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@rockbridgeinvest.com
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3 phones found area 315
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Jodi Deaugustine is listed as VP of Strategic Development at Rockbridge Investment Management, LLC at Rockbridge Investment Management, a company with 15 employees, based in Cicero, New York, United States. AeroLeads shows a work email signal at rockbridgeinvest.com, phone signal with area code 315, and a matched LinkedIn profile for Jodi Deaugustine.
Jodi Deaugustine previously worked as Vice President of Strategic Development at Rockbridge Investment Management and Market Manager at Pathfinder Bank. Jodi Deaugustine holds B.A., Economics/Management from Suny Cortland.
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AeroLeads found 1 current-domain work email signal for Jodi Deaugustine. Compare company email patterns before reaching out.
I bring people in the nonprofit community together for collective action by being the conduit for collaborators who are committed to financially empowering nonprofit leaders in order that they may meet their goals that drive and deliver their missions and to bring about the social change they seek for those they serve.With 30+ years of nonprofit leadership background, I joined the Institutional team at Rockbridge Investment Management to help the nonprofit community to become more financially sound and sustainable. While at the same time potentially reducing the dependency on government grants through a shared experience partnership that creates a mission specific financial portfolio that strives to meet the long-term goals & needs of each unique mission.A little bit about the Rockbridge Team: Our team is intimately familiar with the challenges boards face. We know very well that the success of nonprofit organizations defines their quality of life in our communities. Our team believes in our community and its potential and that means our job is to translate your mission into a responsible investment strategy for the benefit of your organization, our community, and our common future.
Listed skills include Banking, Loans, Leadership, Credit, and 46 others.
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Syracuse, New York Area
Focus: Non-profit/Foundations/Endowments/Institutional financial strategies & portfolio investment. We are intimately familiar with the challenges boards face; we serve on boards ourselves. And, we know very well that the success of the organization's mission defines the quality of life in our communities. We believe in our community and its potential..
Pike Block-Downtown Syracuse, NY
Establish relationships with professionals, businesses and community groups to support development/growth of their businesses, from start-up to legacy through needs assessment, financial review, and commercial lending opportunities within the downtown Syracuse market and surrounding communities.
Syracuse, New York Area
Branch Manager, Cicero, NY
Coordinate philanthropy initiatives of $5MM Capital Campaign through prospecting and networking of individual and corporate donorsOrganize financial tracking and reporting through spreadsheets and Razor's Edge for reporting to Board of Directors and advising Campaign Steering Committee Create initiatives and foster the use of tools that assist Philanthropy.
Directed the retail sales efforts and operations of the branch network and call center in NY, MA, TN and TXCreated core competency measurements for staffCreated "pay-for-performance" quarterly incentive programCreated S.M.A.R.T. goals and tracking measurementsConceptualized the relationship banking model into a credit union based cultureImplemented.
Fairmount Office
Managed Staff of nine individualsResponsible for attaining aggressive sales goals and delivering quality servicePrepared audits to comply with bank policy and procedureInitiated business development through cross-selling to current customer base and new business development
Promoted sales/service efforts as lead sales associateProvided quality customer service and account maintenanceSolicited new business by cross-selling a full range of banking services to current and prospective clients
Managed, coached and mentored the development of a staff of fourteen individuals.Responsible for attaining aggressive retail, commercial and municipal sales goals and delivering quality customer service.Prepared audits to comply with federal regulations and specific bank policyResponsible for branch forecast and compliance with yearly budget.
Other employees you can reach at rockbridgeinvest.com. View company contacts for 15 employees →
Megan Sullivan
Colleague at Rockbridge Investment ManagementGreater Syracuse-Auburn Area, United States
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Claire Ariglio
Colleague at Rockbridge Investment ManagementSyracuse, New York, United States, United States
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Adam Gagas
Colleague at Rockbridge Investment ManagementOswego County, New York, United States, United States
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Daniel Edinger
Colleague at Rockbridge Investment ManagementMarco Island, Florida, United States, United States
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Sharon Craig
Colleague at Rockbridge Investment ManagementSyracuse, New York, United States, United States
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Patti Edwards
Colleague at Rockbridge Investment ManagementSyracuse, New York, United States, United States
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Tatiana Passera
Colleague at Rockbridge Investment ManagementSan Francisco Bay Area, United States
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Craig Buckhout
Colleague at Rockbridge Investment ManagementCazenovia, New York, United States, United States
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Anthony Farella
Colleague at Rockbridge Investment ManagementSyracuse, New York, United States, United States
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Rusden Bryant
Colleague at Rockbridge Investment ManagementSyracuse, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Jodi Deaugustine works for Rockbridge Investment Management.
Jodi Deaugustine is listed as VP of Strategic Development at Rockbridge Investment Management, LLC at Rockbridge Investment Management.
AeroLeads has found 1 work email signal at @rockbridgeinvest.com for Jodi Deaugustine at Rockbridge Investment Management.
AeroLeads has found 3 phone signal(s) with area code 315 for Jodi Deaugustine at Rockbridge Investment Management.
Jodi Deaugustine is based in Cicero, New York, United States while working with Rockbridge Investment Management.
Jodi Deaugustine has worked for Rockbridge Investment Management, Pathfinder Bank, Food Bank Of Central, Beacon Federal, and Hsbc Bank Usa Na.
Jodi Deaugustine's colleagues at Rockbridge Investment Management include Megan Sullivan, Claire Ariglio, Adam Gagas, Daniel Edinger, and Sharon Craig.
You can use AeroLeads to view verified contact signals for Jodi Deaugustine at Rockbridge Investment Management, including work email, phone, and LinkedIn data when available.
Jodi Deaugustine holds B.A., Economics/Management from Suny Cortland.
Jodi Deaugustine is listed with skills including Banking, Loans, Leadership, Credit, Business Development, Commercial Lending, Commercial Banking, and Customer Service.
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