Experience

Osterweis Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Communications & Marketing Manager

  • Aug 2013 - Present

  San Francisco Bay Area Works with the Communications & Marketing team, other teams within the firm, and multiple vendors to develop and update marketing communications, both print and online, to support the firm's business objectives. Manages marketing automation platforms for improved marketing materials production, data collection, and analysis. Works as the "superuser" for the applications. Manages quarterly webinars and replays, along with other video content. Maintains quarterly project… Show more Works with the Communications & Marketing team, other teams within the firm, and multiple vendors to develop and update marketing communications, both print and online, to support the firm's business objectives. Manages marketing automation platforms for improved marketing materials production, data collection, and analysis. Works as the "superuser" for the applications. Manages quarterly webinars and replays, along with other video content. Maintains quarterly project plans and process documentation to ensure consistency and continuity. Manages the firm's website(s) and LinkedIn page(s). Creates and copyedits engaging content that adheres to FINRA regulations. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Sep 2011 - Aug 2013

  San Francisco Bay Area



Pongo Resume®

• United States
• Consumer Services
• 1 - 100 Employee

• Marketing Project Manager

  • Jan 2011 - Jul 2011



Self-Employed

• Copy Writer and Editor

  • Feb 2010 - Jan 2011



Phase 3 Media and Communications

• United States
• Printing Services
• 1 - 100 Employee

• On-Site Production Coordinator

  • Sep 2010 - Dec 2010



Workscape

• Software Development
• 1 - 100 Employee

• Communications Consultant

  • Sep 2009 - Feb 2010



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate Consultant, Benefits Consulting

  • Jan 2009 - Sep 2009

• Associate Consultant, Benefits Consulting

  • Feb 2006 - Dec 2008



Sun Chronicle

• Freelance/Intern

  • Sep 2005 - Dec 2005



Public Consulting Group

• United States
• Professional Services
• 700 & Above Employee

• Graphics Specialist

  • Jul 2001 - Jul 2003