Experience

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  Sophia Snow Place, Independent and Supportive Senior Living

  • Boston, Massachusetts, United States

  • Director, Sales and Marketing

    • May 2023 - Present
    • Boston, Massachusetts, United States

    Develop engaging relationships with potential new residents and their families interested in senior living solutions for themselves or loved ones. Embody the core brand message that makes our community unique.

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  Benchmark Senior Living, Waltham Crossings

  • Waltham, Massachusetts

  • Director, Sales and Marketing

    • Dec 2020 - Apr 2023
    • Waltham, Massachusetts

    Director responsible for driving sales volume, increasing census, and managing the "Prospect to Move in" process. Engaged in cultivating professional and community referrals. Lead advocate for developing and communicating the marketing messages that differentiated Waltham Crossings from its many local competitors.

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  The Bulfinch Group

  • Greater Boston Area

  • Senior Manager, Business Development

    • May 2018 - Jan 2020
    • Greater Boston Area

    Established and built key relationships with current and prospective clients through marketing and outreach to drive revenue. Focused on financial advisory services directed toward high/ultra high networth individuals, business owners. Developed partnership opportunities with estate and tax attorneys, CPAs, private wealth management groups, family offices to grow ongoing pipeline.

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  The Family Firm Institute - FFI

  • Boston, MA

  • Senior Manager, Membership Development

    • Jan 2017 - Jan 2018
    • Boston, MA

    The Family Firm Institute is the foremost global association for professionals who specialize in providing services to family-owned businesses. Responsible for increased association Membership and member services. Led chapter events in Boston to create engaging educational networking opportunities. Maintained the accuracy of the www.ffi.org website updating membership lists, awards, and committee sections. Contributed to annual conference planning.

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  Beacon Wealth Advisors, LLC

  • Brookline, MA

  • Client Relationship Manager

    • Nov 2014 - Jan 2017
    • Brookline, MA

    Managed client relationships and provided seamless account service for all aspects of clients' experience with firm. Worked with firm's principal partners to maintain efficient operations behind financial planning objectives. Licensed Life Insurance broker.

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  Green Associates, LLC

  • Boston, MA

  • Marketing Manager

    • Oct 2008 - Jan 2013
    • Boston, MA

    Freelance marketing project work for non-profit organizations. Letter writing and follow-up for key sponsorships, event management for conferences and seminars, database management for association member services, marketing lead for association and event initiatives. Event liaison for key speakers and industry leaders.

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  Digitas

  • Boston, MA

  • Account Supervisor

    • Feb 1999 - Sep 2000
    • Boston, MA

    Clients: Coca-Cola/Diet Coke, GilletteClient manager for integrated Gillette marketing programs, involved event sponsorship, in-market presence, direct mail, coupons, sampling. Brand strategy development for new products. Supervised launch of Diet Coke new loyalty program, Diet Coke Rewards, from strategy development to market roll-out. Client relationship manager to multi-disciplinary agency team: creative, research, data, productions, senior management.

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  MullenLowe U.S.

  • Boston, MA

  • Account Supervisor

    • Jan 1998 - Aug 1998
    • Boston, MA

    Strategy development and consulting for GM credit card product offering.

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  Wunderman Thompson

  • New York City

  • Account Supervisor, New Business Development

    • May 1995 - Sep 1997
    • New York City

    Campaigns/pitches for: DeBeers, Heineken, Weight Watchers, Schick, Tambrands, Continental, Citibank, Red Lobster.Managed new business group: responsible for strategic activity regarding all aspects of new business development, from lead generation to questionnaire proposals through to final presentations/pitches. Reported to EVP; liaison for NYC and global executive management, outside search consultants and prospect key contacts. Developed and wrote case studies for RFPs, integrated executive written work/research to create snap marketing briefs to support pitch process.