o Conducted Q&A with stakeholders on new projects to support the scope and project plandevelopment, determining timelines, and ensuring the identification of the proper support team in the planning stageo Served as the owner of the company’s project milestones, task execution oversight, and prioritization of workload based on urgency, importance and business needso Led weekly stakeholder meetings to provide accountability for day-to-day operations and assist with removing roadblocks o Used varying reporting methods to support the different team’s needs, including a stronger focus on card number and story point data for development projects and higher-level milestone reporting for the Executive Committee weekly meetingso Documented meeting notes and followed up on important action items and decisions frommeetingso Acted as a project manager and liaison to support successful partnerships with outside firms for launches, including product and integration launches, company rebrand and acquisition, fee changes, and moreo Provided cross functional support between varying product and development teams to ensure the groups are actively communicating and understanding timelines and dependencies of their development cards in Azure DevOpso In January of 2020 I was one of 30 employees recognized as a top performer in the organization and was recognized at a rewards trip. (out of 700+)

• Developed and executed on go-to-market plans for new product releases, campaigns and other national efforts to support lead generation efforts• Coordinated with PR agency on product launches needing press releases, bylines, advertising, and more• Managed the company’s webinar calendar, topic selection, and coordination with speaker • Worked closely with Executive Vice President of Sales for monthly campaign strategy alignment and a cohesive plan to influence our partner communications, new content creation, and revisions to collateral library• Developed strategy and oversaw the execution of campaigns, as well as funnel development• Led the planning and execution of the company’s annual advisor conference (Jan 2014-Jan 2018). The most recent event received a 100% satisfaction rating and record attendance (350). Each year since beginning in 2014, the conference has sold out and grown in attendance numbers• Managed employees within department including, delegating quarterly goals, work assignments, developing, and coaching in one on one meetings to support personal development

· Managed the company's marketing personnel· Managed brand standards to ensures consistency of use· Developed an annual marketing plan and budget and deliver activities that meet the company's objectives within the defined budget. · Worked closely with the sales team to coordinate marketing and sales strategy planning

• Planned and executed three successful advisor conferences with the most recent receiving a 96.8% satisfaction rating and record attendance.• Updated the company's brand and messaging and have continued to protect the brand since the launch of its new identity. • Worked with designers to create and add sales collateral to the company's library of resources • Created, distributed, and managed communications for the company via mailers, emails, and website notices• Worked with the third-party database provider to further evolve the client experience through technology through reports and account performance statements• Generated and analyzed monthly and quarterly reports, including: performance and advisor retention rates• Worked alongside the PR representative to increase the company’s exposure in news and media outlets• Managed and advised the Marketing Coordinator on a daily basis

• Maintained the company’s forms and applications• Created and conducted quarterly surveys to improve service• Updated company filings with the SEC on an annual basis and led the distribution of these materials to investing clients• Conducted OFAC and FINCEN testing against a current client list• Completed due diligence questionnaires assigned from RIA firms• Reviewed outside firm marketing materials for compliance approval• Assisted in the preparation for two Securities and Exchange Commission audits while serving as the main contact to the SEC• Completed Sales and Marketing tasks present in my role as the firm's Marketing Analyst

• Created, managed, and performed in-game promotions for all Lady Vol sporting events• Assisted with the implementation and coordination of the Tennessee Student Rewards Program• Composed public announcements for sporting events• Coordinated Professor Appreciation Night and High School Day for softball promotional events• Created branded materials, including flyers and athlete trading cards

• Assisted with student worker payroll process• Monitored study halls to ensure student athletes meet his or her required hours on a weekly basis• Assisted student athletes while acting as a note taker for classes • Managed company inventory on a semi-annual basis• Generated various project analyses through Microsoft Excel for compliance purposes