Experience

Cobblestone Capital Advisors, LLC.

• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Jun 2023 - Present



CooperVision

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Associate Marketing Communications Manager

  • May 2022 - Feb 2023



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Marketing Content Program Manager (contractor)

  • Feb 2018 - May 2022

  Create and edit content for CPA, Bank, and Strategic Accounts (franchise) channel marketing campaigns and partnership launches - including eBooks, email, webinars, social media (using Voicestorm platform), website content, and collateral. Research topics and trends important to the each channel audience, and work with external and internal stakeholders/SMEs to communicate them effectively. Support and strengthen referral pipeline through marketing tactics and communications built in conjunction with professional association partners (e.g. AICPA). Plan and execute social networking events across the U.S. to strengthen partnerships and nurture referrals. Compile and deliver weekly updates to Paychex senior leadership regarding team projects and their progress. Show less

• Product Marketing Analyst (contractor)

  • May 2016 - Jan 2018

  Plan, develop and implement small and large scale marketing projects in support of HR Services and Retirement/401(k) Services product lines. Coordinate project execution and metrics with creative services/email marketing teams. Conduct market research to gain critical insights into trends within the financial services industry. Created comprehensive marketing campaign to educate plan sponsors on their fiduciary responsibility to their employees. Managed content vendor relationship and guided content strategy/feature development for Paychex FA web portal. Planned and executed production of 3 client video testimonials with ad agency/vendor. Also led marketing efforts for launch of industry-leading financial wellness benefit, expected to create an annual revenue stream of $5M-plus for Paychex. Show less



Self Employed

• Rochester, New York Area

• Writer and Marketing Communications Consultant

  • Feb 1998 - May 2016

  Provided editorial, account planning/research and creative copywriting support to Rochester-area advertising firms, Fortune 500 companies, high-tech firms and higher education institutions. Clients and projects included Constellation Brands, Bausch + Lomb, Kodak, Excellus BCBS, Xerox Corporation, Wegmans Food Markets, Ameriprise Financial Services, MasterCard, University of Rochester, and Rochester Institute of Technology. Provided editorial, account planning/research and creative copywriting support to Rochester-area advertising firms, Fortune 500 companies, high-tech firms and higher education institutions. Clients and projects included Constellation Brands, Bausch + Lomb, Kodak, Excellus BCBS, Xerox Corporation, Wegmans Food Markets, Ameriprise Financial Services, MasterCard, University of Rochester, and Rochester Institute of Technology.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor Associate

  • Sep 2015 - Nov 2015

  Participated in all aspects of Morgan Stanley's rigorous FAA program. Studied for Series 7 exam (unable to complete exams due to short-term medical disability) Participated in all aspects of Morgan Stanley's rigorous FAA program. Studied for Series 7 exam (unable to complete exams due to short-term medical disability)



Rochester Oratorio Society

• United States
• Musicians
• 1 - 100 Employee

• Board of Directors Member

  • Jun 2014 - Oct 2015

  Marketing committee member. Social media strategy, publicity, fundraising, donor engagement, event planning, and communications advisement and support. Marketing committee member. Social media strategy, publicity, fundraising, donor engagement, event planning, and communications advisement and support.



Excellus BCBS

• United States
• Insurance
• 700 & Above Employee

• Health & Wellness Implementation Project Manager

  • Oct 2012 - Aug 2013

  Led multiple concurrent implementations of enhanced care management and/or incentive programs for employer groups. Recommended strategies and developed action plans and communications/program launches. Assisted account consultants and health & wellness consultants with pre- and post-implementation support to employer groups. Facilitated cross-functional workteams to achieve desired implementation results. Represented care management program team in product configuration and Health Care Reform product build sessions. Show less

• Marketing Communications Specialist

  • Jan 2010 - Oct 2012

  Led or collaborated on multiple marketing communications projects as part of the Brand Communications and Product Marketing team. Collaborated with Sales and Web Design teams to create and launch custom web landing pages for employer groups. Facilitated cross-functional work team and created annual strategy for monthly health summary variable content (summary is mailed to all Health Plan members with monthly claims activity). Worked with product marketing managers and in-house document services team to research, write and produce collateral for new product launches and Health Care Reform. Assisted with gathering and editing content for Requests for Proposal, resulting in improved quality and response. Show less

• Communications Specialist

  • Jun 2008 - Jan 2010

  Managed all communications for multi-year, multi- million dollar technology and business process upgrade project. Developed and delivered strategies, plans and tactics for all project-related communications, including internal and crisis communications. Created internal reports, surveys and executive summaries pertaining to project communications. Initiated and led project-related collaborations across the organization with all levels of staff, including executive leadership. Created and delivered presentations to Health Plan management (frontline and VP level) across upstate New York several times yearly. Created and delivered internal communications on behalf of senior vice president of project. Gathered and tracked all project-related impacts to internal and external stakeholders using an Access database. Conducted Webinars and interactive presentations to communicate program updates both internally and externally. Supported program team leads in developing effective communications consistent with corporate brand standards. Show less



Adam Communications Inc.

• Rochester, New York Area

• Writer/Editor

  • 2007 - 2008

  Principal editor/proofreader and job trafficker for all agency projects. Also contributed to concepting and copywriting projects. Clients included Carestream Health, WelchAllyn, SoyBoy Foods, and Spall Homes. Principal editor/proofreader and job trafficker for all agency projects. Also contributed to concepting and copywriting projects. Clients included Carestream Health, WelchAllyn, SoyBoy Foods, and Spall Homes.



Entertainment Industry

• Entertainment
• 300 - 400 Employee

• Professional vocalist and entertainer

  • Jul 1990 - Jan 1993

  Performed in premier nightclubs, hotels and resorts nationally and internationally (including top casino resorts in Atlantic City, NJ). Developed and nurtured relationships with fan base, casino entertainment directors, and club managers. Helped create and deliver mailings to fan base, and track responses. Developed set lists, choreography, and vocal arrangements. Developed relationships with professional musician community in Atlantic City. Also recorded lead and backup vocals for recording artists in top recording studios in Philadelphia and Rochester, NY Show less