Sales

As Sr. Managing Director, Jessica is a resource for foundations, individuals, financial advisors and other stakeholders providing authentic advice about private foundations as a philanthropic vehicle and private foundation management solutions.

Current Responsibilities:

• Offer information, education and answer questions about effective philanthropy, philanthropic legacy planning, and philanthropic vehicles.
• Understand the needs of philanthropists (experienced and emerging) and their families, corporate stakeholders, and others to design and structure private foundation management solutions for new and existing foundations.
• Team lead for business development in the Northeast (New York, New Jersey, Connecticut, Massachusetts, Rhode Island, New Hampshire, Maine, Vermont)

Past Experience:

•  Director (SVP) Loan Syndications and Sales – Barclays Investment Bank
• Wells Fargo Advisors

Education:

• Masters in Business Administration: Columbia Business School
• Bachelor of Science- Finance and International Management: Georgetown University

Philanthropic Cause:

• Save the Children

Fun Facts:

• My favorite book is Outliers by Malcolm Gladwell.
• My favorite sports teams are the New York Mets, the New York Jets, the Georgetown Hoyas and the Savannah Bananas.
• My pet is Josie, the Portuguese Water Dog

As a Managing Director in the Northeast, Mary Bradach works to help grow relationships with attorneys, CPAs, and family offices in NY, NJ and CT to offer comprehensive services that makes having a private foundation easy, smooth and compliant.

Current Responsibilities:

• Primary resource for Foundation Source services, supporting attorneys, accountants and family offices
• Communicate the benefits of using a private foundation as the vehicle for effective and impactful philanthropy
• Collaborate with advisors and clients to align Foundation Source services and solutions with client needs

Past Experience:

•  Director of Gift Planning at the Community Foundation for Greater Buffalo
• Vice President/Senior Director and various roles in over 25-year career with AXA Equitable

Education:

• Bachelor of Arts in Economics from Stanford University

The Philanthropic Cause Close to My Heart Is:

• Efforts that focus on needy and underserved children and youth, locally and globally

Fun Facts:

• A favorite book of mine is Living a Life that Matters by Harold S. Kushner
• My favorite sports team is the Buffalo Bills (“Go Bills”)
• Our family pet is Skipper, a wonderful four-year-old Goldendoodle.

Davide Estanislau serves as Director of Business Development for the Northeast region, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation.

Current Responsibilities:

• Provide guidance in helping philanthropists and their advisors identify and utilize the most appropriate charitable vehicle(s) to achieve their philanthropic goals
• Build relationships with wealth advisors, attorneys, CPAs, family offices and foundation staff
• Manage these relationships to provide valuable resources for themselves and their philanthropic clients
• Customize foundation management and technology solutions for new and existing foundations based on the client’s needs

Past Experience:

• Worked with several companies in the technology and financial services industry, including Fitch Learning, Financial Tracking Technologies, and The Hartford Life Insurance Company

Education:

• University of Connecticut with a Bachelor of Arts in Communication Science
• Chartered Advisor in Philanthropy (CAP^®) through The American College of Financial Services

Philanthropic Causes:

• I support many philanthropic initiatives that focus on benefiting individuals on the autistic spectrum.

Fun Facts:

• Outside of work, I enjoy spending time with my wife and four children. I am a very passionate and knowledgeable sports fan.

As a Business Development Representative, Amy Collins introduces wealth management, CPAs, attorneys and other professionals to Foundation Source’s professional services and software solutions.

Current Responsibilities:

• Reaches out to professionals to understand how Foundation Source can assist their clients in the creation and management of foundations
• Educates wealth management, CPAs, attorneys, and other professionals on all aspects of foundations and Foundation Source’s solutions
• First point of contact for prospective clients to Foundation Source

Past Experience:

• Managed and developed large, strategic customers for D&B and PwC

Education:

• BA in Journalism, Stephen F. Austin

Philanthropic Causes:

• Children’s, conservation and animal-related charities

Fun Facts:

• When not working, Amy enjoys family vacations, hiking, and a broad range of sports.

As a Business Development Representative, Michael Walters searches for and qualifies new business opportunities via direct calling efforts. He engages with prospects to understand their challenges and needs and offers our services as potential solutions.

Current Responsibilities:

• Respond to inbound leads and qualify new business opportunities
• Also responsible for outbound leads, initiating the prospecting process, qualifying leads across channels, and building the pipeline
• Expertly qualify and seamlessly hand-off leads to sales

Past Experience:

• Business Development Associate for MB Business Capital
• Senior Business Development Associate for PNC Financial Services Group, In.

Education:

• The Community College of the Air Force
• The University of Maryland
• The American Academy of Dramatic Arts

Philanthropic Cause:

• The Dana and Christopher Reeve Foundation

Fun Facts:

• My hometown is Wading River, New York
• The app I can’t live without is Amazon
• I have a pet dog named “Kuma”