Jan Adams Email and Phone Number
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Leader in financial management with expertise in not-for-profits, charitable giving, and private wealth advisory services. Extensive track record in successfully driving and managing business strategy and implementation, and meeting growth targets, while developing outstanding teams and strong client relationships. Expertise in planned giving, trusts and estates, philanthropy, stewardship, nonprofit and private lending, endowment investments, and managing complex interdisciplinary businesses.
Association Of Fundraising Professionals (Afp Global)
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Philanthropy AdvisorAssociation Of Fundraising Professionals (Afp Global)Boston, Ma, Us
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Philanthropy AdvisorAssociation Of Fundraising Professionals (Afp Global) May 2022 - PresentUnited States -
Director Of Planned GivingMass Audubon Apr 2014 - May 2022Lincoln, MaHelping individuals "give back" using charitable trusts, bequests, and legacy gifts to benefit their loved ones and Mass Audubon's leadership work in environmental education, conservation, wildlife protection and advocacy for the world's natural wonders. -
Senior Managing Director, Charitable Asset ManagementState Street Global Advisors Jun 2000 - Mar 2014Boston, MaManaged group with $3B of assets for preeminent charitable organizations with a staff of experts across investment, relationship management, fiduciary, tax, operations and sales teams. Realigned and drove value creation through accountability, transparency, resource allocation, and high quality relationship management. Grew annual revenues three-fold and nearly doubled NIBT margin while reducing headcount and winning $1.5B of new client assets. -
Senior Vice President For Endowment/Foundation Sales, Mellon Private Capital ManagementBny Mellon 1994 - 2000Boston And PittsburghGrew institutional sales for endowments and foundations, including planned gifts. Expanded Mellon’s endowment and foundation footprint outside of Pennsylvania nationally through a new strategic focus, generating asset growth of 20% per annum. Awarded President’s Award for new business results in 1997, 1998 and 1999. -
Senior Vice President, Healthcare And Not-For- Profit Commercial Lending DivisionFleet Bank And Bank Of New England 1989 - 1994BostonManaged team of eight commercial lenders responsible for the Bank's $800M loan portfolio with 300 charitable organizations. Responsible for business strategy, sales and relationship management. Awarded Chairman’s Award in 1993 and 1994 for outstanding achievements.
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Vice President, Professional Team Private Wealth ManagementFleet Bank And Bank Of New England 1986 - 1989BostonLed business strategy, development, sales and relationship management for new Bank startup venture. Managed team of five lenders responsible for $300M of loans for lawyers, VC's and accountants.
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Assistant Vice President, Not-For-Profit Commercial LendingShawmut Bank 1981 - 1986BostonRelationship manager for an $85M commercial loan portfolio with hospital, college and university clients. Received President's Award in 1984 and 1985 for outstanding achievements.
Jan Adams Skills
Jan Adams Education Details
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Simmons College - Simmons School Of ManagementBusiness And Finance -
AntiochMaster Of Education (M.Ed.)
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History And Education -
Education
Frequently Asked Questions about Jan Adams
What company does Jan Adams work for?
Jan Adams works for Association Of Fundraising Professionals (Afp Global)
What is Jan Adams's role at the current company?
Jan Adams's current role is Philanthropy Advisor.
What is Jan Adams's email address?
Jan Adams's email address is ja****@****bon.org
What is Jan Adams's direct phone number?
Jan Adams's direct phone number is +178125*****
What schools did Jan Adams attend?
Jan Adams attended Simmons College - Simmons School Of Management, Antioch, Tufts University, Tufts University.
What are some of Jan Adams's interests?
Jan Adams has interest in Leadership Training, Education, Environment, Arts, Outdoor Sports.
What skills is Jan Adams known for?
Jan Adams has skills like Teaching, Stewardship, Organizational Reengineering, Marketing Communications, Relationship Management, Trust And Estates, Planned Giving, Mentoring, Trusts, Team Leadership, Philanthropy, Not For Profits.
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Jan Adams
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