Amie joined HighGround in 2005, and in her role as Senior Account Manager, she supports clients as the day-to-day contact for all their account service needs. She is responsible for the ongoing transactional management of endowment funds, short-term investments, trusts, charitable gift annuities and donor-advised funds. Amie also assists in the preparation of tax returns, financial calculations, income projections, client presentations and audit materials.
Prior to HighGround, Amie worked at Liberty Mutual Insurance and Sedona Oil & Gas.
Account Support Executives