Sofia Verzino Reedy, Mba Email & Phone Number

As a Scrum Master in Financial Advisor Services Marketing, I led a scrum team through the strategic planning and development phases of marketing campaigns. I oversaw the creative development process and and delivery of sales collateral, web content, email journeys, and live events. I was responsible for oversight of the promotion of a high-profile product.

I lead a team of designers who developed visual pieces for web, print, and multi-media projects. I provided oversight to processes that required meeting deadlines for fund compliance materials and ensured required design guidelines were being followed.

As the leader of a media services production team, I was responsible for coaching and motivating a creative production team providing cinematography, lighting, and audio for studio and location shoots. I worked closely with business partners globally to forecast, plan, and prioritize our most strategic initiatives that require video communications. To.

Provided oversight of compliance material production. Built relationships with outside vendors and monitored quality of output. Managed a team of project leads handling creative projects for crew communications and events. Created a process for project intake and formed a review panel with all leaders in corporate communications to streamline capacity.

Monitored the process of research conducted, client interactions, resolutions, and responses to FINRA client complaints via white mail, email, electronic and social media sources. Provided editorial guidance and approval of correspondence with the collaboration of compliance and legal counsel. Established quality guidelines and introduced call quality.

On-boarded over 60 new crew and managed a sales team of twelve investment specialists. Led various department initiative related projects including IT pilots, career development, and crew retention.

Collaborated with Sales, Marketing, Legal, and additional corporate resources to strategically position Vanguard’s service offerings and prepare proposals for prospective institutional clientsPrepared ad hoc reports for existing clients requiring in-depth research of fund and organization information

Consulted with sales leadership, marketing teams, and public relations to create new content based on feedback from sales and industry trends. Collaborated with sales and the legal department to ensure 600 pages of presentation content was compelling and in compliance with FINRA and SEC regulatory agencies.

Consulted with current and prospective high net worth shareholders seeking investment management services, resulting in an average of $45MM in new client investments per year.Determined suitability and positioned appropriate services. Attended Richardson Sales training and applied client relationship management skills to engage in value-added dialogue.

Ensured successful transmission of electronic trades for institutional investment clients through the NSCC trading system. Enforced Vanguards large and qualified transaction policy by monitoring incoming trades and consulting with external clients to fulfill requirements to execute transactions. Communicated with fund portfolio managers by reporting.

Master Of Business Administration - Mba

Activities and Societies: Beta Gamma Sigma

Bachelor Of Science (Bs), Marketing

Activities and Societies: Alpha Phi