Sales

As a Managing Director, Julia DeMeo works closely with private foundations, philanthropic individuals, and their trusted advisors, to help them explore accomplishing their charitable goals through a private foundation.

Current Responsibilities:

• Brings philanthropic expertise to foundations, individuals, financial advisors, attorneys, accountants, and family offices in the Southeast Region
• Manages sales activities and cultivates strategic relationships in territory

Past Experience:

• Private Client Advisor at Foundation Source and Business Development advisor in the New York Market
• Director of Development, Junior Achievement of Western CT

Education:

• Charted Advisor in Philanthropy – The American College of Financial Services
• BS Business Administration and Sports Marketing – University of Tampa

Philanthropic cause close to your heart:

• Financial Literacy

Fun Facts:

• My favorite quote/book is:
• • Life is 10% what happens to you and 90% of how you respond
  • In the end, only kindness matters
• My favorite sports team is… The New York Yankees
• The best piece of advice I ever got was… Don’t come to me with a problem unless you have a solution

As the Director of Foundation Engagement, Joseph Fraites promotes the discovery, cultivation and growth of relationships within the private foundation space utilizing Foundation Source’s guidance, education, and service resources.

Current Responsibilities:

• Serves as the primary contact for existing foundation prospects to qualify and nurture the relationship
• Build and enhance Foundation Source’s public profile with private foundations
• Help secure new business from existing foundations across the country, working in collaboration with the national sales team

Past Experience:

• Director Annual Fund – Forman School
• Founder, President – Quasar Group, LLC
• VP Investments – Prudential Securities, Inc.
• Nonprofit Boards and Committees

Education:

• Pace University
• Ithaca College

Philanthropic Cause:

• Dyslexia

Fun Facts:

• My favorite book is “The Alchemist” by Paulo Coelho
• My favorite movie is “Casablanca”
• I have cheered for the home team in 17 of the 30 Major League Baseball Stadiums

Amanda Flanagan is the first point of contact with prospects and engages with them to understand their challenges and needs, and offers Foundation Source’s services as potential solutions.

Current Responsibilities:

• Respond to inbound inquiries and initiate outreach to qualify new business opportunities across vertical business channels
  

Past Experience:

• Investor relations
• Private foundation management
• Business writing
• Software training, technical writing and UI design

Education:

• B.A. Journalism, University of Connecticut

Philanthropic Causes:

• Supporting mental health concerns

Fun Facts:

• My hometown is Fairfield, CT.
• The app I can’t live without is Audible.
• My hobbies include gardening, golf, tennis and skiing.

As an Account Executive for Foundation Source’s Impactfully platform, Michael Ryzak collaborates with private foundations, corporate giving programs, and other entities seeking a technology-based solution to enhance, simplify, and consolidate program initiatives. Mike’s primary objective is to design technology solutions that facilitate philanthropic impact, streamline workflows irrespective of an organization’s mission or program complexity.

By leveraging technology, leaders & teams can concentrate on maximizing the social-good impact of their programs or their family’s philanthropic endeavors.

Current Responsibilities:

• Building relationships with foundation members & teams supporting mission execution.
• Collaborate with giving professionals to align services and solutions with client need.
• Partner with product team to help inform customer journey, client pains and future roadmap
• Educating teams on software use cases and propositioning

Past Experience:

• Blackbaud & Benevity; SaaS solutions manager New England & NY markets
• VP of Business Development American Endowment Foundation
• National Director of Sales Foundation Group

Education:

• Study Sociology at Western New England & Sacred Heart University
• FINRA Series 7, 6, 63
• Salesforce Certified Administration & App Builder

Philanthropic Cause:

• Supporting early exposure to music in childhood development & climate change initiatives are cause I and my family actively support.

Fun Facts:

• Favorite book is the Road by Cormac McCarthy
• Favorite movie is It’s a Wonderful Life, no need to wait until the holidays to enjoy this classic
• When not working you may find me getting my hands dirty in the garden landscaping or tackling some new home renovation project. My latest passion is to visit many the local vinyl record shops for the rare jazz pressing.