As a Daily Money Manager, I draw on a diverse leadership background and skills developed in banking, operations, resident services, and retirement living to assist clients with their financial, organizational, and legacy planning tasks. My goal is to help clients achieve peace of mind by managing the day-to-day details of their finances, allowing them to focus on other, more fun things. In my previous role as Site Manager for the Fort DuPont Redevelopment & Preservation Corporation, I managed property leasing, event planning, and collaborated on special projects and economic development for a 325-acre historic site. This site was being transformed into a vibrant, mixed-use community, and I was deeply motivated by its mission to preserve the history of Fort DuPont while revitalizing the area for future generations. I took great pride in being part of a collaborative team that worked to balance historical preservation with innovative redevelopment.I leverage my strengths in problem-solving, communication, and relationship management to build and maintain strong connections with clients, stakeholders, vendors, and partners. I am committed to providing exceptional client service - with integrity, compassion, patience, and discretion— to ensure a high level of satisfaction and positive results.
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Daily Money ManagerPaper Tigress Personal Finance Care Oct 2024 - PresentDelaware, United StatesOur team assists individuals, families, and business owners with managing their day-to-day financial tasks, organization, and legacy planning. -
Site ManagerFort Dupont Redevelopment & Preservation Corporation Nov 2016 - Dec 2022Delaware City, Delaware, United States -
Director Of ActivitiesSimpson Senior Services Aug 2014 - Sep 2016Downingtown, Pa
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Consultant / OwnerSenior Living Navigator Apr 2014 - Jul 2014Middletown, Delaware, United States
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Director Of Resident ServicesPresbyterian Senior Living Feb 2011 - Apr 2014Dover, Delaware, United States -
Administrative Services SupervisorPresbyterian Senior Living Feb 2011 - Jul 2011Dover, Delaware, United States
Peggy T. Education Details
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Business Administration- Finance
Frequently Asked Questions about Peggy T.
What company does Peggy T. work for?
Peggy T. works for Paper Tigress Personal Finance Care
What is Peggy T.'s role at the current company?
Peggy T.'s current role is Daily Money Manager.
What schools did Peggy T. attend?
Peggy T. attended University Of Delaware.
Not the Peggy T. you were looking for?
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Peggy Smith, SCRP, SGMS-T (she/her)
Bellevue, Wa1nationalcorporatehousing.com -
Peggy T. Lotfi
Strategic Partnerships | Philanthropy | Educational Leadership DevelopmentWashington Dc-Baltimore Area -
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