Krista M.

Johnson
58 Avenida Corona * Rancho Palos Verdes, CA 90275
* Mobile: (310) 508-3201 * Home: (310) 514-3067 kj72ed74@westpost.net
Summary
A Business and Nonprofit Professional with over 25 years experience in developin
g, managing and consulting with financial services teams and individuals in inve
stment management, endowment building and philanthropic planning programs. Prov
en success motivating multiple groups to achieve corporate and personal objectiv
es. Known for high energy, flexibility in working with diverse audiences, and a
n upbeat approach/good sense of humor.
* Nonprofit & Charitable Consulting
* Business Development
* Building Positive Cultures
* Training and Development
* Client Engagement Services
* Executive Interface
* Management Consulting
* Project/Account Management
* Team Leadership
Professional Experience
CALIFORNIA DOLLARS FOR SCHOLARS June 1998 - Present
Current Board President, Past Board Member
Lead and serve on Executive Committee, review budgets, organizational expenses a
nd operational structures. Develop committee structure for Fundraising, Program
s and Marketing and work with committee chairs to implement new programs and str
ategies. Develop fundraising plan and institute organizational changes through
board and policy development. Develop key support groups and work with national
advancement team to increase financial support through California. National Adv
isory Board Member to Scholarship America (parent organization).
KZ NONPROFIT CONSULTING July 2009 - Present
President and Chief Possibility Officer
Nonprofit Organization Development, Nonprofit Business Development and sales pro
cess experience. Board and policy development for nonprofit organizations. Speci
alties include endowment and planned giving program design, policy review, board
development, strategic planning, budgeting, concept development, consulting, cl
ient relations, fundraising, policy documentation, financial planning, meeting f
acilitation, mentoring, coaching, planning giving and charitable planning progra
m development.
BRIAN CAMPBELL FOR RPV CITY COUNCIL 2009 July 2009 - December 2009
Senior Campaign Manager
Managed all aspects of campaign for 2009 City Council Race in Rancho Palos Verde
s for local candidate. Plan and direct development and communication of candidat
e positions to maintain favorable public perceptions of the campaign. Created a
nd implemented advertising strategy, candidate awareness tools and targeted mail
projects to support campaign fundraising efforts. Establish and maintain cooper
ative relationships with representatives of the community, residents and public
interest groups. Arrange public appearances and events to increase public awaren
ess of candidate. Coach and train candidate on effective communication and publi
c speaking and working with the public to garner support.
CAPITAL RESEARCH AND MANAGEMENT COMPANY 1992 - July 2009
Vice President, Endowments/Nonprofit Business Development Manager, American Fund
s
Los Angeles, CA (2003 - July 2009)
Managed all aspects of client and nonprofit services delivery for the United Sta
tes for the American Funds Group. Created and implemented sales tools and suppo
rt to nationwide business development team. Provided effective client services
to over 450 nonprofit clients in nationwide. Coached and trained team members o
n effectively dealing with nonprofit and philanthropic situations, decisions and
follow-up. Reported directly to SVP of the American Funds Institutional Group.
* Provided exceptional work in winning new clients and managing nonprofit clie
nt relations for existing shareholders of the American Funds Group. Achieved ove
r 20% plus per year successful client growth and retention rate.
* Created programs to assist nonprofit clients in building endowment assets, d
eveloping and implementing planned giving programs and raising assets to increas
e total assets and client retention and delivered a 25% increase in investments
in the funds.
* Developed programs and assisted American Funds' wholesalers, and financial a
dvisers in working with nonprofit organizations and individual clients' charitab
le planning needs. Worked closely with attorneys and CPAs to fulfill financial
advisers' client's goals.
* Managed American Funds' national program with over 150 Community Foundations
nationwide with planned giving and professional adviser development for success
ful asset growth and retention over 20%.
* Designed training and development materials for Capital Groups' "Endowments"
shareholders, prospective shareholders financial advisers and internal associat
es on policy issues, building endowments, fund raising and planned giving. Vice
President of the "Endowments" mutual funds.
Client Relationship Manager, Assistant Vice President, Los Angeles, CA (1998 - 2
003)
Provided exceptional client support to over 450 nonprofit clients nationwide. Cr
eated and implemented training and development programs to new business developm
ent teams nationwide in the area of planned giving, endowment building, and mana
ging nonprofit assets.
* Developed and trained financial advisers in working with nonprofit organizati
ons to increase sales.
* Recognized as successful client relationship manager for over 450 nonprofit c
lients nationwide.
* Presented institutional clients with a variety of investment statistics, port
folio allocation discussions, addressed questions regarding investment perform
ance for the American Funds Group for successful client retention.
* Developed new Community Foundations entering and participating in the Communi
ty Foundation Program.
* Facilitated professional training workshops on working with nonprofits with a
n average participant rating of "outstanding", receiving additional referrals fo
r increased business.
Client Services Associate, Los Angeles, CA (1993 - 1998)
Effectively managed relationships with institutional investors of the American F
unds Group in a team approach to client services. Presented institutional clien
ts with investment statistics, discussed portfolio allocation and performance fo
r successful client retention. Provided technical support to retirement plan fea
tures and related issues for internal and external clients for excellent plan de
sign. Collaborated with other client account executives in preparing and conduct
ing successful client meetings. Enhanced, modified and maintained database syst
em to generate performance status reports for institutional clients.
Marketing Assistant, Los Angeles, CA (1992-1993)
Special Plans Representative, Reliastar/ING, Minneapolis, MN (1984-1992)
Education
Grantmaking Basic Mentor Program, Council on Foundations
American Institute for Philanthropic Studies - California State University, Long
Beach - Certified Specialist in Planned Giving (CSPG)
International Foundation of Employee Benefit Plans and the Wharton School of the
University of Pennsylvania (co-sponsored) - The Certified Employee Benefit Spec
ialist Program (CEBS)
The American College, Bryn Mawr, PA - Chartered Life Underwriter & Chartered Fin
ancial Consultant Designation (CLU & ChFC).
Fellows of the Life Management Institute (FLMI Designation)
Health Insurance Association of America (HIAA Group Life & Health Designation)
Augsburg Lutheran College, Minneapolis, MN - BA - 1990 - Double Major in Marketi
ng & Management, Economics minor
Associations
Society of Financial Service Professionals (SFSP)
Financial Planning Association (FPA)
National Partners in Philanthropic Planning (PPP)
Partners in Philanthropic Planning of Southern California
Association of Fundraising Professionals (AFP)
Philanthropic Advisers Network - Council on Foundations
California Association of Nonprofits (CAN)
League of Women Voters Palos Verdes & San Pedro
Palos Verdes Peninsula Republican Women Federated
Peninsula & San Pedro Assistance League
Palos Verdes Peninsula Chamber of Commerce
Mira Catalina Elementary PTA Association
Additional Information
FINRA - Series 6, 26 and 63 Licensed
President of California Dollars for Scholars
National Advisory Board Member, Scholarship America
Board Member, Palos Verdes Library Foundation
Advisory member of Wildwoods Foundation
Recording Secretary PVP Republican Women Federated
Member, Friends of the Peninsula Libraries
Life Member, ESA International Foundation
Member of Ketchum YMCA
Institute of Noetic Sciences