Jodi Deaugustine

About Jodi Deaugustine

As a financial and non-profit development professional, my primary expertise is helping…

Experience

1. Vice President of Strategic Development

   Rockbridge Investment Management

   Sep 2019 — Present · Syracuse, NY, US

   Focus: Non-profit/Foundations/Endowments/Institutional financial strategies & portfolio investment. We are intimately familiar with the challenges boards face; we serve on boards ourselves. And, we know very well that the success of the organization\'s mission defines the quality of life in our communities. We believe in our community and its potential. That means our job is to translate your passion into a disciplined, proven, and responsible investment strategy for the benefit of each non-profit organization, our community, and our common future.

Education

• State University of New York Cortland

  B.A., Economics/Management

  1989 — 1993

• University College at Syracuse University

  Amercan Bar Association Paralegal Certification

• Onondaga Community College

  Degree; Degree: A.A.S, Business Administration

• State University of New York Cortland

  B.A, Economics

• LeMoyne College

  M.B.A

Skills

• Team Building
• Commercial Banking
• Branch Management
• Customer Service
• Business Development
• Strategic Planning
• Small Business Lending
• Budgets
• Finance
• Culture Change
• Community Outreach
• Accounting
• Coaching Staff
• Public Speaking
• Credit Analysis
• Board Governance
• Financial Analysis
• Cross-Functional Team Leadership
• Fundraising
• Non-Profit Volunteer
• Building Relationships
• Driving Growth
• Strategic Communications
• Leadership
• Non-Profit Board Development
• Consumer Lending
• Cross Selling
• Commercial Lending
• Underwriting
• Banking
• Training
• Staff Management
• New Business Development
• Non-Profit Board Leadership
• Credit Risk
• Recruiting
• Sales Management
• Non-Profit Boards
• Change Management
• Sustainability