Geoff O'Connell Email & Phone Number

Cambridge, Ma, Us

As CFO, I oversee all fiscal and fiduciary responsibilities of the Foundation and am a key member of the senior management team advising the President, board of directors, Finance and Investment committees. I champion strong, sustainable approaches to fund management, investment administration, and donor relationships. Additionally, I drive constant improvement of financial planning, human resources/operations, financial analysis, budgeting, monitoring and reporting that inform decisions and strategies. The Cambridge Community Foundation (CCF) is the local philanthropic platform for Cambridge, MA, supporting the city’s shared prosperity, social equity and enduring cultural richness, with roots that go a century deep. We strive to deeply connect sectors across the community, to highlight emerging and critical needs, and catalyze efforts-- through advancing philanthropy, grant making, and civic engagement-- to ensure resources are focused where they make the greatest difference.Established in 1916 with the charter to serve the city of Cambridge, CCF is a 501(c)3 public charity.

Waltham, Ma, Us

Senior financial and administrative officer responsible for establishing and executing against both the long term strategic and short term operational goals for the two-state, five-office $15m chapter covering Massachusetts and New Hampshire. A member of the Senior Management Team and directly responsible for the chapter's infrastructure including Finance & Accounting, Human Resources, Information Technology, and Office Administration and Operations.The Massachusetts / New Hampshire chapter is a founding member of the national organization established in 1980 and operates out of its main office in Waltham with regional offices in Springfield, Worcester, and Raynham, MA and Bedford, NH. The Vision of the Alzheimer's Association is, succinctly, a world without Alzheimer's disease. Our Mission is to eliminate Alzheimer's through the advancement of research; to provide and enhance care and support for all those affected; and to reduce the risk of dementia through the promotion of brain health. Through our focus on Cure, Care and our Cause we strive to be the brains behind saving yours.

Boston, Massachusetts, Us

Leader in Global Relationship Management responsible for enhancing partnerships across a select group of the most strategic clients of the bank. Recognized for collaboratively strengthening strategic senior level client affinity while exceeding revenue, profitability and client satisfaction goals.

Boston, Us

Chief of Staff for 75-member global Client Relationship Management group under Group SVP. Leveraged unique expertise and institutional knowledge to aggressively improved collaboration with profit-center lines of business, Operations, Compliance, IT, and Product Management divisions and design and implement Best Practices across the group.. Investors Bank & Trust Company was a premier full service institutional custodian bank and the principal operating subsidiary of Investors Financial Services Corp. (IFIN), a holding company based in Boston, Massachusetts and acquired by State Street Corporation in 2007.

Boston, Us

Managed significant global client set comprised of registered investment advisors, mutual fund complexes, and pooled product sponsors offering the full range of vehicles and investment strategies in mutual funds to special purpose vehicles. • Exceeded all revenue growth and profitability measures.• Led 11 global client conversions transitioning 200+ investment pools and $83B in assets worldwide.• Active participant in client fund Board meetings and product development projects. • Manager of Client Communications for European Monetary Union (EMU) and Year 2000.

Exton, Pa, Us

Armonk, New York, Ny, Us

Armonk, New York, Ny, Us

Armonk, New York, Ny, Us

Armonk, New York, Ny, Us

Mba - International Business & Finance, French

Bs, Business Administration

The Wharton School / Ibm Financial Services And Banking Professional Executive Program

Finance, French

Marketing, Finance