Jessica Bodnar

Jessica Bodnar Email and Phone Number

VP of Growth and Business Operations @ Trail CPA
Kirkland, WA, US
Jessica Bodnar's Location
Greater Seattle Area, United States
Jessica Bodnar's Contact Details

Jessica Bodnar work email

Jessica Bodnar personal email

n/a
About Jessica Bodnar

As the Head of Philanthropy at Thrive Causemetics, a beauty brand with a social mission, I have been leading the development and execution of strategic partnerships and initiatives that support various causes and communities. With over nine years of experience in philanthropy, marketing, and financial planning, I have a strong foundation in creating meaningful solutions that align with the company's vision and values.I excel at building and managing relationships with diverse stakeholders, including clients, donors, nonprofits, and influencers. I use data-driven insights and creative approaches to design and implement impactful campaigns, events, and programs that increase brand awareness, revenue growth, and social impact. I also collaborate with cross-functional teams and external consultants to enhance the CEO's personal brand and thought leadership. I am passionate about making a difference in the world through my work and skills.

Jessica Bodnar's Current Company Details
Trail CPA

Trail Cpa

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VP of Growth and Business Operations
Kirkland, WA, US
Jessica Bodnar Work Experience Details
  • Trail Cpa
    Vp Of Growth And Business Operations
    Trail Cpa
    Kirkland, Wa, Us
  • Self-Employed
    Consultant
    Self-Employed Dec 2023 - Present
    Bellevue, Washington, United States
  • Thrive Causemetics Inc.
    Head Of Philanthropy
    Thrive Causemetics Inc. 2015 - Dec 2023
    Greater Seattle Area
  • Highland Private Wealth Management
    Marketing Manager / Service Lead
    Highland Private Wealth Management 2015 - Dec 2018
    Greater Seattle Area
    • Used relationship-development expertise to grow current client base and drive revenue growth• Developed/delivered complex financial planning presentations and investment recommendations • Collaborated with colleagues and professional advisors to come up with meaningful client solutions• Created cash flow models/budgets and monitored progress• Created and implemented the client’s philanthropic goal plans, including establishing donor-advised funds, and endowments.• Leveraged client feedback to develop recommendations and drive marketing initiatives forward• Worked cross-functionally with creative consultants to develop CEO’s personal brand, including podcast, and authoring a book.
  • Highland Private Wealth Management
    Client Services Manager / Client Service Analyst / Marketing Manager
    Highland Private Wealth Management Apr 2011 - Dec 2014
    Greater Seattle Area
    • Primary point of contact for clients throughout the Pacific Northwest region• Responsible for running the client meeting preparation and follow up process• Created cash flow models/budgets and monitored progress• Monitored and reconciled client account activity on a daily basis
  • Halbert Hargrove
    Client Service Manager
    Halbert Hargrove 2010 - 2011
    Greater Seattle Area
    • Primary point of contact for ~60 client relationships and their professional advisors• Coordinated all client engagement and prospecting events for the Bellevue office• Responsible for client and prospect meeting preparation/follow up, account maintenance, money movement, billing, performance and tax reporting• Led the new client onboarding process: account documents, regulatory contracts, financial planning data gathering and orientation to available client technology

Jessica Bodnar Education Details

Frequently Asked Questions about Jessica Bodnar

What company does Jessica Bodnar work for?

Jessica Bodnar works for Trail Cpa

What is Jessica Bodnar's role at the current company?

Jessica Bodnar's current role is VP of Growth and Business Operations.

What is Jessica Bodnar's email address?

Jessica Bodnar's email address is jb****@****ics.com

What schools did Jessica Bodnar attend?

Jessica Bodnar attended Seattle Pacific University.

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