Emily James Email & Phone Number

Plano, TX

I develop and implement marketing and communication strategies that are budget-friendly, effective, and repeatable for small multi-functional teams.

Dallas-Fort Worth Metroplex

Lead 18+ person communication, event, and engagement department. Develop strategy from inception to implementation for all education, communication, event, and engagement programming in support of financial advisor, wealth management assistant, and employee communities. Produced and moderated corporate town halls to bolster internal engagement and.

Partnered with and advised C-suite executives through COVID-19 communications, acquisition-related change management, and executive turnover. Unified four separate companies into one corporate identity with internal communication and engagement strategy that included launching a central intranet, producing employee town halls, communications survey and.

Dallas/Fort Worth Area

Lead team of 15+ designers, marketers, event planners, and writers. Drove quality meeting and event experiences for company advisor partners and employees, earning an unprecedented 100% advisor event satisfaction NPS score. Spearheaded intranet and internal communications strategy, which accelerated strategic initiative growth through a reduction in.

Dallas, TX

Redesigned company’s declining event strategy and inflated expense budget to develop and execute a consistently high-scoring, net-positive budget structure at an increased quality to the attendee. Established strategy and managed production of an annual national conference, luxury incentive event, sales and education conference, and smaller roadshows and.

Dallas/Fort Worth Area

Principal meeting strategist and operator for 60+ events annually ranging from high-touch, high-end board meetings to highly-detailed and multi-faceted 750+ person educational conferences. Built and implemented sponsorship programs resulting in annualized revenue increase of 22%. Expanded event marketing strategies to include company procurement function.

Dallas/Fort Worth Area

Dallas, TX