Pooja Rao-Pennington Email & Phone Number

Ignacio, Colorado, United States

The Southern Ute Indian Tribe Growth Fund operates and manages the Southern Ute Indian Tribe’s businesses and business investments. In this role, the Growth Fund oversees a significant portfolio of companies and investments in energy, real estate, construction, and private equity. The Growth Fund’s headquarters are located in the heart of the Southern Ute Indian Reservation in Ignacio, Colorado.Since the Tribe created the Growth Fund in 2000, it has committed substantial capital to a broadening range of businesses and investments. The value of the Growth Fund’s holdings has grown substantially. Operations and assets are spread out over fourteen states and the Gulf of Mexico.

Denver, Colorado, United States

Infinicept helps software companies get all the advantages of embedded payments—including more revenue and more control of the merchant experience—without the disadvantages of DIY approaches or off-the-shelf solutions. Infinicept tools and services simplify everything from underwriting and onboarding to risk monitoring and payouts. Customers can count on more control, more choice and more cash and get payments going their way.

Worked for Oranj (a fintech SaaS start-up), building a corporate marketing infrastructure to support a platform, in it's fifth year of business. Collaborated with the the Head of Marketing, C-Suite and the leadership team to develop, build, launch, and manage compelling multi-medium marketing campaigns (MQLs/SQLs in email nurturing campaigns via HubSpot workflows). In addition, I managed all partnerships with investment management firms on the Oranj platform to promote partner values & products.

Greater Chicago Area

Worked for a project management start-up, building a corporate marketing infrastructure to support a $50M/year business. Collaborated with the C-suite on establishing the marketing and business development function, best practices and developing and implementing an internal/external communications plan. Drove team proposal strategy discussions (go/no go's, kick-off calls, proposal creation & delivery, presentations and any post-win support). Also managed industry events and memberships for all locations (Chicago, Boston & Fairbanks).

Chicago, Il

Worked on organizing events, including creating venue comparison reports, securing the venue, creation and distribution of invitations and follow-up mailings, serving as point of contact for all attendees, collateral production, logistics implementation, and on-site coordination and support.Supported and executed marketing and business development plans for the firm-wide practices and participated in various marketing projects as assigned by senior administrators, specialists, partners and of counsel. Worked on tearsheet reports, editing, writing, and designing proposals/pitches, internal and external client-directed publications, lawyer biographies, and practice brochures as well as coordinating distribution. Worked on maintaining contacts and mailing lists through InterAction Super and InterAction Web CRM for each practice supported.Collaborated with NY office, partners and of counsel on a variety of directories and award submissions like 2014 Chambers USA (for Chambers & Partners), 2014 International Tax Review and Women of Influence.

Greater New York City Area

Assisted SVP & Director of Communications with employee Open Enrollment newsletters, Benefits Guides, New-Hire Kits, RFPs, enrollment forms (interactive), surveys, flyers, benefits websites, design, layout and typesetting. Also managed digital and print production tracking and vendor and freelancer liaison of over 200 clients.Coordinated with team on design, layout and typesetting of all creative print and electronic projects including websites, PowerPoints, RFPs and PDF documents.Developed and facilitated logistics of in-coming projects during Open Enrollment season in absence of the Director of Communications, leading to completion of projects and meeting AE/client deadlines.Coordinated with team on design, layout and typesetting of all creative print and electronic projects including websites, PowerPoints, and RFPs.Performed miscellaneous clerical and administrative duties.

Greater Pittsburgh Area

Developed, implemented and facilitated the firms education endeavors. Developed audio and video procedures for the firm employees. Edited and post-produced (audio and video) education videos for the firm.Tracked and maintained all audio and video procedures completed. Organized for all required Education Credits with the CFP Board when hosting the paid Web casts. Evaluated new technology and implemented productivity ideas for the firm employees. Assisted HR department by attending university job fairs to recruit interns.Miscellaneous clerical and administrative duties.

Produced and designed a industry newsletter. Managed all subscriptions and payments.Responsible for processing subscription payments and correspond with accounting department. Organized and hosted monthly conference calls between the editor and subscribers. Corresponded with fund and portfolio managers, and financial advisors to assist with queries and projects related to the published newsletter. Provided customer service to prospects and subscribers. Maintained CRM databases. Organized and market monthly paid Web casts. Assisted with designing of brochures and other necessary marketing materials for the firm.Assisted with editing and proofreading marketing materials for presentations. Member of the firms Education Committee, RCI Production Committee, Advisor Web casts Committee and Summer Training Committee.

Greater Pittsburgh Area

Assisted the Director of Marketing with e-commerce initiatives. Corresponded with media to increase PR for the firm -Developed and maintained an active database of industry and media contacts. Scheduled media interviews for the firms financial advisors. Developed and analyzed a database of potential high net-worth clients for the firm. Assisted in designing brochures and material for the firm.Assisted in monthly mass mailings. Created and edited charts and presentations. Wrote, edited and proofed press releases and media kits. Edited and proofread all marketing materials. Miscellaneous clerical and administrative duties.

M.A. In Liberal Arts, Corporate Communications, Multimedia

Activities and Societies: International Student Organization (ISO)

Bachelor Of Commerce (B.Com.), Economics

Education record