anne gallagher

anne gallagher

director, annual giving

About

Experienced Professional within Advancement as well as the Legal and Financial industries. Demonstrated skills in Development, Planned Giving, Legal Administration, Analysis, and Mentoring.

Country

united states

City

clinton township

Industry

education management

Skill

estate planning, business development, planned giving, project management, business analysis, real estate, real estate transactions, business process improvement, contract management, analysis, office administration, microsoft office, training, contract negotiation, mentoring, customer service, paralegal, legal administration, charitable trusts, charitable gift annuities, requirement specifications, sales, selling, marketing strategy, staff development, negotiation, market research, management, retail, leadership, recruiting, customer satisfaction, team building, time management

Experience

chase

project analyst

chase

1989-9 - 1993-6 · 3 yrs 10 mos

Participated in the integration of newly acquired credit card portfolios into the payment processing operation. Analyzed customer inquiry process, identified problems, and made recommendations to senior management. Trained interdepartmental staff in modification of newly created workflows which resulted in a 20% decrease in client inquires.

vanguard

systems support manager

vanguard

1993-6 - 1996-3 · 2 yrs 10 mos

Assisted in the development of business requirements and design specifications to implement appropriate test case and test script requirements. Served as business area point of contact for issues during project development, testing, and implementation. Communicated issue resolutions with business areas, provided training as needed. Collaborated with business analysts and project leaders in delivery of releases. Provided mentoring to less experienced project analysts.

villanova university

gift and estate planning specialist

villanova university

2017-11 - 2019-6 · 1 yr 8 mos

Managed the trusts and estates administration process for realized gifts, including review and interpretation of wills, trusts, accounting reports, and other estate documents. Served as the primary liaison for the Office of Planned Giving to the Office of General Counsel and Finance Office. Administered the planned gift acceptance process for new bequest intentions and life income gifts, including documenting and recording new gifts, and oversaw our legacy society. Maintained the University's relationship with our fiduciary partner who administers our life income gifts, ensuring regular and timely communications with benefactors, oversight of income payments, and annual state filings.

the american college

director, annual giving

the american college

2019-7 - Present · 7 yrs 3 mos

Develop and lead the The College's comprehensive annual giving program including strategies to increase alumni participation, generating unrestricted philanthropic revenue for The College, and growing membership in the President's Circle. Serve as an integral member of the Advancement and Alumni Relations team charged with creating a culture of philanthropy at The College.

phillips publishing

business analyst

phillips publishing

1996-7 - 1998-1 · 1 yr 7 mos

Provided process analysis and requirements specification support across business units. Assisted in the translation of business requirements into design specifications and appropriate test case and test script development. Acted as liaison with Application Developers, Infrastructure Developers and the Support Organization to ensure effective transition and understanding of requirements.

peak legal group, ltd.

director of client services

peak legal group, ltd.

2016-6 - 2017-11 · 1 yr 6 mos

Responsibilities included business development, office management, and legal administration of the firm. Collaborated with the firm's attorneys to ensure our client's estate planning needs were carried out with personal attention, responsiveness, and attention to detail. Maintained the seamless flow of information between attorneys and clients. Conducted legacy interviews with estate planning clients.

weichert realtors

real estate agent

weichert realtors

2011-12 - 2015-7 · 3 yrs 8 mos

Provided clients with industry knowledge and expertise in the buying and selling of properties. Educated customers on pricing strategy and analysis. Developed and carried out marketing plans based on evolving markets. Demonstrated superior customer service through exceptional negotiation skills and follow through.

Education

boston university

boston university

paralegal studies

2010-1 - Present · 16 yrs 9 mos
kaplan university - des moines campus

kaplan university - des moines campus

2014-1 - 2015-1 · 1 yr 1 mo
kaplan university - des moines campus

kaplan university - des moines campus

health science

2011-1 - 2013-1 · 2 yrs 1 mo
boston university

boston university

paralegal

boston college

boston college

economics

1985-1 - 1989-1 · 4 yrs 1 mo

Activities and Societies: Marching Band Color Guard

anne gallagher's Contact Information

Email

******@***.com

Phone

(**) *** ****

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