- Designed and maintained PowerPoint-based pitch books used in fundraising credit funds; worked closely with analysts to translate raw economic, market, and fund performance data sets into visually impactful charts and graphs in Excel.- Led construction of content library for CMS conversion (from SharePoint to Seismic) by building 800+ master slide, identifying key areas for automation, training team members on new system, and streamlining content update procedures; resulted in improved timeliness of updates by 1-2 days.- Completed re-brand of sales materials ahead of schedule; oversaw development of one pagers, ads, webcasts, white papers, conference materials, and invitations to ensure adherence to corporate brand guidelines; brought 90% of graphic design work in-house.- Advised middle market lending subsidiary in creating separate brand identity and replicating graphics resources implemented at parent firm.- Supervised and trained one junior team member to fulfill standard creative requests from marketing team.

- Designed, drafted, and managed the dissemination of brochures, fund fact sheets, presentations, sales kits, videos, educational features, and other marketing deliverables to home offices, broker dealers, and retail investors in the sale of alternative investments.- Managed the inventory, printing, and fulfillment of the firm's 200+ marketing items, which resulted in decreased inventory costs and successful negotiations for higher volume discounts.- Oversaw all marketing deliverables for a new equipment finance fund launch; assisted in the launch of an energy fund and business development company.- Established the firm's in-house graphic design capabilities, which reduced operating expenses and improved the timeliness of project deliverables.

- Managed the print and electronic marketing collateral, website, and special events for firm’s brokerage division; expanded responsibilities to include cross-marketing for asset management, capital markets, research, institutional sales, and other firm affiliates.- Coordinated all event logistics for the launch of firm’s annual institutional investment conference, which included budget management, venue negotiations, sponsorships, presentation scheduling, and registration for 250 international attendees.- Implemented an automated data entry system in sales database and introduced data scrubbing techniques to help financial advisers reduce their lists of unqualified prospects by 10-25%.- Analyzed website statistics, A/B testing results, banner ad performances, and lead conversions of online marketing campaigns and made recommendations in monthly reports used for advertising budget allocations.

- Launched loyalty rewards program, promotions, and weekly email campaigns for 40 independent sales offices, which centralized Corporate’s control of marketing, reduced duplicate efforts across offices, and improved inter-office communication.- Established firm’s social media presence by starting and maintaining company blog, Twitter, and Facebook accounts.- Planned training sessions, corporate meetings, and incentive trips for partners, managers, and sales teams.- Designed all marketing collateral in-house, including special reports, email campaign templates, and electronic ads. - Contracted external vendors for firm’s promotional items, printing, and meeting venues.

- Executed financial transfers between clients and their brokers, financial institutions, and commercial partners.- Responsible for the daily valuation of multi-million dollar portfolios.- Researched and resolved failed trades, non-reconciled accounts, and incorrect fund transfers for month-end reports.- Ensured accounting and reporting procedures meet regulatory requirements.