Evelyn Foster, Pmp, Cmp Email & Phone Number

Wilmington, Nc, Us

Remote

Lead the development, monitoring, and implementation of complex projects to ensure elevated visibility of the company across stakeholder audiences at the local, regional, and state levelsCreated, planned, organized, and monitored the company's Lunch & Learn continuing education series to improve provider satisfaction and support quality initiativesCoordinated cross-functional projects to support multiple state-incentivized performance improvement projects, including gathering… Show more Lead the development, monitoring, and implementation of complex projects to ensure elevated visibility of the company across stakeholder audiences at the local, regional, and state levelsCreated, planned, organized, and monitored the company's Lunch & Learn continuing education series to improve provider satisfaction and support quality initiativesCoordinated cross-functional projects to support multiple state-incentivized performance improvement projects, including gathering requirements, budget management, project execution, and closureManage major company events through run-of-show development, venue selection, event logistics, contract negotiation, production, and management of external event vendors and volunteersProject lead for cross-functional events to support stakeholder and company objectives, including All-Employee Town Hall Meetings, quarterly managers' meetings, and provider workshopsOversee the creation of member testimonial videos by conducting research, development of interview questions, and production oversight to ensure adherence to brand standards and support of company strategic objectivesServe as Communications Co-Chair for the parent company's multicultural employee inclusion group, MOSAICLed the development of the company's first training program for external-facing team members, including the development of training materials and operations documents to establish exhibit standards, and ensure compliance with contractual obligationsManage the relationships and budgets with the company's promotional products vendors to ensure the relevance of selected items to support multiple company objectivesResponsible for developing content to support process improvement initiatives designed to improve the health of the state's most vulnerable populationsMaintain detailed project documentation to include action items and meeting minutes for Member Advisory Council and Community Health Advisory Council meetings. Show less

Charlotte, North Carolina Area

Worked with executive leadership to vision and create project goals with supporting marketing plans to ensure program adoption by financial technology service organizationsServed as the primary liaison for internal and external stakeholders throughout each project through the development of meeting agendas, leadership of weekly stakeholder calls, and client kickoff meetingsEffectively managed the full project lifecycle for education-based marketing tools by gathering… Show more Worked with executive leadership to vision and create project goals with supporting marketing plans to ensure program adoption by financial technology service organizationsServed as the primary liaison for internal and external stakeholders throughout each project through the development of meeting agendas, leadership of weekly stakeholder calls, and client kickoff meetingsEffectively managed the full project lifecycle for education-based marketing tools by gathering requirements, developing project plans, managing resources and budget, providing quality oversight, and project closure.Ensured the adherence of all projects to scope, and effectively led change management as needed Supported the company's sales efforts by following up on sales leads, proposal writing, and contract negotiation Show less

Raleigh-Durham, North Carolina Area

Planned and managed the implementation of annual conferences, expos and special events including event design, marketing and communications, budget establishment, logistics, audio-visual and volunteer managementProvided copywriting support for client marketing and communications pieces Provided research and communications support for sales materials by converting raw data into visual presentations to assist in sales and marketing Supported client communications by… Show more Planned and managed the implementation of annual conferences, expos and special events including event design, marketing and communications, budget establishment, logistics, audio-visual and volunteer managementProvided copywriting support for client marketing and communications pieces Provided research and communications support for sales materials by converting raw data into visual presentations to assist in sales and marketing Supported client communications by designing print and electronic materials including flyers, brochures, community reports, banners and PowerPoint presentations Show less

Raleigh-Durham, North Carolina Area

Supported the company’s sales and marketing efforts by researching prospective clients, composing prospect communications, proposal writing and contract revisions Prepared PowerPoint presentations for sales presentations and workshops Planned and managed marketing for quarterly fundraising workshops for nonprofits Worked as a liaison with web developer to build and maintain company website Designed and disseminated electronic marketing blasts… Show more Supported the company’s sales and marketing efforts by researching prospective clients, composing prospect communications, proposal writing and contract revisions Prepared PowerPoint presentations for sales presentations and workshops Planned and managed marketing for quarterly fundraising workshops for nonprofits Worked as a liaison with web developer to build and maintain company website Designed and disseminated electronic marketing blasts Translated raw feasibility study data into graphics for use in client reports Show less

