Tricia Ambler joined WealthEngine in October 2007. Previously, she was Director of Prospect Research and Tracking at Virginia Commonwealth University, responsible for the management of the research office and for prospect tracking. She has also held development positions at Lewis Ginter Botanical Garden in Richmond, Virginia, and the Jamestown-Yorktown Foundation Inc. in Williamsburg, Virginia. Ambler is President of APRA-Virginia, serving as a member of this board for the past six years, first as Program Chair and then as Vice President. She has contributed articles to Connections about peer screenings and finding private company wealth. In addition, Ambler has served as Conference Chair and Program Chair of the Mid-Atlantic Researchers Conference (MARC), and presented at MARC in 2005 and 2007 and the CASE District III conference in 2008.
Description
This session will explore ways in which you can use data obtained from a wealth screening in connection with data obtained during a peer screening to gain a comprehensive viewpoint of prospects.