▪︎ Day-to-day account management of 700+ client roster including: Onboarding new clients, account openings, executing trades, purchasing annuities contracts, managing account contributions and distributions.▪︎ Build client Financial Plans, through analysis of current investments and cash flows, providing recommendations to help increase financial health and minimize impact of negative market or life events▪︎ Managed seamless transition of 1,500+ client accounts between broker/dealer management systems▪︎ Re-branded practice website resulting in page visits 159% above industry average▪︎ Implemented Facebook page for the practice and manage postings that are relevant to the financial services industry▪︎ Manage CRM database: including design and implementation of workflows and activities▪︎ Create and manage email campaigns targeted to existing and prospective clients with and average engagement of 52.4%▪︎ Managed creation and execution of 1,000 piece post card mailing to existing and prospective client lists▪︎ Automated process to send out birthday greetings each week for client database

▪︎ Primary client contact for Office Depot/Office Max, Toys R Us as well as a Regional Ace Hardware group. Organized & managed strategic advertising and marketing activities across all accounts.▪︎ Collaborated with clients to develop annual advertising plans for 600+ media vendors, with budgets ranging from $25MM to $50MM annually.▪︎ Executed successful contract negotiations, regularly achieving annualized advertising plan savings of 5-10% YOY.▪︎ Oversaw all client projects including budgeting, market analysis, advertising plans, proposals, presentations, media authorizations, campaign planning scenarios, reporting and print/digital media orders.▪︎ Collaborated with cross-functional teams including Analytics & Insights, Buying, Placement and Operations.▪︎ Performed in-depth analysis of Office Depot/Office Max retail store sales and advertising ROI by zip code. Aggregated data to create market-level ROI for client and agency planning purposes.▪︎ Created and launched a print and digital marketing campaign for Office Depot/Office Max promoting Workonomy, their new in-store coworking concept.▪︎ Created and managed a digital marketing campaign for Regional Ace Hardware group that exceeded expectations and halted sales losses following the entry of a big box retailer into the market.▪︎ Developed a proprietary Excel tracking tool to monitor annual media budgets by week and allow for easy updates to align with client KPI’s.▪︎ Led weekly client status calls to review and discuss reporting, special projects, contract negotiations, rates, etc. Also engaged in daily client communication to address urgent issues, providing solutions and support. ▪︎ Managed and mentored 2-3 direct reports, including Account Executives and Senior AE’s; delegated workflow and provided ongoing feedback on execution of work and client deliverables.▪︎ Produced weekly, monthly and quarterly reporting including budget tracking, competitive analysis and client KPI’s.

▪︎ Worked on clients including, John Deere, Rite-Aid, A.C. Moore & Office Depot. ▪︎ Successfully onboarded Rite Aid Drug Stores account, assuming control of $100MM print budget.▪︎ Partnered with analysts and buyers to deliver $5.5MM in savings on print advertising plan within first year of contract.▪︎ Managed all day-to-day activities for client including analysis and recommendations for media buys, buying and placement of media, client billing, and invoice reconciliations.▪︎ Responsible for accurate production and timely delivery of weekly, monthly and quarterly reporting including performance to budget and competitive tracking.

▪︎ Worked on clients including Ace Hardware Corporate, SBC Communications and Safeway. ▪︎ Successfully onboarded SBC Communications telecom account. Established and nurtured relationships with the client and partner agency (GSD&M). Collaborated with key contacts to ensure flawless planning and execution of all advertising campaigns.▪︎ Attended annual conventions for Ace Hardware account, allowing for increased personal interactions and greatly improving the relationship between the agency and Ace Hardware franchisees.▪︎ Managed 1 direct report and collaborated with operational teams to ensure consistent execution of day-to-day account activities, including placement and follow-up on client campaigns.