Michael Pitts
Private Client Advisor at Foundation Source
Based in Ansonia, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Ansonia
Industry
Financial Services
Company size
265
Contact information
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m•••••••@foundationsource.com
Phone
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Background
About Michael Pitts
With a robust foundation in client advisory, my role at Foundation Source encompasses the stewardship of over 70 private foundations, ensuring their smooth onboarding and steadfast compliance. Our team excels in connecting clients with essential legal and philanthropic advisory services, empowering their diverse philanthropic missions. Mastery of Salesforce.com and a proactive approach to customer support have been pivotal in this endeavor. My contribution to Foundation Source extends to facilitating client interactions across multiple software platforms, which is instrumental in managing assets and compliance with tax and grant requirements. The collaborative environment and my commitment to operational excellence enable us to meet complex client needs, while my background in customer onboarding and support ensures a seamless experience for each stakeholder engaged in the philanthropic journey.
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