Thomas D. Hatch

Thomas D. Hatch Email and Phone Number

Operations Manager, STABLE Account @ Ohio Treasurer of State
columbus, ohio, united states
Thomas D. Hatch's Location
Columbus, Ohio, United States, United States
Thomas D. Hatch's Contact Details

Thomas D. Hatch personal email

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Thomas D. Hatch phone numbers

About Thomas D. Hatch

Thomas D. Hatch is a Operations Manager, STABLE Account at Ohio Treasurer of State. He possess expertise in public speaking, microsoft excel, leadership, powerpoint, microsoft office and 18 more skills.

Thomas D. Hatch's Current Company Details
Ohio Treasurer of State

Ohio Treasurer Of State

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Operations Manager, STABLE Account
columbus, ohio, united states
Employees:
60
Thomas D. Hatch Work Experience Details
  • Ohio Treasurer Of State
    Operations Manager, Stable Account
    Ohio Treasurer Of State Aug 2017 - Present
    A STABLE Account is an investment account available to eligible individuals with disabilities. STABLE Accounts are made possible by the federal Achieving a Better Life Experience (“ABLE”) Act. STABLE Accounts allow individuals with disabilities to save and invest money without losing eligibility for certain public benefits programs, like Medicaid or SSI. Earnings in a STABLE Account are not subject to federal income tax, so long as they are spent on “Qualified Disability Expenses”.https://www.stableaccount.com/
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  • The Ohio State University
    Director Of Development
    The Ohio State University Oct 2015 - Jul 2017
    Columbus, Ohio
    Work in the area of Estate and Gift Planning helping donors match up philanthropic goals to a myriad of complex giving strategies. Specialize in Charitable Trusts, Gift Annuities, IRA Rollover, Real Estate, Tangible Personal Property, and other estate bequest items. Managed a portfolio of donors with giving capacity of $100,000 or more. Presented training sessions to Development Officers on a myriad of planned giving vehicles and administration considerations. Highlights include:• Secured donation commitments to the university of over $3M, exceeded goal by 7%• Helped lead a successful transition of deferred gift administration to outside provider• Internal contact and subject matter expert on state gift annuity registration, completed registration in 5 highly sought after states.
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  • The Ohio State University
    Senior Treasury Associate
    The Ohio State University Jun 2011 - Oct 2015
    Columbus, Ohio
    Provided analysis and advice on portfolio allocation and structuring for excess operating cash. Administrator for banking online portal and brokerage account. Initiated ACH, wire transfer and international payments in destination currency. Assisted in management of custodial bank relationship and performance. Assisted in three year cash flow budget, forecast and cash flow tracking. Continued all deferred gift administration duties. Highlights include:• Assisted in implementing and training accounts payable staff on issuing international payments in destination currency, saving the university significant dollars• Implemented new ultra-short investment strategies for excess operating cash that exceeded expectations• Office of the Treasurer liaison for gifts of real estate. Provided guidance on acceptability, marketing and liquidation• Consulted frequently by staff and provided solutions to issues with software applications such as Microsoft Excel and PowerPoint, banking web portals and Treasury Management Software.
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  • The Ohio State University
    Treasury Management Officer Ii
    The Ohio State University Jul 2002 - Jun 2011
    Columbus, Ohio
    Managed and administered the deferred gift program of gift annuity contracts, charitable trusts and pooled income fund assets. Provided portfolio structuring and rebalancing of all gift funds ($50M portfolio), issued all payments, monthly transaction accounting, communication and tax accounting and return preparation. Assisted with the Foundation audit. Prepared financial reports for the Treasurer and CFO. Highlights include:• Achieved total investment returns which outpaced contractual payouts, leading to above average remainder distributions• Provided consistent accounting and documentation leading to smooth annual Foundation audits.
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  • The Ohio State University
    Treasury Management Officer I
    The Ohio State University Apr 2000 - Jul 2002
    Columbus, Ohio
    Assisted in preparing monthly and quarterly endowment summary reports for the Board of Trustees. Maintain computerized investment system including accounting for all equity and fixed income trades made by investment managers. Prepared monthly reconciliation of discrepancies between the university accounting system (ARMS / PeopleSoft), investment manager’s reports, and custodial statements. Highlights include:• Timely reconciliation of accounts for reliable general ledger and audit reporting • Assisted in transition of university general ledger system by identifying organization, account, and fund numbers for proper and streamlined reporting.
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  • Financial Designs Ltd.
    Financial Advisor
    Financial Designs Ltd. Sep 1998 - Feb 2000
    San Diego, Ca
    Fee-based, private financial planning firm. Provided technical expertise and formal plan creation for clients. Advised on cash management, insurance, investment, retirement and estate planning issues. Presented seminars on a myriad of financial topics. Series 7 and 63 securities licensed.
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Thomas D. Hatch Skills

Public Speaking Microsoft Excel Leadership Powerpoint Microsoft Office Teaching Customer Service Access Integrity Financial Services Money Management Personal Financial Planning Charitable Gift Planning Charitable Trusts Charitable Gift Annuities Financial Reporting Investment Management Tax Preparation Financial Education Certified Treasury Professional Treasury Management Wellness Coaching Boy Scouts

Thomas D. Hatch Education Details

Frequently Asked Questions about Thomas D. Hatch

What company does Thomas D. Hatch work for?

Thomas D. Hatch works for Ohio Treasurer Of State

What is Thomas D. Hatch's role at the current company?

Thomas D. Hatch's current role is Operations Manager, STABLE Account.

What is Thomas D. Hatch's email address?

Thomas D. Hatch's email address is ha****@****osu.edu

What is Thomas D. Hatch's direct phone number?

Thomas D. Hatch's direct phone number is +161429*****

What schools did Thomas D. Hatch attend?

Thomas D. Hatch attended San Diego State University, Association For Financial Professionals, San Diego State University, Ricks College.

What are some of Thomas D. Hatch's interests?

Thomas D. Hatch has interest in Education, Health.

What skills is Thomas D. Hatch known for?

Thomas D. Hatch has skills like Public Speaking, Microsoft Excel, Leadership, Powerpoint, Microsoft Office, Teaching, Customer Service, Access, Integrity, Financial Services, Money Management, Personal Financial Planning.

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