Responsible for managing the golf and arts and culture sponsorship portfolios for the Firm.Own strategy and execution of Morgan Stanley Firmwide Marketing activations that drive brand awareness and deliver on “A More Inclusive Tomorrow Starts Today,” providing access, knowledge and resources for the next generation and underrepresented groups. 2023-2024 partnership examples:• Proud Partner of THE PLAYERS Championship• Women Dressing Women, the Costume Institute’s Fall 2023 exhibition at The Metropolitan Museum of Art• Ongoing Morgan Stanley Brand Ambassador planning

Own E*TRADE retail early tenure marketing initiatives, managing strategy through execution for all new brokerage, retirement, managed account, and bank customers.• Develop omni-channel onboarding strategies to educate customers, improve retention and drive engagement of retail accounts• Organize test and learn programs for early tenure customers, turning customer data and insights into actionable strategies and delivering meaningful interactions with our growing customer base• Spearheaded customer communications for conversion of Capital One Investing accounts after acquisition

Represent Community Bank Marketing on enterprise-wide integrated marketing campaigns and manage deposit product onboarding efforts, including development of marketing content strategy and reporting on customer engagement and retention.Develop, implement and monitor Deposit Products Group pilots and programs, with a focus on social support, innovation and content development.Craft social media responses on deposit process changes, product updates, campaigns, and “hot button” topics for use on Wells Fargo public social media accounts (Facebook, Twitter, YouTube, Google+).

• Retain and grow retirement, IRA and Annuity businesses by supporting channel distribution, implementing product and marketing initiatives and recommending new business development opportunities to over 15,000 Financial Advisors.• Executed Wells Fargo Advisors-wide marketing campaign on retirement to approximately 13,000 Financial Advisors, developed materials, directed campaign messaging and partnered with analytics team to uncover Retail Retirement-specific insights from campaign.• Facilitated Beyond Today Blog migration to WordPress; reviewed content, liaised with Enterprise Social Media, tested new site and provided assistance as HTML code subject matter expert for the blog.

Selected from more than 1,000 applicants for accelerated leadership development program to attract, develop and retain recent top performing college graduates. Developed core business competencies including presentation skills and Microsoft Excel proficiency through 10-month professional development program.

Sales and Marketing Intern for the Ticket Office