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Yyyyyy x. yyyyyy
- 165 McCormack Rd N Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * abc@xyz.com
Board Director
Qualifications Profile
Accomplished and dynamic executive with more than 42 years providing strategic leadership in the financial service sector, with extensive participation in several non-profit organizations as a board member.
- Decisive leadership with strong people management and interpersonal communication skills that inspire confidence in steering large institutional business clients to achieve strategic missions and objectives in highly competitive markets.
Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.
Key Expertise
Business Management
Strategic Planning & Execution
Strategy Development/Execution
Relationship Management (Clients, Stakeholders, Public, & Suppliers)
Concurrent Project Oversight
Financial
Internal Audit & Control
Fiscal & Budget Management
Investment Portfolio Management
Wealth Management
Donor Fund Management
Administration
Strategic Human Capital Planning & Administration
Professional Experience
The Walthausen Funds Malta XXXXXX
Independent Trustee Jun 2014 Present
Steered a value-oriented mutual fund family business.
The Avco Charitable Foundation Saratoga Springs, XXXXXX
President Board of Director s/ VP and CFO May 2014 Present
Oversaw non-profit business directions and strategic development, managing a $600M donor-funded philanthropic organization with over 3,000 donors.
Ayco Compaxxxxxx, L.P. A Goldman Sachs Compaxxxxxx Latham and Saratoga Springs, XXXXXX
Executive Vice President May 2012 - Mar 2014 (Retired)
Senior Vice President Dec 2003 - May 2012
Vice President May 1999 - Dec 2003
Provided strategic direction for Ayco s Investment Services Group and Financial Education Practice, growing a diversified $48B asset management group with over 80,000 clients and part of Goldman Sachs Private Wealth Management Unit as well as a financial education business for employees of major public companies.
Reported to the head of Goldman Sachs Private Wealth Management Unit while serving as Sr. VP and head of the Goldman Sachs office in Latham, Xxxxxx.
Steered the integration of Ayco s investment business into Goldman Sachs Private Wealth business that included adding securities brokerage capabilities to Ayco s business while developing several new lines of business appropriate for Ayco s clients, eventually growing the business from $6B to $48B in 10 years.
CL King and Associates Xxxxxx, XXXXXX
Executive Vice President Oct 1994 May 1999
President of Paradigm Capital Management - a CL King affiliate Jan 1995 May 1999
KeyCorp and its affiliates ▪ Xxxxxx, XXXXXX
President Trust & Investment | President & Treasurer Credit Insurance Jul 1974 Oct 1994
Education & Credentials
Bachelor of Science, Union College Schenectady, XXXXXX
Licensure/Certifications
S7, 9, 10, 24, 63, & 66 Licenses
Professional Affiliations
Board Member: Warren Washington/Xxxxxx ARC Foundation | Board Member and Secretary: Warren Washington/Xxxxxx ARC Chapter | Member: Trust, Corporate Risk, Retirement, and Grant Approval Committees
Board Member: Walthausen Family of Mutual Funds | Member: Xxxxxx Medical Center Development Committee
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