Experience

Synchronize

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Consultant

  • Jan 2023 - Present

  Synchronize is a Lockton Affinity company dedicated to serving RIA's and Independent Financial Advisors about Risk Management within their business and their clients portfolios. Synchronize is a Lockton Affinity company dedicated to serving RIA's and Independent Financial Advisors about Risk Management within their business and their clients portfolios.



Lockton Affinity

• United States
• Insurance
• 200 - 300 Employee

• Business Development Partner, The Blueprint

  • Oct 2021 - Jan 2023

  Courtney’s responsibilities at The Blueprint are focused on partnering with financial advisory firms to understand their business and their clients’ needs for risk management and retirement solutions. Having spent 8 years working within an Independent Registered Investment Advisory firm, Courtney understands the advisors needs and challenges they face in providing a comprehensive client experience. Courtney’s consultative approach with these firms is centered around increasing their revenue… Show more Courtney’s responsibilities at The Blueprint are focused on partnering with financial advisory firms to understand their business and their clients’ needs for risk management and retirement solutions. Having spent 8 years working within an Independent Registered Investment Advisory firm, Courtney understands the advisors needs and challenges they face in providing a comprehensive client experience. Courtney’s consultative approach with these firms is centered around increasing their revenue, providing a more comprehensive client experience and ultimately creating greater enterprise value. Show less Courtney’s responsibilities at The Blueprint are focused on partnering with financial advisory firms to understand their business and their clients’ needs for risk management and retirement solutions. Having spent 8 years working within an Independent Registered Investment Advisory firm, Courtney understands the advisors needs and challenges they face in providing a comprehensive client experience. Courtney’s consultative approach with these firms is centered around increasing their revenue… Show more Courtney’s responsibilities at The Blueprint are focused on partnering with financial advisory firms to understand their business and their clients’ needs for risk management and retirement solutions. Having spent 8 years working within an Independent Registered Investment Advisory firm, Courtney understands the advisors needs and challenges they face in providing a comprehensive client experience. Courtney’s consultative approach with these firms is centered around increasing their revenue, providing a more comprehensive client experience and ultimately creating greater enterprise value. Show less



Family First Life

• Insurance
• 1 - 100 Employee

• Independent Insurance Broker

  • Jun 2020 - Oct 2021

  I specialize in Life Insurance for individuals, families and small businesses. My portfolio consists of Term, Whole Life and Universal plans. I also protect against Disability, Critical and Chronic illness so you are protected against injuries and illnesses while you're alive. With access to over 30 A-rated carriers, I match the best and most affordable plans to meet my customers goals and financial objectives. I specialize in Life Insurance for individuals, families and small businesses. My portfolio consists of Term, Whole Life and Universal plans. I also protect against Disability, Critical and Chronic illness so you are protected against injuries and illnesses while you're alive. With access to over 30 A-rated carriers, I match the best and most affordable plans to meet my customers goals and financial objectives.


Symmetry Financial Group
• United States
• Insurance
• 700 & Above Employee
• Independent Insurance Broker

