Iris Foster-DeNieuwe
Columbus,OH
Summary
Proven leader with a track record of enhancing operational efficiency and financial sustainability at Veterans Of Foreign Wars Ohio Charities. Expert in strategic planning and staff management, adept at fostering community engagement and steering teams through change. Achieved significant improvements in organizational performance by implementing innovative management and financial strategies. Versatile Executive Director focused on promoting mission and increasing effectiveness of key programs. Passionate about managing and overseeing implementation of company's daily operations. Quick and firm decision-maker possessing first-rate communication and organizational skills. Recognized for successfully collaborating with management to develop work plans, financials and strategies.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Executive Director
Veterans Of Foreign Wars Ohio Charities
2022.01 - Current
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Oversaw financial management, ensuring fiscal responsibility and long-term sustainability for the organization.
- Guided staff through periods of organizational change, maintaining morale and engagement during transitions.
- Forge strong relationships with board members, providing regular updates on organizational progress and soliciting their expertise when needed.
- Monitored compliance with laws and regulations to protect organization from legal liabilities and penalties.
- Built and maintained strong company teams by hiring and training qualified staff to create positive and productive work environments.
- Increased organizational efficiency by streamlining processes and implementing new systems.
Portfolio Manager
JPMorgan
1996.09 - 2020.09
- Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Recommended investment strategies to meet client financial objectives.
- Provided strategy advice to high net worth clients.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Reduced risk exposure by monitoring market developments and adjusting investment strategies accordingly.
- Conducted due diligence on prospective investments, ensuring alignment with clients'' risk tolerance levels and financial objectives.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
Education
MBA - Finance
DePaul University
Chicago, IL06.1995
Bachelor of Arts - Communication
University of Illinois At Chicago
Chicago, IL06.1985
Associate of Science - Medical Record Science
Cuyahoga Community College
Cleveland, OH01.1974
Skills
- Community Engagement
- Staff Management
- Public Speaking
- Compliance and regulations
- Financial Management
- Program Management
- Strategic Planning
- Project Management
Certification
- Previously held Series 7,63, and 65
- Previously held Illinois Insurance License
Timeline
Executive Director
Veterans Of Foreign Wars Ohio Charities
2022.01 - Current
Portfolio Manager
JPMorgan
1996.09 - 2020.09
MBA - Finance
DePaul University
Bachelor of Arts - Communication
University of Illinois At Chicago
Associate of Science - Medical Record Science
Cuyahoga Community College
- Previously held Series 7,63, and 65
- Previously held Illinois Insurance License
Similar Profiles
Kayce LynesKayce Lynes
Waitress at Veterans of Foreign WarsWaitress at Veterans of Foreign Wars
Brandi JohnsonBrandi Johnson
Bartender at Veterans of Foreign WarsBartender at Veterans of Foreign Wars
Murdoc YanezMurdoc Yanez
Volunteer at Veterans Of Foreign Wars Of The United StatesVolunteer at Veterans Of Foreign Wars Of The United States