Traci Romer

Account Administrator - Team Lead at American Endowment Foundation - Hudson, OH, US

Traci Romer's Contact Details
HQ
888-440-4233
Location
Company
American Endowment Foundation
Traci Romer's Company Details
American Endowment Foundation logo, American Endowment Foundation contact details

American Endowment Foundation

Hudson, OH, US • 100 - 249 Employees
Financial Services

American Endowment Foundation (AEF) is the nation's leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted by their clients to AEF. AEF facilitates philanthropic impact through this model. > Experience: Founded in 1993, AEF has approximately $5 billion in charitable assets under management and over 10,000 donor advised funds.> Independence: Advisors custody & manage investments on their custodial platform > Flexibility: AEF accepts, can hold or invest in alternative assets> Attention: Personalized, knowledgeable, responsive, service

Financial Services Financial Advisory Services Financial Transaction Processing Finance
Details about American Endowment Foundation
Frequently Asked Questions about Traci Romer
Traci Romer currently works for American Endowment Foundation.
Traci Romer's role at American Endowment Foundation is Account Administrator - Team Lead.
Traci Romer's email address is ***@aefonline.org. To view Traci Romer's full email address, please signup to ConnectPlex.
Traci Romer works in the Financial Services industry.
Traci Romer's colleagues at American Endowment Foundation are Josh Glessner, William Hewitt, Morgan LaRue, Elyse Smith, Dawn Davis, Matthew Bash, Amy 'O''Donnell-VanWagnen' and others.
Traci Romer's phone number is 888-440-4233
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