• Spearheaded a targeted marketing plan designed to convert current tax clients to wealth management services resulting in $3M growth in assets in 4-month period.• Conceptualized an email marketing campaign to communicate new wealth management services.

• Researched and created CRM program to provide efficiency and maintain consistent contact with all clients and prospects. Assisted in increasing assets under management by an average of $10M per year.• Executed a comprehensive education seminar program resulting in an average of $500K in assets under management per event.• Implemented targeted email campaigns to create sales opportunities with employees and terminated employees of current 401k plan clients. • Developed and implemented an account plan for all clients. Instituted an extensive post-sale customer nurturing campaign to include multiple touch points to facilitate future sales. • Redesigned all marketing materials to ensure brand and message consistency, including website, brochures, flyers, and letterhead.

• Implemented strategic marketing plan including print, radio, website, client events, roundtables, and direct mail while maintaining marketing services budget.• Managed ad agency relationship for the company with an advertising budget of $1.5M per year.• Redesigned In-school Banking Program, which won Maryland Bankers Association’s Education Award in 2004 and 2005.• Managed educational seminar series, including partnering with non-profit organization to host and promote. Each series attracted over 200 attendees.• Streamlined processes and procedures to direct mail efforts, resulting in 10-15 direct mail campaigns per year. These roundtable direct mail efforts brought in over $145K in repetitive fee income in 2004.• Created an on-demand marketing collateral system, the bank’s Sales Tool Kit, with over 75 customizable flyers to meet the needs of the dynamic sales force.• Quadrupled the email database in one year’s time by implementing a multi-tiered marketing campaign targeted at wealth management clients.

• Implemented all marketing communications, including trade shows, collateral, press clippings, quarterly newsletter and corporate website. • Researched and submitted a winning application for the TMC’s CRM Excellence Award 2000 and Communication Solutions Product of the Year 2000.

• Managed all marketing efforts for 18 healthcare reference books including catalog copy, book covers, book ads, press releases, web site copy, and product announcement sheets.• Created promotional profit/loss reports to track the success of promotional campaigns and made recommendations to Marketing Director.

• Supervised a staff of four while performing the duties of Marketing Manager. • Reviewed monthly financial reports for each newsletter and recommended promotional strategies. • Increased conference attendance by 22% by co-marketing with Forbes – managed and marketed three conferences featuring 150+ industry speakers.• Originated, researched, and successfully launched a monthly publication  Workplace Violence Report.• Administered all aspects of targeted marketing campaigns for 14 business-to-business newsletters.

• Coordinated national advertising and direct marketing campaigns for company’s multimedia product lines.• Developed and managed the company’s three-day user conference, included developing all marketing and promotional materials as well as working with 30 speakers and over 300 attendees.