In his role as Account Manager II, Connor supports clients as the day-to-day contact for all their account service needs. He is responsible for the ongoing oversight and management of endowment funds, trusts, charitable gift annuities and donor-advised funds. Connor also assists in the preparation of tax returns, financial calculations, income projections, client presentations and audit materials.
Prior to joining HighGround in 2018, Connor spent his career in retail banking where he focused on building strong client relationships and providing excellent support to his clients. He holds a BBA in finance from Texas State University.
Account Support Executives