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@fidelitycharitable.org
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3 phones found area 415 and 800
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Amy Grossman is listed as Vice President, JD, Complex Asset Group at Fidelity Charitable at Fidelity Charitable, a company with 313 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at fidelitycharitable.org, phone signal with area code 415, 800, and a matched LinkedIn profile for Amy Grossman.
Amy Grossman previously worked as Vice President, Complex Asset Group at Fidelity Charitable and Managing Director, Private Banking USA at Credit Suisse. Amy Grossman holds Bachelor Of Arts (B.A.) from University Of Pennsylvania.
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As vice president of the Complex Asset Group for Fidelity Charitable, I help donors contribute non-cash assets, such as privately held C-corp and S-corp shares, LLC and limited partnership interests—including private equity and hedge fund investments—to charity. Since inception, Fidelity Charitable, an independent public charity with the leading donor-advised fund program in the country, has granted nearly $26 billion to over 215,000 nonprofit organizations. I draw from my deep knowledge and technical expertise in corporate and securities law as I work with donors, advisors, and corporate attorneys to achieve the most favorable tax treatment with the greatest charitable impact, facilitating charitable contributions across the full spectrum of complex assets with due diligence and responsiveness. While helping to expand Fidelity Charitable’s presence on the West Coast, I particularly enjoy working with tech entrepreneurs and venture capitalists and leveraging my extensive understanding of equity financing and executive compensation. I also provide continuing education to nonprofit professionals who seek to maximize their fundraising beyond cash and publicly traded securities. With more than 20 years experience in the financial services industry, I serve as a subject matter expert for financial advisors, collaborating to help them differentiate and grow their business by incorporating charitable planning with complex assets into their practice. I truly enjoy helping people tap into the potential to give more, more effectively, by incorporating donations of complex assets into the wealth planning process. Expertise: Corporate and Securities Law ◆ Charitable Planning ◆ Wealth Management ◆ Equity Compensation• Restricted Stock• Private Equity Donations ◆ Real Estate Donations ◆ Estate Planning ◆ Closely-Held Companies ◆ IRC Code Section 501(c)(3) Regulations ◆ Limited Partnership and LLC Interests◆ Board Governance ◆ Public Speaking ◆ Business Development
Listed skills include Equities, Securities, Investments, Venture Capital, and 8 others.
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San Francisco Bay Area
- Help donors achieve the most favorable tax treatment with the greatest charitable impact for complex assets contributed to Fidelity Charitable donor-advised funds.- Work directly with donors, their advisors (trust and estate attorneys, wealth managers, CPAs and exit planning professionals), and corporate and business lawyers to facilitate charitable.
San Francisco Bay Area
West Coast Sales Management and Business Development - 2011-2014Head of the Corporate and Executive Services Group - 2007-2011- Led a group of professionals in NY, San Francisco and Boston that managed restricted stock sales, directed share programs and venture capital distributions for the bank's corporate finance clients, high-net-worth individuals.
San Francisco Bay Area
- Advised clients and financial advisors on all aspects of restricted securities transactions, including block sales under Rules 144 and 145; derivatives; exchange funds; private placements; and private sales to ESOPs.- Lead presentations to company management, law firms and investment bankers on the above topics, resulting in over $100 million is assets.
San Francisco
- Represented both issuers and underwriters on Initial Public Offerings and secondary registrations.- Represented venture capital funds in private placements, corporate executives with restricted stock and options, as well as other corporate and securities law matters. - One of the few first year associates in the history of the firm to originate new.
Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →
Robin Salvaggio
Colleague at Fidelity CharitableRaleigh-Durham-Chapel Hill Area, United States
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Dana Planas
Colleague at Fidelity CharitableLewisville, Texas, United States, United States
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Georgia Shaffer
Colleague at Fidelity CharitableDallas-Fort Worth Metroplex, United States
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Sarah Prichard, Mba
Colleague at Fidelity CharitableKeller, Texas, United States, United States
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Doug Strahler
Colleague at Fidelity CharitableUnited States, United States
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Nora Hamdeh
Colleague at Fidelity CharitableCharlotte Metro, United States
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Holley Brazzel-Peters
Colleague at Fidelity CharitableDallas-Fort Worth Metroplex, United States
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Matthew Ruterbories, Cpa
Colleague at Fidelity CharitableRaleigh-Durham-Chapel Hill Area, United States
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Rebecca Morphis
Colleague at Fidelity CharitableDurham, North Carolina, United States, United States
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Michael Firrincieli
Colleague at Fidelity CharitableDurham, North Carolina, United States, United States
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Quick answers generated from the profile data available on this page.
Amy Grossman works for Fidelity Charitable.
Amy Grossman is listed as Vice President, JD, Complex Asset Group at Fidelity Charitable at Fidelity Charitable.
AeroLeads has found 2 work email signals at @fidelitycharitable.org for Amy Grossman at Fidelity Charitable.
AeroLeads has found 3 phone signal(s) with area code 415, 800 for Amy Grossman at Fidelity Charitable.
Amy Grossman is based in San Francisco Bay Area, United States, United States while working with Fidelity Charitable.
Amy Grossman has worked for Fidelity Charitable, Credit Suisse, Montgomery Securities, and Thelen, Marin, Johnson & Bridges, Llc..
Amy Grossman's colleagues at Fidelity Charitable include Robin Salvaggio, Dana Planas, Georgia Shaffer, Sarah Prichard, Mba, and Doug Strahler.
You can use AeroLeads to view verified contact signals for Amy Grossman at Fidelity Charitable, including work email, phone, and LinkedIn data when available.
Amy Grossman holds Bachelor Of Arts (B.A.) from University Of Pennsylvania.
Amy Grossman is listed with skills including Equities, Securities, Investments, Venture Capital, Private Equity, Capital Markets, Alternative Investments, and Management.
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