Kelly Matczak Email & Phone Number

United States

Boca Raton, Florida, United States

Boca Raton, Florida

• I am dedicated to empowering financial representatives and advisors, ensuring their businesses remain relevant and competitive amidst the ever-evolving digital economy. Some of my key responsibilities include:
• Analyzing technological adoption metrics and devising strategies to enhance advisor-client relationships and streamline business operations.
• Collaborating with advisors to implement effective segmentation strategies to drive business growth.
• Training and consulting financial representatives on core and emerging technologies, bolstering their competencies in CRM systems.
• Providing education and support in proprietary financial planning software, CRM platforms, email marketing tools, and esignature platforms.
• Assisting in the onboarding and mentoring of new Tech Success Consultants.

West Palm Beach, Florida Area

Throughout my career, I have collaborated closely with both individuals and companies, guiding them towards achieving their desired success. By offering comprehensive strategies in technology, marketing, goal setting, and communications, I have helped pave the way for their growth and advancement.In addition to my expertise in these areas, I am also a.

• Planned and delivered fundraising events to ensure continued support of literacy programs
• Developed branding and communication strategies based on target audience
• Developed and maintained digital channels of communication
• Worked in tandem with literacy programs and service providers and promoted their engagement in the community
• Analyzed past event experiences and searched for innovations, creative solutions and improvements
• Worked with CEO, board members and sponsors to plan and coordinate events, initiatives and campaigns

• Supervised employees in design, pre-press, production, bindery and finishing departments
• Worked with suppliers and vendors to maximize budget and maintain quality of deliverables
• Served as a liaison to other departments in the university to educate them on available services
• Project management from inception to completion of printed materials
• Decreased non-value added activity by streamlining processes and department layout
• Created and maintained an accessible and collaborative press schedule

• Designed publications and promotional materials such brochures, posters, booklets, postcards, signage and newsletters
• Created solutions for customers and Student Activities Committees for their promotional pieces
• Gathered and applied information to ensure delivery of properly targeted marketing materials
• Displayed solid design knowledge and troubleshooting skills
• Designed creative pieces while proactively complying with postal regulations for mailers
• Collaborated with multiple departments to deliver professional pieces in a timely manner

Mpa, Masters In Public Administration

Activities and Societies: I had the privilege of working with nonprofits in Erie, PA that were doing fantastic work in the community, but.

Ba, Graphic Design

Class Of 2018

Webmaster, Certificate

Education record

Education record