Experience

Wilkinson Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Manager of Marketing and Events, Senior Marketing Consultant

  • Aug 2022 - Present

  Hired in October 2021 as a part-time Marketing Coordinator and promoted to full-time two months later. In August 2022, promoted to Manager of Marketing and Events, Senior Marketing Consultant to reflect increased ownership of Wilkinson’s budget and marketing strategy more accurately, and to reward demonstrated professional excellence. Currently employed here.• Responsible for all marketing, media, and event efforts on behalf of the firm.• Utilizes latest trends in integrated marketing to promote best practices and improve both internal and client-facing sales/marketing processes.• Works alongside leadership to discuss objectives, set goals, and form strategies for meeting established benchmarks.• Tracks and compiles data to inform strategic decision-making and spending.• Maintains strict budget and has a history of effectively lowering costs while maintaining or improving quality.• Resident expert in SIPC and FINRA marketing/advertising compliance guidelines.• Attends prospect-facing tradeshows and conferences as needed.The financial consultants at Wilkinson Wealth Management, LLC are registered representatives with, and securities are offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Private Advisor Group, LLC, a registered investment advisor. Wilkinson Wealth Management, LLC and Private Advisor Group, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with Wilkinson Wealth Management, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

• Marketing Coordinator

  • Oct 2021 - Aug 2022



Quality Transportation Services, Inc.

• United States
• Rail Transportation
• 1 - 100 Employee

• Business Analyst

  • Oct 2020 - Mar 2021

  Responsible for capturing business requirements, identifying, and decomposing processes, and turning those into user stories with enough detail for developers and testers to execute. • Met with domain experts to capture requirements. • Turned domain expert knowledge and business requirements into user stories. • Worked with developers and domain experts to maintain clarity around deliverables. • Assisted in the timely delivery of final products. Responsible for capturing business requirements, identifying, and decomposing processes, and turning those into user stories with enough detail for developers and testers to execute. • Met with domain experts to capture requirements. • Turned domain expert knowledge and business requirements into user stories. • Worked with developers and domain experts to maintain clarity around deliverables. • Assisted in the timely delivery of final products.



Silverchair

• United States
• Book and Periodical Publishing
• 100 - 200 Employee

• Associate Business Analyst

  • Jan 2018 - Nov 2018

  Elicited, gathered, and defined requirements to deliver valuable software applications that meet stakeholder needs. • Clearly articulated feature requirements through an agile development process • Wrote technical user stories and acceptance criteria to express requirements to the development team. • Collaborated with the team to meet project and/or product development objectives and deadlines. • Provided support to the Product Owner with backlog prioritization, feature sequencing and organization, user acceptance testing, and other tasks, as needed. • Authored and maintained project and/or product documentation as needed. Show less



Scitent eLearning

• United States
• Software Development
• 1 - 100 Employee

• Sales and Marketing Coordinator

  • Mar 2016 - Jan 2018

  Owned marketing coordination efforts on behalf of the VP of Marketing and Director of Sales. Assisted other members of the team as needed. • Wrote and proofread all marketing and sales materials. • Assisted with the creation and management of email campaigns. • Assisted Director of Sales with sales presentations and tech demos. • Ran social media accounts and blog. • Coordinated tradeshow efforts and attended tradeshows to represent the company. Owned marketing coordination efforts on behalf of the VP of Marketing and Director of Sales. Assisted other members of the team as needed. • Wrote and proofread all marketing and sales materials. • Assisted with the creation and management of email campaigns. • Assisted Director of Sales with sales presentations and tech demos. • Ran social media accounts and blog. • Coordinated tradeshow efforts and attended tradeshows to represent the company.



Charles Koch Institute

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Communications Intern

  • Jan 2015 - Apr 2015

  Selected to be apart of the Koch Fellows Program for Communications Professionals, which placed with the Institute for Humane Studies as a marketing intern. Selected to be apart of the Koch Fellows Program for Communications Professionals, which placed with the Institute for Humane Studies as a marketing intern.



Institute for Humane Studies

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Marketing Intern

  • Jan 2015 - Apr 2015

  Tasked with assisting the marketing team with social media and advertising efforts. Tasked with assisting the marketing team with social media and advertising efforts.



Cato Institute

• United States
• Think Tanks
• 200 - 300 Employee

• Research Intern

  • Jan 2014 - Jun 2014

  Assisted with social media, research, and data updates for HumanProgress.org Assisted with social media, research, and data updates for HumanProgress.org