Osaic Foundation Appoints Jeffrey Green as New Chairman

Osaic Foundation Welcomes Jeffrey Green as Chairman

The Osaic Foundation, a dedicated nonprofit organization focused on enhancing the impact of Osaic financial professionals across America, has appointed Jeffrey Green as its Chairman for the upcoming 2025 term. This announcement marks a significant milestone in the organization's ongoing mission to support local communities.

Jeffrey Green's Expertise and Vision

Jeffrey Green, who also serves as Chief Human Resources Officer at Osaic, Inc., will lead a board comprising 12 volunteers. These individuals are passionate about championing causes that matter to Osaic-affiliated professionals and their communities. Green's leadership is expected to steer the foundation toward further engagement and impactful outreach.

Mr. Green expressed his enthusiasm about his new role, stating, "Joining the Board of Directors presents an exciting opportunity to advocate for the important causes that my colleagues and our Financial Professionals care deeply about. I am eager to integrate my passion for community outreach with the shared goals of the Osaic community to foster positive change both locally and nationally."

Foundation's Mission and Accomplishments

Founded with a mission to uplift communities and promote financial literacy, the Osaic Foundation began its operations recently with notable achievements. In its endeavors, the organization has successfully raised close to $2 million in grant support, primarily through over 250 grants to charities, benefiting 100 local communities across various states.

Strategic Initiatives and Community Engagement

Recent initiatives led by the foundation include various community-driven efforts. Osaic financial professionals participated in significant events like the World T.E.A.M.'s 38-mile cycling challenge, aimed at supporting adaptive athletes. They also contributed financially by pledging $10,000 to the American Red Cross Disaster Fund for wildfire relief efforts.

Furthermore, the Foundation garnered substantial recognition through its involvement in the American Cancer Society's "Making Strides Against Breast Cancer" campaign, where it successfully raised over $75,000. This was highlighted during Osaic's flagship conference, demonstrating the organization's commitment to significant causes.

Ongoing Support for Education and Workforce Development

The Osaic Foundation's summer campaigns have also showcased its commitment to education, generating over $15,000 in donations for school supplies through partnerships with national charities. These endeavors exemplify how the foundation prioritizes educational support and diverse workforce representation.

The Composition of the Board

For the term spanning 2025, the Board of Directors comprises several esteemed Osaic executives, including Jeffrey Green, Stacy O'Keeffe, Aiyisha Adams, Ngoc Bodine, Allison Cooper, John DiMonda, Jenny Le, Tyler Mahoney, and Carolyn McKinley. They are joined by respected former executives who contribute their insights and perspectives as volunteers, reinforcing the foundation's mission.

About the Osaic Foundation and Osaic, Inc.

The Osaic Foundation, distinct from Osaic, Inc., operates as a registered 501(c)(3) private foundation, solely funded by Osaic. The foundation is committed to promoting community interactions through hands-on volunteerism, prioritizing financial literacy education, and encouraging workforce diversity.

Osaic, Inc. is renowned as a leading provider of wealth management solutions, supporting around 11,000 financial professionals across the nation. The organization aims to empower its advisors, enabling them to build robust businesses while fulfilling the diverse dreams of their clients.

Frequently Asked Questions

1. Who has been appointed as Chairman of the Osaic Foundation?

Jeffrey Green has been appointed as Chairman of the Osaic Foundation for its 2025 term.

2. What is the mission of the Osaic Foundation?

The mission of the Osaic Foundation is to empower lives through community engagement, educational support, and workforce development.

3. How much has the Osaic Foundation raised for community support?

The Osaic Foundation has raised nearly $2 million in grant support for charities benefiting local communities.

4. What initiatives has the Osaic Foundation recently undertaken?

Recent initiatives include participation in cycling challenges, disaster relief contributions, and support for cancer awareness campaigns.

5. How is the Osaic Foundation funded?

The Osaic Foundation is solely funded by Osaic and does not accept external donations.

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