Carli Troiano

Project Manager at Whalebone Media
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Experience

    • United States
    • Community Services
    • 1 - 100 Employee
    • Project Manager
      • May 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Analyst, Wealth Management
      • Apr 2021 - Present

      Lead the end to end digital and email campaign execution, including partnering with creative agencies, partnering internally to shepherd creatives through review processes, delivering targeting files, and more Lead performance management, including analyzing campaign results, tracking channel metrics and budget optimization Partner with cross functional teams, including the INVEST for Vanguard by Amex Product team, Vanguard, and Compliance to develop marketing Manage period compliance mandated updates across the INVEST for Vanguard by Amex portfolio Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Events & Experiences Coordinator
      • Jan 2020 - Apr 2021

      Lead daily, weekly, monthly operational needs of the team - distribution of executive meeting planners, gathering call cross functional call agendas, managing corporate event calendars Supported the Division Vice President, Events & Experiences with the multiple budgets and the various forecasting, planning, analysis functions associated with budgets Provide support and assistance in planning, developing, producing, and delivering marketing and communications materials Owned the processes fundamental to the event teams functionality as it related to the interaction between corporate and stores Created pre and post-event-financial support documents, weekly budget forecasts and actual reports Assisted in the execution of switching to an elevated virtual events platform while maintaining client retention Show less

    • United States
    • Retail Apparel and Fashion
    • 200 - 300 Employee
    • Executive Assistant to Director of Sales
      • Jan 2019 - Jan 2020

      Managed schedules and itineraries; arranged and coordinated meetings; conducted research, organized data, and generated sales reports Managed daily diary with meetings, calls, interviews; booked domestic/international travel and personal engagementsMaintained team’s expenses Assisted in the execution of private parties, answered and responded to incoming inquiries and forwarded to appropriate personnel Helped open and assemble all remote team members’ office locations Executed ad hoc projects and initiatives directly for the Director of Sales such as developed and designed our intranet, planned the East Coast Stylist team Kick Off Events, and made weekly decks for the team meetings. Presented weekly to cross-functional executive team sharing stylist performance and strategies, which showed the ongoing growth in global client developmentDeveloped plans for creating events focusing on client acquisition, retention, development, lapsed client initiatives, and client re-engagement Review, prioritized, and created email communications Created pre and post event-financial support documents, weekly budget forecasts and actual reportsRecognized and averted probability of lapsed customers via outstanding service and communication Show less

    • Private Client Assistant
      • Jan 2019 - Dec 2019

      Supported Senior Client Advisor by preparing presentations for clients (ad hoc PowerPoints depending on the client’s needs) and updated all merchandising for each appointmentSupported Senior Client Advisor with customer inquiries effectively and efficiently, acting with a sense of urgency to deliver resultsAssisted with event planning and private appointmentsMaintained database of global contacts and comprehensive knowledge of industry leadersOptimized the customer experience through personalized premium service Show less

    • Client Development Intern
      • Aug 2018 - Dec 2018

      Collaborated cross-functionally with styling, PR, and marketing departments to coordinate events and travel arrangementsManaged and organized client books for over 40 private stylistsAssisted in global client development through acquisition and retention; worked with more than 100 clients over 3 monthsActed as a liaison between stylists and high profile customers from all over the world

    • United States
    • Retail
    • 700 & Above Employee
    • Internship Program
      • Jun 2018 - Aug 2018

      Gained hands-on experience selling to and serving customers Exemplified excellent customer service when addressing inquiries with dissatisfied customers Helped manage a team of 15 associates to guarantee smooth day-to-day operations Handled all customers with patience, kindness, and guidance in a fast paced, high stress environment Gained hands-on experience selling to and serving customers Exemplified excellent customer service when addressing inquiries with dissatisfied customers Helped manage a team of 15 associates to guarantee smooth day-to-day operations Handled all customers with patience, kindness, and guidance in a fast paced, high stress environment

Education

  • Ohio University
    Bachelor's degree, Merchandising and Buying Operations
    2014 - 2018
  • Pelham Memorial High School
    High School Diploma
    2010 - 2014

Community

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