Mooresville, Nc

Delivered effective communication of Lowe’s investment thesis in a consistent manner to the investment community Responsible for the development and production of Lowe’s annual reports Ensured integration of finance, marketing, and securities laws in all communications Calculated and fact checked all quarterly sales information and assisted with preparation of communications to institutional investors, research analysts and individual investors Prepared senior… Show more Delivered effective communication of Lowe’s investment thesis in a consistent manner to the investment community Responsible for the development and production of Lowe’s annual reports Ensured integration of finance, marketing, and securities laws in all communications Calculated and fact checked all quarterly sales information and assisted with preparation of communications to institutional investors, research analysts and individual investors Prepared senior management for quarterly conference calls by developing executive summaries, talking points and PowerPoint presentations Assisted executives during bank-sponsored conferences and Lowe’s annual meeting of shareholders Show less

Greensboro/Winston-Salem, North Carolina Area

Developed long-term financial plans for high net worth clients to include individualized college, retirement and estate planning techniques. Designed and hosted educational investment seminars for prospective clients on the risks and rewards involved in equity and fixed income investing. Provided detailed analysis on securities and executed equity and fixed income trades. Conducted customer suitability assessments and implemented appropriate financial strategies.… Show more Developed long-term financial plans for high net worth clients to include individualized college, retirement and estate planning techniques. Designed and hosted educational investment seminars for prospective clients on the risks and rewards involved in equity and fixed income investing. Provided detailed analysis on securities and executed equity and fixed income trades. Conducted customer suitability assessments and implemented appropriate financial strategies. Partnered with CPAs and estate planning attorneys to assist customers in utilizing tax-efficient investments and wealth transfer methods. Show less

Greensboro/Winston-Salem, North Carolina Area

Produced daily market analysis to facilitate the effective execution of options, listed, and over the counter securities. Provided latest market news to assist clients with placing stock and mutual fund transactions. Detailed for potential customers, securities rankings according to stock and sector. Ensured quality control by logging and reviewing daily activity and resolving trade discrepancies. Developed and implemented commission calculator for the… Show more Produced daily market analysis to facilitate the effective execution of options, listed, and over the counter securities. Provided latest market news to assist clients with placing stock and mutual fund transactions. Detailed for potential customers, securities rankings according to stock and sector. Ensured quality control by logging and reviewing daily activity and resolving trade discrepancies. Developed and implemented commission calculator for the Winston-Salem and Columbia, SC offices. Show less

Greater New York City Area

Served as a Sales Assistant on the Liability Management, Electronic Trading, Non-Dollar Fixed Income, and Emerging Markets sales desks. Acted as the primary liaison between clients, the trading desk and the custodial banks. Programmed a personality sensitive departmental database of over 500 clients. Assisted in the development and coordination of Repo Trading conferences by gleaning essential information from market reports and preparing presentation materials… Show more Served as a Sales Assistant on the Liability Management, Electronic Trading, Non-Dollar Fixed Income, and Emerging Markets sales desks. Acted as the primary liaison between clients, the trading desk and the custodial banks. Programmed a personality sensitive departmental database of over 500 clients. Assisted in the development and coordination of Repo Trading conferences by gleaning essential information from market reports and preparing presentation materials. Supported stock loan by reviewing, accepting and recording rate changes. Ensured quality control on the trading desk by reviewing all electronic trades for accuracy. Prepared presentations on commercial paper repurchase agreements and government bond trading. Coordinated trading with foreign exchange trading desks to ensure proper denomination requirements were met. Served as U.S. contact between CSFB offices in London, New Zealand, Australia, and Tokyo to ensure accurate reconciliation of positions held in inventory. Developed an analytical computer program to unify the variances in new account opening and account maintenance procedures across international offices. Show less