➤ Providing strategic leadership and consulting services while serving as main point of contact for all compliance approved marketing efforts.➤ Managing the marketing budget, monitoring P&L, and playing an active role in company leadership and strategy.➤ Developing communication strategies and collaborating with sales operations to achieve organizational revenue targets.➤ Revamping B2B/B2C marketing strategy and team from scratch including a branding refresh and new execution.➤ Providing strategies for financial advisors to market to their clients and to support growing their assets year over year.➤ Managing engagement programs including email, direct mail, and marketing collateral to promote brand awareness.➤ Spearheading strategies to steer the company's future in a positive direction and exceed company revenue/profit goals.➤ Ensuring that marketing strategy supports strategic priorities by developing budgets, plans, campaigns, and initiatives.➤ Creating and implementing marketing campaigns based on targeted segments to drive sales and engage/retain clients.➤ Overseeing continued development of the organization's digital experience strategy including social media platforms.➤ Collecting and analyzing data to inform leadership on campaign effectiveness, determine ROI, and adjust strategies.➤ Driving the company's capabilities to surpass customer satisfaction as well as expand market share and retention.➤ Overseeing marketing initiatives and assessing and implementing improved processes and new technologies.➤ Leading strategy across partner/product/digital/content marketing initiatives as well as customer lifecycle marketing, all within a compliance conscious environment. ➤ Providing thought leadership and collaborating with product, sales, customer success, legal, and operations teams.

➤ Providing full-scope marketing expertise and consulting to grow entrepreneurial retail businesses within the Midwest.➤ Developing integrated campaigns for online, print, and social media to support new customer acquisition and sales.➤ Overseeing and managing all accounting and required financial reporting duties including reviewing P&L statements.➤ Coordinating social media pages and utilizing them for promotions of services and to show brand success.➤ Building strong relationships that result in a loyal customer base by ensuring exceptional marketing service delivery.➤ Meeting with clients to conduct a needs analysis to determine the elements of their marketing plan according to budget.➤ Negotiating and writing purchase orders and subcontracts and reconciling all terms with bid proposals or agreements.➤ Creating customized proposals for clients with all elements desired plus adding innovative elements to increase value.➤ Building strong relationships with key stakeholders to execute against objectives by effectively planning all elements.➤ Monitoring campaigns as well as diagnosing and resolving any service issues or technological needs during execution.➤ Training clients on social media best practices and providing customer support for taking social media ownership.

➤ Hired, led, managed, and mentored social media team and trained to execute in a compliance conscious environment.➤ Developed and grew corporate brands through an award-winning social program for financial professionals.➤ Designed trackable B2B/B2C marketing campaigns, analyzing Salesforce data to determine paid social efforts.➤ Managed weekly portal updates in a blog-type format and curated corporate social media accounts and content library.➤ Trained the field of 1,500+advisors and wholesalers in best practices to maintain a consistent online presence.➤ Managed organization, support, and training of social programs as part of the digital marketing team.➤ Worked with Field Sales assisting them in building engaging social experiences for clients and prospects.➤ Oversaw relationships of third party vendors, ensuring continued efforts to enhance user experiences. ➤ Strategically directed social media content for 4 corporate brands.➤ Served as relationship coordinator for digital agency of record to ensure scopes and deliverables were met.➤ Led brainstorm and status meetings to update marketing teams and social content.➤ Efficiently ensured content met compliance guidelines, brand standards, customer needs, and social strategy.➤ Managed negotiations of social contracts including LinkedIn, Facebook, twitter, google, and digital AOR.➤ Allocated, targeted, and managed the spend of a $100,000 yearly paid media budget to meet KPIs.➤ Served as digital point of contact for C-level executives for both Waddell and Reed and Ivy Funds.➤ Established long-term partnerships with outside organizations, development of crowd-sourcing campaigns, organizing local events, and facilitating philanthropic endeavors.➤ Leveraged the power of social media platforms, including Twitter, LinkedIn, and Facebook, in order to execute engaging and impactful campaigns, contests, and interactive activities amplifying brand visibility and foster community engagement.

➤ Played a key role within one of the largest for-profit division of the AAFP and surpassed 100% of budget attainment goal.➤ Assisted with development of integrated marketing strategies and campaign execution for print, direct mail, and digital.➤ Developed and delivered copywriting for online course descriptions, emails, and other marketing efforts within division.➤ Analyzed marketing results and campaign data to make ongoing recommendations for future campaign strategies.➤ Served as a liaison between the Continuing Medical Education Division and in-house agency partners to coordinate projects designed to market education specific channels.