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.• Offering field feedback to the home office tech teams for software enhancements and bug fixes.• Developing and conducting group training sessions on technology and best practices.• Contributing to the Advisor Desktop core team and participating in leadership development training.• Creating and delivering comprehensive local and National Training Program curriculum, adhering to certified master training principles.• Co-lead Women's Study Group in Field Technology Customer Success

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 certified HeartMath Coach. This certification enables me to employ a stress reduction methodology that is backed by more than 25 years of scientifically proven research. The evidence-based approach of HeartMath equips individuals and businesses with effective techniques for managing stress, ultimately enabling them to perform at their best both professionally and personally.

• 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• Maximized budget and tracked expenses for marketing and events• Developed relationships with donors, literacy champions and promoted sponsors• Created e-newsletters in Constant Contact and managed communications schedules and lists• Maintained WordPress website to keep our viewership informed• Met monthly with key media representatives in TV, print and digital media• Designed print ads, outreach marketing collateral, direct mail, booklets and annual reports• Attended monthly board meetings and fostered relationships with donors and volunteers• Developed consistently branded publications such as annual reports, magazines and outreach collateral

•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•Chaired staff meetings and collaborated with other department heads•Ensured OSHA standards were met and provided education on rules and compliance•Performed on a high level with minimal supervision from Vice President of Campus Services

• 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