Vice President Sr. Regional Philanthropic Specialist
Southeast Region
GA, AL, MS, TN, LA, AR Help individuals, families and entitites create a strategy in order to achieve their charitable goals through the establishment and management of private foundations, charitable trusts, donor advised funds and other charitable vehicles. Responsible to oversee, grow and expand a $300 million dollar high net-worth philanthropic portfolio. Additionally, serve and manage foundation committees as per the governing documents, select and decision the distribution of substantial multi-million dollars bank and philanthropic charitable assets. And, respond and adhere too, trust regulations and processes.