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Stacey Wertheimer is an experienced financial professional currently serving as Associate Director I at the American Endowment Foundation since October 2016, where responsibilities have included processing gift donations, monitoring investment accounts, and managing reconciliation duties while utilizing Black Diamond aggregation, FIMS, and SalesForce. Previous positions include Independent Consultant at Arbonne International LLC, Accountant Mid-Level at Randstad Sourceright specializing in multiple projects for Charles Schwab Retirement Plan Services, and Senior Specialist at Charles Schwab, where extensive experience in reconciliation of trust accounts, stock processing, and staff training was gained. Early career experience includes working as an Ophthalmic Assistant at Freedom Vision. Educational background includes attendance at Medina High School.