-Worked with marketing, sales and national accounts teams, as well as management of Carey Financial, LLC to identify marketing and campaign opportunities to promote W. P. Carey's products to both financial advisor and investor audiences. This included product-specific and value-add material in the form of brochures, one-pagers, presentations, postcards, reprints, etc.-Developed and updated written content for all marketing materials-Worked directly with design and execution teams (internal and external) to translate marketing concepts into approved pieces -Researched targeted broker/dealer promotional opportunities and marketing initiatives such as annual goals, messaging, business focus, etc.-Generated approved content for and secure placement in broker/dealer newsletters, websites, webinars and conference calls-Utilized third party vendors and their market research and custom analysis capabilities to identify data supporting W. P. Carey messaging-Worked with management and legal teams to ensure materials adhere to SEC and FINRA regulations

-Expanded marketing initiatives within strategic partner firms through home office and business relationship managers-Partnered with sales and marketing teams to successfully execute broker/dealer marketing campaigns (electronic and hard copy) including mailings, snapshots, email newsletters and blasts-Managed approval process for broker/dealer marketing materials with internal partners as well as external marketing departments and business relationship managers-Managed participation in all national and regional conferences from start to finish-Managed marketing material distribution to field sales, clients and prospects-Coordinated the completion and delivery of RFIs and RFPs to due diligence contacts-Acted as team's point person during transition of Artio Global's CRM system to SalesForce

-Provided complete sales visibility across distributions channels, product lines and geographic territories enabling C&S to streamline company resources, reduce costs and improve productivity-Worked on all aspects of the Customer Relationship Management Database, maintaining data quality and integrity, uploading financial advisor information, sales data, etc.-Prepared all essential marketing reports for channels of business including broker/dealer and mutual fund supermarkets on a daily, monthly and quarterly basis

-Responsible for producing and delivering monthly and quarterly investment performance reports to institutional investors across the United States-Participated in projects focused on improving existing reporting procedures, tools and workflows necessary to facilitate the client reporting process-Worked with internal and external partners to ensure accuracy and quality of the reporting