Kimberly Staley

Kimberly Staley Email and Phone Number

Managing Partner | SVP, Finance and Operations @ Endowment Development Services, Inc. (EDS)
Indianapolis, IN, US
Kimberly Staley's Location
Indianapolis, Indiana, United States, United States
About Kimberly Staley

Owner/Managing Partner of PGI Partners –- two companies under one roof. PGI provides advanced markets training and sales support resources for life insurance and financial services companies throughout the US. EDS works with nonprofits nationwide to improve and strengthen their planned giving outreach. I have over 40 years of experience with this company during which time I've served in various roles including financial operations, human resources, management, and client services. I am blessed to love what I do, knowing that every day I work alongside an amazing team of colleagues and collectively we serve our clients with excellence and pride.

Kimberly Staley's Current Company Details
Endowment Development Services, Inc. (EDS)

Endowment Development Services, Inc. (Eds)

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Managing Partner | SVP, Finance and Operations
Indianapolis, IN, US
Website:
endowdevelop.com
Employees:
6
Kimberly Staley Work Experience Details
  • Endowment Development Services, Inc. (Eds)
    Managing Partner | Svp, Finance And Operations
    Endowment Development Services, Inc. (Eds)
    Indianapolis, In, Us
  • Endowment Development Services, Inc. (Eds)
    Managing Partner | Svp, Finance & Operations
    Endowment Development Services, Inc. (Eds) Sep 1980 - Present
    Indianapolis, Indiana, United States
  • Pgi Partners, Inc.
    Managing Partner/ Svp, Finance & Operations
    Pgi Partners, Inc. Oct 2021 - Present
    Indianapolis, Indiana, United States
    Finance: Responsible for overseeing all financial aspects of the company, including the planning, development, implementation, and maintenance of the company’s administrative and financial services, as well as supporting and promoting profitable goals and objectives.Operations: Manage design/production staff and daily operations of the company, including recruiting and hiring of personnel. In addition, I work closely with our nonprofit clients to guide a smooth and successful experience with their mailings, and to ensure their complete satisfaction with our marketing partnership from start to finish.
  • Pgi Partners, Inc.
    Director Of Continuing Education
    Pgi Partners, Inc. Sep 2014 - Present
    Indianapolis, Indiana, United States
    Responsible for overseeing all aspects of PGI’s CE department, including grading, state reporting, working with state insurance departments and third-party providers to approve and renew courses, and assisting students to ensure they have the best possible experience with PGI’s continuing education courses.
  • Pgi Partners, Inc.
    Accounting Manager/ Treasurer
    Pgi Partners, Inc. Sep 1980 - Oct 2021
    Indianapolis, Indiana, United States
    Responsible for payroll and all payroll-related functions, accounts receivable, accounts payable, collections, cash management and employee benefits. Report directly to and work closely with the Owner/CEO.

Kimberly Staley Education Details

Frequently Asked Questions about Kimberly Staley

What company does Kimberly Staley work for?

Kimberly Staley works for Endowment Development Services, Inc. (Eds)

What is Kimberly Staley's role at the current company?

Kimberly Staley's current role is Managing Partner | SVP, Finance and Operations.

What schools did Kimberly Staley attend?

Kimberly Staley attended Indiana University–purdue University Indianapolis.

Who are Kimberly Staley's colleagues?

Kimberly Staley's colleagues are Jordan Bullock, Chris Sizemore.

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