Peggy Monson

Chair: Facilities 

Community Involvement: 

The Naples Players: Board of Directors, Facilities/Campaign Committee 

Greater Naples Leadership: Masters Class XXI, Former Board Member, Arts, Recreation, and Leisure Working Group 

Community Foundation of Collier County: Grants Review Committee Member, Scholarship Committee

Work Experience:

1. Nonprofit Consulting Services:

Impact LLC, President (2013-2016) Strategic planning, organizational assessment, feasibility studies, interim executive staffing, executive management coaching.

1. Philanthropic Services and Development: 

Heartland Truly Moving Pictures, VP (2005-2012): Managed a 3-person team, led fundraising plan (annual funds, major gifts) and $12 million comprehensive campaign.

Renaissance, Acct. Exec. (1993-1995): Charitable trust case support/instructor to American Express Advisors (Ameriprise) and Lutheran Brotherhood (Thrivant Financial).

1. Investment and Commercial Banking:

National City Bank, Indianapolis, VP Wealth Management (2002-2004): Marketing and sales of charitable trusts.

Prudential Financial, Indianapolis, VP Prudential Trust Co. (200-2002): Provided zero estate tax trust products/strategies to high-net-worth clients.

Merrill Lynch, Indianapolis, Regional VP (1995-2000): Managed a 6-person trust dept. with 225 trust accts, covering the Midwest region. 

Societe General, New York, VP Sales (1990-1991): Provided sales support for derivative trading desk.  First team to develop municipal interest rate swaps.

Swiss Bancorp, New York, VP Sales (1988-1990): Liaison for newly formed trading desks and sales personal for interest rate and currency swap business development.

Salomon Brothers, New York, VP Sales and Trading (1978-1988): Sold off balance sheet cash flow hedging products on Wall St. to U.S. credit companies and international banks.

Education: Post graduate studies: Indiana University School of Philanthropy and New York University MBA Program, School of Finance Graduate degree: University of New Orleans: MA, Communications Undergraduate degree: University of Evansville: BA, English Literature   

Personal: Married to Jim Monson with 2 sons, 6 grandchildren and 1 Tibetan Terrier, Dali.  Physical fitness: biking, swimming, walking   Arts: theatre, music, singing, acting, movies Reading: historic fiction, biographies, and mystery/thrillers.