Jessie Lehner Email & Phone Number

New York, NY

• Negotiate contracts with vendors to provide maximum budgetary flexibility
• Plan events including National Sales Conferences, Due Diligence meetings, client conferences/seminars, roadshows, internal initiatives and client entertainment/sporting events
• Collaborate with marketing, sales management and branding/design to develop event strategies, including, agendas, marketing materials, signage and décor in order to leverage current marketing/sales initiatives and.
• Act as on-site event lead, doing do by preparing and managing event operations schedule/event staffing documents
• Manage event logistics, including hotel room blocks, group travel, airport/train transportation, event space reservations, food and beverage, etc.
• Established and enforced standard operating procedures and best practice guidelines to ensure compliance with applicable FINRA guidelines

Columbus, Ohio Area

Coordinating, implementing and managing all aspects of the general broker/dealer oversight functions for J.P. Morgan Institutional Investments, Inc. and J.P. Morgan Distribution Services, Inc.- Relationships built with senior management, registered principals and representatives, and legaland compliance personnel within the lines of businesses supported by.

Columbus, Ohio Area

Responsible for assistance to senior management in the RIA and CWM sales channel with outstanding communication skills, time management skills and effective ability for multi-tasking. Responsibilities include event planning, business travel, managing calendars efficiently and strong communication.- Member of the Broker Dealer Business Management team..