·Develop and execute marketing strategy for the affluent segment to grow and deepen the business·Advise on marketing, branding, and communications for new digital products and features for HNW and UHNW clients

•Built interactive, real-time dashboards and developed framework for interpreting social listening insights using Sprinklr to inform future marketing initiatives across the division•Analyzed data to guide marketing strategy and presented to key stakeholders; recommendations incorporated into quarterly survey of 1,000 business owners•Identified most relevant articles from over 10,500 data points to enhance executives' engagement with LinkedIn

•Developed and executed marketing strategy for middle-market mergers and acquisitions advisory firm specializing in not-for-sale deals for clients with $10-500 million in revenue, reported directly to the CEO •Innovated KPI dashboard to track business development and operations, analyzed data and leveraged insights to develop firm’s marketing strategy •Created new marketing campaign, segmented database to identify targets, and developed email drip, resulting in 20% response rate •Implemented new sales pipeline management system and drafted proposals for senior management; increased conversion rate from issuing a proposal to new client acquisition by 9% in 2018 vs. 2017 •Trained team of two on speaking engagement preparation and follow up and built how-to guides; increased leads by 24% in first nine months of 2018 vs. same period in 2017 •Established project timeline with six speakers and course administrator to edit M&A course, reviewed and rewrote materials, and solicited input; developed standardized course with accurate industry information •Enhanced relationship with clients by collaborating on testimonials and case studies •Spearheaded newsletter “The M&A Growth Bulletin” development and design; generated fresh content and analysis quarterly •Wrote, edited and placed articles on behalf of leadership team in trade publications

•Developed and executed marketing strategy working directly with executive management and the Board•Invited to company’s strategic planning sessions, led to role directing marketing efforts for firm•In charge of team of three for redesign of the firm's website; recommendations led to modern rebranding of site, mobile-optimization, investment in SEO-optimization, and lead capture forms•Established educational event for C-suite and executives including planning and promotion, design of marketing materials, and booking speakers; generated 47 new leads and approval for three more events•Administered, developed topics, promoted webinars and created certificate program; increased webinar attendance by 148% over four years•Operated firm blog, wrote posts, sourced graphics, and redesigned signup forms, growing subscribers by 27% from 2014 to 2017 and boosting visitors by an average rate of 109% per year from 2015 to 2018•Translated specialized terms for survey of Chinese suppliers to gain key insights for client project•Launched M&A U™ brand and webpage, the firm's M&A educational resource for executives that includes videos, whitepapers and tools to engage with potential and current clients

•Managed the firm’s blog and wrote press releases for distribution through PRWeb •Lead and furthered development of social media marketing program through Facebook, Twitter and LinkedIn •Generated promotional electronic and direct mailings using Microsoft Excel for crucial fourth-quarter activity •Established and reported on potential leads acquired from trade shows •Experience with business to business marketing

•Commended by Gen Re VP for feasibility project on India which will be used for future development •Helped develop competitive insurance prices through risk analysis•Improved client information records through research and database compilation•Assisted in outreach promotional marketing events

•Identified potential clients and built interest •Researched the market to identify key decision makers•Conducted cold calls•Developed interest and followed up with proposals•Created company logo for website and Facebook page•Designed promotional material for distribution using Photoshop and Illustrator•Updated and maintained product database

•Created and distributed pamphlets•Updated contact information on MySQL database and organized material for youth program

•Updated budget on MS Excel•Researched and designed promotional material for FAO's "The Growing Connection" (TGC) Program •Distributed material for a TGC program for a local school in Washington D.C.•Leveraged MS Access to update contact information and created mailing lists•Organized informational pamphlets•Interviewed users to confirm contact information

•Updated budget on MS Excel•Researched and designed promotional material for FAO's "The Growing Connection" (TGC) Program •Distributed material for a TGC program for a local school in Washington D.C.•Leveraged MS Access to update contact information and created mailing lists•Organized informational pamphlets•Interviewed users to confirm contact information