Margherita Macpherson Email & Phone Number

Stamford, Ct, Us

United States

Provide support to multiple C-level executives and their teams while managing special client projects and office operations for a financial firm supporting family offices of high-net-worth individuals. - Control the inflows/outflows of company information with confidentiality including email gatekeeping and document management. - Lead projects that improve operational client and company workflows assigned by COO. - Prepare client agreements, create procedural documents and sales decks. - Onboard new client and employees as part of office management role. - Communicate with Clients and outside professionals while establishing positive relationships. - Project Management of special tasks and implementation of services provided to VIP clients. - Organizing and submitting expenses - Maintaining client file digital systems in SharePoint, Asana and Toggl apps. - Planning, organizing and implementing events such as team meetings, departmentwide in-office, virtual parties and off-site events. - Manage calendar and travel management of principal for all engagements including podcasts, industry networking, virtual and in-person client meetings.

Tuckahoe, New York, United States

Provide support to top performing real estate agent’s individual and team prospective and current client base. - Monitor incoming buyer leads via online websites for email prospecting and list maintenance. - Develop listing presentations, e-news, marketing brochures, post cards, and posting photos. - Schedule appointments with client and vendors as part of calendar management. - Revise purchase offers, buyer/listing agreements and closing documents with confidentiality.

Greater New York Metro

Administer small business owners with marketing and project services inclusive of communications, sales, and administrative support across diverse industries.Client: LUXURY MORTGAGE, WHITE PLAINS, NY Managed digital footprint for Managing Director to grow sales pipeline and re-market to existing client base. - Developed posts for social media platforms including LinkedIn, Facebook, and website staff page. - Personalized outbound email marketing campaigns and managed sales lists via CRM system. Client: VJW & CO., NEW YORK, NY Provide ongoing communications support on a project-to-project basis for an independent marketing agency.- Consolidate marketing materials to refine messaging on service offerings for a cohesive brand.- Standardize documents including call reports, RFP's, decks, NDAs for clients and consultants.- Provide recommendations on internal marketing efforts and external client opportunities.Client: CHILD MENTAL HEALTH SOLUTIONS, STAMFORD, CT Develop B2B marketing campaigns to attract new partners and patients for mental healthcare practice.- Create and execute lead generation activities including direct mail, collateral, speaking presentations and community outreach.- Manage digital presence to support message consistency and brand awareness.Client: STAMFORD PUBLIC SCHOOLS, STAMFORD, CT Non-profit fundraising chair, PTO board member, and program facilitator offering support to help raise funds to subsidize operational costs. Led events that secured over $15k annually and city funds of $30k for projects.- Develop an implementation plan for each event to include timelines, marketing initiatives, financial budgets, sponsorships, resource planning for outside vendors, volunteers, and staff resources.

West Harrison, Ny

Administered mass marketing communications for the brokerage office in support of sales associates.•Managed online social networking programs and website development.•Identified PR and lead generation opportunities to attract new buyers and sellers.•Collaborated with Sales Associates to ensure a competitive marketing landscape.•Created marketing collateral including listing brochures, ads, direct mailers and video presentations.•Organized broker and seller open houses.

Stamford, Ct

Provided overall management from inception to completion of technology implementations within the insurance industry to drive over $8 million in net new revenue annually. •Led a team of customer support reps, sales and product managers to migrate over 18,000 end-users from the withdrawal of AT&T products to alternative best in-market IVANS insurance network solutions.•Onboarded 700 of Anthem Blue Cross Blue Shield providers within 3 months to a data network increasing the payer and provider claims processing workflow by 50%.•Migrated over 4000 healthcare providers from an AT&T Limited Service Billing to an IVANS billing system resulting in enhanced reporting for insurance carriers. •Facilitated the use of IVANS agency-carrier automation solution over broadband connectivity among 5000 insurance agents for increased upload and download of claims.•Secured IVANS/AT&T as the data network provider of choice for Medicare transactions by working closely with the Centers of Medicare and Medicaid Services (CMS) on its initiatives for modernization and reform.

Greenwich, Ct

Implemented strategic multi-media programs valued at $1 million to drive customer acquisition for company’s AT&T telecommunication service lines within their healthcare and property & casualty insurance vertical. - Simultaneously administered direct mail, telemarketing, webinars, and advertising campaigns to build sales pipeline. - Trained sales organization on product positioning, competitive landscape, and market industry trends to ensure programs and messages are on target and carried out in the field. -Managed outside vendor relationships including graphic design, and public relations agencies. - Developed, refined, and executed marketing plans of four major application software products. - Planned roundtable events and annual user group meeting “IVANS E-Business Forum.”

White Plains Ny

White Plains, Ny

Nyack, New York, United States