Experience

American Endowment Foundation

• United States
• Financial Services
• 1 - 100 Employee

• Director of Fund Administration

  • Mar 2008 - Present

  AEF provides highly personalized service to donors and their trusted advisors, offering great flexibility in accepting different types of simple and complex assets. Additionally, AEF uniquely offers open investment architecture and at the donor's recommendation, AEF can enable their donors' wealth advisors to manage the investments in their clients' fund accounts on their preferred custodial platform. AEF provides highly personalized service to donors and their trusted advisors, offering great flexibility in accepting different types of simple and complex assets. Additionally, AEF uniquely offers open investment architecture and at the donor's recommendation, AEF can enable their donors' wealth advisors to manage the investments in their clients' fund accounts on their preferred custodial platform.



FirstMerit Investment Services

• Administrative Assistant

  • Dec 1995 - Jan 2001



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Administrative Assistant

  • 1993 - 1995