Senior Executive Leader, Bill Moucka

Bill Moucka

Senior Executive Leader

Professional Summary

As a mission-driven leader, I create impactful results by developing and nurturing positive team cultures. From internal operations to financial outreach campaigns, a team that feels valued and accurately assigned will consistently be inspired to outperform even their own best efforts. When the cause is critical, an inspired team can change the world. Whether I’m raising funds for mission-driven organizations, managing projects or training leaders in Kenya, by working together, everyone achieves more.

Core Competencies

  • Strategic Team Development
  • Effective Fundraising Leadership
  • Leadership Training & Coaching
  • Marketing & Branding Creation
  • Diverse Financial Product Knowledge
  • Positive Culture Development
  • Community Outreach Programming
  • Trusted Relationship Building
  • Public Speaking & Presenting
  • Planned Giving Expertise

Professional Experience

Covenant Trust Company                                                                                       2011 – Dec. 2018

A nonprofit-owned investment management company focused on investment and trust management, generosity, and planned giving. A subsidiary of the Evangelical Covenant Church.

Senior Leader and VP, Investments and Business Development

  • Successfully mentored and led a national team of 13 Financial Services Representatives
  • Each team member improved on their prior year’s performance for 5 straight years
  • Exceeded team sales goals for new assets under management every single year
  • Met regularly with each individual to identify motivations, track progress, and provide guidance
  • Identified and utilized seasonal outreach strategies as well as tactical follow up schedules
  • Employed marketing and outreach programs that were sensitive to the clientele expectations
  • Mentored team members on relationship building skills and how to approach church leadership
  • Created effective marketing presentations for retirement homes, churches, and boards
  • Principal spokesperson and presenter to key groups of clients and prospects nationally
  • Directed firm’s investment strategies whose returns consistently exceeded industry indexes
  • Advised nonprofits and ministries on investment strategies resulting in solid growth asset growth
  • Generated additional 10% of new assets from personal production to model desired behaviors
  • As member of executive leadership team, championed growth of assets under management

North Park University                                                                                               2010 – 2011

Liberal Arts College owned by the nonprofit Evangelical Covenant Church.

Major Gifts and Planned Giving Officer

  • Successfully launched $57M North Park campaign as part of the development office
  • Performed an integral part of the roll-out and initial outreach of the fundraising campaign

Blue Haven Capital, LLC                                                                                          2006 – 2011

A socially responsible investment management firm for nonprofits, foundations, and individuals.

Founding Partner & Owner

  • Successfully established a unique investment management firm from concept to reality
  • Launched brand awareness initiatives using traditional and contemporary advertising methods
  • Built relationships with key investors through engaging educational presentations

Early Career

William Blair & Co.
Howe Barnes Investments
Morgan Keegan & Co.

Investment Banker

  • Provided expert investment consultation to new and established clients including banks, investment managers, insurance companies, and private institutional investors
  • Efficiently brokered investment transactions in all fixed income markets
  • Provided product marketing and trading expertise on complex derivative debt instruments
  • Maintained expert-level industry licensure as emerging products and technologies developed

Community Volunteer Experience

Park Avenue Station Homeowner’s Association                                                  2017 to Present

Board Member

  • Oversight of all operations, budgets and property management of a 100-unit condominium complex

Village of Hinsdale Police Pension Board                                                              2006 – 2018

Trustee

  • Appointed by Village President and Board to administer the $30M pension fund
  • Made strategic investment recommendations regarding investment strategy for the fund
  • Made appropriate determinations for qualifying recipients

Hinsdale Elementary School District #181                                                            1999 – 2007

Board of Education Member, elected twice                                                   Two, 4-Year Terms
Vice President of the Board of Education                                                       One 4-year Term
Finance Committee Chairman                                                                        One 4-year Term
Board Negotiator for district employee union contracts                                 2 negotiations

  • Successfully led two, complex collective bargaining contract negotiations with two unions worth over $40M in payroll and benefit expenditures, each requiring months of complex negotiation
  • Optimized results for students and staff by applying business strategies to this academic arena
  • Instrumental in planning and controlling the $45M annual budget and $80M bond funding
  • Learned the varied roles of board members, staff, and community stakeholders in the operation and success of a complex educational enterprise

Education

Social Enterprise Alliance Social Enterprise Certificate program          expected May 2019

University of Illinois at Chicago, currently enrolled

Master’s Degree in Non-Profit Management                                                                     2013

School of Public Service at DePaul University

Certified Financial Planning Certificate

Northwestern University

Bachelor’s Degree in Business Administration

Double Major: Finance and Marketing University of Iowa

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