Experience

PG Calc

• United States
• Software Development
• 1 - 100 Employee

• Client Services Advisor

  • Dec 2019 - Present



State Street Global Advisors

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager, Charitable Asset Management

  • Jan 2016 - Dec 2019

  Greater Boston Area - Primary contact national non-profit organizations, hospitals and universities - Resolve client inquires by working with internal investment, operations and tax business units - Conduct annual client review meetings engaging Executives of Development/Planned Giving - Collaborate with Business Development to target and build relationships with prospective clients - Participate in sale presentations to present bundled service solutions to non-profit organizations

• Senior Operations Specialist, Charitable Asset Management

  • Apr 2005 - Dec 2015

  Greater Boston Area - Annual Filing Coordinator between multiple state insurance departments and nonprofits - Liaison responsible for strengthening and maintaining relationships with external vendors - Support sales effort for bundled financial services solution to nonprofits and their planned giving programs - Assist with the migration of new business to SSGA platform, maintaining project matrices handling asset transfers, serving as a liaison between the new client and relationship management

• Operations Associate, Charitable Asset Management

  • Apr 2005 - Jan 2007

  Greater Boston Area -Worked collaboratively to administer charitable trust, gift annuity and pooled income fund acounting for over 200 nonprofits planned giving programs. -Managed client accounts on various database platforms -Monitored internal processes to ensure compliance with audit requirements -Prioritized projects and interacted with multiple support areas to meet standards and deadlines



PCi Corporation

• Software Development
• 1 - 100 Employee

• Account Manager

  • 2002 - 2005

  Greater Boston Area -Invited to be part of newly created division specializing in financial web based services -Sold internet based mortgage settlement services to banking institutions with less than $1 billion in assets -Targeted, built and maintained client base in the Southeastern and Midwestern Regions -Conducted product demonstrations and training seminars for clients