Hannah Rae Leone, Mba, Cfp®

Hannah Rae Leone, Mba, Cfp® Email and Phone Number

Operating Officer at Foundation Wealth Management @
Hannah Rae Leone, Mba, Cfp®'s Location
St Louis, Missouri, United States, United States
Hannah Rae Leone, Mba, Cfp®'s Contact Details

Hannah Rae Leone, Mba, Cfp® work email

Hannah Rae Leone, Mba, Cfp® personal email

About Hannah Rae Leone, Mba, Cfp®

Hannah Rae Leone, Mba, Cfp® is a Operating Officer at Foundation Wealth Management at Foundation Wealth Management. She possess expertise in marketing, event planning, social media, public relations, editing and 9 more skills. Colleagues describe her as "TO WHOM IT MAY CONCERN: Re. Hannah Leone Several years ago, I had the pleasure of spending time with Hannah in Prague, Czech Republic, where she was participating in an Integrated Marketing Communications course I was teaching at Charles University, which focused on the pursuit of acquiring New Business by an advertising agency. Please let me explain. Hannah was part of a mixed team of American and Czech students working together for a two-week period. During this period, the students also worked with McCann-Erickson (Prague) and Nestle (Prague) to prepare a very comprehensive marketing communications plan for one of Nestle’s key brands in the Czech marketplace. The intent was to create a “real world” client/agency experience for the students, and the results were exceptional. During the two-week period, I can say without any hesitation that Hannah was very quick to successfully integrate herself into the team, and to take a proactive leadership role in a very intense working environment. She definitely had a positive effect on her team members…….and earned their respect. During the development of the work, she was a significant contributor, which was definitely acknowledged by her teammates, by the staff of McCann-Erickson, and Nestle. She was also a confident and excellent presenter. Based on my time with Hannah, it is my expressed opinion that she would eventually be a valued member, and an asset to any company who had the opportunity to recruit, and employ her. If you have any questions, please feel free to contact me at any time. Sandy Kornberg sjkornberg@aol.com 203-661-1952 (home) 203-253-2227 (mobile)  "

Hannah Rae Leone, Mba, Cfp®'s Current Company Details
Foundation	  Wealth	  Management

Foundation Wealth Management

Operating Officer at Foundation Wealth Management
Hannah Rae Leone, Mba, Cfp® Work Experience Details
  • Foundation	  Wealth	  Management
    Operating Officer
    Foundation Wealth Management Aug 2011 - Present
    St. Louis, Missouri
    • Manages daily operation of an an Independent, SEC Registered Investment Advisory firm with over $240 million in assets under management and a client retention rate of 99%.• Ensures that each personal wealth management client receives concierge-level service.• Organizes and oversees lead development efforts.• Designs and executes various marketing materials including advertisements and invitations • Curates the design of and creates the content for the firm website including the interactive features available for current clients • Plans and coordinates multiple events for more than 200 guests
  • Kcd
    Pr Freelance: Request Coordinator
    Kcd Aug 2013 - Sep 2013
    Greater New York City Area
    • Independently prioritized and responded to requests to attend each of the 30 events KCD managed during Mercedes Benz fashion week.• Compiled seating charts for the Tory Burch and Jason Wu shows to maximize media coverage and designer exposure. • Assisted with front of house responsibilities, including guest check-in using Fashion GPS, at the Alexander Wang, Marc Jacobs, and Jason Wu Spring/Summer runway shows. • Ensured PR efforts were executed seamlessly backstage at nine additional runway shows, including Prabal Gurung, Michael Kors, and 3.1 Phillip Lim, during New York Fashion Week.
  • University Of Missouri
    Graduate Assistant
    University Of Missouri Aug 2011 - Jan 2013
    Columbia, Missouri
    Research Assistant:• Worked with the Department Chairs of both Management and Marketing to write, design, and produce special event literature and signage as well as departmental newslettersTeaching Assistant:• Acted as a mentor and tutor for students in the Writing Intensive course for Business majors• Edited papers and maintained grades for members of my section
  • Shoefitr Inc.
    Consultant
    Shoefitr Inc. Aug 2012 - Dec 2012
    Columbia, Missouri
    • Surveyed and examined competitors before recommending an optimal pricing model in an effort to maximize revenue while expanding the client base • Advised on strategic positioning, placement, and partnerships
  • Hertz
    Process Excellence Intern
    Hertz May 2012 - Jul 2012
    Dublin, Ireland
    • Collaborated with Chief Process Excellence Officer to address issue of dispute resolution • Utilized Six Sigma methodology to reduce turnaround time of Corporate Customer queries
  • Nestlé S.A.
    Advertising Intern
    Nestlé S.A. Jun 2010 - Jul 2010
    Prague, Czech Republic
    • Developed brand repositioning campaign for Nestle’s Granko cocoa line with multi-­‐national team members • Constructed unique communication plan to bring in new consumers and generate new usage situations for existing customers
  • Mfa Oil Company
    Marketing Intern
    Mfa Oil Company Jan 2010 - May 2010
    Columbia, Missouri
    • Assisted Marketing Manager with event planning, public relations, online marketing and publicity efforts • Produced articles for quarterly company publication The Bottom Line
  • Mizzou	  Athletics
    Relations Liaison
    Mizzou Athletics Oct 2008 - Jan 2010
    Columbia, Missouri
    • Contributed to the execution and organization of direct marketing campaigns • Directed facility tours for prospective players and visiting coaches or talent scouts
  • Sports Counsel
    Research Intern
    Sports Counsel Nov 2008 - Jan 2009
    St. Louis, Missouri
    • Organized a salary census of the NCAA coaching staff nationwide • Created a database and input the resulting information for easier access by USA Today reporters as they formulate their annual sports-­‐centered issue
  • Bc	  Baseball
    Assistant To The Tournament Director
    Bc Baseball Mar 2007 - Aug 2007
    St, Louis, Missouri
    • Handled financial aspects of the tournament such as payment of fees and awarding checks to referees • Directed arrival and check-­‐in of participating games and referees

Hannah Rae Leone, Mba, Cfp® Skills

Marketing Event Planning Social Media Public Relations Editing Strategic Communications Microsoft Excel Six Sigma Advertising Social Networking Consulting Facebook Integrated Marketing Account Management

Hannah Rae Leone, Mba, Cfp® Education Details

Frequently Asked Questions about Hannah Rae Leone, Mba, Cfp®

What company does Hannah Rae Leone, Mba, Cfp® work for?

Hannah Rae Leone, Mba, Cfp® works for Foundation Wealth Management

What is Hannah Rae Leone, Mba, Cfp®'s role at the current company?

Hannah Rae Leone, Mba, Cfp®'s current role is Operating Officer at Foundation Wealth Management.

What is Hannah Rae Leone, Mba, Cfp®'s email address?

Hannah Rae Leone, Mba, Cfp®'s email address is ha****@****ail.com

What schools did Hannah Rae Leone, Mba, Cfp® attend?

Hannah Rae Leone, Mba, Cfp® attended University Of Missouri-Columbia, University Of Missouri-Columbia, Arizona State University.

What are some of Hannah Rae Leone, Mba, Cfp®'s interests?

Hannah Rae Leone, Mba, Cfp® has interest in Children, Arts And Culture, Environment, Economic Empowerment.

What skills is Hannah Rae Leone, Mba, Cfp® known for?

Hannah Rae Leone, Mba, Cfp® has skills like Marketing, Event Planning, Social Media, Public Relations, Editing, Strategic Communications, Microsoft Excel, Six Sigma, Advertising, Social Networking, Consulting, Facebook.

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