Helping Financial Advisors build strong client relationships through marketing and corporate event planning. I oversee the day-to-day execution of marketing plan action items including general marketing, communications, website, social media and public relations. I manage the event coordination of over 400 financial retirement seminars per year in 6 major markets, monthly client education events and annual client appreciation dinners.Over the years at RPOA (formally Money Matters with… Show more Helping Financial Advisors build strong client relationships through marketing and corporate event planning. I oversee the day-to-day execution of marketing plan action items including general marketing, communications, website, social media and public relations. I manage the event coordination of over 400 financial retirement seminars per year in 6 major markets, monthly client education events and annual client appreciation dinners.Over the years at RPOA (formally Money Matters with Ken Moraif), I have gained experience in using Salesforce, Outlook, MS Office, Cvent, Zoom, Survey Monkey and many other software tools. Show less

Residential and Commercial Remodeling. Specializing in high end kitchen and bath design.