Managed strategic and tactical marketing initiatives for Wealth Management and Commercial Bank. Designed and executed KPIs against thought leadership, sales enablement, lead generation, and growth initiatives. Facilitated full spectrum, multi-phasic marketing tactics between stakeholders, partners, and executive leaders -- including budget and resource supervision. Drove analysis-based solutions, including segmentation strategy, audience targets, and channel approach.- Developed firm’s first fully comprehensive sales and client experience process-platform. - Defined and articulated the firm’s first formal and overarching value proposition and persona map. - Established thought leadership platform and methodology. - Designed and manage firm’s newsletter program utilizing HubSpot.- Supported the launch of the firm’s first RIA.- 2020 Summit Award Nominee

Develop, analyze, and prioritize MarCom, including comprehensive strategy and tactical opportunity. Define, articulate, and integrate framework for programs and events. Measure, forecast, and edit line-of-business collateral; supervise budget and distribution. Translate, drive, amplify, and score related impacts. Guide discourse in pursuit of Advisor-through-client loyalty targets. • Relationship management: Established and moderated work streams, resulting in 25% increased collateral production with 10% enhanced efficiency.• Messaging: MarCom advisor for M&A and (DOL) Fiduciary Rule rollout. • Awareness: Reporting analyst and member of omni-model lead generation website. Co-managed accompanying advertising buy calendar. Increased impressions over 10%. • Social media: Architect and advocate for firm's first end-to-end dual-representation media platform• Digital strategy: Spearheaded format efficiency initiative that led to a 10% budget surplus and 30% subscription increase. • Platform infrastructure: Facilitated the firm’s first regionalized website platform. • CRM campaigns: Managed semi-automated MarCom for multi-channel referral acquisition program; attained 110% aggregate lead volume increase throughout campaign lifecycles. • Events: Directed reoccurring Advisor meet and greet marketing.

Cultivator acting to strengthen and advance department’s sales, revenue, and performance objectives. Partnered with Compliance to bolster risk protocols. Subject matter expert/presenter for conferences, VIP client visits, and Advisor practice management training. Designed & published websites, podcasts, newsletters, and e-alerts.  • Account partner-consultant to Advice & Research teams, Financial Advisors, wealth management firms, and sales units. Wrote, refined, and reviewed sales and profile whitepapers, resulting in placement in over 15 different areas of firm media. Planned and moderated analyst outlook and special report broadcasts. • Counselled asset management firms on synergistic opportunities and collateral execution to achieve platform integration goals.• Designed B2B2C multi-generational cross-channel retirement marketing campaign that boosted end-user engagement, field opportunities, and vendor partner participation. • Analyzed data to identify, translate, and present strategic opportunities to constituents -- then executing internal/external socialization strategy. Managed production of over two dozen firmwide lifecycle marketing campaigns and four dozen web pages, resulting in product suite’s four-year continuous assets under management (AUM) increase.

Socialized tactical opportunities while customizing response solutions and issue resolution techniques for firm’s suite of service and product offerings. Provided communications, project management, collateral awareness to clients and associated persons. Evaluated and presented communications and web content recommendations to leadership and executive stakeholders. Supported change management communication efforts. - Helped lead and design response-based communication efforts, including creation of a working content library.- Achieved Premier Associate status; awarded certificate of achievement for quality assurance, risk control, client service, and productivity. - Player-coach for e-mail communications team, responsible for drafting and delivering convincing messaging.

Provided client account management and guidance, supported digital UX initiatives, marketed products/services, and managed response communications initiatives. Performed equity trading for Advisors, clients, and associated parties. Consulted with institutioal clients. - Lead associate for response communications solution & strategy team. - Regularly lead team and region in productivity.

New and used vehicle sales associate responsible for prospect and existing client relationships. Jaguar, Ford, Hyundai, Subaru. Managed a book of business that grew 150% in 4 months. Upsell financial services. Partnered with internal stakeholders to cross sell features and tertiary services. Developed sales sheets and presentation plans.

Locally produced, edited, and formatted local and national radio programming and commercials while partnering with news and advertising staff. Managed board operations. -Acted as broadcast field liaison during the Lowe’s Motor Speedway bridge collapse.