At Tower CFO, we empower businesses to scale with confidence by providing fractional CFO services, strategic financial insights, and a full suite of operational support, including bookkeeping, HR, and legal entity setup. As the Head of Growth and Client Engagement, I spearhead initiatives to drive business growth, cultivate client relationships, and position Tower CFO as a trusted partner for growing organizations.What I Do:Growth Strategy & Business Development:Design and execute growth strategies that drive lead generation, client acquisition, and market expansion.Client Engagement & Success:Serve as the primary point of contact for prospective and existing clients, ensuring satisfaction through tailored solutions and exceptional service.Marketing Leadership:Oversee the creation and execution of marketing campaigns, from content strategy and social media engagement to event planning and thought leadership initiatives.Brand Advocacy:Enhance Tower CFO’s visibility in the marketplace by collaborating with industry networks, chambers of commerce, and community organizations.Team Collaboration:Work closely with the CFO team and operational experts to align business strategies with client needs, fostering long-term partnerships.Key Achievements:Increased client retention and satisfaction by implementing personalized onboarding and engagement strategies.Launched marketing campaigns that boosted brand visibility and accelerated lead generation.Streamlined internal processes to ensure efficient communication between growth and operations teams.Represented Tower CFO at industry events, expanding the firm's network and establishing key partnerships.Let's Connect!I’m passionate about helping businesses thrive and finding innovative solutions to growth challenges. Connect with me to discuss how Tower CFO can help your organization achieve financial clarity and operational excellence.

As a Chapter Coordinator, I contribute to the seamless execution of EO's chapter, regional, and global events, ensuring each experience aligns with EO's commitment to growth and community. I oversee the management and upkeep of web content, keeping our chapter information, events, and membership details current and accessible.In partnership with the Executive Director and our members, I handle event logistics before, during, and after events. This includes setting up, breaking down, and ensuring all event materials are in place. My role extends to supporting event registration and RSVP management, preparing name tags, and coordinating member and prospect interactions to foster connections within our community.I am responsible for developing surveys to capture insights from chapter and event activities, coordinating and scheduling meetings, and managing calendar invites. My support includes organizing trainings, board meetings, moderator sessions, and ensuring smooth logistics for all gatherings.On the digital front, I help elevate our chapter's presence by posting photos and updates on social media. Additionally, I manage board documentation, prepare meeting materials, and handle thank-you gifts for our partners and speakers. When needed, I source and order office supplies, and I assist with mailings, ensuring timely delivery of materials to members, prospective members, and strategic alliance partners.Through these contributions, I aim to create a cohesive, well-supported environment that enhances EO's mission and the member experience.

I am excited to join Slice as a Project Coordinator. In this role, I will assist with project management, event planning, and administrative duties. My responsibilities include coordinating and organizing crisis management initiatives, ensuring seamless event execution, and providing administrative support to enhance team efficiency. With a background in marketing and event coordination, I bring expertise in logistical planning, stakeholder engagement, and brand management.

Led planning and coordination of logistics of approximately 20 regional and international tradeshows and conferences including electrical, furniture rental, and shipment of materials. Worked with multiple internal stakeholders to ensure promotional tradeshow setup met expectations. Traveled to shows as necessary for setup and oversight of production. Worked with vendors on booth construction and updating materials with new branding. Managed company’s branded promotional items, including sourcing samples, while ensuring all items stayed within budgets. Led development of new branding and purchasing of promotional items based on emerging industry trends while adhering to brand quality requirements.Implemented new on-brand messaging by working with brand management team to introduce cohesive brand standard and elevate brand image with clients. Transition was executed smoothly, including unveiling and changing of all existing branding to new branding.Led planning and execution of multiple annual client events centered on helping clients network as well as complete CPE credits in Kennett Square, PA and Denver offices. Managed planning, scouting, and selecting meeting locations for client dinners at annual conferences while staying within budget of $30,000.Led team that transitioned in-person events to virtual format during COVID-19. Increased annual client event conference attendance by 100%

Implemented event plans and concepts for the company's approximately 300 employees and their families.Prepared budgets and ensured adherence across all events.Liaised, negotiated, and hired vendors for food, equipment rental, and staffing.Supervised all staff for events and ensured payment at conclusion.

Managed and coordinated the schedule of the Chief Technology Officer.Managed relationship with offshore companies in South America by setting up quarterly conference calls and coordinating interoffice travel.Prepared and submitted expense reports for Technology Leadership Team consisting of 8 individuals.Coordinated offsite corporate retreats for the leadership team and different teams within the sector. Planned, coordinated, and executed weekly global company meeting for approximately 500 employees.