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Toni Finnegan

Toni Finnegan

Associate Client Service at Champlain Investment Partners, LLC

Burlington, VT , United States

About

Toni A. Finnegan serves as Associate – Client Service at Champlain Investment Partners, LLC in Burlington, VT, drawing on more than 14 years of administrative experience to support client relations and service delivery for institutional and individual investors. In her current role, she collaborates closely with the firm's compliance, operations, vendor management, finance, and human capital management teams, ensuring seamless business processes and high-touch client communication.

Prior to joining Champlain in 2021, Toni held administrative roles at Goldman Sachs Asset Management and Champlain College, providing her with insights into both investment management and academic environments. Within Champlain, she has progressed from Office Administration to Business Management Support before assuming her current client service specialization, contributing to the firm's reputation for outstanding service in the asset management industry.

Toni holds a certificate in Project Management from Champlain College and studied Psychology at Midwestern State University, underpinning her skills in strategic coordination and interpersonal communication. Though her primary focus is on supporting client service rather than investment management, Toni's work spans a broad array of asset classes and client segments served by the firm, facilitating operational excellence across equity, fixed income, and absolute return strategies.

Career History

OrganizationRoleDate RangeDetails
Champlain Investment Partners, LLCAssociate Client ServiceApr 2024 to Present
Champlain Investment Partners, LLCAssociate Business Management SupportJan 2023 to Mar 2024
Champlain Investment Partners, LLCAssociate Office AdministrationSep 2021 to Dec 2022
Goldman SachsAdministrative AssistantJul 2018 to Aug 2021
Champlain CollegeSenior truED Outreach CoordinatorMay 2015 to Jul 2018
Champlain CollegeAdministrative Assistant, Sales Coordinator and Project ManagerSep 2013 to May 2015
Susan Teare PhotographyProject ManagerJan 2010 to Dec 2013

Education

Champlain College

Project Management Certificate, Project Management

2016 2017

Midwestern State University

1988 1992

Skills & Expertise

Project Management
Microsoft Office
Event Planning
Nonprofits
Social Networking
Fundraising
Community Outreach
Customer Service
Executive Support
Higher Education
Leadership
Leadership Development
Management
Marketing
Office Administration
Project Coordination
Public Speaking
Research
Salesforce.com
Social Media
Strategic Planning
Team Management