Chrissy Roberts Email & Phone Number

At Mission Wealth, we believe our clients' financial wellness should align with their greater life values, goals, and aspirations. In this unique role, I lead all cultural, impact, and philanthropic initiatives for Mission Wealth, including:- Impact efforts and strategy, including sponsorships, volunteerism, individual donations, and events- Mission Wealth.

Fort Worth, Texas

• Acted as Interim Director of Development from August 2019 to January 2020
• Managed all social media efforts for the agency, including marketing campaigns, monthly calendars, paid ads, weekly analysis and reporting
• Created all print and digital media graphic design through InDesign, Adobe Photoshop and Adobe Illustrator (Adobe Creative Suite)
• Managed web site updates and analytics, as well as a website redesign and Google Adwords initiative
• Implemented new donor analytic software and managed reporting and updating
• Built and maintained donor relations with community philanthropists, foundations, businesses and more

Dallas/Fort Worth Area

• Responsible for the preparation of marketing proposal documents
• Led the efforts on proposals worth $13 million in won contracts
• Maintained and oversaw the update and coordination of personnel resumes and project descriptions
• Evaluated, selected and applied standard and modern techniques, procedures and practices related to the creation of proposals and statements of qualifications
• Evaluated requirements and applied professional judgment and experience for the proposal effort
• Responsible for following an organized system for keeping the work on schedule and assuring that the final proposal is in compliance with the clients’ requirements

Houston, Texas Area

• Built relationships with clients and CPA firms by providing exceptional service and guidance, with book of business totaling over $16 million dollars.
• Collaborated with internal departments to coordinate client projects, manage milestones and actively manage external expectations for over 100 clients.
• Educated clients regarding the credits and deductions available to them, while maintaining an in depth knowledge of their specific industries, including architecture, construction, manufacturing and apparel.
• Presented and trained clients on the study process, including their expectations and key deliverables throughout the analysis.
• Provided continuing support to business development by facilitating case studies, client testimonials and referring in new business.
• Spearheaded all communication to external parties, including clients, CPAs and sponsored associations.

Texas Medical Center

• Conducted social media management and analyzed agency strategy, competitors, and weekly user outreach
• Managed marketing collateral and promotional inventory
• Introduced new marketing strategies, channels and online marketing initiatives
• Created landing pages, social media copy and email blasts for events and physician webinars
• Managed and coordinated Memorial Hermann Hospital and Children’s Memorial Hermann Hospital events and sponsorship events
• Audited current web site, created new content and managed web master to ensure completions of projects

Houston, Texas Area

• Promoted to Project Coordinator from Web Content Administrator
• Managed all action items, project agenda and assisted in directing the project
• Monitored and validated progress to ensure project remained on schedule
• Served as liaison with potential clients, contract hires, developers and other project contributors
• Scheduled the work of all project team developers and contributors
• Conducted and managed daily meetings with offshore clients and developers to ensure team coordination and to keep project on schedule

Houston, Texas Area

• Managed and created web content and assisted in site maintenance
• Provided creative expertise for content management methods, creation of company logo and user-interface
• Conducted market research and analytics to prepare marketing materials and strategies
• Managed social media outlets
• Resolved customer service and concierge inquiries
• Created prototype reports, forms, site directory and client data entry formats