Policy services and case management, ensuring speed, accuracy and quality from the application process through delivery.

Contract Position. Responsible for maintaining relationships with clients for delivery of creative services and design projects frequently relating to annual reports, sustainability, investor presentations and web design.• Project management• Collaboration with designers and creative teams• Working with printers and other fulfillment entities

Content writer / creator / editor. Independent contractor while acting as a caregiver for an aging parent as he transitioned into a full-time assisted living facility.

- Assisted in developing LPL's Virtual Admin program- New account openings, Move money, Account transfers- Execute website updates, Implement marketing initiatives- Obtain compliance approval (CMAX) and Marketing regulatory review (MRR)- CRM usage (RedTail, Salesforce) and workflows- Trained others on usage of Box storage, advanced Microsoft Office tools, Publisher, Adobe Acrobat Pro, copy-writing, creating agendas, coordinating effective launch calls, and how to build rapport with advisors and clients- Client meeting kit prep and client contact to complete new business and growth opportunities

- Created detailed prospecting fact finders and client questionnaires- Ran new business illustrations- Worked with agents to complete new business paperwork, submit for e-sign and usher through underwriting process- Worked with clients to obtain outstanding delivery requirements- Ordered APSs and other required reports for submission to carriers- Communicated with clients regarding billing and reinstatement issues- Policy Delivery, and compliance acknowledgment verification

Contract Position.- Focus on group 401(k) planning and implementation, and individual financial services for retail clients- Coordinated education, committee and employment meetings with clients- Project Manager - managed workflow and unearth new business opportunities via CRM (Salesforce)- Created agendas, presentation kits, design bios, contact sheets, and marketing pieces- Implemented direct-connect and Hearsay electronic marketing programs- Developed unique content that will lead to business growth opportunities- Created shareable workflow management tools to streamline group 401(k) enrollment and annual meeting processes

• Creation and implementation of marketing campaigns and inventive programs (SMS texting, email, webinar series)• Presented advanced concepts and tools to agents, created customized marketing pieces for agents• Communicated multiple strategies for growing business opportunities• Designed graphics, logos, customizable flyers, recruiting brochures, electronic invitations• Prospected for new agents to utilize the services of LIS and to earn their loyalty• Obtained inforce statuses and illustrations to seek opportunities within existing book of business• Trained agents to use our electronic drop-ticket system• Contracting and licensing coordinator for independent agents

• In Design, Photoshop, Publisher to create flyers and print ads• Email marketing campaigns to agents and clients• Website update, launch new CRM usage• Create and implement brand strategies and custom campaigns• Developed content with advanced concepts for advisor use, both internal and client usage• Worked closely with compliance departments to obtaining approval for public use• Follow up on sales leads to increase business

- Curran & Connors is an award-winning design firm based in New York. My clients included LPLFinancial, Chiquita Brands, Family Dollar, and The Arts & Science Council.- Identified opportunities and scheduled trips to meet with publicly-traded, often Fortune 500 companies- Coordinated samples of projects—annual report designs, website development, rebranding initiatives- Presented detailed services to Marketing Directors, CFOs and CEOs- Worked with designers, developers, photographers, proofreaders, and printers to give clients results above-expectation- Acted as liaison between C&C designers/developers and the client’s main contact person - Submitted detailed client invoices at project-end, and conducted post-mortem meetings to ensure client satisfaction

Responsible for all things marketing-related for a Brokerage General Agency, located in Charlotte, NC. If it related to anything on the following list, the tasks fell to me.- Continuing education meetings- Broadcast email marketing- Flyers, brochures, email creation- Marketing kits- Company website- Incentive programs, contests and gifts- Fielding leads to our AGAs- Mass-mailings- Print-related initiatives- Facebook marketing- Company newsletterLeft in 2011 after being recruited to pursue a sales career at Curran & Connors

Independent Consultant.

Project coordinator and lead support to the project manager of Wachovia’s SouthTrust and Branch 4.0 projects. Coordinated on-site technicians to survey, migrate, install and de-install systems and VoIP phones. Developed improved methods of project communication by design center staff. Department eliminated three months after hire date.

Responsible for all areas of maintaining and marketing website, as well as back-office and support tasks. Duties include: • Creating custom marketing pieces and information packages for distribution to contracted affiliates• Placing current instructor, course and forum information on website and full customer support• Introducing potential affiliates and educational partners to the PsyBC programInstrumental in keeping the PsyBC website functioning effectively, and responsible for keeping our accreditation status current with several national accrediting organizations.

Responsible for the creation and implementation of various marketing projects, direct report to the Senior Vice President in charge of Agency Sales. Responsible for coordinating, authoring, designing, proofing, obtaining legal approval, and managing fulfillment of projects. Duties included: • Turnkey meeting planning of continuing education seminars for Eastern Region, a program borrowed in other marketing centers• National broadcast fax program to both internal and external customers• Marketing, incentive, and appreciation campaigns for agencies, producers, and internal staff• Creation of various marketing materials, such as flyers and presentations• Researching and ordering Transamerica-branded goodwill merchandiseProduce turnkey results to Senior VP, including creating and managing project plans, research for corporate-wide use, and production data analysis. Excel at providing high-quality work under tight deadlines, with little or no direction or supervision.

First point of contact to many executive clients in the banking industry. Largely responsible for new product rollouts at financial institutions such as Chase, Summit, Bank of America, First Union and Wells Fargo. Created marketing materials for annuity products, coordinated bank contracts, and responsible for the creation and implementation of incentive programs. Created responses to RFPs that awarded Transamerica with lucrative contracts to sell our products in banks.Was promoted to National Marketing Coordinator and transferred to a different division of Transamerica called TALIAC (Transamerica Life Insurance and Annuity Company).

Administrative Assistant in a software division of Transamerica, then in a department called "Future Technologies" aimed at testing and paving the way for use of cutting edge technology in the division. Promoted to Marketing Coordinator in Bank Channel Division in 1996.