- Led strategic efforts among cross-functional teams to enhance and automate client campaigns, reporting and to further leverage our CRM to improve proactive outreach and data organization. - Implemented project management systems to streamline client tasks and internal resources. - Created internal process documents to further improve department’s best practices accounting for absences, client transitions, and collaborative work.- Successfully managed multiple clients as primary relationship manager.- Two-time recipient of the Service Excellence award voted on by peers

• Supported marketing needs for internal business units at the firm, including Raymond James Trust, Raymond James Charitable, Raymond James Trust Company of New Hampshire (RJTCNH) and Private Client Group (PCG) Education & Practice Management• Managed fiscal year statements of work and marketing budgets to meet client’s business goals, created annual roadmaps and marketing plans within budget• Responsible for training a new hire and getting them up-to-speed on internal processes, platforms and client deliverables; act as secondary manager, delegating responsibilities and supporting continued training• Worked closely with the Data Driven Insights team to establish automated campaigns and target audience segments to improve prospect pipeline and sales cycle• Created a marketing plan to promote Raymond James Trust’s new national webinar series; includes emails, firmwide and partner promotions, webpages, supplemental collateral and reporting. This campaign has since been adopted by other business units• Created a firmwide marketing plan for the Trusteed IRA product launch, presented the marketing plan at the RJTCNH’s board meeting• Other projects include social media strategy, videography and blog campaigns

• Create and implement marketing campaigns for various clients to increase business success• Oversee and interact with all client marketing strategies, including web design, email marketing, social media, blog, lead generation, etc. • Lead project manager for client’s marketing campaigns• Primary point of contact between clients and Innovative Education marketing team • Collaborate with production team to develop blog, social media, SEO, data analytics, videography and design strategies and holistic marketing campaigns• Develop new internal processes to improve office’s overall efficiency• Primary marketing and project management tools used include HubSpot and Asana• Internal trainings include SEO, reporting, Google Ads and Analytics

• Assist the USF Office of Corporate Partnerships in cultivating relationships with internal and external partners• Plan and implement annual corporate forums and various in-person and virtual events, including creating all email invitations, marketing materials, webpages, invitee lists, scripts and agendas• Assist in market research and market strategy for the office• Create business retention plans and prospect reports• Manage the office’s internal database and assist in data migration• Serve as primary contact and relationship manager for companies who reach out to our office• Interim program director of the Florida High Tech Corridor Workforce and Matching Grants Research program• Assist USF incubator start-up companies find key contacts, create and manage relationships, streamline research proposals and grant funding opportunities • Attend community events to increase office’s awareness and engage new businesses with USF• Speak at various events and meetings on behalf of the Office of Corporate Partnerships

- Administer office’s external communications to connect companies to various departments at USF- Write and design quarterly newsletters for faculty research cluster groups- Help organize weekly internal and external meetings - Represent the office at various community events

- Member of the 2019 Tampa Bay Buccaneers Cheerleaders team- Perform at all home football game and the 2019 London Games.- Attend weekly practices and participate in various community special events and appearances.

- Support the Global Partnerships, North America Department- Assist the team in projects, contract fulfillment, managing partner relationships through internal departments (sales, ad ops, content, video production, legal, design, development, and league operations)- Create event recaps by detailing the success of the partnerships- Assist in planning and implementing the annual IRONMAN Partnerships Summit