Executive manager for corporate and C-Level marketing for all Boston based non-deal roadshows and field trips, planning over 50 events per yearAnalyst Marketing - coordinate 50+ analyst visits to Boston per yearLeverage technology & video conferencing (OpenExchange) to optimize management interactionsManage vendor relations to ensure high quality serviceDevelop and cultivate strong relationships with investor and issuer clients to ensure successful conferences and roadshow schedulesPrepare proactive marketing and technical literature for clients to ensure the best possible schedules for non-deal roadshowsPartner with Corporate Investor Relations as well as Citi Corporate Access and BCMA to develop the strongest schedules based on clients’ strategic focus for non-deal roadshows and conferencesSupport a staff of Equity and Fixed Income institutional sales professionals – book travel, process expenses, manage office tickets/approvals, and liaise for all office-related projects and activitiesTrain administrative staff, including permanent and temporary hiresServe as logistics point-of-contact with ECM on all deal-related schedulesAssist with planning & execution of numerous client events including dinners, conferences, industry events, and management visits

• Provided performance, portfolio and index characteristics to the sales/marketing teams, relationship managers and portfolio management.• Calculated and gathered performance information in accordance with AIMR standards.• Worked with other investment professionals from across all levels of the company to coordinate the receipt of required analytical information both internal and external sources.• Controlled and maintained MFSI’s performance and statistical databases

Taught a full day kindergarten class (27 students with no help)