Event Coordinator
Current- Work with Financial Advisors for all firm locations in the US to brainstorm, design, and coordinate client events.- Generate ideas for potential client events and experiences.- Monitor, track, and communicate event expenses to Financial Advisors.- Communicate details and provide support for all-firm events and meetings including group and individual travel.- Develop and maintain positive vendor relationships.- Oversee onsite event execution for both in town and out of town corporate and client events from pre-set up to post-event rendering.- Collaborate with the Marketing team on various print materials and promotional items as it relates to events