Manage and assist the implementation of marketing strategies into the program, while creating PR and advertisement oppurtunities.

• Contacted various organizations across the country in the tech and manufacturing industries to college quotes for upcoming editorial• Created an advertising pitch to engage with clients and progress conversation• Secured commitments from organizations, and scheduled meetings for Editorial Chief

• Assisted Managing Director of a Private Wealth Management firm to transition client base to new firm• Participated in direct client meetings to facilitate conversion to the new firm, as well as gather data and presentation materials relevant to each meeting• Observed meetings with external marketing consultants and gained additional knowledge on best practices• Coordinated data collection of targeted prospects for a long-range asset growth strategy• Interfaced with Trust Attorneys and CPA’s as part of the Advisor’s transition• Learned additional aspects of the Private Wealth practice such as: Marketing, Compliance, Back Office and Customer Support• Observed and learned the basics of Portfolio Construction and General Market strategies through one-on-one meetings with the Advisor and outside investment consultant