Dedicated, experienced marketing professional providing thorough support, steadfast attention to detail and ability to identify key process improvements that enhance business goals.• Lead a team supporting day-to-day operations for promotion/incentive programs and executing on inventory and fulfillment processes with a focus on cost efficiency and accuracy.• Manage a team that executes marketing initiatives from start to finish with an emphasis on timeliness, accuracy, quality and reporting results.• Lead & prioritize event marketing & recognition meeting responsibilities that support target markets & distribution channels.• Manage event schedule for multiple financial services companies by leading cross-functional teams and facilitating deliverables schedules.• Oversee the maintenance of forms and literature library to comply with insurance compliance and FINRA requirements.• Assist with the execution of regulatory fulfillment operations, including digital assets, inventory control and document management activities to ensure availability of regulatory materials.• Supervise print production and inventory control for regulatory documents, shareholder correspondence and in-house inventories.• Execute special projects, including audit reviews, compliance requests and annual file cleanup.• Maintain brand and corporate identity requirements across business units.

• Developed and implemented new event marketing processes.• Managed event plans for multiple financial services companies by developing schedules and deliverables and coordinating cross-functional teams.• Managed and tracked all event details, including calendar, competing deadlines, expenses, and eMarketing requests.• Defined and executed the communications plan to keep internal stakeholders informed of all related event information.• Managed all venue relationships and logistics before, during and after events.• Coordinated inventory, ordering, and shipping of event-related materials. • Developed post-event evaluation and reporting.• Managed the promotional item program, including selection, orders and shipments.• Managed and executed fulfillment processes to support event marketing needs for multiple business units.

• Managed marketing literature library and in-house promotional items for multiple business units.• Maintained forms management database and data feeds to multiple business systems.• Analyzed fulfillment data for forecasting and distribution of monthly usage reports.• Coordinated procurement of promotional items for marketing campaigns, conferences and events.• Developed enhancements to fulfillment and event coordination policies and procedures.• Fulfilled focus firm literature submissions and tracking requests.• Recommended process enhancements for marketing literature support.• Coordinated event marketing logistical support.• Updated 3rd party websites for sales and marketing support.• Provided consultation on marketing support for internal & external sales teams.• Collaborated on key marketing audits.

• Built advanced-level automated and variable data-driven documents.• Designed variable data marketing materials with corporate branding.• Created fillable documents utilizing Adobe products.• Formatted print production pieces adhering to compliance & corporate branding requirements.• Provided document development work estimates in conjunction with Programmer/Analysts.• Managed document life cycle using Document Management System.• Participated in department continuous improvement initiatives.• Assisted with the development of new policies, procedures & document technology best practices.• Prepared and distributed department project reports.• Managed document directories and HTML.• Provided document technology support.

• Created electronic and hard-copy internal and external business documents.• Cleansed mailing records using CASS Certification and NCOA Processing.• Prepared documents for printing and mailing.• Formatted documents while complying with USPS regulations and Corporate Brand Identity.• Provided one-on-one PlanetPress training.• Assisted with the development of new policies and procedures.• Provided confidential Human Resources support.

• Assisted Quality Director with Quality Assurance.• Initiated, investigated and tracked Corrective Actions for all nonconforming jobs.• Coordinated travel arrangements and departmental meetings.• Organized and maintained electronic directories and managed security of sensitive files.• Strictly followed guidelines set by outside agencies such as FAA.