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Regional Marketing Consultant - Mid Atlantic territory- Worked with regional vice president to generate and increase mutual fund sales in the region.- Developed relationships with financial professionals by providing product updates and value-added sales ideas. Prospected new producers through e-wholesaling initiatives. Distribution channels included wirehouse, independent brokers, and insurance affiliated financial planners.- Periodically conducted product and marketing presentations in field offices and local conferences.Institutional Account Associate- Supported existing institutional clients and prospected new relationships in the institutional market. - Responded to RFP’s and client requests, developed presentations on targeted funds, and promoted Calvert’s socially responsible funds at industry conferences and trade shows.

Marketing Relationship Manager for The Advisors Group, Inc., a full-service broker/dealer and registered investment advisor- Developed product sponsor relationships to identify opportunities for joint marketing promotions.- Coordinated marketing efforts for over 500 registered representatives, including field communications, incentive and educational conferences, teleconferences, and incentive programs.- Facilitated educational and incentive producer meetings for 50 to over 200 registered representatives. Educational conferences included CE accredited training sessions for Certified Financial Planners. International and domestic locations included Maui, Hawaii; Whistler, British Columbia; Cabo san Lucas, Mexico; Nevis, West Indies; Las Vegas, Nevada and Vail, Colorado.- Helped to brand The Advisors Group name through client and broker-use-only marketing materials and publications.- Assisted with recruiting efforts at national trade show exhibitions.The Advisors Group merged with Ameritas Investment Corporation in 2003.