• Supported Wealth Advisors and Financial Planners in all areas of marketing by maintaining a consistent brand identity in client proposals and all presentation materials.• Developed timely and targeted email campaigns to clients, prospects and centers of influence.• Identify new advertising mediums that align with client demographics and LW’s marketing strategy; negotiate favorable advertising rates to manage tight marketing budgets; cultivate relationships with publication vendors, assist with managing contractual agreements.• Graphic design for all promotional materials used for client retention and prospecting, including whitepaper layout and design, quarterly market commentary and PowerPoint presentations.• Managed projects with external vendors such as designers, photographers, printers, and copywriters.

• Assisted the Director of Business Development with all aspects of marketing and client service.• Managed the CEO’s personal and the Company’s calendar, booked travel, and maintained organization throughout the office.