Leads the development and execution of marketing strategy that supports the ADA Members Insurance Plans, underwritten by Protective. Collaborates with sales, industry associations, product development and market research teams to understand. target audiences, develop key messaging and create go-to-market plans that address key business priorities. Success is measured on the effectiveness and return of marketing programs, and their alignment toward driving sales goals within life, disability, and supplemental medial insruance plans.

Responsible for enhancing CPR Anesthesia’s digital presence and promoting company brand to increase sales. Focused on SEO, digital advertising, social media and email campaigns.• Designs and implements multi-channel marketing campaigns including print and digital components.• Manage stakeholders' expectations regarding projects for successful completion of marketing projects.• Analyze current healthcare industry trends specific to anesthesia, to develop coinciding marketing material.• Research of competitor's marketing materials.• Prepare and update marketing materials for events/tradeshows.• Created content and designed re-launch of company website via Word Press.

Tactical strategist responsible for creating and launching campaigns aimed at enhancing company brand and focusing on recruiting advisors to join the NPH network of broker-dealers. Ensures campaigns and materials are developed and executed in an efficient manner. Proactively manages details of every project ensuring all moving parts are well coordinated and aids clients in developing advertising strategy. - Makes recommendations for and assists in strategizing, planning, creating and implementing stakeholder-initiated projects.- Prepares project scope documentation, devises communication strategy and manages the marketing production plan to include resource planning and deliverables.- Acts as internal business partner with the in-house creative team, NPH marketing leads across four state locations and other departments to achieve marketing objectives.- Developed policies and procedures for opt-out list management in regard to digital campaigns. - Meets with clients on a regular basis to establish priorities and manage expectations of internal business partners on existing project status.- Communicates to management on approaches, status and escalations.- Provides strategic thinking and insight which translates into actionable plans.- An active contributor to a positive, innovative, collaborative and cooperative based work environment.

Responsible for planning and executing marketing campaigns, managing company website and producing advertising for Ryan Financial, Inc., a registered representative of LPL Financial, a leading independent broker-dealer and financial advisory firm. Built and nurtured key client relationships by providing exceptional service at every opportunity and creating unique client experiences. - Managed all day-to-day office activities and three staff members, exhibiting strong team leadership, problem solving and organizational skills earning many opportunities for increased responsibility.- Designed and managed website content using relevant social media and digital marketing strategies to increase site traffic and SEO.- Planned customized client events, ranging from 10 to over 100 participants, designed for prospecting, education or client appreciation purposes receiving very positive reviews from attendees. - Created weekly newsletter distributed to over 250 clients, prospects and businesses to stir interest in industry news, activities and events.- Developed marketing collateral to network and promote company, increase brand presence, build relationships in the community and drive growth. - Founded a National Marketing Roundtable, coordinated monthly conference calls with industry peers to share and brainstorm ways of improving best practices across the LPL Financial network. - Coordinated all aspects of office move in 2007 from office design decisions and branding to selecting and managing multiple vendors to planning and executing the physical move on time and on budget. - Initiated self-audits to proactively ensure all processes under LPL Financial as well as FINRA compliance procedures were audit-ready enabling the firm to earn exemplary scores over past seven years.- Created Employee Operations Manual for the firm documenting key information and procedures to facilitate new employee training and minimize disruption in the event of turnover.

Liaison for all client needs: completed applications and various forms for client policies; set appointments; kept high net worth clients updated through underwriting process; initiated and maintained care of servicing issues; prepared own written correspondence. Also obtained Colorado Life/Health License.