Redian Terpollari Email & Phone Number

United States

• Engage external stakeholders to open external investment accounts and ensure appropriate access for daily processing.• Processing of non-discretionary trading requests across all programs.• Support the Staff Investment Committee by reviewing and posting donor/FA recommendations for Committee voting. • Prepare weekly compliance reports of external investment accounts for the Investment Committee of NPT’s Board of Trustees.• Ensure the timely resolution of donor, financial advisor and/or Financial Service Partner inquiries related to donor-advised funds.• Serve as a member of the Quality Steering Committee to assist with writing new procedures and updating current procedures to ensure accuracy as workflows are constantly streamlined.

United States

• Provided essential support, and guidance to team members, and contributed to special projects within the Investment Operations and Compliance Department.• Offered essential assistance for non-discretionary trading across all programs, contributing to the decision-making process of the Staff Investment Committee.• Supported daily, weekly, monthly, and quarterly compliance monitoring tasks across all investment accounts.• Ensured documentation of standard operating procedures and service level agreements were current and accurate.

1301 Filbert St

• Partnered in the execution of fundraising events • Conducted donor research and phone banking to improve campaign finance database

1628 John F. Kennedy Blvd 8 Penn Center, Suite 700

• Processed checks, maintained files, prepared mailings, and handled important aspects leaded to closing (prefunding, tax payments, EMD deposits) • Interacted daily with buyers and sellers over the phone • Analyzed all aspects of ResWare Solutions software