Ashley Mullen Email & Phone Number

New York, Ny, Us

Atlanta, Ga, Us

New York, Ny, Us

• Created and assisted with the execution of marketing campaigns and initiatives for key client segments within Defined Contribution Investment Only and wire house segments, focusing on Merrill Lynch.• Edited and created marketing materials for Merrill Lynch and DCIO segments • Assisted with updating and managing content within Seismic• Assisted in coordinating webinars and events for ML and DCIO segments including promotion and follow up materials• Collaborated with team/sales partners and independently works to develop campaigns and initiatives• Worked closely with key stakeholders such as compliance, sales, external partners, digital and email teams to ensure deliverables were met• Acted in cross channel product marketing capacity as project and data manager for the Muni 360 monthly Podcast • Facilitated management of monthly Think Tank sessions with senior cross-functional leaders in US Retail Sales to coordinate and execute on initiatives in idea innovation and ideation.

New York, Ny, Us

• Created and organized team’s marketing data, streamlined resources and analyzed performance driven results• Served as ad-hoc campaign manager for team specific initiatives• Managed relationships for key external partnerships• Facilitated management of monthly think tank sessions with senior cross-functional leaders in US Retail Sales to coordinate and execute on initiatives in idea innovation and ideation. • Supported Managing Director of Practice Management Group and team members in content creation projects in both a writing and editing capacity.• Trained and partnered with new hires on Value-Add content education and delivery.• Researched and shared industry trends with team to enhance and develop thought leadership content.• Assisted with internal and external program communication to educate, drive adoption and facilitate engagement.• Acted as a resource and liaison to internal business partners, specifically Marketing, Agency, Eagle Strategies and Annuity marketing.

New York, Ny, Us

• Oversaw the entire sales cycle for New York and Mainstay Investments products through strategic market prospecting and a consultative approach to clients’ needs• Co-led the structure and review of client presentations with the segment marketing department• Produced 12 pieces of marketing content for the national sales team as part of the marketing liaison program 2020• Leveraged attention to detail for process management in order to understand workflows and keeping projects on target for release• Helped coordinate, troubleshoot and launch personalized digital events with the marketing department that drove sales during the COVID-19 pandemic• Led a task force and created a process that provided internal summaries of key update calls with portfolio managers for internal distribution to the national sales force• Spearheaded presentations to existing and prospective multi-channel clients monthly.• Partnered with internal groups that included the global relationship management department to review the clients’ approval process and tailoring the sales and marketing approach accordingly• Maintained a deep understanding of the industry best practices and served as the subject matter expert for financial advisor clients in multiple territories covered• Provided tutoring and mentorship to newer internal wholesalers, mentored in effective writing and speech delivery• Nominated for the employee advocacy program to create brand recognition and champion the New York Life Brand

New York, Ny, Us

Helped to drive sales and territory growth across all New York Life & MainStay Investments products through proactive outbound prospecting and service calls.Partnered with field wholesaler to help develop and maintain business relationships with financial advisor professionals in the territory.Maintained a deep understanding of New York Life & MainStay Investments’ products and boutique investment views.Acted as the main point of contact on a daily basis for financial advisor clients in the territory.Consistently followed up with all leads, prospects and producers to advance the sales process and deepen advisor relationships.Created and explained hypothetical illustrations, mutual fund analyses, and competitive information. Provided advisors with updates on current investment insights, upcoming conference calls and conferences.

Zurich, Ch

• Enhanced client experience by servicing clients, providing operational and administrative support to three financial advisors and their individual books of business.• Gained extensive knowledge of firm policy, procedures and technology in order to interface with clients, prospective clients, anticipated their needs, resolved their problems, and followed through to provide exceptional service• Performed administrative duties that support financial advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc)• Supported firm driven initiatives, maintained risk awareness and regulatory knowledge• Marketed and cross-sold products and services that represented UBS Financial Services Inc. and Financial Advisors’ business• Traded, rebalanced and invested in customer accounts per the discretion of the financial advisor in accordance with client’s financial goals• In times of staffing shortage assumed office operational role (I.E. compliance related duties)

Norwich, Ct, Us

• Responsible for establishing new business, developed current business relationships and ensured client satisfaction• Set and managed customer expectations throughout the life cycle of the account• Represented all products and benefits within the GateHouse multi-media portfolio with a working knowledge of all products to maximize customer ROI• Committed to teamwork and work synergistically to achieve department and organization goals• Timely submission of credits, debits and worked with accounting to keep account balances current• Represented GateHouse Media as an ambassador to the community including chamber and community functions• Provided managers with input to identify areas for new revenue growth within territories and special sections

North Branford, Connecticut, Us

• Supported with all files, samples management and ensured accuracy with all information that was entered into the database• Proofed catalog to ensure correct retails, codes and copy were accurate• Utilized spreadsheets to accurately track and document products using macro enabled excel• Managed pricing changes for buyers and coordinated information to inventory control• Entered all new product codes in the data table, as well as imported all old codes to match merchandise spread• Researched trends and competitive shopping to insure products were relevant to today’s current market and needs• Managed all customer service issues, i.e. “trouble tickets”• Pulled queries to analyze business with current vendors and tracked current trend categories in the company

Uncasville, Ct, Us

• Created Relationships with customers by selling different amenities and events for maximum revenue from a select group of 1000 customers per month• Rewarded customers based upon play with a variety of different offers and remedied customer issues• Answered all incoming calls, provided excellent customer service and created reservations for customer’s trips- Helped create memorable guest experiences.

Bachelor Of Science, Business Administration And Management, Marketing

Bachelor Of Arts, Fashion Design; Fashion Design

General