Experience

Boston College

• United States
• Higher Education
• 700 & Above Employee

• Senior Associate Director, Gift Planning

  • May 2022 - Present

• Associate Director, Gift Planning

  • Oct 2017 - May 2022



State Street

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Aug 2008 - Sep 2017

  -Maintained client relationships with colleges, universities, hospitals, foundations and national organizations -Worked with clients, donors, beneficiaries, internal investment and tax team on charitable gift scenarios -Conducted annual review meetings engaging CFOs, CIOs, VPs of Development and their staff -Communicated with clients regarding industry news, trends, products, investments, tax and administration -Solved client inquiries relating to fiduciary, investment, tax, and operational issues -Provided clients with reporting and analysis on a monthly, quarterly and annual basis -Represented the firm at industry-recognized planned giving conferences and training seminars, while engaging with clients and prospects -Mentored and managed summer college interns Show less



U.S. Trust

• Financial Services
• 700 & Above Employee

• Operations Analyst

  • 2005 - 2008

  -Reviewed and approved initial fee setup for all new accounts. Continuously worked with the National Fee Committee and the Operations Commissions area to address unique or questionable fee setups - Developed initial Contingency Plan. Maintained plan for the business unit which included an education plan in the event of an emergency, an up-to-date call tree and a relocation and business resumption plan -Performed an oversight review of systematically selected accounts to ensure that annual account reviews were being completed in accordance with the OCC’s Reg 9 requirements -Provided support in processing and distributing daily warning reports in order to avoid missing service delivery standards -Handled departmental on-boarding for employees, systems access requests and setups, telephone configuration and all help desk needs Show less



U.S. Trust (Acquired SSgA's Private Asset Management Group)

• Boston, MA

• Quality Assurance Specialist

  • 2004 - 2005

  -Supported requests by the compliance and audit areas for account information and data -Performed quarterly testing and monitoring of randomly selected accounts. Documented and summarized results for review with senior management. -Selected to be trained as a black belt in support of trust accounting system conversion: fielded inquiries, provided troubleshooting and training, worked with individuals throughout UST to find resolutions to problems -Served on team responsible for developing/implementing a firm wide initiative to provide a more enhanced and consistent client experience -Worked on data scrubs throughout conversion to UST platforms Show less



State Street Global Advisors

• Boston, MA

• Senior Trust Administrator, Private Asset Management

  • 2001 - 2004

  -Managed largest high net worth personal trust relationships; acted as a liaison to the portfolio manager -Assisted in the management of trusts, and IRA accounts; coordinated with the legal, estate planning and tax departments -Handled all aspects of account administration including cash processing, monitoring cash receipts and disbursements, charitable gifts and client reporting -Liaison between clients and outside parties including attorneys, accountants and financial advisors - Responsible for developing and maintaining client relationships Show less