Allison Cornacchione, Fpqp™ Email & Phone Number

Indianapolis, IN, US

Indianapolis, Indiana, United States

• Oversee complex case requests, data analyzer, special projects, compliance and billing. Present recommendations to management to solve issues or process problems. Master Problem Preventer & Solver.
• Lead back-office support initiatives and/or core projects that support Advisory teams
• Prepare and produce back-office support demands for complex client account requests
• Proactive engagement with advisory team to keep them moving forward
• Manage processes, improvements, and… Show more Oversee complex case requests, data analyzer, special projects, compliance and billing. Present recommendations to management to solve issues or process problems. Master.
• Manage processes, improvements, and customizations for XLR8, a Salesforce CRM overlay

Carmel, Indiana, United States

• Manage Client Services team responsible for new accounts, cashiering, custodial transactions, and performance reporting
• Monitor processes to ensure the firm is in compliance with regulatory and internal policies
• Prepare the ADV with oversight from the Chief Compliance Officer
• Prepare information for custody exam annually, including pool of accounts and answering questions throughout the exam
• Main point of contact with custodians
• Manage alternative investment… Show more

Carmel, Indiana, United States

• Prepare and process account management paperwork for clients
• Process cashiering and money management requests for clients
• Main point of contact with custodians
• Manage alternative investment transactions including capital calls and tracking in portfolio management software
• Oversee portfolio management software for client base
• Prepare and process quarterly billing

Indianapolis, Indiana Area

• Responsible for management of the wish program and the fulfillment of the wish experience for Ohio, Kentucky & Indiana.
• Guide, direct, and mentor the direction of the Wish Program Team.
• Effectively maintain cash costs per wish and grow in-kind donations.
• Development of metrics and reports to ensure tracking towards goals and milestones as well as audits to hold team members accountable for data integrity.
• Build and maintain relationships with wish families… Show more
• Build and maintain relationships with wish families, volunteers, medical professionals, and community partners.

Indianapolis, Indiana Area

• Manage the Wish Program within Indiana, Toledo, and Cleveland markets.
• Guide, direct and oversee Wish Managers/Associates in those markets.
• Assist with Medical Outreach throughout Indiana.
• Organize and budget unique wish experiences for Indiana wish children.
• Effectively maintain cash cost per wish experience and obtain in-kind donations.
• Build and maintain relationships with wish families, volunteers, medical professionals, and community partners.

Indianapolis, IN

• Organize and budget unique wish experiences for Indiana wish children.
• Organize wish experiences for children traveling to Indiana from other states and countries for their wish experience.
• Effectively maintain cash cost per wish experience and obtain in-kind donations.
• Build and maintain relationships with wish families, volunteers, medical professionals, and community partners.
• Oversee internship program.

Indianapolis, Indiana Area

• Organize and budget unique wish experiences for Indiana wish children.
• Effectively maintain cash cost per wish experience and obtain in-kind donations.
• Build and maintain relationships with wish families, volunteers, medical professionals, and community partners.
• Oversee referral and eligibility processes.

Indianapolis, Indiana Area

• Responsible for referral intake, data entry of wish children, and following up with medical professionals.
• Assisted Wish Program Staff with additional wish planning duties including research, making reservations, and following up with wish families and volunteers.