MARK E. SULKIN 1195 Somerset Drive Glenview, IL 60025 (847) 204-2124 http://twitter.com/markesulkin
msulkin@gmail.com http://www.linkedin.com/in/marksulkin
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FUNDRAISING – MAJOR GIFTS – PLANNED GIVING – CAPITAL CAMPAIGNS Major Gift Officer with extensive background in Annual and Capital Campaigns, Major Gifts, Planned Giving, Alumni relations, and Board Development. Significant experience in relationship management, prospecting, stewardship and cultivation, event management, board of director governance and leadership and volunteer recruitment. In depth experience counseling high net worth clients with long term planning needs. Created strategic marketing and promotion plans, oversaw administration and budgets and leveraged major donor contacts with MBA in Finance and Marketing. Volunteer for American Red Cross; Give Back Chicago and World American ORT. __________________________________________________________________________________
PROFESSIONAL EXPERIENCE Senior Development Officer, Major Gifts
2010
Northern IL Food Bank, St. Charles, IL. July-September, 2010, temporary assignment Created strategic major gift initiative covering budget, goals, and performance measures. Utilize Blackbaud Target Analytics, Raiser’s Edge, ProspectPoint, WealthPoint and ResearchPoint tools and iwave PRO Prospect Research ONLINE. Generated screens identifying major gift likelihood, target gift ranges and Echelon scores. Generate formal Moves Management guidelines, implement planned giving program and determine major giving propensity, capacity and linkage
Major Gifts Officer, Chicago, IL Interim Regional Director, Milwaukee, WI
2006 to 2009
Development Corporation for Israel, Chicago, IL •
Developed and managed a major gift portfolio of 150 prospects and donors with proven track record of identifying, cultivating and soliciting individuals at the $10,000 to $500,000 level and counseled individuals on their long term gift planning needs
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Directed strategic development and stewardship plan, built strong relationships with major and leadership gift donors, volunteers, committee and board members. Increased donations 17% over a three year period
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Managed budget and results of all giving programs including annual campaign and event development, major gifts, planned giving and institutional producing annual results of $7,000,000
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Oversaw planning, preparation and execution of annual City-wide Medical Event which produced revenues of $2,000,000+
Independent Financial Consultant Non Profit & Institutional Investment Consultant - Employee
2004 to 2006
Robert W. Baird & Co. Inc., Milwaukee, WI •
Prospected utilizing cold calls and referrals to identify new 401(k) and 403(b) retirement plan sales opportunities and deliver finalist presentations to clients
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Mark Sulkin
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Achieved annual production goal of $70MM in assets in new retirement plan accounts
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Cross-sold existing client base with advisors in the $5MM-$250MM marketplace, followed up on new business opportunities, closed sales and executed on partnering initiatives
Institutional Financial Consultant/Relationship Manager Education & Healthcare Non Profit Division
2001 to 2004
TIAA-CREF; Chicago, IL •
Consultant to non-profit accounts on 403(b) & 401(k) retirement plan accounts with $50 million to $500 million in plan assets. Well versed in estate planning solutions including annuities, trusts and gift planning techniques.
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Sold new business, managed client expectations, reviewed service levels, wrote plan documents and consistently was rated in the top quartile of satisfaction levels
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Directed $100 million asset rollover and a new defined benefit plan conversion in excess of $50 million. Consistently rated in the upper quartile for customer service satisfaction
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Clients included Loyola University, Museum of Science & Industry, Art Institute of Chicago and Froedert Children’s Hospital of Milwaukee
National Annuity Sales Manager; Non Profit Education Division Zurich Life/Retirement Solutions Group; Long Grove, IL
2000 to 2001
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Built all functions of variable annuity distribution through independent advisors and developed and implemented new project plans
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Drove new pricing initiatives, identified additional third party administrators and enhanced product features to strengthen the 403(b), 457(b) and 401k product line
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Achieved $90 million sales budget while reducing expense ratios and increasing profits
Institutional Annuity Consultant; Non Profit Healthcare Division American Hospital Association; Chicago, IL
1997 to 2000
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Led sales, service and marketing activities of 403(b) retirement plans and employee benefit products while providing support for product strategies, promotions, and sales/marketing campaigns
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Sold 403(b), 401(k) and 457 plans, long term care, worker's compensation and managed disability insurance to hospitals and integrated healthcare systems
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Architect of revenue model as Retirement Product Manager for agency’s largest sponsored program producing annual commissions in excess of $2.5 million
Regional Employee Benefit Sales Executive
1994-1997
Regional Employee Benefit Underwriting Manager
1991-1994
U.S.Life Insurance Company, Chicago, IL.
SAFECO Life Insurance Company, Hoffman Estates, IL.
EDUCATION: Keller Graduate School of Management, Chicago, Masters in Business Administration, (MBA)
Loyola University of Chicago, Bachelor of Science,