office procedures, and meeting preparation to enhance team efficiency.• Spearheading software integration such as a CRM platform to enhance client relationship management, ensuring efficient tracking of client interactions to fulfill current needs and work to anticipate future needs.• Leveraging trading platforms such as Wealthscape to efficiently execute transactions in client portfolios, ensuring accuracy and compliance with approved investment strategies and regulatory requirements.• Supporting quarterly portfolio performance reviews for clients by preparing detailed reports and scheduling meetings to realign with clients' investment goals and ensure ongoing satisfaction and success.• Owning brand management includes creating, distributing, and updating marketing materials and social media content to effectively communicate Cayside Partners core values and to engage with our target prospect audience across multiple channels.• Developing and executing a thoughtful social media strategy that, so far, has increased brand awareness on LinkedIn with a 57.5% increase in followers and a 13% engagement rate (industry average is 2%) on Instagram since January of 2024.• Proactively exploring new opportunities with potential clients and business partners, through fostering relationships and collaborations that help drive business growth and expand the company's market presence.

• Regularly updating and optimizing the firm’s website, hosted on Squarespace, resulting in a 67% increase in unique website traffic and user engagement since January of 2024.• Continuing to develop leadership and interpersonal skills while mentoring our 2024 Summer intern, having developed an in-depth curriculum to introduce them to the wealth management industry, ending the program with a comprehensive capstone project to ensure a valuable learning experience.• Coordinating client meetings and communications, nurturing relationship development to ensure client satisfaction and long-term partnerships. Facilitate seamless interactions between clients and various third-party vendors.

• Provides extensive event support for large industry conferences, including the annual Institutional Investors Conference hosting over 2,500 attendees. • Proficient in post-event survey administration and internal debrief facilitation to gather valuable insights, leading to the refinement of marketing plans for all events.• Actively manages multiple client groups, skillfully anticipating their needs, addressing issues, and exceeding expectations by providing tailored solutions.• Builds deep relationships with key stakeholders, understanding their business units' growth aspirations, and creating impactful marketing strategies to support them.• Develop dynamic internal and external marketing strategies to promote awareness and engagement with clients’ product offerings, services, and educational resources.• Proficient in verbal and written communication, with a demonstrated ability to craft engaging and persuasive presentations tailored for client meetings.• Own tactical action items of marketing strategies and work with key client stakeholders to ensure deadlines are met and projects are managed in alignment with the expectations of the appropriate business units.• Engaging in email marketing utilizing client relationship management and mass distribution platforms, such as EMMA and Eloqua, to reach client target audiences in an effective and meaningful way, with campaigns consistently seeing open rates of ~28% and click rates of ~5%, regularly exceeding industry averages.• Demonstrated expertise in budget development through active involvement in the creation and ownership of clients statements of work, ensuring precise allocation of marketing resources to meet financial objectives.• Demonstrated strong leadership by leading the seamless onboarding of new marketing associates, facilitating rapid assimilation into the team and fostering a culture of continuous improvement.

• Managed projects and collaborated with the creative agency to creative marketing materials in support of client requests, including multi-media promotions, event branding, audio-video projects, and swag item ordering.• Curated and scheduled social media campaigns through Seismic Live Social for clients to repost on their LinkedIn and business social media accounts that are seen by hundreds of connections. • Managed over ~1,000 projects utilizing the project management software, Workamajig, to produce high quality promotional deliverables and consistently meet important client deadlines.• Gained understanding and troubleshot the back end of our public website development platform, Sitecore, involving code and organization of resources.• Displayed proficiency in Microsoft Word, PowerPoint, and Excel, with a working knowledge of Adobe Creative Suite and other creative tools as an added advantage.

• Placed runner-up in the nationally ranked 16th Annual Bayou Sales Challenge hosted by Nicholls State University.• Motivated and guided five student mentees in the Advanced Sales course to succeed in coursework and prepare to secure a spot on the Fall 2019 FSU Sales Team, over the course of one semester. Three out of the five mentees made the Fall 2020 team, with two going on to place in nationally ranked sales competitions.

As an intern at 98 Buck Social, I worked directly with the salesman organizing leads, updating tasks in PipeDrive CRM, and watching first-hand as sales were being closed. I was also able to have my own clients list, creating and curating social media posts. Towards the end of the summer i was made an official employee and became a real part pf the team. This was a great experience to have outside of my usual hospitality position and i look forward to using this time to better my future.

• Maintained the wait list and reservation bookings to arrange seating accordingly • Coordinated and arranged the seating of the restaurants dining room• Managed the flow of reservations in the restaurant ensuring a positive customer experience.