Ellen Roberts

Ellen Roberts Email and Phone Number

Director of Marketing and Client Experience @ Inglefield Retirement Solutions
York, SC, US
Ellen Roberts's Location
Fort Mill, South Carolina, United States, United States
Ellen Roberts's Contact Details

Ellen Roberts work email

Ellen Roberts personal email

n/a
About Ellen Roberts

Specialities: Relationship Management,Community Relations,Marketing,Special Event Coordination, Fundraising, Prospecting, New Client Acquisition, Client On-boarding, Client Retention, Career Services, Experiential Learning, Resume Writing Workshops, Internship Program Management, Healthcare CommunicationsI’ve enjoyed using my transferable skills in these Industries:Healthcare, Non-profit,Higher Education, Financial Services

Ellen Roberts's Current Company Details
Inglefield Retirement Solutions

Inglefield Retirement Solutions

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Director of Marketing and Client Experience
York, SC, US
Website:
iretirementsolutions.com
Employees:
3
Ellen Roberts Work Experience Details
  • Inglefield Retirement Solutions
    Director Of Marketing And Client Experience
    Inglefield Retirement Solutions
    York, Sc, Us
    View
  • Inglefield Retirement Solutions
    Director Of Marketing & Client Experience
    Inglefield Retirement Solutions Oct 2013 - Present
    Charlotte, North Carolina
    • Ensure Annual Reviews are scheduled in timely manner per LPL Compliance standards • Created segmenting process for all clients & prospects• Cultivate new ideal prospects, on-board with red carpet service to create WIN-WIN long term relationship• Responsible for planning & implementing quarterly client education events in-person/Zoom, ladies luncheons, annual fun Client Appreciation events, client milestone gifts• Plan/implement thematic lunch/dinner seminars for prospects & clients• Participate in LPL Continuing Ed & conferences, Chamber & community networking events• Maintain referral lists of Estate Attorneys and CPA’s• Maintain Vendor / Wholesaler relationships
    View

Ellen Roberts Skills

Fundraising Community Outreach Event Planning Marketing Community Development Healthcare Event Management Philanthropy Strategic Planning Research Program Development Teaching Management Grant Writing Nonprofits Recruiting

Ellen Roberts Education Details

Frequently Asked Questions about Ellen Roberts

What company does Ellen Roberts work for?

Ellen Roberts works for Inglefield Retirement Solutions

What is Ellen Roberts's role at the current company?

Ellen Roberts's current role is Director of Marketing and Client Experience.

What is Ellen Roberts's email address?

Ellen Roberts's email address is el****@****ons.com

What schools did Ellen Roberts attend?

Ellen Roberts attended Old Dominion University, University Of North Carolina At Charlotte, University Of North Carolina At Greensboro.

What skills is Ellen Roberts known for?

Ellen Roberts has skills like Fundraising, Community Outreach, Event Planning, Marketing, Community Development, Healthcare, Event Management, Philanthropy, Strategic Planning, Research, Program Development, Teaching.

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