Business Development Director
Current• Maintained all social media sites for team (Ameriprise Website, LinkedIn, and Facebook)• Coordinated all marketing efforts for both advisors (emails and mailings)• Planned and coordinated all aspects of client, prospect and community service events• Found, research and negotiate venues and rates• Worked to find funding for educational events from third parties• Prepared and sent invitations• Managed RSVP lists• Ordered necessary items for event giveaways or gifts• Completed all post-event paperwork and follow ups• Rebuilt, maintained and updated all client prospect lists• Coordinated all referral and client gifts• Track and sent out all client greeting cards• Prepared and finalized presentations for advisors to present to clients• Sent documents (physically and electronically) to clients ahead of advisor meetings• Worked with clients to get them signed up on all digital Ameriprise platforms