Deborah Kane Email and Phone Number

Led team of 3 to strategize and deliver 100+ annual in-person and virtual events for target financial advisors, institutional conferences, and internal teams; engaged/directed enterprise production teams as necessaryDesigned and launched a virtual event series with 15-20 annual advisor events featuring thought leaders and economic insights; published annual calendar o Implemented segmentation strategy and email optimization to focus the audience with improved engagement and attendance rateso Tested average advisor sales and demonstrated that attendees showed an increase in 6-month average sales vs. non-attendeeso Onboarded single event platform for improved client experience and metricsPartnered with the data science team to identify and capture relevant event metrics for a proprietary index to measure marketing engagement and generate leads for the sales teamo Developed a template to standardize data from multiple sourceso Transitioned manual data input to machine learningLed cross-functional team to plan and execute annual sales meeting with 300+ attendeeso Developed communication strategyo Identified and prepped internal speakers; sourced external speaker(s)o Crafted attendee survey and analyzed results to inform future eventsDeveloped and launched a speaker’s bureau highlighting 50+ internal thought leaders to deliver in-person or virtual advisor and investor presentations

Led team of 4 marketing managers assigned to target firms across broker/dealer, independent, private bank, and registered investment advisor channelsImplemented repeatable messaging/go-to-market strategy Directed planning and delivery of customized product marketing, thought leadership, and value-added programs.

Led 4-member team responsible for integrated marketing strategy Developed strategic plans to support sales goals and asset retentionDelivered consistent brand and key messages across email, website, conferences and events

Implemented strategic plans for leaders of 4 divisions to grow employee engagement and understanding of business strategyConducted biannual comprehensive communication survey and incorporated analysis into future planning

Developed strategy, researched and wrote presentations for company presidentLed 2 intranet redesigns with cross-functional teams featuring new navigation and content