Alexander Jeffries Email & Phone Number

Cleveland, Oh, Us

Hudson, Ohio, United States

Promoted through successive roles within the Office of Business Development, from Development Associate to Associate Director II, Advisor Partnerships, demonstrating increasing trust, responsibility, and expertise. Currently manage and develop strategic partnerships with financial advisors, investment professionals and other key stakeholders to drive new and grow existing donor-advised fund business. Oversee a $1.2 billion portfolio consisting of 15 firms with 830 accounts generating $2.2 million in revenue.♦ Closed $2 billion in gifts over six years – direct result of trusted rapport, high-touch service, donor-advised funds knowledge, and consultative selling. ♦ Increased new accounts by an average of 20% year-over-year for the last three years with top three firm partners.♦ Executed 20,000+ communications with sales pipeline and prospective financial professionals over six years.♦ Deliver presentations on donor-advised fund charitable strategies and AEF benefits to firms, advisor groups, and prospective donors. ♦ Collaborate with advanced planning team, legal counsel, and outside charitable partners to assist donors and their advisors with gifts of illiquid assets like real estate and private equity.♦ Continuously enhance knowledge through sales training, mentorship, and staying current on DAF and financial services landscapes.

Hudson, Ohio, United States

Hudson, Ohio, United States

Hudson, Ohio

Cleveland Heights, Ohio

Developed customized asset allocation strategies and implemented tailored Investment plans in collaboration with the Investment Committee and lead advisors.♦ Managed and prepared 70 comprehensive financial plans, net worth statements, and reports for presenting to high-net worth clients with advisors.♦ 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.

Akron, Ohio

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.

Akron, Ohio

Prepared new investment account setup and existing account servicing. Researched and responded to client inquiries through email and phone communication.

Cleveland, Ohio

Aided 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.

Geneva, Switzerland

Contributed to the Department of Membership by supporting a research project assessing member partnering and helping plan a 140-member regional assembly in South Africa with materials preparation and vendor sourcing.