Main mission was to define and impliment the incorporation of social media & digital marketing tactics as a core element into Financial Advisors business plans, while remaining in accordance with compliance and legal guidance. Core Functions:• Maintain compliance and legal standards of social media and digital marketing strategies while driving definition, planning and implementation of strategy into Financial Advisor business plans. Key successes include: launch of social media enablement for WFA financial advisors, driver of firm-wide initiative to encourage 15,000 financial advisors to leverage LinkedIn for business growth and client acquisition. 264% increased use of LinkedIn; 91 speaking engagements in 6 month duration.• Lead strategist responsible for research, trends, messaging, and communications for social media best practices and tactics. Develop goals, set expectations, define strategy, build execution tactics, and establish relationships with individual contributors to optimize efforts. Analyze data, successes, and gaps to convert story into easily digestible format. Regular formal report-outs for senior leadership. Accountable for adjusting tactics and resources to achieve desired market penetration and success metrics.• Marketing relationship manager for sales channels, compliance, legal, training, technology, field communications & support, external vendors and Financial Advisors. Other key partnerships include WFA, WBR, WFHM and WF leaders.

• Develop and maintain digital integrated marketing campaigns. Responsibilities include, planning, executing, tracking, and oversight of the scope of online deliverables.• Analysis of online data and web analytics to provide recommendations to enhance online marketing strategies and methodologies to achieve target results. • Collaborate with multiple business units to ensure full promotion of campaigns: Internet Services, Brand & Advertising, Content Management, Financial Advisor Marketing, Business Development, and Advisory Services

• Responsible for UAM’s Medicare PDP member and prospect relations. Managed the government regulated (Centers for Medicare and Medicaid Services, CMS) and plan-initiated communications.• Point of contact for Medicare Part C team to align business strategy, sales goals, brand management and budgets. Coordination included partnering with: compliance, legal, actuary, print fulfillment, clinical, operations, and IT. • Generated project plans, timelines, scope, resource allocation and forecasts. Managed review cycles for internal and CMS approvals. Team lead responsible for aligning messaging and creative strategy for external audiences including: pharmacists, physicians, agents, general public. Nominated by executives to participate on Brand Management team responsible for successfully rebranding company and Medicare plans.• Lead project manager for PDP media relations & public relations initiatives. Responsible for yearly agent training on PDP plans. Established project management process & structure for UAM sales & marketing department that significantly improved efficiencies and deadline accuracy. Mentor for marketing coordinators and junior project managers.

Client – Kraft Foods Inc. Provided structure and vision for 13 products marketing campaigns. Responsible for all project deliverables: strategy, tactics, budgets, timeline, and creative. Interface for client marketing, technical, and product management to assure marketing objective is understood and addresses Kraft’s business requirements. Responsible for ensuring all needed assets and resources are identified to successfully meet client expectations and goals

• Partnered with graphic designers & copywriters to define marketing campaign objectives: strategy, concepts, budget, timelines, production, and final deliverables. Clients Include: Kellogg’s, L3 Devco, Urban Accents• Maintained continuous alignment of project scope and made recommendations to modify the campaign to enhance effectiveness of business and strategic intent.• Led campaign planning & buying for print, outdoor, interactive, and promotional media.• Improved campaigns and adjusted business plan though detailed analysis of campaign results, sales growth, and marketing trends.• Approved and monitored accounts receivable, accounts payable, and payroll. Managed various human resources efforts to hire freelance workforce.

Project Management:• Established specific campaign objectives, benchmarks, and implementation strategies for various blue chip clients including: Colgate, TD Waterhouse, CITI, Scotts Lawn & Garden.• Created customized media investment plans, allocating client budgets to the most targeted, effective marketing vehicles. • Managed clients’ online marketing campaigns to yield defined success metrics (ROI, cost-per-acquisition, & brand awareness).Analysis:• Tracked digital activity, and provided clients with comprehensive reporting to optimize campaigns and drive maximum return.• Developed advanced pivot table reporting to facilitate iterative analysis of micro and macro data elements.•Analyzed campaign numbers by examining multiple elements, including media placement, budget allocation, geo-targeting, frequency, seasonal trending, user interaction patterns, day parting, and creative execution.