Marketing Associate, Global Structured Products (July 2013-March 2015)▪ Collaborated with closed-end fund marketing team to develop and execute strategic marketing plans to promote and support Nuveen's closed-end funds.▪ Developed and implemented all forms of marketing for Nuveen's unit investment trust product line, including print, media, web, email, and sales support. ▪ Promoted and organized conference sponsorship and participation through email, targeted print materials, and advertising. ▪ Created product marketing materials, such as fact sheets, strategy sheets, product guides, and brochures.▪ Managed projects from beginning to end, providing effective, on-time delivery and implementation within budget.▪ Coordinated with sales, product development, product management, compliance, corporate marketing, outside vendors, e-marketing, fulfillment, outside legal, and portfolio managers to execute projects.Marketing Associate, Channel Marketing (Nov 2011-July 2013)▪ Worked with independent advisor sales channels to create channel specific marketing strategies that aligned with sales goals.▪ Executed strategies through various tactics; such as direct mail, emails, presentations, webcasts and firm specific collateral. ▪ Communicated marketing strategies and tactics regularly to sales to solicit feedback on effectiveness.▪ Maintained relationships with sales, national accounts, compliance, corporate marketing, advertising agencies, and designers.

• Worked closely with a team of consultants and analysts to provide consulting advice for defined contribution plans.• Managed the client and prospect deliverable process from inception to completion, gathering data from multiple sources, ensuring deadlines were achieved, and high quality was maintained. • Collaborated with marketing team to enhance teams visibility by creating brochures, newsletters, and other collateral.• Supported business development efforts by helping complete RFPs and by assisting in development of marketing campaigns.

• Attained position as number two sales representative for the year on a team of 20 having brought in $1.68 M in 2008. • Earned Presidents Club Award, June 2007 and January 2008: Highest Sales for reflective months on Advisor Sales Team.• Used consultative approach to provide appropriate Morningstar Advisor research products to financial advisors which allow advisors to do research on individual securities as well as portfolio analysis to provide data and reports for their clients.• Generated new business and provided ongoing account management for clients by working internally with product support, sales, and marketing teams to effectively provide for clients needs.

• Utilized internal database to locate potential clients.• Able to learn four company specific systems to contribute to team organization.• Took directives from financial advisors and assisted them with their requests.

• Developed newsletter by designing creative layouts, organizing information, and composing articles.• Collected data from participants through personal interviews and surveys. • Integrated research from multiple sources to form educated conclusions based on findings.