Caryn E. Email & Phone Number

New York, Ny, Us

Greater New York Metropolitan Area

Summit Financial is a preeminent investment advisory firm proud to continue our predecessors' four-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We are now making our "best kept secret" available on a national scale.

New York City Metropolitan Area

Sports | Family Office | Wealth | Broadway | Music | Film/TV | Latin Entertainment | Content Creators | AgilLinkOfficial Bank of the GRAMMY’s, Beacon Theater, TONY’s, Tribeca Festival, Bluebird Cafe; annual partnerships with Variety, The Hollywood Reporter, BillboardNewly created role serving as strategic partner and central point of contact between Entertainment, Sports & Family Office division and the Marketing & Digital Engagement team. Includes oversight for marketing integration with our fintech payment companies (Exactuals, AgilLink, FilmTrack) and our Entertainment business to bring payment efficiencies and simplicity to our clients. Through strategic sponsored events, and bespoke projects, provide strategic marketing & business development strategies to help amplify brand awareness, enhance collaboration, and grow the business across all markets (CA, NY, Nashville, Atlanta & Miami) through data-driven insights, trends & industry research.With $95 billion in assets, City National Bank provides banking, investment and trust services through 72 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $82.7 billion in client investment assets.City National is a subsidiary of Royal Bank of Canada (RBC), one of North America’s leading diversified financial services companies. RBC serves more than 16 million personal, business, public sector and institutional clients through offices in Canada, the United States and 34 other countries.*City National Bank does business in Miami and the state of Florida as CN Bank.

New York, New York, United States

Recruited as senior member of Marketing & Communications team to take on newly created role within Bank and support functions; provide a fresh approach focused on amplifying the Brand by creating collaboration and synergy between the events, sponsorships, partnerships, hospitality, activation, philanthropy and client engagement efforts.Projects included:Sponsorships: BNP Paribas Open, Fed Cup, International Tennis Hall of Fame, CityParks, BNP Paribas Mac 1 Team with Patrick & John McEnroeCorporate Partnerships: U.S. Open, French Founders Start Up Tour, Films on the Green Festival, MoMA, the Whitney Museum, Liberty Science CenterPhilanthropic Initiatives: Sound of Tennis, Partnership for Parks, Project Sunshine, NY & NJ Cares, Renaissance Youth CenterE-Sports: BNP Paribas E-Series

New York, Ny

Recommended by Global Head of Events and rehired by Global Chief Marketing Officer to create and execute global sponsorship strategy across all business units by identifying criteria, aligning with the firm's core values and telling our brand story in a meaningful and authentic way. Point person for extensive exploratory & negotiation process with the PGA TOUR for multi-year agreement to become a Proud Partner of THE PLAYERS Championship, inclusive of sponsorship of Executive Women’s Day events and implementation of firm strategy within local markets nationwide.Creation of girls golf mentoring program to engage women within the firm & girls from The First Tee chapters in the NY Metropolitan area - provide career building for the girls, and golf fundamentals to the women; expand understanding and involvement in the game of golf as a business tool and life skill.

Roseland, Nj & New York, Ny

Rothstein Kass acquired by KPMG - June 2014

Purchase, New York

Hired by former Chairman & CEO of Morgan Stanley to manage day-to-day operations, act as Club spokesperson and ambassador, and enhance overall customer satisfaction for member owned, 'Best in Class', exclusive private golf club in Westchester County with Jack Nicklaus signature golf course and state-of-the-art practice/teaching facility. Club liaison with Purchase Estates Homeowners Association, Audubon Society, Township municipalities, law enforcement and local business owners.Implemented innovative programs within the areas of:- Food Service- Sustainability/Green Initiative- Emergency/Crisis Management & Training- Technology Automation & EnhancementsOverall responsibility for:- Staff- Member Relations- Human resources - Event management - Food & beverage operation - Financials: Budget management, capital expenditures - Club maintenance

New York, Ny

Hired to 'raise the bar' and promoted to head of events for Sales & Trading, (Equity, Prime Brokerage, Securities Lending, Corporate Access), in addition to Global Operations and Talent Management. Member of Working Parents Group and Women's Leadership Committee.Revamped and revitalized Firm's marquis client events:- "The Breakers" Conference (Hedge Fund Forum)- "Lyford" Conference (Global Investment Roundtable)- Global Healthcare CEO's Unplugged Conference- Technology Conference (now the TMT Conference)Expertise to include:- Contract negotiation & execution- Web site development- Internal communications- Global brand consistency- Cost reduction & containment strategies- Client service- Relationship management- Consensus builder within diverse teams- Crisis management

New York, Ny

Responsible for management of staff and $20 million annual events budget for:- High profile recognition and incentive programs (Chairman's Council, President's Council).- Hospitality for nationally televised sporting and cultural events (U.S. Open Golf, U.S. Open Tennis, Arnold Palmer Invitational, Art Basel Miami, Verbier Music Festival). - Board of Director, senior level meetings, conferences and overall client hospitality.- Managed complex third party vendor relationships and associated staff, including travel and production companies.

Bachelor Of Science - Bs, Marketing

Sports, Entertainment & Event Marketing

Hospitality & Tourism Management