Senior Director of Membership and Operations at Financial Services Roundtable
March 2014 - Present | Washington, DC
• Created, developed and launched new membership class to attract high technology companies to FSR. Built the program from scratch, recruited over a dozen new member companies and launched two collaborative projects between financial services firms and technology companies.
• Envisioned and developed the FinTech Ideas Festival concept. Gathered senior leadership engagement and met with dozens of globally recognized thought leaders at the confluence of finance, innovation and technology. Developed a Technology Advisory Council to prepare engagement of technology leaders at the conference.
• With a staff of 3 and a full Operations Team of 10, ran all IT, database, CRM systems, website and AV operations along with all facilities for FSR.
• Managed FSR member engagement at the CEO plus level for many of the over 500 meetings and events each year and developed relationships with senior executives of 19 member companies.
• Designed and managed final FSR move related communications with contractors, leading to successful completion of $3.1 million new office, under budget, including state of the art, multi media conference facilities.
Consulting at Archway
February 2013 - March 2014 | San Jose, CA
Design and manage marketing and sales systems for this family insurance company.
Vice President, Business Development at Harding & Shelton
August 2010 - May 2011
Hired to source $120M in private equity funds for this oil/gas company to expand drilling on major land holding. Analyzed funding approaches selecting private equity solution. Approached company and developed initial deal to be finalized by year end.
Government / Issues Analysis Advisor at Shell Oil Company
2006 - 2010
,Developed and implemented government relations/regulatory affairs strategies. Created public outreach campaigns. Recommended royalty/tax approaches, influencing government policy setting.
ACCOMPLISHMENT:
Drafted regulatory structure for shale energy. Shell was a leader in oil shale technology, sought out by the BLM for advice on regulation of oil shale development. Drafted royalty structure that was favorable to Shell to encourage industry growth, meeting government need for a fair return. Bureau incorporated comments into final regulations.
Associate Director of External and Intergovernmental Affairs for the Secretary at Department of the Interior
2005 - 2006
Associate Director, External and Intergovernmental Affairs, US Hired as liaison for the Secretary of DOI. Created and executed outreach strategies on key departmental issues. Prepared briefings, speeches and represented the Secretary publicly. Interfaced with other key energy agencies including Bureau of Land Management, Bureau of Ocean Energy Management, and Office of Surface Mining.
ACCOMPLISHMENT:
Gained support of labor groups. The administration sought to drill in a new area and labor support was critical. Scheduled meeting between major labor groups and the Secretary, providing talking points for discussion. Won assistance from labor in support of legislation.
Nevada Executive Director at Bush-Cheney '04
2004 - 2004
Designed/implemented the largest grassroots program in the Nevada history, creating/managing communications, voter contact strategies and outreach. Managed attendance of 11 governors at inaugural events. Led staff of five and thousands of volunteers.
ACCOMPLISHMENT:
Established major network of campaign volunteers. Selected to manage presidential campaign in NV and required massive group of people to work campaign. Designed and implemented recruiting plan and set metrics for success. Recruited 14,000 volunteers and made one million voter contacts leading to victory in the state.
Director - Campus Leadership Program at The Leadership Institute
2003 - 2003
Redesigned all campus outreach and training programs that constitute half of the Instituteâs budget. Doubled the number of conservative campus organizations, started more campus newspapers than ever before, and trained the largest number of students in the history of the Institute. Managed 8 full time staff and 5 field representatives.
Chairman at College Republican National Committee
1999 - 2003
Tripled the number of nationwide chapters from 409 to 1,148; the largest number in 111 years. Increased fundraising from $250,000 per year to over $1.3 million. Wrote and delivered youth political activism training seminars in 37 states. Designed and implemented four national field programs including the 2000 Bush Youth Effort. Final field program in 2002 featured 33 full time representatives.Managed 12 full time staff.
Deputy Communications Director at Connecticut Republican Party
1998 - 1998
Consulted with and wrote speeches for congressional, state representative, and state senate candidates. Drafted party press releases and ran statewide absentee ballot effort.
Director of Special Projects at Colorado Republican Committee
May 2012
Manage various projects for voter contact, party building, organizational development and communications.
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