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.
• 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.
• 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.
• Conducts regular event planning meetings ensuring every detail is reviewed and planning timeline is on schedule to operate a successful event

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.
• 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.
• 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.
• 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

• 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