Susan Edgar Email & Phone Number

• Assisted in the marketing launch of a new business and brand, focused on the needs of Mass Affluent investors• Responsible for creating marketing programs, coordinating and overseeing all phases from concept to execution• Managed a campaign to successfully capture 50,000 client email addresses• Developed a process to create (and maintain) a library of over 50 brand-consistent, client-facing collateral tools, partnering on each piece with reviewers in a minimum of 6 different groups across the firm• Designed a program strategy and multiple touch points/tactics to deliver thought leadership communications to clients – including an initial test of 3 emails with open rates averaging 16%, and a 33% increase in page views on the company website in the week following the campaign• Assisted in the creation and launch of a new multi-tactic prospect acquisition communication stream for a segment of qualified prospects not previously being reached• Led a team of subject matter experts and key stakeholders to revise 60 client-facing material kits• Identified process gaps and proposed solutions to quality check email campaigns and streamline project flows• Managed inventory of over 200 marketing pieces, actively reviewing for compliance, inventory levels and revisions, overseeing ordering platforms, and communicating material updates to the field

• Awarded the FILI Recognition of Greatness award for outstanding achievements, October 2008• Saved $25K/year by redesigning and implementing a streamlined inventory order fulfillment process, bringing it in-house in accordance with stated company goals• Co-developed and launched FILI’s first e-newsletter, a semi-annual customer e-newsletter • Managed marketing relationships and product additions with seven Outside Carrier companies• Managed multiple marketing programs monthly, quarterly, semi-annually and ad-hoc• Updated marketing collateral, writing additional/updated content as necessary• Developed and implemented a legal compliance process & procedure for Outside Carrier company sales collateral• Supported budgets and business plans – tracked and reported data metrics

• Initiated a creative revision, update, and re-launch of a highly successful monthly lead follow-up campaign • Co-designed and launched a Fidelity-wide employee marketing campaign to raise awareness about annuities• Lead an initiative to streamline the order fulfillment process for Outside Carrier sales kits, bringing the process in-house and improving efficiency• Responsible for creating, designing and maintaining multiple reports, databases, and legal archives• Conducted data analysis to understand how advertisements and mail programs were performing• Managed legal updates to product prospectuses• Co-created Advisor Strategy Fact Sheet Library to support Registered Investment Advisor channel• Managed marketing/inventory relationship with the Fidelity branch personnel• Promoted in 1 year to Marketing Manager position, assuming responsibilities of seasoned marketing manager

• Managed highly demanding senior executive calendar schedule, email and phone communications• Maintained confidentiality of executive information• Organized travel arrangements for senior executive and staff• Doubled as marketing group assistant: Managed monthly expense reports, supply orders, designed and maintained charts and spreadsheets pertinent to departmental needs, assisted in licensing registration• Coordinated offsite events, including sales team event and new hire training event • Promoted in 1 year to newly created Marketing Coordinator position

· Initiated updating/re-writing annual Breast Cancer Guide for 2006 publication · Wrote articles, conducted interviews, researched stories/information for monthly publication · Managed customer service via phone and email, compiled events calendarposition ended because I was moving away to pursue a full time opportunity

· Full-time childcare for preschool-age girl· Responsible for numerous household duties daily: grocery shopping, errands, laundry, cooking, pet care, office assistance, and creating/teaching preschool lesson

Producer and Director Jr. & Sr. HS production, "Bite-Sized: Six Short Plays by David Ives and others." Also included stage management and technical direction, coordination, and oversight of all areas of production

Theatre Keyholder: One of 10 students selected by the college; Responsible for running guest artist productions, instructing and certifying other students in the technical procedures, oversight of school drama productions, and care/maintenance of theatre areas and equipment

Assisted in editing three newsletters: The Huber-Mills Digital Power Report, Dynamic Silicon, and The Gilder Biotech Report · Wrote featured company profiles on newsletter websites and monthly column "MEMs of the Month" · Wrote/edited magalogs, promotional pieces, renewal letters and other projects for the marketing department · Assisted in customer service relations, answered phones, provided subscription assistance, handled databases

Ballet lessons for pre-school through grade school students, choreographed and planned annual recitals