Passing the Buck ~ What Have We Done to Our Kids? - Sandra Champion
Code: 7012_19
Price: $9.95
Sandra J. Champion, AIFA
10117 A Palace Way , Richmond, VA 23233
(804) 740-5304
PROFESSIONAL EXPERIENCE:
2003 to Present President, Founder, Champion Partners, Inc.
Champion Partners is a nationally recognized professional services firm dedicated to advancing philanthropy and those involved in giving through education and empowerment. We work with high-end Advisers and substantial families. I am published in both Trust and Estate as well as Sr. Consultant magazines and am a recognized philanthropic authority in the financial services industry.
2002 - 2003 Partner, National Director, Fiduciary Service
Institute for Family Foundations/IFF Advisers
My responsibilities included developing the systems for fiduciary process for foundations and families and. Creating a financial competency project. I coordinated efforts between the firm and financial Advisers. . I worked directly with approximately 15 substantial families and made presentations to over 150 in seminar settings.
2001 - 2002 Senior Vice President
Metropolitan West Capital Management Newport Beach, CA
I was responsible for marketing under the title of portfolio manager, as well as writing the monthly attribution analysis, and lectured on philanthropic issues surrounding investment management. I secured relationships with RBC Dain Rauscher and further developed relationships withhigh-end Advisers at major investment firms. I was responsible for client service, institutional presentations, and business development.
1999 - 2001 Vice President
Madison Investment Advisers, Inc. Scottsdale, AZ
My duties included business development, retail sales and retention on the west coast through various distribution systems. I spoke on behalf of the firm on issues surrounding philanthropy and investment management to Smith Barney Consulting Group Universities, APIC, IMCA and published a series of 9 articles on various market segments of philanthropy.
1997 - 1999 Midwest Regional Director
Carl Domino Associates, L.P. Plano, TX
My responsibilities included sales, client retention and business development in the Midwest for a small Florida based large cap value manager. I worked through a variety of distribution systems and represented the firm in institutional presentation within those distribution systems.
1996- 1999 Associate Trainer
Gretz and Drozdeck
Sight specific industry sales training to various investment firms. Original trainer in the Prudential/Rukeyser project
1995 - 1996 First Vice President, Investments Plano, TX
Dean Witter/Performance Evaluation Services
I worked within the Performance Evaluation Group focused on nstitutional sales to high profile clientele. (Perot Systems/Harold Simons)
1993 - 1995 Vice President, National Liaison
Salomon Brothers Asset Management New York, NY
I was responsible for the development of national, both institutional and retal, distribution for fixed income asset management. This included sales, retention and business development. I was ranked #1 in the nation in fixed income sales and #3 among all asset classes within a major distribution system(Dean Witter)
1988 - 1993 Marketing Manager/Financial Consultant Plainsboro, NJ
Merrill Lynch
Private and corporate client financial sales; Merrill Lynch Winners Circle and Executive Club; 5th in the region for my LOS within the private client group; business financial services increased 185%
EDUCATION:
Trinity University
Bachelor of Science
National Skeet Shooting Team
Nominated 'Who's Who in American Colleges and Universities
Winner International Collegiate Fishing Tournament (represented the U.S.)
American College of Real Estate, Graduate
Network Funding Group, Graduate
Center For Fiduciary Studies
Accredited Investment Fiduciary Auditor tm
AFFILIATIONS:
Investment Management Consultants Association
Women's Club of the Dallas Opera
Junior Achievement Mercer County
Bucks County Industrial Development Association
PUBLISHED ARTICLES:
Senior Consultant Magazine: Senior Consultant Magazine:
Can Distributions Be Made From Underwater Endowments?May 2003
Leaving A Lasting Legacy April 2003
Foundations and Endowments: Increasing the Efficiency of the Charitable Dollars November 1998
Foundations and Endowments: Understanding the Nuances of Consulting January 1999
Foundations and Endowments: Managing Non-Profit Funds February 1999
Foundations and Endowments: A Case History March 1999
Foundations and Endowments: Successful Marketing June 1999
Foundations and Endowments: The Family Foundation and Wealth Transfer August 1999
Foundations and Endowments: Hospital Conversion Foundations January 2000
Foundations and Endowments: Community Foundations and Their Place in Philanthropy December 1999
Strategic Source:
Leaving A Lasting Legacy April 2003
Investment Success: Technology, Technique or Both July 2002
Trusts & Estates:
Can Distributions Be Made From Underwater Endowments?
Cry for Action (UMIFA re-draft) (May 2004)
How to Vet Client's Investment Advisers (August 2004)
INDUSTRY RECOGNITION:
Investment Management Consultants Association (IMCA):
Wealth Management Committee Chairman 2000
1 ST Pacific Region Investment Conference:
Interviewed by Guam Business Journal
CNI Business Journal Interview:
Keeping What You Make, A Prudent Investment Strategy
Investment Management Consultants Association:
Foundations: Understanding the Differences
Foundations: Increasing the Efficiency of the CharitableDollar
Foundations: 2000 and Beyond
Foundations: Professional Perspectives
Foundations: Private Foundations
Foundations: Family Foundations: The Profitable Nonprofit Lifecycle of Wealth
Association of Professional Investment Consultants:
Investment Policy Statements - On Line
What are CEO's of Foundations Looking for in a Consulting Relationship
1 ST Pacific Region Investment Conference: (Guam/Micronesia)
U. S. Philanthropy and Fiduciary Responsibility
Fundraising
The 4 th Annual West Coast Foundation & Endowment Summit on Investment Management
Panel Discussion: Gaining Board Consensus on Investment Policy Issues
IIR Foundation Symposium: Foundations and Endowments
Fiduciary Issues and Board Governance
NON PROFIT PRESENTATIONS:
U.S. Philanthropy: History, Prudence and Policy
Today's Market Environment and It's Effect on Philanthropy
Increasing the Efficiency of the Charitable Dollar
High Impact Philanthropy
Investment Policy and Fiduciary Issues: the Foundation Incubator
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