Karla Rose Email & Phone Number

Seattle, Wa, Us

Seattle, Washington, United States

Seattle, Washington, United States

• Leader of virtual events for Wells Fargo Wealth and Investment Management – identifying appropriate virtual platforms for events, coordinating communication and registration for clients and employees, and hosting events across multiple virtual platforms• Executes all aspects of event planning and onsite management for Wells Fargo events, primarily for complex multi-day annual recognition events, with attendance ranging from several hundred to over a thousand• Conducts nationwide venue sourcing, 3rd party vendor sourcing, creation of event communications, internal team onsite staffing, budgeting, communication and presentation to key stakeholders, and acts as primary contact for all parties onsite during events• Designs memorable and engaging recognition event experiences for high performing team members, supporting retention of top talent• Thoughtfully creates and manages meeting and event project plans, with attainable milestones, while collaborating with fellow planners and key stakeholders throughout planning processes, keeping the desired end result at the forefront of the process• Conducts regular event planning meetings ensuring every detail is reviewed and planning timeline is on schedule to operate a successful event• Oversees vendor relationships and services during planning process, such as DMC’s, transportation, production, and AV companies• Drives registration development and meticulously manages data for large complex meetings, including travel set up and oversight, housing management, ground travel management, and manifests• Troubleshoots issues throughout the planning process, and onsite, bringing to light issues early on for discussion and contingency plan creation, minimizing unforeseen issues once onsite• Builds complex registration websites, and creates communication content for multi-day events with travel and multi-layer questions

Charlotte, North Carolina Area

• Source and negotiate contracts for events; including complex requests with multiple cities, and tight budget constraints• Collaborates closely with clients and peers on registration content while driving development of registration timelines and website construction. Daily performs attendee management for multiple events simultaneously• Registration lead for client hosted events and accommodations; created custom event registration websites in StarCite event management tool to manage registration for 5000 invitees, and 1400 room nights at multiple venues.• Led event planning for Wells Fargo participation at external conferences; coordinated internal participation at company booth, and panel speaking sessions; organized AV, and reception food and beverage; managed logistics for booth set up and tear down• Performs data management, of pre and post event financials, attendee participation, and survey results• Volunteer Coordinator, Uptown Charlotte Green Team an internal networking organization

Greater Seattle Area

• Performed extensive event planning for off-site events, from sourcing through execution for domestic and international attendees◦ Duties included: budget creation and presentation to the operating committee, sourcing and site visits, registration, travel logistics, accommodations, team building activities, reporting, collateral productions, and onsite staffing• Provided administrative support and calendar management for the Director of Research, two Managing Directors, four senior team members, and four support staff• Organized logistics for internal and external meetings, at onsite and offsite locations, in the US and internationally• Ensured our information database and SharePoint site were up to date and organized• Accurately completed and processed multiple expense reports through Concur• Directed group projects with other Managing Director's teams and assistants• Worked flexibly outside of normal office hours to meet deadlines, and attend meetings and functions• Organized additional office events; including the annual offsite holiday party for 200+ attendees

• Scheduled and organized multi-day sales and training meetings, including venue research and contract execution, event registration, meal selections, printing materials, and guest lodging• Provided administrative support for three Area Managers with 120+ direct reports• Prepared sales reports and financial variances to Area Managers and employees• Processed and reconciled any inaccuracies on 120+ commission-based paychecks

Greater Seattle Area

• Proactively sourced new business accounts and products and executed operational branch duties• Oversaw administrative set up and maintenance of accounts, with high attention to detail and accuracy