Create marketing, sales, and media relation solutions for a variety of clients. Conduct client interviews, determine the scope of business needs, and craft individualized solutions. Research and develop strategy for media relations concerns. Construct websites, marketing campaigns, logos, advertising materials, and even training manuals that incorporate business strategy and market analysis. ♦ Redesigned the recruiting website, including structure and content, for Private Client Services, LLC, generating double the viable candidates from the previous three years.

Forged the company’s marketing department from nothing, quickly promoting to Senior Vice President and overseeing the creation and actualization of 500 projects annually. Led a team of up to eight full-time employees, creating and managing all aspects of brand development, marketing strategy, advertising, public relations, and website development. Designed the website to be public-facing and include multifaceted client portals. Provided product management for all banking services including checking accounts, credit cards, lending, online banking, and funds transfers. Constructed sales campaigns and marketing collateral. Served as a member or chairman on numerous committees including Client Statement, Community Sponsorship, and Strategic Planning. Resolved interdepartmental and crisis communication issues. Addressed all web-based client inquiries and concerns in the capacity of ombudsman. ♦ Reduced full-time employees from 8 to three through improving efficiency and incorporating technological advancements. ♦ Masterminded the rebranding of the company two separate times as it grew from a $15 billion industry to a $40 billion enterprise. ♦ Initiated client satisfaction and continuous improvement surveys, ascertaining vital data on client trends later used in business development and planning. ♦ Preserved thousands in operating costs while increasing profit margin by consolidating a $21 billion money market portfolio with 19 funds down to only five funds. ♦ Implemented client contact/content management software that centralized 3,000 pieces of financial content, making it immediately accessible to 400 consultants. ♦ Prior to this served as Hilliard Lyons/Vice President of Marketing, previously working for PNC and promoting from a Forms and Graphic Designer to Assistant Vice President of Advertising.