Originating deliverables for Greenwich Engine clients, including proposals, slide decks, creative, visualized data, KPIs and OKRs, etc.Managing vendors to ensure execution of services on behalf of Greenwich Engine clients.Supporting Greenwich Engine as needed in areas of business development, operations,administration, and marketing.

Responsible for the audits, strategy, content, and execution of campaigns and email automation.In 2023, oversaw over 11M email sends between all field and firm campaigns. Manage anywhere from 20-30 automated email programs at any given time supporting our brokerage, business intelligence and various verticals across the firm including Life Insurance, Annuities, Financial Planning, and Disability.Generate and monitor KPIs across all email and social platforms using Act-On, Sprout… Show more Responsible for the audits, strategy, content, and execution of campaigns and email automation.In 2023, oversaw over 11M email sends between all field and firm campaigns. Manage anywhere from 20-30 automated email programs at any given time supporting our brokerage, business intelligence and various verticals across the firm including Life Insurance, Annuities, Financial Planning, and Disability.Generate and monitor KPIs across all email and social platforms using Act-On, Sprout and Google Analytics. Create a reporting system and dashboard inside Google Looker Studio, and leverage data to improve campaign performance.Collaborate with internal business units and external partners. Facilitate brainstorming sessions with marketing team, advisors, and other stakeholders to develop approaches that will educate and retain clients while generating new business. Improve company and client SEO by running regular website audits, identifying areas of improvement and implementing best practices to improve overall standing to generate more organic traffic. Show less

Provide project management and support to health care community education classes & events using a strategic marketing project plan to ultimately convert a community member to a patient. Supports and coordinates with healthcare providers and medical office staff who are instrumental in class execution and class instruction. Coordinates the creation of advertising and marketing communications to promote classes and events through collaboration with internal teams.

Assumed total responsibility for the management and operations of Seabury At Home, Inc. ($6.5M) and the Seabury Charitable Foundation ($3M).Responsible for ensuring the highest quality of client care and services while actively promoting Seabury At Home, a long-term care insurance alternative and seeking maximum profitability.Implemented new digital marketing and automation strategies in order streamline sales process.Responsible for developing, managing, implementing… Show more Assumed total responsibility for the management and operations of Seabury At Home, Inc. ($6.5M) and the Seabury Charitable Foundation ($3M).Responsible for ensuring the highest quality of client care and services while actively promoting Seabury At Home, a long-term care insurance alternative and seeking maximum profitability.Implemented new digital marketing and automation strategies in order streamline sales process.Responsible for developing, managing, implementing, and evaluating a comprehensive development program and multi-year capital campaign to increase the SCF endowment. Show less

Managed day-to-day operations for all home-based offerings; including Visiting Nurse (skilled), Care Now (non-skilled) and Seabury At Home. Oversaw Seabury At Home’s expansion into New Haven and Fairfield counties.Collaborated across departments to improve operational processes including but not limited to inter-departmental communication, transportation, shipping/receiving, and accounting practices.Developed SAH membership through various marketing platforms, strategic… Show more Managed day-to-day operations for all home-based offerings; including Visiting Nurse (skilled), Care Now (non-skilled) and Seabury At Home. Oversaw Seabury At Home’s expansion into New Haven and Fairfield counties.Collaborated across departments to improve operational processes including but not limited to inter-departmental communication, transportation, shipping/receiving, and accounting practices.Developed SAH membership through various marketing platforms, strategic relationships, educational campaigns, partner referral sources, and business development. Show less

Manage all aspects of SAH program in New Haven County including program planning, strategic partnerships, sales and marketing and all member services. Develop SAH membership through strategic relationships, educational campaigns, partner referral sources, and strategic business development.

Support all Seabury and Seabury At Home marketing campaigns, activities and events. Oversee and coordinate campus signage project during repositioning. Serve as staff liaison for Seabury At Home member council development task force.

Oversee Athletic Department Marketing internship program. Assist in corporate sponsorship and alumni development. Coordinate several direct-mail fundraising campaigns. Organize and oversee all special fundraising events. Disseminate marketing materials for all Athletics programs.

Market and promote game-by-game and season ticket sales for revenue-producing sports by developing and implementing in-game promotions and disseminating placement of advertising and marketing materials on-campus and in local communities to increase the profile of Central Connecticut State University Athletics.

Assist with health and ancillary renewals for our clients, composing plan comparison for clients, create and distribute RFPs, receive proposals, spreadsheet, and participate in on numerous meetings with carriers and clients. Upgrade all logo, fonts, and other marketing materials for boutique benefits consulting firm serving clients in NY, NJ, CT, and MA.