Stacy Nelson Email & Phone Number

Greater Denver Area

• Field ad-hoc requests and assist in the creation and implementation of non-standardized collateral
• Deliver market high quality core marketing collateral in a timely manner
• Prepare client-specific materials and other custom communication materials as required for client meetings, board presentations, and due diligence meetings
• Partner effectively with internal business partners including, Sales, Product Management and Marketing, Channel Marketing, Design, Web, Compliance, Investments and Fulfillment
• Communicate with stakeholders as appropriate in order to manage expectations and meet requirements
• Adhere to production and file retention processes in order to maintain accurate record-keeping of electronic files in accordance with department and regulatory requirements

Santa Fe, New Mexico Area

• Coordinated production and implementation of marketing collateral - including brochures, handouts, booklets, presentations, and advertisements
• Coordinated with printer representatives and pre-press departments to establish the most cost effective way to produce marketing material
• Created/proofed/edited marketing material to ensure delivery of an accurate and compelling message
• Maintained/updated pages on the retail and financial advisor web sites
• Liaison for marketing team with sales, designers, other departments and vendors to ensure proper communication and execution of the brand

Albuquerque, New Mexico Area

• Assisted the marketing director with various design layout projects