Retired
Current
Jan 2022 - Present
AeroLeads people directory · profile
Deborah D. Weiss, Cfa Email & Phone Number
Retired
at
Community Volunteer
1 work email found
@earthlink.net
1 phone found area 612
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Retired
Location
St Paul, Minnesota, United States
Company size
Who is Deborah D. Weiss, Cfa? Overview
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Quick answer
Deborah D. Weiss, Cfa is listed as Retired at Community Volunteer, a company with 428 employees, based in St Paul, Minnesota, United States. AeroLeads shows a work email signal at earthlink.net, phone signal with area code 612, and a matched LinkedIn profile for Deborah D. Weiss, Cfa.
Deborah D. Weiss, Cfa previously worked as Managing Director and Sr. Client Relationship Manager at Okabena Advisors and Senior Consultant at Jeffrey Slocum & Associates. Deborah D. Weiss, Cfa holds Intensive Spanish from University Language Center.
Company email context
Email format at Community Volunteer
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*@earthlink.net
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AeroLeads found 1 current-domain work email signal for Deborah D. Weiss, Cfa. Compare company email patterns before reaching out.
Profile bio
About Deborah D. Weiss, Cfa
Deb Weiss, CFARelationship builder, problem solver, dedicated to exceeding client expectations.Senior financial professional, with experience offering innovative investment solutions to diverse organizations based on more than twenty years in leadership positions with corporations, investment consulting and advisory firms. Proven record of success serving in executive level management roles in new business development, client service, treasury management, investor relations, and controller functions. Frequent presenter to corporate boards and executive level committees. Presently also serves on four Boards for not-for-profit organizations in the arts, social services, senior services, and community development funding. Specialties: developing investment objectives and policies for taxable and tax-exempt clients, including endowments, foundations, associations, and high net worth individuals; spending policies; asset/liability analysis; investment manager and performance evaluation; risk management; bank relations; acquisition financing; foreign exchange; balance sheet, global debt, and cash management.
Listed skills include Portfolio Management, Investments, Investment Strategies, Finance, and 41 others.
Current workplace
Deborah D. Weiss, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Community Volunteer
10 roles · 50 years
Deborah D. Weiss, Cfa work experience
A career timeline built from the work history available for this profile.
Managing Director And Sr. Client Relationship Manager
Primary client contact, communicating Okabena Investment Services' investment strategy to tax-exempt and taxable clients while helping clients create investment policies and allocations that will meet their risk appetites and return expectations. Open to describing Okabena Advisors' suite of services and funds to meet accredited investors' needs.
Sep 2012 - Dec 2021
Senior Consultant
Jeffrey Slocum & Associates
Directly responsible for sixteen retainer clients in the endowment, foundation, and healthcare arenas, establishing and implementing an effective investment philosophy, process and policy to meet each organization’s differing risk tolerances and investment return requirements.
Jul 2005 - Sep 2012
Vice President And Treasurer
Managed cash flow, global debt and cash, bank relations, acquisition financing, foreign exchange,pension investments and capital structure decisions for a $2.4 billion global paint, coatings, composites, and specialty chemical company operating in more than 30 countries with 7,000 employees and 60 plants. As investor relations leader, increased equity.
Apr 1998 - Dec 2004
Treasurer
Inaugural treasurer for 3M Company spin-off, arranging initial bank financing, structuring balance sheets for 60 subsidiary companies simultaneously, to create and maintain optimal access to capital markets. Managed global debt and cash, credit and accounts payable collections, foreign exchange and commodity risk management, pension and other retirement.
Jul 1996 - Apr 1998
Manager, Benefit Funds Investments; Manager, Financial Markets; Capital Markets Representative
Managed $6.5 billion of tax-exempt benefit retirement trusts, selecting and supervising investment managers across all asset classes for eight years. Achieved top quartile performance vs. all US large pension plans.Funded corporate balance sheet needs with term debt and commercial paper, including multi-currency bonds and interest rate and currency.
Apr 1983 - Jun 1996
Treasury Analyst
Bendix Corporation
Developed and implemented tax benefit transfer lease program. Managed tax-exempt financings.
1981 - Apr 1983
Financial Analyst
Developed monthly profit forecasts, annual budgets, and five-year plans for North American automotive financing operations.
1979 - 1981
~2 yrs
Consultant
Corroon And Black Corporation
Research and Sales Development Division - designed and developed a cash management model for captive insurance companies.
1978 - 1979
~1 yr
Placement Office
Liaison between recruiters and students to help match their respective needs.
