Kimberly Staley Email and Phone Number
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.
Endowment Development Services, Inc. (Eds)
View- Website:
- endowdevelop.com
- Employees:
- 6
-
Managing Partner | Svp, Finance And OperationsEndowment Development Services, Inc. (Eds)Indianapolis, In, Us -
Managing Partner | Svp, Finance & OperationsEndowment Development Services, Inc. (Eds) Sep 1980 - PresentIndianapolis, Indiana, United States -
Managing Partner/ Svp, Finance & OperationsPgi Partners, Inc. Oct 2021 - PresentIndianapolis, Indiana, United StatesFinance: 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. -
Director Of Continuing EducationPgi Partners, Inc. Sep 2014 - PresentIndianapolis, Indiana, United StatesResponsible 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. -
Accounting Manager/ TreasurerPgi Partners, Inc. Sep 1980 - Oct 2021Indianapolis, Indiana, United StatesResponsible 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
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Business Management
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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