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 deliver the appropriate message of our brand• 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 • Build, track and manage event activities/attendees within our Event Management Software, Aprimo; invitation process, web registration, reporting and attendee management• Post event follow-ups, including reconciling invoices, finalizing budgets and preparing event documents/contracts for following year (if annual event)

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 JPMII and JPMDS- Coordination of corporate risk management tools- Project management and oversight for any major projects impacting broker/dealers andinvestment advisors- Decision making and recommendations concerning day-to-day operations and oversight ofbroker/dealer

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. Responsibilities include: contractprocessing, circulations of legal documents, and approval meetings- Plan and execute client events within the sales channels- Event coordinator and planner of 17 Retirement Forums in a three month period across the U.S.- Member of the Communities Development team