Andrea Schmidt Email & Phone Number

Tampa, Florida, United States

Tampa, Florida, United States

Tampa, Florida, United States

Tampa, Florida, United States

Tampa, Florida

Tampa, Florida

Columbus, Ga

Responsible for daily trust activity for non profit accounts with a total market value of more than $80 million. Administered gift clearing requests and maintained monthly fund accounting reports. In collaboration with management, processed the opening, administration, and execution of charitable gift annuities and charitable remainder trusts. Assisted with assembly of quarterly investment reporting to clients. Worked directly with trust sales team on response to requests for proposals.

University Of Wisconsin Parkside

Coordinated social media efforts in response to student complaints resulting in change of company’s communication position from reactive to proactive. Managed marketing efforts of new texting service and grew participants to more than 500 within the first year. Assisted in planning of employee appreciation Christmas event. Completed administrative tasks and responded to customer needs when management was unavailable.

Eau Claire, Wi

Contacted local businesses to form partnership with on-going change collection fundraiser and placed 15 collection boxes within four months. Assisted Marketing and Development Director with marketing efforts for large annual fundraiser. Submitted written material on fund development events for publication in monthly newsletter.