Patty Morrison Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Private Wealth Management

Greater Boston Area

Junior Achievement is the world’s largest organization dedicated to giving students from kindergarten through high school the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. JA programs are delivered by over 237,680 corporate and community classroom volunteers and provide relevant, hands-on experiences in financial literacy, work readiness, and entrepreneurship. Founded in 1919 in Springfield, MA, JA currently reaches nearly 4.8 million students per year in 107 markets across the United States.Follow us on Twitter and Instagram: @JAofNNE

Greater Boston Area

Worked directly with Resident Sales Director, Resident Managing Director and Production team to strategize, develop, implement, support, track and measure growth activities across New England.Administered go–to-market strategies utilizing industry-specific Local Market Planning data and analytics, and coordinating with National Industry Practice Leaders and resources to identify new business opportunities and penetration activities. Created customized Salesforce reports and dashboards to track sales pipeline and share insights with US and Regional Leadership for monthly forecast and individual sales performance. Coordinated and contributed to responses for significant new business RFPs for brokerage services. Implemented National Marketing digital and event campaigns locally to help maximize ROI of marketing investment. Oversaw, coordinated and executed regional seminars and roundtables that encouraged new business development within top practice groups and industry verticals (Private Equity, Life Sciences, Technology): negotiated contracts and pricing, managed budgets, engaged account executives and brokers, and maintained vendor relationships in the delivery of schedules, facilities, menus, and entertainment.Learn more about Aon at aon.com and follow them on Twitter: @AonUSA

Somerville, Ma

Bachelor'S Degree, Film & Television

Activities and Societies: Division I Varsity Women's Field Hockey Team for 2004 & 2005 seasonsBoston University Athletics Department.

High School, Post-Graduate Year

Activities and Societies: Varsity Field Hockey & Basketball

High School

Activities and Societies: Varsity Field Hockey & Basketball: 4-Year Team Member and Team Captain senior yearMember of Pingree's Alumni.