Chuck Mahaffey
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Chuck Mahaffey
- Bis heute 17 Jahre und 5 Monate, seit Jan. 2008
Senior Consultant
Greenbriar Consulting, LLC
Provide investment consulting solutions for individuals and nonprofit organizations. Analyze and research investment opportunities and ensure strategic strength for clients. Review and develop client investment policy statements and real estate gift acceptance policy. Develop business 0pportunities and build relationships to expand clientele
- 5 Jahre und 7 Monate, Juni 2002 - Dez. 2007
Philanthropic Investment Director-Senior Vice President
Wachovia Trust Nonprofit and Philanthropic Services Group
Oversaw nonprofit investment management and strategy for $400M endowments, trusts and charitable gift annuities. Directed portfolio, client service and fiduciary management. Developed institutional investment strategies and authored investment and spending policies for nonprofit clientele. Analyzed and reviewed asset allocation models for endowment and deferred gift portfolios. Led RFP responses on investments and facilitated on-going process. Ensured compliance on standards and requirements for nonprofits.
- 4 Jahre, Jan. 1998 - Dez. 2001
National Director of Asset Management Sales-Senior Vice President
Wachovia Asset Management
Led asset management sales including core fixed income, short-term cash management and proprietary equity to primarily corporate and nonprofit accounts. Developed sales for Taft-Hartley and Employee Retirement Income Security Act (ERISA) clients directly and through consultants. Prospected national consultants and managed comprehensive consultant database to expand business opportunities. •Generated revenue sales of $1M+ annually from 1999-2001.
- 3 Jahre, Jan. 1996 - Dez. 1998
National Director of Client Servicing-Senior Vice President
Wachovia Asset Management
Managed client servicing and investment reviews for accounts ranging from $5 to $250M. Reviewed asset allocation and advised clients on investment products. Partnered with national consultants, charitable advisors and retirement specialists to ensure client satisfaction. Communicated and presented investment performance to Investment Committees and Boards of nonprofits and retirement plan clients.
- 14 Jahre und 7 Monate, Juni 1982 - Dez. 1996
Real Estate Investment Manager-Vice President
Wachovia Asset Management
Developed and advised clients on investment strategies and portfolios. Presented institutional real estate products to national consultants. Managed Nonprofit Real Estate Fund, RJR ERISA Separate Real Estate Fund and Wachovia Commingled Real Estate Fund investments. •Reviewed performance and managed assets for $750M national real estate portfolio.
Ausbildung von Chuck Mahaffey
- 6 Monate, Jan. 1990 - Juni 1990
Graduate Executive Institute - UNC Graduate School of Business
- 4 Jahre und 3 Monate, Sep. 1971 - Nov. 1975
East Carolina University
Sprachen
Englisch
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