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Mary F.

President and Co-Founder
Newtown Square, PA, USA

Biography

Experience:

Sow Good Now, President and Co-Founder, Chartered Advisor in Philanthropy (r) (2018 - present)
* Developed Education Platform for Rising Generation to learn importance of Philanthropy
* Educating Family Business Owners on benefits and potential of philanthropic strategies
* Sport Event Planning with Local Resources and Prominent Personalities
* Consulting in Fundraising, Intentional Giving, Evaluation and Comparison of non-profits

Wells Fargo Private Bank, Philanthropic Services, Chartered Advisor in Philanthropy(r) (2016-2018)
* Grantmaking of 30 million annually to over 500 non-profit organizations in varied program areas
* Site Visits and Non-profit Evaluations, Expenditure Responsibility Tracking
* Intentional Giving Plans, Grant analysis, Required Minimum Distribution Calculation
* Generation of Sales for Donor Advised Funds, Social Impact Investing and Charitable Trusts
* Client Relationship Management, Board Presentations, Family Dynamics

The Vanguard Group, High Net Worth Investment Consultant (2007 to 2016):
* Generate new business for new clients with retirement and non-retirement accounts
* Use relationship management skills to identify client needs, clarify objectives and reach investment goals
* Exceed sales goals of aggregate incoming assets of $32 million per month
* Series 6, Series 63, Series 65, Series 7 Licensed Representative
* Active four year member of the Diversity Advancement Committee.
* Vanguard Charitable Endowment Program Ambassador for Business Development Group

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