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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 a Business Development Representative, Michael Walters searches for and qualifies new business opportunities via direct calling efforts. He engages with prospects to understand their challenges and needs and offers our services as potential solutions.

Current Responsibilities:

  • Respond to inbound leads and qualify new business opportunities
  • Also responsible for outbound leads, initiating the prospecting process, qualifying leads across channels, and building the pipeline
  • Expertly qualify and seamlessly hand-off leads to sales

Past Experience:

  • Business Development Associate for MB Business Capital
  • Senior Business Development Associate for PNC Financial Services Group, In.

Education:

  • The Community College of the Air Force
  • The University of Maryland
  • The American Academy of Dramatic Arts

Philanthropic Cause:

  • The Dana and Christopher Reeve Foundation

Fun Facts:

  • My hometown is Wading River, New York
  • The app I can’t live without is Amazon
  • I have a pet dog named “Kuma”

As a Business Development Representative, Jamie Ruiz works with prospective clients to understand their challenges and needs in carrying out their familial and/or corporate philanthropy and identifies internal solutions leveraging Foundation Source’s technology and expertise in private foundations. Jamie uses her knowledge and passion for foundations to identify new business opportunities targeting her activity to professionals who provide administrative, accounting, and legal services to individuals, corporations, and family offices.

Current Responsibilities:

  • Understanding customer need to provide expertise as to value propositions
  • Identifies ideal client personas and hubs of opportunity to build a quality business pipeline
  • Partnering with sales and other cross-functional teams to gain commitments from prospects

Past Experience:

  • Foundation Source, Legal Associate
  • Matthew J. Ruiz Memorial Foundation, President

Education:

  • Juris Doctor, Touro University, Jacob D. Fuchsberg Law Center
  • Master of Business Administration, University at Albany

Philanthropic Cause:

  • Erasing the stigma associated with addiction and increasing the access to services for addicts and their families.

Fun Facts:

  • My favorite sports team is… the Bronx Bombers!
  • My family/pets are… my kitties Lucky & Rocky.
  • Hobbies: Running 5ks & cycling

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.

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