset Management

Institutional Sales

University of Michigan - Office of Technology Transfer

Business Development Summer Associate

• Solutions-driven leader with 13 years of experience at the crossroads of strategy, technology, data, and growth.

• Track record of advising cross-functional executive teams on developing strategies, making data-driven
decisions, and implementing measurement systems to enhance organizational performance.

• Demonstrated success collaborating cross-functionally, aligning resources, and navigating market dynamics to drive strategic vision, spur product innovation, and roll out transformative solutions.

• Experienced business and data analyst skilled at organizational and technology transformation initiatives.

• Excels at the complete product lifecycle, from requirements analysis and strategic planning to innovative design, successful delivery, and responsive user feedback integration.

Sarah Merion

Limestone University

Director of Institutional Advancement Services

Apra Carolinas

President Elect

Education Board Chair

Communications Board Chair

North Carolina Board Representative

Novant Health Foundation

Foundation Operations Manager

- Served in an interim leadership role for the Foundation Operations team and primary liaison while senior leadership was in transition
- Served as an interim Database Manager role overseeing: gift administration, financial reporting, audit, tax reporting, data requests and record management
- Managed a successful 17-week comprehensive database migration project from Raiser's Edge 7 to Salesforce NPSP
- Collaborated with NH corporate Learning & Development team on building a customized training module for new hires for Salesforce NPSP with content including: gift administration, prospect management, moves management, financial reporting, dashboarding, Grateful Patient referrals & Leads and donor stewardship
- Maintaining moves management and portfolio management processes to ensure donors and prospects move through the giving continuum
- Providing timely and meaningful research on prospects to assist in reaching fundraising goals of market foundations
- Assisting in building out a new stewardship & Grateful Patient program to be used in all market foundations through reporting and action tracks
- Creating and managing comprehensive data metrics in Salesforce NPSP database including: pivot reports, queries and dashboards focusing on prospect & donor pipeline management
- Implementing prospect data cleanup standards and reporting schedules in Salesforce NPSP database in order to maintaining clean, accurate data
- Created a new comprehensive prospect research management processes & policies manual to be used in all market foundations and in on-boarding training for new hires
- Create and maintain performance management metrics, as well as lead monthly goal pipeline meetings, for all fundraisers, market foundations and leadership teams across the Novant Health Foundation footprint

Prospect Research Management Supervisor

- Gift processing within Blackbaud Raiser's Edge
- Maintaining data hygiene and performing daily data clean-up
- Assisting in managing foundation markets' month-end and year-end financial reporting
- Auditing and issuing donor tax acknowledgments and stewardship communications
- Served in an interim administrative role for the NH Presbyterian Medical Center market foundation
- Serving in an interim prospect research and moves management role

Database Management Specialist

Western Carolina University

- Consulted and maintained communication with students throughout the semester in
specific classes (all curriculum, including: engineering, history, business law, and
English) on rigorous, writing/research-intensive projects.

Writing Fellow

- Worked independently and as part of a team to help students, faculty, and staff
maintain and improve upon writing and study skills.
- Developed and presented writing workshops based on editing/drafting skills and the
American Psychological Association citation and research standards.
- Collaborated with students and staff to edit, revise, and brainstorm writing projects
for academic, business, technical, scientific, and creative audiences.

Undergraduate Writing Tutor

Catalyst writer for the College of Arts & Sciences development initative to highlight exemplary alumni and to provide career advice for current and prospective students.

Catalyst Writer

New England Aquarium

- Responsible for prospect management upkeep and research.
- Editing grammar/syntax of grants for foundations and government relations. 
- Reviewing budgets for grants.
- Maintaining Raiser's Edge database constituents' information and correspondence.
- Drafting of LOIs for requests for proposals
- Coordinating small donor stewardship activities

Development & Grantwriting Intern

Jackson County Board of Elections

- Monitored multiple databases to keep track of all county/state government records.
- Audited total counts of votes for county, state, and national records during primary
elections.
- Programmed vote machines as well as early voting computer software and prepared
absentee ballots for election day and early voting.
- Performed administrative office duties: answering phones, sending/receiving faxes, and
sorting documentation for review.

Election Clerk Intern

ROOTS Catering 

- Monitored, ran, and helped set-up catering for special events throughout the Charlotte
region.

Catering Assistant

Sabrina Winters, Attorney at Law, PLLC

- Drafted memos, created spreadsheets, and developed and sent out mail merges.
- Controlled the release of proprietary and confidential information for general client
lists.

Administrative Assistant

Energetic fundraising leader who thrives in a data-driven, collaborative role within a dynamic nonprofit operations or advancement team. Has a demonstrated history of business writing, CRM database management, prospect research and portfolio strategy, data analytics and donor & gift administration.

taplio

The Battle

Sarah Merion

Emily Glesias

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