1976 - 1979
~3 yrs
Team & coworkers
Colleagues at Community Volunteer
Other employees you can reach at discoveret.org. View company contacts for 428 employees →
SF
Stephen Fries, Sphr
Colleague at Community VolunteerLancaster, Pennsylvania, United States, United States
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KH
Kathy Hoester
Colleague at Community VolunteerSt Louis, Missouri, United States, United States
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CM
Cindy Mannix
Colleague at Community VolunteerHouston, Texas, United States, United States
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JK
Johanna Kane
Colleague at Community VolunteerCharlotte, North Carolina, United States, United States
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ES
Eileen Schwalbach
Colleague at Community VolunteerMilwaukee, Wisconsin, United States, United States
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GB
Graham Bannatyne (Banners)
Colleague at Community VolunteerCalpe, Valencian Community, Spain, Spain
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CF
Claire Ferreira
Colleague at Community VolunteerChandler, Arizona, United States, United States
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FS
Frances Stewart
Colleague at Community VolunteerDauphin, Manitoba, Canada, Canada
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BM
Bruce Mckeag
Colleague at Community VolunteerLincoln, Nebraska, United States, United States
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PS
Paula Schaetzle
Colleague at Community VolunteerGreater Houston, United States
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Stephen Fries, Sphr
Colleague at Community VolunteerLancaster, Pennsylvania, United States, United States
View →
KH
Kathy Hoester
Colleague at Community VolunteerSt Louis, Missouri, United States, United States
View →
CM
Cindy Mannix
Colleague at Community VolunteerHouston, Texas, United States, United States
View →
JK
Johanna Kane
Colleague at Community VolunteerCharlotte, North Carolina, United States, United States
View →
ES
Eileen Schwalbach
Colleague at Community VolunteerMilwaukee, Wisconsin, United States, United States
View →
GB
Graham Bannatyne (Banners)
Colleague at Community VolunteerCalpe, Valencian Community, Spain, Spain
View →
CF
Claire Ferreira
Colleague at Community VolunteerChandler, Arizona, United States, United States
View →
FS
Frances Stewart
Colleague at Community VolunteerDauphin, Manitoba, Canada, Canada
View →
BM
Bruce Mckeag
Colleague at Community VolunteerLincoln, Nebraska, United States, United States
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PS
Paula Schaetzle
Colleague at Community VolunteerGreater Houston, United States
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6 education records
Deborah D. Weiss, Cfa education
Intensive Spanish
University Language Center
Education record
Center For Creative Leadership
Education record
Aimr Investment Management Workshop - Princeton University
Master Of Business Administration (Mba), Finance, General
Ba, Social Sciences
Education record
Hillwood High School
FAQ
Frequently asked questions about Deborah D. Weiss, Cfa
Quick answers generated from the profile data available on this page.
What company does Deborah D. Weiss, Cfa work for?
Deborah D. Weiss, Cfa works for Community Volunteer.
What is Deborah D. Weiss, Cfa's role at Community Volunteer?
Deborah D. Weiss, Cfa is listed as Retired at Community Volunteer.
What is Deborah D. Weiss, Cfa's email address?
AeroLeads has found 1 work email signal at @earthlink.net for Deborah D. Weiss, Cfa at Community Volunteer.
What is Deborah D. Weiss, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 612 for Deborah D. Weiss, Cfa at Community Volunteer.
Where is Deborah D. Weiss, Cfa based?
Deborah D. Weiss, Cfa is based in St Paul, Minnesota, United States while working with Community Volunteer.
What companies has Deborah D. Weiss, Cfa worked for?
Deborah D. Weiss, Cfa has worked for Community Volunteer, Okabena Advisors, Jeffrey Slocum & Associates, The Valspar Corporation, and Imation.
Who are Deborah D. Weiss, Cfa's colleagues at Community Volunteer?
Deborah D. Weiss, Cfa's colleagues at Community Volunteer include Stephen Fries, Sphr, Kathy Hoester, Cindy Mannix, Johanna Kane, and Eileen Schwalbach.
How can I contact Deborah D. Weiss, Cfa?
You can use AeroLeads to view verified contact signals for Deborah D. Weiss, Cfa at Community Volunteer, including work email, phone, and LinkedIn data when available.
What schools did Deborah D. Weiss, Cfa attend?
Deborah D. Weiss, Cfa holds Intensive Spanish from University Language Center.
What skills is Deborah D. Weiss, Cfa known for?
Deborah D. Weiss, Cfa is listed with skills including Portfolio Management, Investments, Investment Strategies, Finance, Capital Markets, Equities, Investment Management, and Mergers And Acquisitions.
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