Prospect Management and Research (PMR) Team Changes: New Faces and Promotions

I am excited to announce changes within the Prospect Management and Research (PMR) team:

Brooke Wenzel is joining the team as a Consultant, working with the East Coast and NY Metro fundraising teams. She moves from her role as the Associate Director, President’s Circle & Cavanaugh Council, on July 1.

Brooke has been with the University for eight years. She started in the Office of Gift Planning where she managed portfolios for three Gift Officers, and then was the point-of-contact for the ND Donor Advised Fund (DAF) program. Most recently Brooke was an incredible asset to the CCPC team. In this role she was critical by enhancing and innovating reporting. She improved membership communications and event registrations. Additionally she served as the liaison to the East Coast and NY Metro regions. Although she will be missed, Mary Jane Anon and the CCPC team are “excited for her new role with PMR and know she will be fabulous in this new capacity where she will continue to add so much value to the greater University Relations team.”

Brooke graduated from the College of St. Benedict with a degree in Biology and received her Masters of Business Administration from Indiana University South Bend. Brooke is looking forward to building on existing relationships with field fundraisers through creative strategy, honing her analytical skills, and learning from the PMR team!

Welcome to the team, Brooke!

***
It is my pleasure to also welcome Kathleen “Katie” O’Friel to the team as a Consultant, working with the Northwest and Southwest fundraising teams. Katie’s first day is July 1.

Katie comes to Notre Dame with Tax client service experience gained at a Big Four accounting firm. More recently she performed Strategic Planning and Market Analysis at a large aerospace communication services corporation. In this role, Katie led development of the annual market outlook analyses and long term strategic & financial plans to assess effective growth strategies. The experience she developed in the corporate world will be beneficial as she applies it in a new and meaningful way at Notre Dame. Katie is starting remotely and relocating to the South Bend area from Maryland in August. Notre Dame has always felt like a second home to her so she is excited to put down roots here. She is really looking forward to getting to know everyone she’ll be working with!

Katie graduated from Notre Dame with a degree in Accounting in 2006 and earned her CPA three years later. She is a proud Bullfrog hailing from Badin Hall and a former Annual Fund Student Caller. As the smallest women’s dorm, Badin Hall is known for being “tiny but mighty” – like our PM team!

Please join me in welcoming Katie!

***
Ben Moeller is promoted to Senior Prospect Research Analyst, effective July 1. As our sole researcher during most of FY21, Ben took his knowledge and skills to evaluate wealth and provide the fundraisers with high quality, insightful wisdom on prospects encouraging them to think Boldly-er about their asks. His expertise, quantity, and quality of research is deserving of this recognition.

Please join me in congratulating Ben!

***
Additional team updates: Kevin McMannis will support Athletics Advancement and Gift Planning, in addition to his current responsibilities (Illinois region and Lead Consultant). Meghan Walsh will support the Central region in addition to her current responsibilities (Southern region and the AsceND project).

The Consultants new fundraising team partnerships will begin on August 1. Please continue to work with your current Consultant until this time while Brooke & Katie are onboarding.

One thought on “Prospect Management and Research (PMR) Team Changes: New Faces and Promotions