Allie Trainor

Experience

• 

  Wachovia, A Wells Fargo Company

  May 2005 - Dec 2008

  Financial Associate
• 

  A.G. Edwards & Sons, Inc.

  May 2005 - Dec 2008

  Financial Associate

  Managed client activities for several top producing financial advisors by providing account information and quotes, establishing new accounts, entering security order tickets, processing account transfers and roll overs, deliveries and paymentsExtensive prospecting and sales support through personal marketing strategies and by providing various forms, reports and correspondence to support efforts to service and grow client relationships.Established and maintained files to meet the firm’s regulatory requirements Show less

• 

  Noble and Greenough School

  Dec 2008 - now

  Cultivate and solicit donations for the Annual Nobles Fund (ANF) and other restricted funds.Planned and oversaw cultivation and stewardship events specific to the ANF. Coordinated all aspects of the 5th, 10th and 15th reunions, including committee recruitment and management, developing communication and fundraising plans as well as organized class specific events.Maintain a young graduate giving program by creating and executing appeals and call to action campaigns.Manage monthly reunion staff update meeting with reunion managers and members of the Graduate Affairs and Operations teams.Implemented and maintain text-to-give fundraising campaign. Lead the Class I Gift program by working with the senior class to build a fundraising committee and oversee solicitations to insure the class maintains the tradition of achieving 100% class participation. Show less

  • Major Gifts, Senior Advancement Officer

    Sept 2021 - now

  • Major Gifts, Director of the Annual Nobles Fund

    Sept 2015 - Aug 2021

  • Associate Director of Annual Giving

    Dec 2008 - Aug 2015