• Primary focus is to plan and execute assigned roadshows, marketing events, investor field trips and analyst marketing trips.• Take ownership of assigned roadshows and marketing events; primary contact for both internal and external clients.• Coaches and mentors other roadshow coordinators; provides training in roadshow marketing procedures and logistics.• Create event invitations, schedules conference calls and coordinates ground transportation. Serve as liaison between internal and external clients; provides regular updates and final schedules to event participants.• Provide logistical support and recommendations for all aspects of assigned roadshows and marketing events.• Provide venue and supplier selection and maintain relationships with catering managers at hotel and other venues. Ensure that corporate travel policies are applied in event preparation.• Responsibilities for conferences include coordination of 1x1 meetings between corporate clients and institutional investors. Provide on-site support as required.• Collaborates with internal customers on meeting logistics, including food and beverage, audio/visual requests and other special needs and communicates with the meeting facility.

• Plan and execute roadshows, marketing events, investor field trips and analyst marketing trips.• Professionally and effectively communicate as the main point of contact between internal and external clients and institutional investors.• Create marketing materials, travel itineraries and investor profiles for each trip.• Provide venue and supplier selection and develop relationships with venues while ensuring corporate travel policies are applied.• Provide the white glove service required for high profile companies before, during and after the event. • Maintain a comprehensive calendar of competitor and street events, revising as needed.• Collaborate with Corporate Events Team, Sales Team and high level executives to ensure a smooth event from start to finish.• Work successfully and efficiently with team members in a fast-paced, collaborative environment.

Role ended due to Senior Managing Director retiring.

• Use knowledge obtained through constant training to make pragmatic choices with a “client first” mindset• Resolve questions and concerns from Asset Management Services financial advisors regarding fee billing• Provide a high level of customer service to Raymond James advisors and various internal departments• Calculate advisor compensation at the gross level, as well as internal expenses pertaining to advisor net• Research and process specifically assigned tasks, such as partial transfers to incept new AMS accounts

• Provide ongoing support to clients via phone and email• Communicate with insurance carriers to ensure data matches data in Benefitfocus platform• Provide an accurate time frame of completion for issue resolution to clients.• Transfer calls and redirect via email to appropriate departments depending on clients needs• Remain well-informed and provide accurate information to clients of the ever-changing field of health insurance• Complete foundational benefits training courses, as well as client-specific training courses, to further knowledge and better assist clients using Benefitfocus software.• Complete SLAs within the contracted time between Benefitfocus and our clients

• Upkeep cleanliness throughout the store, including organizing back warehouses and wrap closets• Merchandize new products on sales floor and in window displays to be appealing to the customer’s eye• Keep staff up to date with product release dates and other important news for specialty brand: Alex and Ani• Greet and engage customers, assisting them in finding the appropriate gift or item they seek

• Manage front of house operations, including opening and closing• Lead and assist handicapped guests in elevator and to designated seats• Problem solve maintenance and customer service issues in an immediate fashion• Collaborate with Program Supervisors to ensure an enjoyable and smooth experience for patrons • Coordinate volunteers and interns

• Developed strategic marketing plans for upcoming shows• Managed the front of house and box office prior to and during performances• Organized and improved the front of house office• Promoted shows through print and visual media• Operated office phone and resolved customer service issues and inquiries• Updated website with blog entries and accompanying photographs reviewing recent performances

• Assisted Mr. Obrien with daily tasks difficult to perform with Parkinson’s Disease (grocery shopping, upkeep garden, walk dog)• Kept employer up to date and organized with email, important meetings and doctor’s appointments• Transported Mr. Obrien to weekly appointments and social engagements• Managed and catered social lunches for Mr. Obrien