Jay Young Email and Phone Number

- Organizes and develops direct mail solicitations to raise funds.- Prepares short and long‐range marketing goals to maximize the brand, reputation, and communication efforts of the YWCA Madison- Communicates the YWCA Madison’s vision, mission, and values to the public by promoting fundraising activities and informing the public of the YWCA's programs, accomplishments, or points of view.- Develops marketing initiatives, writes copy, and prepares marketing materials including event invitations, solicitations, advertising, the newsletter, the annual report, press releases, op‐eds, fact sheets, blog posts, videos, and event scripts.- Coordinates placement of purchased/donated print, television, radio, and web advertising to enhance the YWCA’s image.- Oversees and maintains digital media platforms including the YWCA website, social media, and e‐newsletters.- Maintains ongoing database of media contacts, builds media relationships, and engages marketing advisors.- Serves as agency liaison with outside consultants and vendors such as designers, copywriters, contracted printers, and advertising agencies.- Develops, supervises, and implements women’s leadership initiatives including the Moxie Conference and YWomen Lead.- Provides workshop facilitation for YWomen Lead.- Works with staff and community agencies and businesses to develop newparticipants or contracts and to explore new, innovative programs.- In conjunction with appropriate staff, develops and implements program criteria and procedures, and evaluates program effectiveness.- Provides support to the planning of Circle of Women and the Racial Justice Summit/Workshops through video and marketing material production.- Works as a team member with other YWCA staff to develop marketing materials and program/event content.

• Develop and implement HealthConnect outreach & Community Engagement plan.• Develop marketing strategies that raises awareness of HealthConnect within target populations• Seek and execute speaking opportunities with community-based and faith-based organizations.• Engage reputable influence-rs to engage target population on the value of health insurance and HealthConnect. • Develop communication pieces that communicate program guidelines to target population.• Maintain a high level of knowledge on the Affordable Care Act and HealthConnect.• Work with Director of Unity Way 2-1-1 to insure a high level of customer service for referrals and potential participants.• Mobilize and organize volunteer for door to door distribution of HealthConnect educational and marketing materials.• Prepare reports on activities and results to facilitate activity review in order to determine which tactics are most successful and to monitor success of the project.

• Publicized volunteer opportunities to teachers, parents, and others as appropriate.• Disseminate information to parents and school staff about available parenting support services. Help connect parents with other programs and resources as needed.• Planned and implemented volunteer training sessions. Recruited and trained 59 volunteer throughout my service year.• Worked with school staff and other partners to assist parent support needs at schools.• Organized monthly or bi-monthly support meeting with volunteers and parents.• Facilitated ongoing formal and informal meetings and communication with school staff and community partners as appropriate. • Ensure that the efforts of volunteer are adequately recognized.• Assist Achievement Connections staff to assess the effectiveness of the parent mentor program.• Kept thorough records and complete paperwork in a timely manner. Complete quarterly, annual, and other reports as required by supervisor.

• Interacted with clients to gather information, process internal and external new account forms, ACAT transfers, check requests, execute security trades and resolve client inquires of various natures. • Organize client seminars and other events where duties included the design and production of seminar materials, mailing of invitations, processing RSVPs, ordering catering, securing venues and working with facility staff and handling of all other aspects of event planning.• Maintained Financial Advisor’s Calendar; scheduling appointments, conference calls, due diligence meetings with outside financial institutions, industry professionals and clients. • Performed an array of office management duties that included; Overseeing administrative personnel, prepared and maintained correspondences, advertising and closed client files; and check blotters to meet NASD and Ziegler Companies’ compliance. • Schedule branch office meetings between third party regional wholesalers and internal investment professionals.• Coded and approved branch’s account payables and bank deposits for Ziegler’s Corporate Accounting Department.

• Coordinated the mailing of monthly marketing literature to North Track Fund’s Investment Advisor Database; including the ordering of personalized imprinted sales literature, acquiring mailing lists and the tracking of sales results. • Maintained Asset Management’s websites: updated existing content and created new web pages by using Dreamweaver MX and custom designed content management software; as well as processed and responded to literature inquiries received through various Asset Management Websites. • Supervised the literature fulfillment process contracted with a third-party fulfillment facility to assure that current prospectus and financial information was available to brokers. • Assisted in the writing and design of various marketing materials such as sales and client presentations, seminar and other marketing materials.• Updated monthly and quarterly performance, marketing, and compliance literature. • Responsible for the distribution of North Track Funds marketing literature to all Ziegler branch offices. • Managed inventory of promotional items and literature inventories, while tracking material costs.

• Provided daily administrative support to Asset Management’s sale team; duties included processing incoming and outgoing correspondences, answering telephones and assembling presentation materials. • Organized and maintained filing system of written and legal correspondence for clients, prospects and industry professionals.• Draft legal contracts for new client relationships.• Maintained client and prospect database; as well as Sales Pipeline reports.• Produced investment proposals and sales presentations.• Synchronized data collection and managed the assembly of conference materials, board of directors’ presentations and quarterly presentations for Asset Management client base.