Foundation Source is a Connecticut-based business consulting firm that provides services such as foundation administration, and philanthropic advisory for corporates.

Foundation Source

Associate Director of Client Services - Premier Group

Senior Private Client Advisor - Premier Group

Private Client Advisor - Premier Group

Junior Associate

Graduate Assistant

Infantry

Lead Associate

Supervising Analyst

Senior Financial Analyst

Financial Analyst

Tax Intern

Full-Time Student

Summer Finance and Youth Intern

Office Assistant

Lead Associate, Financial Accounting

Senior Account Coordinator

Account Coordinator

Implementation Specialist

Manager Securities Administration

Manager of Equity Settlements

SVP, People and Talent

Talent Optimization Consultant & Master Certified Trainer

Business Strategist & Chief People Officer Partner

VP, Talent Operations

VP, People Development & HR

President

HR Strategic Business Consultant

VP, People Development & Administration

Human Resources Manager

Human Resources Officer

Senior Accountant/Tax Specialist

Director of Client Services, Premier Group

Associate Director, NRC

AmeriCorps Cape Cod - Volunteer

Associate Manager - Client Service

Senior Project Director

SVP, Corporate Finance

Vice President

Financial Leadership Program Associate

Web Operations Engineer

Senior Private Client Advisor-Premier Services Group

Private Client Advisor-Premier Services Group

Grants and Website Assistant

Program Assistant to Program Director of Education

Temporary Office Manager - The Statler Hotel Sales and Marketing Office

Assistant to the Senior Advisor to the President, Office of the President

Temporary Administrative Assistant - School of Hotel Administration

Program Specialist and Assistant to Chief of Gallery Shops Division

Co-curator of Exhibition: "Unraveling the Mask: Portraits of Twentieth-Century Experience"

Summer Intern, Philadelphia Regional Office

Fall Intern, Museum Education Department

Director of Client Services - Premier Group

Senior Private Client Advisor, Premier Group

Associate Private Client Advisor, Premier Group

Deputy Director

Director, Kate Spade & Company Foundation | Director, Philanthropic Programs

Program Assistant, Global Programs & U.S. Regional Office

Personal Assistant to Henry A. Kissinger

Salesforce

Route 53

Outlook

Zendesk

Google Cloud Hosting

Microsoft Office 365

Senior Associate, Financial Accounting

Junior Financial Analyst

U.S. Wealth Management is an independent network of experienced wealth managers who provide holistic advice and custom-tailored strategies to manage their clients' financial future.  The firms' mission is to leverage the talents of advisors to advance their practice by providing access to comprehensive resources including asset management* / research, advanced technology, and an expansive product platform. U.S. Wealth Management also offers its wealth managers a culture of trust, support and accessibility, practice management and tailored coaching for growth, competitive payouts, advanced marketing support, and business succession planning to enhance and sustain the long-term growth of their practices.Visit us at www.uswealthmanagement.com. * Asset management offered through U.S. Financial Advisors, a registered investment advisor.Securities offered through LPL Financial, Member SIPC (http://www.sipc.org/). Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial. The financial professionals associated with U.S. Financial Advisors/ U.S. Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

US Wealth Management

Constant Contact

Google Tag Manager

Mobile Friendly

WordPress.org

Client Service Associate

The UConn Student Managed Fund was established in 2000 to provide University of Connecticut students in business with an opportunity to gain valuable hands-on experience in fiduciary management of investment assets. The fund is managed by two 10 to 12 member student teams of fund managers (two undergraduate and one MBA) under the guidance of a fund director, two faculty advisors and an external board of advisors with strong investment expertise.

UConn Student Managed Fund

Portfolio Manager

The Westport Library is committed to empowering the individual and strengthening the community. The Library is an important resource for entrepreneurs, job seekers, and small businesses. The Library has databases and directories as well as resources that provide industry analysis and business intelligence. The Library also offers a variety of classes and networking opportunities.

Lindsey Lozyniak

Senior Associate, Financial Accounting at Foundation Source

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Foundation Source

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