Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.

Worked alongside Public Relations Manager to write copy for marketing and educational materials, interoffice collateral, web content and all other means of communication in support of principal teams.

- Greeted guests and assisted them in the check-in and check-out process- Assured guest needs were met by maintaining the highest level of customer service possible

- Worked with Director of Sales to oversee all event planning components for new meeting space- Assisted in financial negotiations between Hotel and client- Drafted contractual agreements and saw that all stipulations were met- Managed events through C-Vent, Epitome, and Tripleseat software- Completed 300+ hours of unpaid work between January 2013-May 2013 and earned 3 credit hours

- Created new text for the redevelopment of website- Maintained social media sources- Contributed to the development of media press releases- Wrote copy for new reservations packages and promotions- Completed 244 hours of unpaid marketing work

- Arranged meetings, events, and travel plans for corporate office employees- Communicated with current and potential clients over the phone- Kept documents and records of corporate office inventory and client information