ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES INC
EIN 04-9033006
What they do
to PROVIDE A FORUM for SALES and MARKETING PROFESSIONALS IN THE INVESTMENT MANAGEMENT INDUSTRY. WE EMPHASIZE EDUCATION, IMPROVING SKILLS, and ENABLING MEMBERS to ADAPT to THE CHANGING NEEDS of THE MARKETPLACE. AIMSE FOSTERS HIGH ETHICAL and PROFESSIONAL STANDARDS REGARDING THE REPRESENTATION of INVESTMENT STRATEGIES and SERVICES, and ACTIVELY PROMOTES DIVERSITY and INCLUSION THROUGHOUT THE INVESTMENT MANAGEMENT INDUSTRY.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders30 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
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- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
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Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (30)
JENNIFER PITTMANBOARD MEMBER
SEAN CLARKBOARD MEMBER
RICHARD SHUSMANBOARD MEMBER
RAMON GONZALEZBOARD MEMBER
PETER CRIVELLIBOARD MEMBER
MOLLY GIFFENBOARD MEMBER
MICHELLE RIFFELMACHERBOARD MEMBER
MICHAEL PECKBOARD MEMBER
MELISSA SMITHBOARD MEMBER
MAUREEN KENNEDY HAYSBOARD MEMBER
MATTHEW A PAWLAKPRESIDENT
MARK A SULLIVANFORMER BOARD MEMBER
LEWIS DEL PONTEFORMER BOARD MEMBER
KERRA SMITHFORMER BOARD MEMBER
KEITH WOSNESKIFORMER BOARD MEMBER
ADAM GERENTINEFORMER EMIERTUS PRESIDENT
JAY WILTSHIREBOARD MEMBER
JAMES STAFFORDBOARD MEMBER
GREG GRAZIANOBOARD MEMBER
DEREK M TUBBSFORMER BOARD MEMBER
CLAUDETTE GRANTTREASURER
CHRISTY MCKEEBOARD MEMBER
CHRISTA MAXWELLVICE PRESIDENT
CHELSEA RAMOSBOARD MEMBER
CHELSEA CARBONELFORMER BOARD MEMBER
CHARLOTTE WALSHSECRETARY
BRAD HAUGHEYBOARD MEMBER
BETH BREWERBOARD MEMBER
ANTHONY BUSCEMIEMERITUS PRESIDENT
AMI E FOXFORMER BOARD MEMBER
About this charity
- Recognized since
- January 1981
- Location
- 401 EDGEWATER PL STE 600, WAKEFIELD, MA 01880-6200
- County
- Middlesex
- In care of
- CLAUDETTE GRANT
- Primary officer
- CLAUDETTE GRANT, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- KEVIN UBELHART CPA PLLC
- Grant-giving organization
- Yes