Rachel Formaro Email & Phone Number

Des Moines, IA, US

We are good together. Collabry is a consulting and communications collective that delivers results with empathetic expertise to companies seeking an extension of their own teams so they can deliver faster, and with greater impact. We are a diverse group of experienced professionals who define our success as your success. We believe in doing good and being.

Westlake, Texas, US

• Managing Director, Client and Advisor Service Communications (2007 – 2014)Responsible for managing and deploying retail and advisor account service communications, with the end goal of keeping retail clients and.
• Lead crisis communication development team – not only dealt with dozens of emergency situations requiring rapid and real-time communication, but developed a crisis communication strategy to provide relevant information.
• Serve as a member of cross-functional and cross-enterprise committees (including Employee Engagement Committee and Collaboration Networks) to enhance the overall client and employee experience.Senior Manager.
• Served as Team Lead for the redesign of the 401(k) rollover kit, overseeing various departments in the execution of a common goal of redesigning customer communications and marketing materials relating to 401(k).

• Served a number of loyal clients in a variety of fields (from artist to financial), meeting their creative project needs. Engaged in all aspects of business operations and management, from accounting and finance to.
• Engaged by a philanthropic organization to strengthen its brand association and footprint by developing a member and donor database, facilitating member communications, fundraising, and brand outreach efforts.
• Sought out by a consumer banking client to develop marketing materials for a new checking product, and eventually became a key resource during the actual development of the product itself.
• Retained by a financial services firm to manage all client communications relating to a three-year effort to migrate over two million clients from one account feature to a new feature. Oversaw all aspects of all.
• Served a variety of arts clients, specializing in publicity and event management. Projects included but were not limited to a sold-out book launch event for a local author.

Westlake, Texas, US

• Director, Marketing: U.S. Business (2002)
• Managed and executed various cross-functional initiatives, leading teams of up to fifteen people. Oversaw the development of a centralized, web-based marketing calendar tool to capture all marketing communications and.
• Successfully launched a Foreign Exchange marketing product across Schwab International, including but not limited to Canada, Australia, Japan, UK, and Latin America.
• Led the Global-Regional Marketing Forum to facilitate the sharing of knowledge and best practices among corporate marketing leaders internationally.

Westlake, Texas, US

• Entrusted with national communication efforts and strategy relating to the acquisition of a Canadian private brokerage firm by a major US broker/dealer, implementing its first foothold in Canada.
• Recruited and engaged key vendors for public relations support and advertising brand, creating the Canadian brand identity.
• Authored, implemented, and oversaw creative, media, and publicity strategies.

• Operated a boutique advertising and communications firm, helping local clients with all of their publicity-related needs. Engaged in all manner of business operations, from client recruitment to project execution..
• Managed a national weekly investment education radio call-in show (“Canada’s Money Show”), and created, produced, and managed live audience events to increase exposure and listenership.
• Engaged by a private brokerage client to manage advertising, public relations, and marketing communications across media platforms.

Toronto, Ontario, CA

• Client management
• Creative brief writing
• Market research
• Copywriting
• Media buying (print and broadcast)

Paris, FR

• Report writing based on raw data analysis
• Focus group reporting and coordination
• Secondary research report writing

B.A., English

Post-Graduate Certificate, Market Research Analysis