Interview key decision makers of financial service firms for strategic marketing studies. Gather data for consultant perception studies to define market position and determine strategic goals for investment managers and retirement plan providers. Survey clients of major custodial houses, investment managers, total benefit outsourcing, and retirement plan providers to determine customer satisfaction levels of products and services for quality improvement in service delivery and greater client retention.

Run group exercise SPIN and Pilates Mat classes.

Generated sales leads for global macro and small cap value alternative investment products; Raised $20M; Chair meetings with potential investors; Maintain relationships with consultants and institutional investors; Follow-up on all prospective customers and maintain sales tracking database; Create and develop marketing materials.

Researched small cap company universe to determine target investments and presented findings for investment consideration; Interviewed company management teams; Determined strategic position by industry research and competitive analysis; Paralleled investments with personal positions which appreciated.

Provided end-users with software training on Trust Accounting Asset Management system; Led on-site consulting for optimal software operational efficiency; Generated average monthly revenue of $8K.

Conducted sales presentations and demonstrations of Trust Accounting Asset Management software to trust officers, investment managers and bankers; Responded to RFPS for potential customers; conducted impact studies at client sites; Staffed trade shows and annual user meetings.

Increased market awareness by coordinating all public relations activities; Interfaced with design, advertising, and PR agencies to meet plan objectives; Implemented roll-outs of new product lines.

Conducted on-site presentations; Generated revenues of $10K+; Developed and implemented direct mail and telemarketing campaigns; Completed FOCUS Sales Training and Richardson’s Relationship Sales Programs.

Managed cost centers for the electronic data conversion of new business with operating budget of over $1M and 21 staff members; Supported sales by calling on prospective accounts to discuss conversion procedures; Interfaced with system architects and programmers to integrate end-product functional specifications; active in parallel processing and conversion.

Collected/analyzed loss control information of industries with sales to $300M; Produced final risk analysis; Presented loss reduction and prevention recommendations to senior management.