Julie Flanagan Email & Phone Number

Concord, Nc, Us

Charlotte, North Carolina, United States

Every day is Saturday…

Charlotte, North Carolina Area

Develop marketing communication strategy and plans for the company, in the energy and fossil fuel and engineering consulting businesses. In this position I develop and execute these strategies and plans aligned to key business goals, including:• Create and manage integrated focused campaigns, email, direct mail, digital content, social media posts, and various promotions to drive awareness, revenue growth, and position the brand.• Measure and report on the effectiveness of the communications, promotions, new products and services introduced.• Manage company mailbox and responses to inquiries and requests. Collaborate with the Marketing and Business Development team members to identify and develop opportunities and engaging content with our value proposition, collateral materials, launch and support materials, images/schematics, educational presentations, job aids, and other materials. Create and distribute emails (Constant Contact), managing database (spam and unsubscribe), social media content and posts (Facebook and Linked-In) and time-line for all.• Monitor and manage communication channels including placement, messaging, and promotions.• Cultivate strong relationships with marketing team, business lines and product and service leaders and other teams, providing marketing expertise to meet business objectives.• Develop materials, save the date and invitations, along with mini-website and registration tools as well for seminars, trade shows, conferences, and workshops.• Ensure all touch points adequately communicate product value proposition, collateral, websites, apps, promotions, events, etc.• Develop, document, and communicate specific requirements for marketing communication plans.• Collaboratively produce semi-annual industry specific magazine - print and electronic distribution.• Lead webinar efforts from promotions and invitations to rehearsals, presentations, recording publication and follow-up communications through results.

Charlotte, North Carolina

- Successfully create and implement employee engagement and communications to bring action and excitement to various initiatives and benefits- Expertise in Financial Services Marketing and Communication strategies and planning.- Developed and create new marketing material and collateral (brochures, seminars, presentations, flyers, mailers, e-mails, website pages, digital banners, etc.)- Managed Institutional Client Advisory Board agenda, follow-up surveys, presentations and communication support- Product Marketing, Asset Management Marketing support to expand the reach of new initiatives - Created, executed and managed marketing campaigns managing creative services resources, tracking and results- Web product and campaign updates and development of site pages and maintenance provided- Marketplace, compliance and product expertise and support to the field and RFP response units provider- Institutional client/consultant Finalist Presentation planning and presenter- Worked with compliance on messaging, legislative and IRC material updates- As Registered Principal provided review, feedback/corrections and ultimately sign off for marketing and sales support associates- Relationship Manager with key marketing and sales teams including field representatives and Regional Directors for specific sales results and institutional client focused campaigns- Comfortable among peers, vendors and leadership including negotiation and communication- Skilled presenter with excellent written and verbal communications - Experienced financial/investment styles, equity/fixed income markets- Regulatory environment expertise for retirement plan business and fiduciary responsibility including Defined Contribution and Defined Benefit - BRD, Project and resource oversight and management and small to large group meeting and event planning and coordination, communicative, consultative, strategic thinker that is detail minded- FINRA Registered Principal 26, 6, 7, 63 and 65 current

Southeast Region, Us

Proactively serviced Higher Education, K-12, and Healthcare Retirement Plan markets for the SE US Region:- Client relationship management - grasp complex ideas and offers to communicate clearly offering new or updated products, services, reporting tools, etc.- Enrollment meeting venue and resource planning, large group meetings and one on one for plan implementations- Retirement plan documentation and utilization analysis - Plan participant engagement target and development planning - Key institutional account and individual end-consumer retention planning- Business focus on retirement plans rules industry regulations and communications for same - Problem solving for very large clients and plans ranging from $10mm to $300mm in plan assets Including: governmental, higher education, hospital public and private qualified retirement plans as well as non-qualified deferred compensation plans- Developed asset retention plan and process to serve clients and conserve assets under management: Educated contract owners to potential fees or charges in regard to movement of saved from losses and incurring of unnecessary fees. Corporate asset retention in year one, +15% increase of assets retained occurred. The plan and process was adopted by the rest of the regions- Comfortable among peers, vendors and leadership including negotiation and communication

Fort Wayne, Indiana

Sr. Security Fund Analyst position experience and responsibility included: - Liaison/relationship management for assigned investment companies/book of business included Fidelity Investments, Lynch & Mayer, Putnam Investments, Janus Funds, and Delaware Investments (fund sub-advisory agreements) - Performed Due Diligence visits, analysis, recommendations and reporting- Excellent written and verbal communications completed in a timely professional manner- Provided timely and accurate responses to client requests, inquiries or issues identified expeditiously, while elevating to Sr. Management when appropriate- Project management for additional special and more complex projects for internal and external business partners as assigned- Partnered with Legal and Compliance to plan, managed and create all necessary reports and required compliance (SEC) filings- Lead project teams including resource management, time-line and budget, as well as individual assignments including due date and tracking to assure timely completion, to accomplish on-time 100% accurate filings- Print production management with print vendors- Data requests, data review and analysis managed for prospectuses, Annual and Semi-Annual reports and Statements of Additional Information (SAI) for assigned book of business - Appointed to team lead/Manager of personnel that provided performance reports in regular intervals. - Maintained in depth knowledge of market trends such as in the case of 'volatile markets' and provided information and data to support the client-facing teams with answers to concerns from clients. This knowledge and education sharing ultimately lead to asset conservation and increased investor confidence year over year.

Fort Wayne, Indiana

Creative Marketing Manager for Group and Individual products: - Hands on manager of message content and materials according to established brand guidelines from inception/idea, design, content to completion of collateral materials (digital, email and printed products)- Remain involved from layout to design to print and press check, writing content, editorial review, are most enjoyed tasks- Sales support and B2B, B2C and B2B2C consumer configurations - Communicating with supervisors, peers, and subordinates by telephone, in written form, e-mail, as well as in person establishing and maintaining relationships - Developing constructive and cooperative working relationships with others, and maintaining them over time- Interacting with computers including hardware and software, set up functions, enter data, and process information and opportunities- Making decisions and solving problems by analyzing information and evaluating results to choose the best solution and use problem solving skills- Organizing, planning, and prioritizing work by developing specific goals and plans to prioritize, organize, and accomplish your work on time and with precision and accuracy - Plan and investment product outcomes tracked and reported - Create, plan and manage new product launch to U.S. based sales force including venue selection and management, travel accommodation management, agenda, speakers, support materials and A/V needs through follow-up: survey, tracking and results reporting Note: During this time Lincoln National Life Insurance was named the "#1 Issuer of Variable Annuities*" (*According to third party reporting by Variable Annuity Research Data Service (VARDS)- Managing editor for the quarterly retirement plan participant newsletter: "Multi-Fund News" Note: Managed writers, graphic design and insured accurate targeted content, print production and distribution to >500,000 individual contract and certificate owners in the retirement business space