Led operations for a team of 16 responsible for planning and executing 65+ events per year.Multi million dollar budget demonstrating adeptness in large-scale event and budget management and strategic financial oversight.Led risk management for team of planners, content developers, and analysts to ensure compliance in all areas; actively reviewed existing processes and created and updated policy and procedures for peak efficiency.Created training for all aspects of event planning and execution and provided guidance to ensure operational excellence, continuous innovation and professional development.Tracked and analyzed event return on investment (ROI) to balance cost, format, and engagement for effective use of funding. Facilitated and fostered multiple $1M+ vendor relationships to successfully meet internal key performance indicators (KPIs), service goals, and cost savings targets.

Led team of ten who planned and executed over 50 projects annually.Developed and presented US Strategic Events strategy and budgets for in person, hybrid and virtual events to executive management.Oversaw team managing event logistics, including hotel and venue sourcing, contract negotiations, audio visual selection, registration, transfers, program activities, entertainment, food and beverage, and event communication.Fostered cross-functional partnerships with Executive Management, National Sales, CIO, Communications, Legal, Security, and Compliance and Risk, enhancing organizational collaboration and compliance, and reducing work duplication.Provide development and mentorship to team members, recruit new team members and conduct performance evaluations to promote growth and opportunity.

Guided a team of ten planners to plan and execute internal, client and executive events with a robust annual budget.Realized cost savings across all events through contract negotiations, effective planning and operational excellence. Drove innovation while managing team budget, leveraging vendor relationships and negotiating volume-based concessions.Created training and development to ensure professional growth, compliant procedures and risk management for entire team.

Directed the planning and execution of the Financial Advisor recognition program of 3000+ attendees.Planned and executed ten major events with budgets up to $3M annually, collaborating with partners across the firm and developing deep industry relationships.Managed sourcing, contracting, logistics, on-site staff and vendor management, as well as budget development and reconciliation, resulting in significant saving for the firm.