Experience

American Endowment Foundation

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Jan 2021 - Present

  Hudson, Ohio, United States America’s leading independent Donor Advised Fund (DAF) charity sponsor with $5B in assets, 80+ employees and thousands of financial professionals and donors. As a Relationship Manager on the Business Development Team, I directly manage three influential firms and provide support to several others by closely working with our business partners including executive level financial professionals with close to $1B in AUM. Coordinates on multimillion-dollar deals with both the Alternative… Show more America’s leading independent Donor Advised Fund (DAF) charity sponsor with $5B in assets, 80+ employees and thousands of financial professionals and donors. As a Relationship Manager on the Business Development Team, I directly manage three influential firms and provide support to several others by closely working with our business partners including executive level financial professionals with close to $1B in AUM. Coordinates on multimillion-dollar deals with both the Alternative Assets and Investments teams. ♦ Manages Centers of Influence and top financial advisor relationships ♦ Uses consultative selling skills to educate and advise our business partners ♦ Charitable planning resource with knowledge on donor advised funds, private foundation conversion, CLTs/CRTs, gifts of alternative assets (privately held shares, real estate, cryptocurrency, etc.) and other charitable solutions.

• Business Development Associate

  • Aug 2018 - Dec 2020

  Hudson, Ohio ♦ $410M in gifts – direct result of trusted rapport, DAF knowledge, and feature–benefit selling. ♦ 7,800+ communications with sales pipeline and inbound warm leads from prospective financial professional partners via phone, email, and website engagements. ♦ Constantly improving knowledge through ongoing sales training/coaching tools, and mentoring from Development Managers. ♦ Facilitated over 20% increase in financial professional relationships in two years.



Eileen M Burkhart & Co., LLC

• United States
• Financial Services
• 1 - 100 Employee

• Associate Financial Advisor

  • Aug 2017 - Jul 2018

  Cleveland Heights, Ohio Investment Advisor Representative of Commonwealth Financial Network with $200M in AUM providing detailed financial planning and asset management to high-net-worth individuals and families. As an Associate Financial Advisor, developed customized asset allocation strategies and implemented tailored investment plans in collaboration with four-member Investment Committee and lead advisor. ♦ Managed and prepared 70 comprehensive financial plans, net worth statements, and reports for… Show more Investment Advisor Representative of Commonwealth Financial Network with $200M in AUM providing detailed financial planning and asset management to high-net-worth individuals and families. As an Associate Financial Advisor, developed customized asset allocation strategies and implemented tailored investment plans in collaboration with four-member Investment Committee and lead advisor. ♦ Managed and prepared 70 comprehensive financial plans, net worth statements, and reports for presenting to the client with the advisor. ♦ Reviewed referrals, assisted in interviewing and evaluating prospective new clients based on net worth, complexity of services needed, and risk profile to recommend relationship suitability. Show less



Valmark Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Specialist II, Investment Operations

  • May 2013 - Jul 2017

  Akron, Ohio National, boutique independent broker–dealer with $5B in AUM specializing in providing equity, investment advisory, risk management, and qualified retirement plan products and support services for the industry’s top tier wealth advisors. Rose through progressive levels of increased responsibility from Intern to second level of Investment Operations Specialist. Engaged with financial advisors and staff to thoroughly understand business practices and represent client preferences and needs.… Show more National, boutique independent broker–dealer with $5B in AUM specializing in providing equity, investment advisory, risk management, and qualified retirement plan products and support services for the industry’s top tier wealth advisors. Rose through progressive levels of increased responsibility from Intern to second level of Investment Operations Specialist. Engaged with financial advisors and staff to thoroughly understand business practices and represent client preferences and needs. On-boarded new member offices by educating financial advisors, staff, and C-level executives on broker–dealer investment operations. Managed book of business transfers. ♦ Co-led webinars educating over 100 member offices on new electronic application process. ♦ Reduced errors 30% for new accounts by developing and implementing improved procedures. Show less



Sequoia Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Investment Operations Intern

  • Jan 2013 - May 2013

  Akron, Ohio Registered Investment Advisor with $4.7B in client assets providing financial planning, asset management, family wealth and retirement planning services. As an intern in the Investment Operations Department, studied new investment account setup, existing account servicing, and researching and responding to client inquiries.



DFAS

• United States
• Accounting
• 700 & Above Employee

• Financial Management Student Trainee

  • May 2012 - Aug 2012

  Cleveland, Ohio U.S. Department of Defense agency responsible for all financial services to military personnel, civilian employees, commercial vendors and contractors, disbursing over $500B annually. As a Financial Management Student Trainee in the Retired Military & Annuitant Pay Department, performed assignments supporting compliant application of financial and accounting principles, procedures, and processes. ♦ Identified single-point-of-failure employees across a 60-member department by… Show more U.S. Department of Defense agency responsible for all financial services to military personnel, civilian employees, commercial vendors and contractors, disbursing over $500B annually. As a Financial Management Student Trainee in the Retired Military & Annuitant Pay Department, performed assignments supporting compliant application of financial and accounting principles, procedures, and processes. ♦ Identified single-point-of-failure employees across a 60-member department by locating functions, programs, and subject matter experts holding unique knowledge. Cross-referenced and presented findings to department director and all senior managers. ♦ Created and implemented $20,000 annual savings with office supply reuse program through employee education, organization, consolidation, and storage of supplies. Show less



International Cooperative Alliance

• Belgium
• Non-profit Organizations
• 1 - 100 Employee

• Department of Membership Intern

  • Aug 2010 - Dec 2010

  Geneva, Switzerland The International Co-operative Alliance (ICA) is an independent non-governmental organization that represents and serves co-operatives worldwide with a focus on agriculture, fisheries, health, and housing. As an intern in the Department of Membership, supported a research project assessing member partnering, and helped plan a 140-member regional assembly in South Africa with materials preparation and vendor sourcing.