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Niomi

 


OFFICE MANAGER / MARKETING COORDINATOR, Niomi Fimbres

supports Mission’s client outreach, business development and marketing activities. She also manages Mission’s day-to-day office functions, and provides administrative support for Mission’s corporate officers. Often taking on support needs for many in the office, Niomi’s history in customer service as well as her high energy, optimistic outlook and focus on project deliverables make her an excellent additional to the Mission team. A Tucson native, she believes in “giving back” and is active in the community. She volunteers at local hospitals and offers tutoring to elementary students. Mission’s philanthropic and charitable ventures helped attract Niomi to this company.

 


 

TRUST OFFICER, Leah Geistfeld

serves as an administrator of Mission accounts for individuals, institutions, and not-for-profits. In her previous position as Executive Director of the Center for Planned Giving, Leah guided donors and their professional advisors on how to best accomplish philanthropic objectives. As a Certified Specialist in Planned Giving (CSPG), Leah is well-versed in the legal and tax aspects of charitable planning, including multi-generational planning. She formerly was a comprehensive financial planner who built two financial services practices with NYLIFE Securities and State Farm Insurance. Leah has given hundreds of presentations on non-profit and board best practices, Medicare Part D, advanced gift planning techniques, fundraising basics, and donor communications. Leah currently serves as a planned giving advisory board member of the Tucson Medical Center Foundation. She has also served as a board member of the Planned Giving Roundtable of Southern Arizona, National Association of Insurance and Financial Advisors, Arizona Youth Education Scholarships, and the Professional Advisory Committee of the Community Foundation of Southern Arizona. Leah’s broad financial background and entrepreneurial experience make her a critical member of our client service and trust administration team.


 

PORTFOLIO MANAGER, Rashad Kelly

is responsible for the day to day maintenance of Mission’s formularized, heavily quantitative investment models, including new data integration and model reporting.  He is actively involved in portfolio operations, portfolio accounting, securities custody integration, trading and monitoring of markets.  Rashad grew up in Tucson and graduated from the University of Arizona with a B.S. in Business Administration with an emphasis on Business Management.  Prior to attending the UA, he received his Associate’s Degree in Business Administration from Pima Community College.  At the University of Arizona he received Honorable Mention for the Dean’s List at the Eller College of Management.




 

PROJECT COORDINATOR, Julie McCoy

brings more than 30 years of management, sales, operations and training experience to Mission. She is a professional business development specialist and expert in the sales process and implementation of programs to improve customer service and operational efficiency.  Julie has a B.S. in Business Management from the Eller College at the University of Arizona.  At Mission she coordinates special projects, identifying project scope and activities, ensuring efficiency, appropriate use of resources, and effective communication and reporting.

 



 

OPERATIONS ADMINISTRATOR, Kerri Osborne

works closely with the Director of Operations to ensure the accurate and timely handling of trades and portfolio accounting for our clients.  She conducts essential tasks in the operations department including cash and trade processing and settlements, dividend and interest collection and other activities of trust accounting.  Kerri first came to Mission as a student intern, working with the portfolio manager in our Trading department.  After graduating with honors in Finance from Northern Arizona University, she worked full-time in Mission’s Operations department for several years.  Following a hiatus, Kerri has returned to Mission, bringing fifteen years of administration and customer service experience in educational and religious institutions, and is thrilled to be back “home.”




 

TRUST ASSOCIATE, Pamela Reisinger

has over 20 years of legal, office management and trust administration experience. As Trust Associate, she supports the Administration Group and aids in the overall maintenance of accounts. Pam graduated from the University of Maryland with a B.S. in Business Management. Her ability to communicate with professionals and clients (fluently in both Spanish and English) is a valuable asset in providing the highest standard of one-on-one client service.

 


 

PORTFOLIO MANAGER AND DIRECTOR OF TRADE OPERATIONS, Kerry Sroczynski

has over nineteen years of experience in the financial services industry. Previously, he served as a commercial loan specialist for JPMorgan Chase Bank, N.A. Prior to that Kerry worked for several independent financial advisors and served as the Director of Investor Relations for a commercial real estate firm located in Chicago, where he was solely responsible for the management of over 7,500 investors. He entered the University of Illinois at Urbana as a salutatorian, graduating with a B.S. degree in Advertising. Kerry’s commitment to client service, and broad and process-oriented knowledge of the financial services industry, make him an invaluable asset to the Mission Team.



 

 

TRUST OFFICER, Cynthia Wahlin, J.D.

serves as an administrator of personal trusts, special needs trusts, and investment and custody accounts for individuals, non-profits and captive insurance companies.  Cynthia is a member of the Illinois State Bar.  She received her Juris Doctor from Loyola University Chicago School of Law and her undergraduate degree from Baylor University.  Cynthia is a certified mediator and collaborative law professional.  Prior to joining Mission, Cynthia worked as a domestic mediator while administrating a behavioral health practice.  Cynthia’s professional career also encompasses various roles in financial institutions, including Trust Administrator and Estate Administrator for Bank One, and Vice President of Private Banking and Personal Trust for First Hawaiian Bank.  Cynthia is a member of the Southern Arizona Estate Planning Council, Arizona Fiduciaries Association and the Academy of Special Needs Planners.

     
 

 

 

 

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