- Managed and maintain quarterly content, branding, promotion and marketing for a top-10 global real estate manager - Gathered custom performance data and translated into meaningful results within PowerPoint - Compiled and analyzed monthly, quarterly and annual product and sales meeting data through SalesForce and Excel - Worked closely with compliance, globally, to ensure materials and distribution of materials adhere to marketing regulations specific to each country and client type - Managed multiple tight project turnarounds while collaborating with compliance and portfolio management teams - Assisted RFP team with ad-hoc data requests to complete prospect due diligence - Collaborated with team to improve processes and create process efficiencies for data extraction and new material creation - Managed distribution and record keeping of PPMs and subscriptions via Excel and Power BI

- Kept projects on schedule by managing deadlines and adjusting workflows through Monday.com- Liased between 5 departments to meet specific project and client needs - Designed and delivered promotional emails for B2B clients via Campaign Monitor & SalesForce - Tracked hours and expenses up to $150,000 to keep project on task and within budget - Created project estimates, and then transitioned projects from estimation and pre-approval phase to a well-defined project execution plan - Analyzed campaign results once campaign was completed and presented results to client - Created monthly billing for clients via Microsoft Excel and collaborated with accounting team

- Collaborate with private wealth managers to review client portfolios and put together client reports - Research investment strategies and pitch to team to consider adding to portfolio - Research new prospects and potential clients that fit target market- Create and update marketing materials for an office of over 800 clients

- Professional mentorship that provided education and insight into the insurance industry and potential careers - Attend monthly training sessions with mentees and mentors

- Create email and social media marketing materials for upcoming events and analyze KPI’s and metrics - Report campaign metrics to leader weekly and strategize ways to improve engagement - Input client data into salesforce and add clients to email campaigns - Daily meeting with team to discuss projects, tasks and priorities

Semester long team project that analyzed business strategy and market trends, and created new marketing and sales strategy to increase product sales and new clients