Rebecca Lioi Email & Phone Number

Sarasota, Florida, United States

Charlotte, North Carolina Area

Ensured continuity of executive support for CEO of Internet development firm by quickly learning role and duties of exiting Executive Assistant/Office Manager. Recruited, hired and trained new assistant. Currently working remotely on recruiting and other ad hoc projects.

Baltimore Md

Reported to Director of Marketing. Increased public awareness of LMCM products by managing LMCM branded websites: LMCM.com, MichaelMauboussin.com, and ThoughtLeaderForum.com; collaborated with developers and created content. Improved LMCM exposure on parent company website.Collaborated with Marketing/Client service team on large client events including the 30th Anniversary Celebration of the Legg Mason Value Trust attended by the Board of Directors, top clients and brokers and legacy investors.Designed and produced presentations and materials for CEO presentations, client and prospect meetings.

Baltimore, Maryland

Provided Executive-level project and administrative support to Chief Executive Officer, Chief Operating Officer, Operations and Marketing departments in addition to responsibilities outlined in Executive Projects Associate position.Planned and coordinated meetings and events, ensuring optimal use of attendees’ time and allowing CEO to focus on meeting content. Managed Investment Adviser CEO Forum, an invitation-only roundtable for 12 CEOs in the Asset Management business; organized logistics, selected venues, negotiated contracts, managed catering and prepared materials and gifts.Implemented cost-cutting measures, which reduced corporate spending by $10K annually, through re-negotiating conference calling contract with service provider.Prepared presentations for LMCM CEO to present to CEO and key executives of Legg Mason, Inc.

Baltimore, Md

Promoted from Marketing Assistant position. Executed special projects as directed by the CEO.Managed content for LMCM websites. Ensured continuity across multiple LMCM sites and Legg Mason, Inc. websites.Improved exposure for Chief Investment Strategist by incorporating videos and podcasts on LMCM.com and MichaelMauboussin.com. Produced and edited podcasts, collaborated with video production studio and film crews. Managed the redesign of MichaelMauboussin.com, resulting in updated look and greater ease of use; solicited and reviewed proposals, hired developers, contributed and edited content. Facilitated efficient accessibility of information and firm-wide communications by managing LMCM’s Intranet; worked with developers to automate reports, produced content, wrote news items and photographed company events. Daily informed firm of press coverage by monitoring news sources, summarizing stories and distributing pertinent items that would impact the company, industry or our clients. Distributed firm-wide via e-mail and Intranet.Created quarterly business reviews which successfully assisted LMCM CEO in communicating subsidiary status to Legg Mason, Inc., CEO, resulting in targeted support from parent company; collected data, wrote content and produced PowerPoint presentation.Prepared budgets, gathered estimates, negotiated with and managed vendors as key member of annual client conference team. Ensured content on LMCM websites and Intranet met company and SEC compliance standards.Provided back-up administrative support to CEO, ensuring continuity of support while Executive Assistant was on vacation / long-term leave. Arranged corporate jet service as needed.

Baltimore, Maryland

Supported Senior Vice President of Marketing. Managed day-to-day marketing efforts including interacting with prospects, performing research, disseminating information to prospects, maintaining collateral material, coordinating travel arrangements and responding to other ad hoc requests.Enhanced accuracy of information by performing major overhaul of prospect database, including proactively seeking out appropriate contacts. Supervised and trained Marketing interns on project, providing increased understanding of data mining and database management. Coordinated logistics for on-site prospect meetings for multi-billion dollar potential investors, reinforcing company values of high-touch client interface. Prepared background information for LMCM participants; prepared agendas and meeting rooms; arranged for catering, limousine service and gift baskets; responded to special requests from prospects. Connected sales force to potential customers by monitoring, documenting and responding to requests for information generated by LMCM's website contact form and toll-free number.

Flintstone, Md & Catonsville, Md

Collaborated with clients in small to medium size businesses. Promoted services and produced high-impact marketing collateral, including printed materials, graphics and Power Point presentations.

Linthicum, Md

Promoted from Marketing Assistant to support Vice President of Marketing and international sales/marketing team in bringing new satellite communication technology to market.Increased product awareness and sales through managing trade shows and special events. Coordinated logistics, meetings and product launches. Produced press kits and collateral.Increased company awareness by serving as liaison to the Technology Council of Maryland. Wrote winning submission for the Technology Council’s “Product of the Year.” Produced white papers, newsletters, brochures and collateral material, facilitating effective flow of information from company to product dealers. Worked with print houses for final production.Initiated, wrote, developed, programmed and maintained company website, resulting in company’s first web presence.

Linthicum, Md

Provided support to Marketing Director and sales team

Bachelor Of Science (B.S.), Design And Visual Communications, General

Activities and Societies: Radio Announcer WCVT (now WTMD)

Education record