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D B

@db09

Finance Director at First Steps to Heal, Inc. developing fundraising strategies and donor engagement to support organizational growth.

United States

Message

At First Steps to Heal, Inc., I partner with executive leadership, board members, donors, and community stakeholders on organizational initiatives. I develop fundraising and donor engagement strategies to support growth, mission impact, and long-term sustainability.

I manage donor engagement and fundraising systems, track campaign performance, and analyze giving patterns to inform planning. I also identify funding opportunities through grants, sponsorships, and corporate partnerships.

At JP Morgan Chase & Co., I led enterprise initiatives across Operations, Technology, Risk, Finance, Compliance, and Business Management. I translated strategic priorities into executable plans and coordinated delivery across workstreams.

Earlier at JP Morgan Chase & Co., I designed reporting systems for hiring trends, managed an annual budget, and supported recruiting and retention programs. At UBS Financial Services, Inc., I supported high-net-worth clients with account needs and prepared financial planning and performance reports.

Experience

Work history, roles, and key accomplishments

Finance Director / Fundraising & Engagement Manager

First Steps to Heal, Inc.

Jan 2024 - Jan 2026 (2 years)

Partnered with executive leadership, board members, donors, and community stakeholders to execute strategic initiatives. Developed and executed fundraising and donor engagement strategies to support organizational growth and sustainability.

Fundraising Donor Engagement Strategic Partnerships Stakeholder Management Data Analysis Reporting Grant writing Corporate Partnerships

Vice President, Wealth Management, Control Program Manager

JP Morgan Chase & Co.

Jan 2018 - Jan 2023 (5 years)

Led enterprise initiatives across Operations, Technology, Risk, Finance, Compliance, and Business Management. Translated strategic priorities into executable plans and coordinated delivery across multiple workstreams.

Program Management Cross functional Leadership Stakeholder Management Process Improvement Data Analysis Reporting Governance Risk Management

Human Resource Analyst

JP Morgan Chase & Co.

Jan 2016 - Jan 2018 (2 years)

Cultivated and managed partnerships across six business lines to enhance diversity recruiting and retention strategies. Designed reporting systems to forecast hiring trends and measure program impact, providing data-driven insights to senior leadership.

Diversity Recruiting Retention Strategy Data Analysis Reporting Budget Management Event Planning Employer Branding HRIS

Senior Administrator

JP Morgan Securities

Jan 2013 - Jan 2016 (3 years)

Collaborated with leadership to implement policies and procedures that improved risk oversight, operational processes, and client experience. Supported senior management in audit preparation and regulatory compliance.

Policy Implementation Risk Oversight Operational Processes Client Experience Audit Preparation Regulatory Compliance Employee Onboarding Training Programs

Client Service Associate

UBS Financial Services, Inc.

Jan 2006 - Jan 2013 (7 years)

Managed day-to-day account support for high-net-worth clients, resolving complex issues in collaboration with compliance and operations team. Prepared quarterly financial planning and performance reports, delivering clear insights to clients and advisors.

Client Services Account Management Financial Planning Reporting Compliance Operations Employee Stock Option Plan (ESOP)