Our Team
Growth Team
Kate
Director of Operations - Co-Interim Executive Director
Rep ID: 1367 | (619) 848-6111
“The reason we struggle with insecurity is because we compare our behind-the-scenes with everyone else’s highlight reel.” -Steven Furtick
Laura
Business Development - Co-Interim Executive Director
Rep ID: 3865 | (813) 701-3507
"Think of giving not as a duty, but as a privilege." — John D. Rockefeller Jr.
Elana
IT & Compliance Manager
Rep ID: 2633 | (877) 695-6444 | Extension: 9 (A-Team Line)
Email: elana@cptcharity.org
Favorite Quote: "There is something you must always remember. You are braver than you believe, stronger than you seem, and smarter than you think." — Christopher Robin.
Prospect Funnel
Harrieth
New Client Manager
Rep ID: 0789 | (760) 766-0187
Favorite Quote: “Finish each day and be done with it. You have done what you could. Some blunders and absurdities no doubt crept in; forget them as soon as you can. Tomorrow is a new day. You shall begin it serenely and with too high a spirit to be encumbered with your old nonsense.” - Ralph Waldo Emerson
Trust Administration
Carl
Director of Trust Administration
Rep ID: 3862 | (813) 701-2575
"It is our attitude at the beginning of a difficult task which, more than anything else, will affect its successful outcome." — William James.
Trust Account Administration
Customer Service Team
Shawn
Customer Service Supervisor
Rep ID: 2683 | (760) 407-6839
Email: shawn@cptcharity.org
Favorite Quote: “Everything works out for the best in the end. If it’s not the best, then it’s not the end” - John Lennon.
Operations Team
WHO WE WORK WITH:
CPT Institute builds partnerships with the best industry leaders:
Charles Schwab
Kevin Urbatsch with Urbatsch Firm: Special Needs Trust Legal Counsel
Mary Dowling with Tovella Dowling PC: Non-Profit Legal Counsel
Jitasa: Non-Profit Accounting
TEAM Risk
True Link Financial
National Care Advisors
LaGrande Marketing