Polly Traylor Email & Phone Number

Ocean Springs, Ms, Us

San Francisco, California, United States

As a Project Manager at Conversion Strategy Group, I lead cross-functional teams to deliver innovative marketing campaigns that drive brand engagement and business growth. With a focus on strategic planning, I manage end-to-end project lifecycles—from concept to execution—ensuring all deliverables are on time, within scope, and on budget.

Ocean Springs, Mississippi, United States

As a Licensed Financial Services Professional, I help individuals, families, and businesses navigate their financial journey by providing expert guidance in investments, insurance, retirement planning, and wealth management. With a deep understanding of financial products and a commitment to personalized service, I empower clients to make informed decisions that align with their long-term goals.I work closely with clients to assess their financial needs, develop customized strategies, and implement solutions that drive growth and financial security. My expertise includes:Retirement planning and asset managementInvestment advisory and portfolio diversificationInsurance solutions for risk managementTax-efficient wealth transfer and estate planningI am committed to building lasting relationships based on trust and integrity. I always prioritize my client's financial well-being. Through continued professional development, I stay informed about the latest trends in the financial services industry, ensuring that my clients receive the best possible advice.Let’s connect to discuss how I can help you achieve your financial goals and secure your future.

Scottsdale, Arizona, United States

Directed strategic efforts with the board of directors and provided quarterly insights on business benchmarks and developments.Cultivated strategic partnerships with incubators, accelerators, and adjacent industries to expand market reach and collaboration opportunities.Drove customer acquisition and satisfaction through effective sales and account management.Accelerated startup growth by connecting talented founders with family office and venture capitalist investors. Coordinated and hosted virtual pitch sessions for founders and investors to increase networking and business connections.

Scottsdale, Arizona, United States

Responsible for overall strategy, roadmap, and product success - software as a service (SaaS).Led market research to drive product strategy and competitiveness.Optimized cross-functional collaboration to drive product success.Developed a go-to-market strategy to launch the product successfully.

San Diego

Directed large-scale fleet and customer accounts, customizing solutions to meet diverse client needs.Coordinated tradeshow logistics and marketing collateral, enhancing brand visibility.Produced marketing collateral, including product catalogs and one-pagers, newsletters, white papers, and social media campaigns to drive engagement and brand awareness.

Mobile Technology Learning Center | Center For Education Policy And Law

Oversaw operations and marketing efforts for two non-profit research centers, including a website redesign project.Strengthened partnerships with regional school superintendents and key decision-makers to advance the centers' missions.Played a key leadership role in initiating, planning, and managing a teacher training series that attracted 80+ regional educators regarding integrating technology into the classroom.Coordinated and planned all center events, including a mayoral debate, two Future Ready SD Symposiums, and campus-wide/community speaking engagements.Maintained complex and extensive expense reports

Washington D.C.

Bachelor Of Science (Bs), Communications

Education record