Rosa White, Mba Email & Phone Number

Los Angeles, Ca, Us

Los Angeles Metropolitan Area

Provides high-level, confidential executive support to the CIO of the Multi-Asset Strategies Team comprised of 11 portfolio managers and research analysts responsible for managing 29 funds. Manages a high-paced calendaring through Outlook and Webex for the team. Coordinates media appearances and economic commentaries for advisors and client portfolio briefings with the PR unit. Administers travel arrangements, expense reports, educational and industry seminars registrations. Assists with the design and creation of presentation materials for clients, prospects, EMC and board meetings. Serves as key contact for facilities and office operations needs in the Los Angeles office.

Van Nuys, California

Team leader and marketing manager directing the day-to-day functions of the marketing department including management of four staff members, budget, projects, programs, campaigns, promotions, vendors and events. Works closely with business development to help increase brand awareness and memberships by attending sponsorship, member functions and events. Collaborates with peer management team members on corporate-level projects, producing units in consumer and mortgage lending, and financial services partnerships.

Greater Los Angeles Area

Direct project management activities and work collaboratively with organizational leaders across different industries to support their business goals and objectives with marketing strategies through full project lifecycles from concept through completion; brand management, creative design, trade show marketing, PR, product and services promotions, advertising, and sales collateral. Create and deliver highly persuasive sales and marketing presentations, explicitly presenting features and benefits to cultivate client buy-in. Manage financial, quote / bid, and administrative operations factors for each project.

Greater Los Angeles Area

Managed corporate’s marketing initiatives and communications functions at a regional level and a 50-member team under Gallagher Benefit Services Division. Directed corporate positioning with direct brand management, media relations, advertising, product and service launches, sales collateral and tradeshow marketing. KEY ACHIEVEMENTS:• Launched innovative survey promotion and engagement strategy for flagship Employee Benefits Strategy and Benchmarking Survey initiative; achieved record-high participation rates. • Conceived creative designs and marketing concepts for trade show marketing that enhanced company presence and brand awareness in local markets.• Designed and produced sales-driving, brand-extending and cross-channel campaigns including print ads, product launches, brochures, advertorials, web sites, banner ads, and billboards.• Led high-performance team to deliver best-in-class business development marketing plans, resulting in #1 office ranking in new sales for the Western region.• Implemented a Salesforce champion process that produced accurate and measurable data; achieved 100% engagement of business development audience.

Greater Los Angeles Area

Responsible for driving corporate brand and wealth management capabilities exposure in the Los Angeles Region with key products in investment management, banking, trust and estate planning through advertising, high-end sponsorships, strategic philanthropy and signature marketing events. KEY ACHIEVEMENTS:• Developed, managed and executed new business promotional program to drive business and revenue growth; resulting in 50% increase in lead generation of high-net-worth prospects and business partnerships.• Managed marketing budget and leverage resources to maximize ROI of campaigns through continual analysis of performance and results.• Led all phases of 77 hosted events over a period of one year, from research and planning to on-site management and execution.• Planned and executed strategic philanthropy fundraising events in support of the Beverly Hills Literary Society and American Cancer Society's 100th Birthday Gala; raised more than $100K.

Developed digital and traditional brand strategies and marketing collateral for wholly owned subsidiary, High Mark Capital Management, Inc. Performed in-depth research into the competitive marketplace; identified opportunities; developed and presented proposals; and managed delivery of integrated campaigns. KEY ACHIEVEMENTS:• Designed, produced and distributed high-end marketing collateral for 11 wholesalers nationwide that generated sales above projected goals.• Developed and implemented seven mutual funds in eight years. Launched asset allocation flagship product comprised of four portfolios, which resulted in increased sales and clients at the retail and institutional level.• Managed digital marketing, content management and established guidelines for performance reporting to meet SEC and FINRA rules and regulations on marketing materials.

KEY ACHIEVEMENTS:Strategic Marketing:• Expanded client relationships and referral resources.• Implemented a rigorous marketing plan to increase sales. Financial Planning Analysis and Client Services Management:• Prepared comprehensive financial plans for prospects and clients.• Managed the book of business comprised of more than 300 clients.Project Manager and Team Leader:• Coordinated business development events, client meetings and sales presentations. • Managed three administrative staff for the team. Restructured case inception and follow up process.

Master’S Degree, Business Administration

Bachelor’S Degree, Business Administration

Personal Financial Planning Designation, Financial Planning