Josh Monroe Email & Phone Number

Executive Director of Prospect Intelligence and Pipeline Optimization @ University of Tennessee Foundation, Inc.

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Josh Monroe Location

Knoxville, TN, US

Josh Monroe Work

Executive Director of Prospect Intelligence and Pipeline Optimization @ (November 2025 - Present)
Senior Business Analyst @ (December 2024 - November 2025)
Senior Director of Prospect Management and Pipeline Development @ (June 2023 - November 2024)
Director of Prospect Systems @ (May 2018 - July 2023)
Assistant Director of Pipeline Development @ (December 2015 - May 2018)
Prospect Research Technician, Sr. @ (July 2014 - November 2015)
Research Analyst @ University of Tennessee Foundation, Inc. (November 2012 - May 2014)
Estate and Trust Specialist @ University of Tennessee Foundation, Inc (July 2011 - November 2012)
Advancement Specialist III @ (September 2009 - July 2011)
Director of Operations and Partner @ Core Benefits & Investments (January 2004 - August 2008)
Customer Service Representative @ 21st Mortgage Corporation (December 2001 - April 2004)
Sergeant @ United States Marine Corps Reserves (January 1996 - March 2002)

Josh Monroe Education

University of Tennessee
Bachelors of Arts
2002-2004
Pellissippi State Community College
Associate of Arts
1998-2001
University of Tennessee, Knoxville 2012

Josh Monroe Skills

401k
ACT CRM
Access
Accounting
Analytical Skills
Analytics
Assistant Directing
Attention to Detail
Benefits Administration
Budgeting
Business Case Preparation
Business Documentation
Business Process
Business Process Design
Business Process Improvement
CRM Databases
Combat Engineering
Communication
Community Outreach
Consultations
Crescendo
Customer Service
Data Analysis
Data Analytics
Data Management
Data Migration
Databases
Design Thinking
Direct Sales
Easily Adaptable
Employee Training
Financial Reporting
Flow Charts
Fundraising
Health Insurance
Human Resources (HR)
IRIS
Implementation Plans
Information Technology
Investment Advisory Services
Investments
Leadership
Leading Discussions
Life & Health Insurance Licenses
Management
Marketing
Marketing Strategy
Microsoft Copilot
Microsoft Excel
Microsoft Office
Microsoft Teams
Military Experience
New Business Opportunities
Nonprofit Leadership
Nonprofits
Open Enrollment
Operational Planning
Organization Skills
Personal Financial Planning
Planned Giving
PowerPoint
Presentation Skills
Problem Solving
Project Management
Property & Casualty Insurance
Prospect Management
Prospect Research
Public Speaking
Python (Programming Language)
QuickBooks
Quicken
Regulatory Compliance
Relationship Development
Research
Research Development
Retirement Planning
SQL
Sales
Sales Operations
Sales Presentations
Sales Process
Salesforce Sales Cloud
Salesforce Training
Salesforce.com
Salesforce.com Administration
Skill Development
Smartsheet
Soft Skills
Stakeholder Management
Statistical Data Analysis
Strategic Communications
Strategic Planning
Supervisory Skills
Tableau
Training
U.S. Health Insurance Portability and Accountability Act (HIPAA)
Visual Basic
Wealth Engine
WealthEngine
iPhone
Screening
Insurance
Vendors
Mission Accomplishment
Instruction
Taxation
Finance
Oversight
Charitable Remainder Trusts
Real Estate
Trusts
Referral Marketing
Search
Zillow
Metrics
Data Mining
Casualty Insurance
Human Resources
Structures
MS Excel
Data Validation
Education
Life Insurance
Data Presentation
Instructors
Accounts Payable
Life And Health Insurance Licenses
Payroll
Newspapers
Donors
Direct Marketing
Social Media
Officers
SAP
HIPAA
Schedules
Customer Relationship Management
Sales Management
Microsoft Access
Pipeline Management
Mail
Maestro
Banking
Resources
Reviews
Government
Commission
Materials
Gifts
Sungard
Profiles
Securities And Exchange Commission
Administration
Fundamentals
Welfare
Liens
Property And Casualty Insurance
Prospect
Equity
DBMS

Josh Monroe Summary

Josh Monroe, based in Knoxville, TN, US, is currently a Executive Director of Prospect Intelligence and Pipeline Optimization at University of Tennessee Foundation, Inc.. Josh Monroe brings experience from previous roles at University of Tennessee Foundation, Inc. and Duke Health Development and Alumni Affairs. Josh Monroe holds a 2002 - 2004 Bachelors of Arts @ University of Tennessee. With a robust skill set that includes 401k, ACT CRM, Access, Accounting, Analytical Skills and more. Josh Monroe has 2 emails and 1 mobile phone numbers on RocketReach.