Larisa A. Bar Email & Phone Number

Raleigh-Durham-Chapel Hill Area

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

Boston, Massachusetts

-Responsible for third-party events such as trade shows and education events -Strategize and execute proprietary events featuring Fidelity Charitable experts and partners-Utilize email marketing tools to create and send event invitations-Assist with execution of webinars which focus on education and awareness of the benefits of donor-advised funds-Manage the posting and monitoring of Fidelity Charitable's online bulletin board and weekly newsletter

Greater Boston Area

-Represent Fidelity Charitable as primary point of contact for customers/interested parties including high net worth donors-Perform daily functions including processing contributions and administering grant recommendations to public charities while identifying and mitigating potential risk and ensuring tasks meet accuracy standards and team goals-Coordinate the onboarding experience including trainings and assesments for new representatives and reservists-Serve as the Subject Matter… Show more -Represent Fidelity Charitable as primary point of contact for customers/interested parties including high net worth donors-Perform daily functions including processing contributions and administering grant recommendations to public charities while identifying and mitigating potential risk and ensuring tasks meet accuracy standards and team goals-Coordinate the onboarding experience including trainings and assesments for new representatives and reservists-Serve as the Subject Matter Expert in multiple areas in order to contribute to knowledge transfer process-Enhance the customer experience in order to boost charitable goals such as granting over $2.1 billion in 2013 and $1.6 billion to public charities in 2012.-Build and maintain donor relationships with welcome calls, invitations to Fidelity Charitable events and Net Promoter score survey call outs. Show less

•Served as a representative from the University to handle any resident issues•Organized building and university wide events for residents every month focused on serving our communities. Awarded departmental accolades for educational and social program of the year featuring UNICEF and TOMS Shoes. (2011)•Facilitated the community service residential learning community by implementing projects and motivating freshmen involvement.