Responsible for digital on the marketing communications team within Corporate Equity Solutions Wealth Management business line. Identify and execute strategies to meet customer needs using all digital capabilities. Help with the ideation and development of cross-channel retention and acquisition programs targeting both corporate clients (B2B) and stock plan participants (B2C). Own the CRM platform strategy and execution for sales, service, and marketing teams.

Subject matter expert for the digital marketing team within global corporate marketing. Worked closely with marketers and business stakeholders to develop and execute strategic campaigns. Digital Marketing team-member contributing to website development, lead generation & management, e-mail marketing, social and all-things-digital. Key efforts included the new corporate website and product & campaign specific websites.

Led the development and implementation of a range of multichannel communications to both subscribers & prospects in the niche market of advertising sales professionals. Successful in increasing site traffic and user loyalty by three-fold. Responsibilities included Website Management/Development, Strategic Partnerships, Email Marketing, Social Media, SEO/SEM, PR, and more.

Began as a Sales Associate prospecting new business and maintaining current accounts on a full-time basis. Now work within the Sales Department to assist in the various steps of customer acquisition, account maintenance, and renewal business. Responsible for the distribution and analysis of customer usage activity for the website internally and externally. Worked with clients regularly to solve complex problems and questions that are fielded by the sales associates. Facilitated all subscriber and prospect communications as well as news partnership programs.

Influential in a broad range of areas working to refine systems and devise efficient and effective processes. Identified opportunities which required action plans that I implement with teams and inter-departmental work. Set and exceeded goals on a regular basis.

Worked along side senior advisors interacting with clients, assessing and analyzing their needs, and formulating appropriate investment plans for diverse range of client goals.