Geoff O'Connell

Geoff O'Connell Email and Phone Number

Chief Financial Officer @ Cambridge Community Foundation
Geoff O'Connell's Location
Greater Boston, United States, United States
Geoff O'Connell's Contact Details

Geoff O'Connell work email

Geoff O'Connell personal email

About Geoff O'Connell

Versatile finance and business strategy executive with a proven record of accomplishment in senior management roles in both non-profit and commercial enterprises. Recognized for combining innovative approaches, strong analytic skills, and an appreciation of the power of collaboration to swiftly implement creative and effective solutions to organization challenges. Expertise in diverse areas including: Strategic Planning, Finance/Accounting/Investment Management, Project Management, Administration and Operations, Relationship Management, and Fund Raising/Development.

Geoff O'Connell's Current Company Details
Cambridge Community Foundation

Cambridge Community Foundation

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Chief Financial Officer
Geoff O'Connell Work Experience Details
  • Cambridge Community Foundation
    Chief Financial Officer
    Cambridge Community Foundation Mar 2021 - Present
    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.
  • Alzheimer'S Association, Massachusetts/New Hampshire Chapter
    Vp, Director - Finance, It, And Administration
    Alzheimer'S Association, Massachusetts/New Hampshire Chapter Nov 2016 - Mar 2021
    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.
  • State Street Corporation
    Svp, Global Relationship Manager
    State Street Corporation 2007 - 2014
    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.
  • Investors Bank & Trust Company
    Senior Director, Client Relationship Management Group
    Investors Bank & Trust Company 2005 - 2007
    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.
  • Investors Bank & Trust Company
    Senior Director, Director, Client Management Group
    Investors Bank & Trust Company 1996 - 2005
    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.
  • Automated Financial Systems, Inc. (Afs)
    Key Account Relationship Manager
    Automated Financial Systems, Inc. (Afs) 1995 - 1996
    Exton, Pa, Us
  • Ibm
    Senior Financial Marketing Advisor, Ibm Credit Corporation
    Ibm 1993 - 1995
    Armonk, New York, Ny, Us
  • Ibm
    Program Manager: Ibm Credit Corporation Competitve Intelligence
    Ibm 1991 - 1993
    Armonk, New York, Ny, Us
  • Ibm
    Financial Marketing Advisor, Ibm Credit Corporation
    Ibm 1988 - 1991
    Armonk, New York, Ny, Us
  • Ibm
    Finance Industry Account Marketing Representative
    Ibm 1984 - 1988
    Armonk, New York, Ny, Us

Geoff O'Connell Skills

Financial Services Securities Strategic Planning Mutual Funds Strategy Banking Crm Relationship Management Client Services Equities Hedge Funds Negotiation Financial Markets Fixed Income Alternative Investments Team Building Nonprofits Sales Management Risk Management Fund Accounting Credit Finance Investments Communication Business Relationship Management Professional Mentoring Team Management Creative Strategy Adaptive Leadership Organizational Effectiveness Nonprofit Management Non Profit Volunteering Non Profit Board Development Non Profit Leadership

Geoff O'Connell Education Details

  • University Of South Carolina Darla Moore School Of Business
    University Of South Carolina Darla Moore School Of Business
    French
  • University Of New Hampshire
    University Of New Hampshire
    Business Administration
  • The Wharton School
    The Wharton School
    The Wharton School / Ibm Financial Services And Banking Professional Executive Program
  • Université Catholique De Louvain
    Université Catholique De Louvain
    French
  • London Metropolitan University
    London Metropolitan University
    Finance

Frequently Asked Questions about Geoff O'Connell

What company does Geoff O'Connell work for?

Geoff O'Connell works for Cambridge Community Foundation

What is Geoff O'Connell's role at the current company?

Geoff O'Connell's current role is Chief Financial Officer.

What is Geoff O'Connell's email address?

Geoff O'Connell's email address is ge****@****ail.com

What schools did Geoff O'Connell attend?

Geoff O'Connell attended University Of South Carolina Darla Moore School Of Business, University Of New Hampshire, The Wharton School, Université Catholique De Louvain, London Metropolitan University.

What are some of Geoff O'Connell's interests?

Geoff O'Connell has interest in Education, Economic Empowerment.

What skills is Geoff O'Connell known for?

Geoff O'Connell has skills like Financial Services, Securities, Strategic Planning, Mutual Funds, Strategy, Banking, Crm, Relationship Management, Client Services, Equities, Hedge Funds, Negotiation.

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