I work with my clients to identify key digital marketing leverage points and develop strategic, compliant strategies. I design and manage processes with my clients' internal teams and train them to achieve reach and revenue goals. Together we develop creative content and implement engagement strategies across multiple digital platforms.

My goal is to meet independent financial advisors at RIAs around the country to learn their unique growth stories, key trends, meet their teams, and find out what is on the top of their investment research list. I love the advisor community and love to share about the people and stories I learn along the way.I had the honor of creating and launching Citywire USA's social strategy. I then continued to manage all U.S. social platforms, produced social content for live events, and coached Citywire team members how to be brand advocates through social media content.Highlights:● Created and launched Citywire USA’s social strategy and managed all social platforms including Instagram, Facebook, LinkedIn, Twitter, Google Business, and YouTube. ● Owned and produced event social strategies for both Citywire and outside industry events; created content, managed outside industry event sponsorships, and liaised with PR agencies.● Partnered with editorial, sales, and event teams to create and deliver engaging event content and experiences that attract and retain audiences and sponsors. ● Led employee brand advocacy training, created internal team social processes for them to build their personal brands and amplify Citywire’s brand.● Conducted women in wealth interviews and wrote social media & tech tips columns for Citywire RIA magazine for 22 issues (3 - 4).

I love the independent financial advisory community and especially enjoy helping advisors get their message out and build their brand through PR, marketing campaigns, and industry events. At Integrated Partners, I had the opportunity to do all of these things – and more. I worked with team members to find relatable ways to tell the firm's story – about how they support their advisors, CPAs, and each other. Together, we worked to build their brand as one of the top independent financial advisory firms in the industry.Highlights: ● Worked closely with the Chief Communications Officer to share the firm’s story and elevate the company brand to drive M&A and recruiting efforts.● Helped the advisors build their personal brands and messaging through PR, marketing campaigns, and industry events.● Pitched industry media editors our exclusive stories and guest columns on behalf of our advisors.

I had the pleasure of connecting with the incredible Kurtosys team via Twitter, which led to a collaborative role encompassing various responsibilities. I was involved in shaping and executing their social media strategy, crafting engaging blog articles and social content, as well as providing guidance to teach team members how to become effective brand advocates through social media.

I designed compliant social media strategies and developed training solutions for this boutique asset management firm with $14b in AUM. Gained senior executive buy-in around the value of social media (not an easy feat in 2012!) and worked across sales, portfolio management teams, and other departments to ensure efforts aligned with business goals. Measured and reported performance of all paid and organic campaigns, monitored trends and made recommendations to drive engagement online. Highlights:● Launched all social media platforms and attracted 5,000+ followers to Twitter, LinkedIn, Google+ and YouTube with a strategy that delivered an average of 5,000 impressions per post.● Increased productivity and sales effectiveness by developing a social training program that taught wholesalers how to cultivate client relationships through LinkedIn and Twitter, while also leveraging LinkedIn's Sales Navigator as a prospecting tool. ● Created and implemented a FINRA/SEC compliant ‘authorized business user’ social media program that enrolled 30+ employees to become Forward / Salient brand advocates (through building their personal brands), conducted all training sessions, and developed all related collateral.● Measured and reported performance for all paid and organic campaigns, monitored trends, and made recommendations to drive engagement online.

Embracing the spirit of San Francisco's innovative tech startup culture, I had the privilege of joining Froomz, a promising venture co-founded by dear friends. Froomz, an event venue rental company, aimed to redefine event space booking in a manner akin to Airbnb's disruption of accommodation.Though we did not end up receiving funding, this entrepreneurial journey offered valuable learning experiences. As we pursued a bootstrapping approach, I delved into all facets of launching a company, forging a brand identity, and devising effective marketing strategies to showcase our vision to the world.Highlights:● Worked in business development and B2B / B2C sales initiatives at a venue space rental startup. ● Drove campaigns related to targets in the events, entertainment, hospitality, and tech community. ● Supported corporate branding, product development, activation strategy, and daily optimization tasks. ● Helped to develop the overall social strategy and manage the social platforms.● Trained and managed a team of three marketing interns to develop Froomz’s social media content and manage the content calendar.

From 2003 - 2012, I was lead Technology Productivity Sales Trainer for our financial advisors, working through three major Wall Street mergers. In 2003, I joined the Prudential Securities productivity sales training team in New York City and was one of the lead trainers for the SmartStation conversion initiative for the Wachovia Securities merger. During the Wachovia Securities and AG Edwards merger from 2008 - 2009, I spearheaded communication efforts, support and direction to over 20,000 financial advisors in all five firm channels related to system and data migration plans. I created training strategy and content tailored to the financial advisors’ business and the firm’s overall initiatives, all with a focus on increasing efficiencies. Throughout the Wells Fargo merger from 2010 to 2011, I traveled extensively to deliver branch presentations and perform one-on-one trainings to ensure successful understanding and adoption rates of the new processes and software. I established project guidelines and processes in conjunction with Wells Fargo Advisors policies and maintained overall training satisfaction average of 3.8 on a 4.0 Likert scale. During, between and after the completion the three SmartStation merger conversions, I continued as the nationwide project lead for the SmartStation release training curriculum project continuing to collaborate with IT, implementation teams, compliance department and executive stakeholders.

• Single point of contact, project manager for the Thomson Reuter’s SmartStation® Release Training Curriculum Design Project, nationwide for existing and new users • Worked directly with business owners and business analysts to asses training needs and implement training plans• Delivered SmartStation® training both in classroom and one on one sessions, traveled nationwide for the Wells Fargo merger• Conducted all Live Meeting classes for nationwide rollout of SmartStation® Contact Management system• Prior to the CM roll out, led the implementation of SmartStation® training across the legacy AG Edwards footprint• Traveled to 30 branches over 16 weeks in order to conduct live, in person training sessions and deploy system conversion plan

• Led the implementation of training Wachovia Securities proprietary system, SmartStation®, created by Thomson Financial, across the legacy AG Edwards footprint• Traveled to 30 branches over 16 weeks in order to conduct live, in person training sessions and deploy system conversion plan• Acted as single point of contact for all training logistics and scheduling• Learned AG Edwards legacy software for the purpose of developing a ‘quick hit’ training deployment plan and ease of communication with legacy AG Edwards employees in reference to their system

• Designed and implemented standardized presentation protocol for SmartStation® created by Thomson Financial, training media nation-wide including curriculum design print and voice recorded on-line training materials through Camtasia®. • Managed, produced and presented over 1000 live, in person training events averaging 10 to 80 financial advisors in each session, including material creation, subject matter experts and on-site set up• Created, managed and taught live, on-line training courses via WebEx® and Microsoft Live Meeting® applications to over 25,000 advisors and ops teams nationwide• Lead many multi-dimensional projects with an average of 15 to 20 team members including other trainers, developers, IT and stakeholders, all produced on time and under budget• On a quarterly basis, reviewed existing procedures and implemented new processes to align with changing compliance requirements of the Firm, as well as changes to the system• Designed and successfully launched the “Did You Know?” campaign which was consistently in the top 5% of most popular sites within the Firm’s intranet• Trained over 1000 newly recruited financial advisors teams on SmartStation® and provided Firm product and initiative information tracked through SalesForce.com®

- I assisted in my Branch Manager's advisor recruiting efforts, executed the transitions of their books and licensing, and trained the new teams on our proprietary trading systems and processes. - Managed and trained all branch client service assistants.