Michelle Lundquist Email & Phone Number

Remote Office: Massachusetts, Usa

Greater Boston

Southeastern Massachusetts

Attleboro, Ma

Boston, Ma

Managed the delivery of high-quality, strategic communications for clients within Workplace Investing, Stock Plan Services. Collaborated with clients to develop communication strategies designed to drive employee engagement and education with their equity compensation programs.- Managed and executed ongoing communication strategies and relationship for Stock Plan Services’ clients: Amazon, Starbucks and Oracle.- Created and executed communication strategy for over 300 new clients… Show more Managed the delivery of high-quality, strategic communications for clients within Workplace Investing, Stock Plan Services. Collaborated with clients to develop communication strategies designed to drive employee engagement and education with their equity compensation programs.- Managed and executed ongoing communication strategies and relationship for Stock Plan Services’ clients: Amazon, Starbucks and Oracle.- Created and executed communication strategy for over 300 new clients implementing their equity plans at Fidelity Stock Plan Services.- Led initiative to drive 85% of Stock Plan Services clients to adopt Stock Plan Services best practice communications.- Partnered with clients to create custom communication materials in collaboration with full-service advertising agency. Worked with client to stay within their budget and communication timeline.- High performer within Stock Plan Services, Communications team as evidenced by year-over-year client satisfaction surveys returned with top two box (9s and 10s) score results.- Recipient of the WI Fidelity 2011 President’s Circle Award. Show less

Marlboro, Ma

Created and executed defined benefit and defined contribution communications for book of 11 strategic clients. Primary day-to-day client communications contact working with clients to develop both standard and custom communication approaches which fit within client timelines and budget restraints. - Interacted with multiple levels within the client organizations to gather information in order to assess Plan needs, provide project status updates and advise clients on products and… Show more Created and executed defined benefit and defined contribution communications for book of 11 strategic clients. Primary day-to-day client communications contact working with clients to develop both standard and custom communication approaches which fit within client timelines and budget restraints. - Interacted with multiple levels within the client organizations to gather information in order to assess Plan needs, provide project status updates and advise clients on products and services.- Oversaw the development, editing and proofing of all communication materials to comply with FINRA, NASD and SEC regulations.- Developed and executed communication strategies, project plans and status reports to monitor client projects. Show less

Marlboro, Ma

Managed seven Communication Managers with a combined book of business totaling fifty large plan clients. Liaised with Managing Directors to trouble shoot client issues and coordinate Communication Manager client book of business. Additional responsibilities for this role included:- Associate development through yearly merit and bonus goal planning.- Mentoring of new associates into the Communication Manager role.- Led initiatives that included Compliance Review representative, Fund… Show more Managed seven Communication Managers with a combined book of business totaling fifty large plan clients. Liaised with Managing Directors to trouble shoot client issues and coordinate Communication Manager client book of business. Additional responsibilities for this role included:- Associate development through yearly merit and bonus goal planning.- Mentoring of new associates into the Communication Manager role.- Led initiatives that included Compliance Review representative, Fund Information Warehouse implementation/rollout and Department Record Coordinator. Show less

Marlboro, Ma

Utilizing background in Project Management and print/fulfillment production, managed a team of 10 Project Managers across an integrated client base that included defined contribution, defined benefit and health & welfare clients. Additional responsibilities for this role included:- Associate development and training.- Capacity planning within Project Management team- Developed new process and procedures with Unit Management Team to help streamline associate workload.

Marlborough, Ma

- Entailed working in partnership with a dedicated Communication Consultant to execute custom client communications.- Content management, compliance review and full production responsibilities related to design, printing and fulfillment of all communication material- Clients included Hewlett- Packard, Ford Motor Company and Credit Suisse.

Pennsauken, Nj

Bs, Mass Communications, Print Journalism

Education record

Photography Certificate Program, Photography