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