  • Apr 2019 - Jun 2020


Catalytic Data Science

• Biotechnology Research
• 1 - 100 Employee

• Marketing & Communications Manager

  • 2016 - 2019

  • Launched the Marketing department for an enterprise SaaS technology start-up to develop, execute, and measure go-to-market strategy to drive revenue and sales growth; developed, maintained, and communicated buyer personas. • Partnered with the CEO in performing competitive market analysis, defining brand position, developing value propositions and product and company messaging, establishing target account list, and executing Account Based Marketing plan and budget. • Led overall… Show more • Launched the Marketing department for an enterprise SaaS technology start-up to develop, execute, and measure go-to-market strategy to drive revenue and sales growth; developed, maintained, and communicated buyer personas. • Partnered with the CEO in performing competitive market analysis, defining brand position, developing value propositions and product and company messaging, establishing target account list, and executing Account Based Marketing plan and budget. • Led overall strategy marketing tactics including digital, social media, advertising, public relations, strategic partnerships and events • Accountable for digital acquisition strategy across organic and paid marketing channels, executing digital marketing campaigns that increased marketing funnel, win rates, and sales growth. • Designed and launched corporate brand identity including website, blog, promotional video, social media channels, collateral design and development, employee branding, and swag. • Collaborated with Product, CTO and R&D Software Developers to define use case and product positioning. • Joined forces with the CEO and Sales team to establish company goals, department objectives and key results. • Responsible for content creation and promotion through various communication channels • Implemented CRM development and segmentation strategy for highly targeted digital marketing and lead nurture campaigns. • Created reports to extract insights to enable decision-making while optimizing campaigns and website performance. • Established the company’s digital footprint including website, blog, public relations, and social media channels. • Increased social media following by 20% to 30% month over month for LinkedIn, Twitter, and Facebook. Show less • Launched the Marketing department for an enterprise SaaS technology start-up to develop, execute, and measure go-to-market strategy to drive revenue and sales growth; developed, maintained, and communicated buyer personas. • Partnered with the CEO in performing competitive market analysis, defining brand position, developing value propositions and product and company messaging, establishing target account list, and executing Account Based Marketing plan and budget. • Led overall… Show more • Launched the Marketing department for an enterprise SaaS technology start-up to develop, execute, and measure go-to-market strategy to drive revenue and sales growth; developed, maintained, and communicated buyer personas. • Partnered with the CEO in performing competitive market analysis, defining brand position, developing value propositions and product and company messaging, establishing target account list, and executing Account Based Marketing plan and budget. • Led overall strategy marketing tactics including digital, social media, advertising, public relations, strategic partnerships and events • Accountable for digital acquisition strategy across organic and paid marketing channels, executing digital marketing campaigns that increased marketing funnel, win rates, and sales growth. • Designed and launched corporate brand identity including website, blog, promotional video, social media channels, collateral design and development, employee branding, and swag. • Collaborated with Product, CTO and R&D Software Developers to define use case and product positioning. • Joined forces with the CEO and Sales team to establish company goals, department objectives and key results. • Responsible for content creation and promotion through various communication channels • Implemented CRM development and segmentation strategy for highly targeted digital marketing and lead nurture campaigns. • Created reports to extract insights to enable decision-making while optimizing campaigns and website performance. • Established the company’s digital footprint including website, blog, public relations, and social media channels. • Increased social media following by 20% to 30% month over month for LinkedIn, Twitter, and Facebook. Show less



Coastal Bridge Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Director of Marketing & Communications

  • 2009 - 2016

  • Launched marketing department from scratch. • Developed and executed all growth marketing, new business development, and communications strategies and activities. • Played a key role in the firm’s growth from $400M to $1.7B in assets under management in less than six years by building an in-house marketing department from the ground up. • Drove brand identity, content development, advertising, public relations, strategic partnerships, special events, digital marketing, and social… Show more • Launched marketing department from scratch. • Developed and executed all growth marketing, new business development, and communications strategies and activities. • Played a key role in the firm’s growth from $400M to $1.7B in assets under management in less than six years by building an in-house marketing department from the ground up. • Drove brand identity, content development, advertising, public relations, strategic partnerships, special events, digital marketing, and social media strategy. • Prepared and managed a $150K annual marketing budget. • Oversaw firm-wide rebrand from logo development to creative execution across all marketing material, channels and sales collateral. • Redesigned and launched company website, and managed creative and strategic development, user experience, beta testing, and analytics. • Launched “Women’s Initiative” series which garnered clients valued at $20M in assets and $300K in annual new business. • Developed and managed all aspects of two events targeting NY and LA markets by attracting sponsors and +150 attendees. • Designed and launched referral programs targeting influencers and industry counterparts. • Authored and disseminated quarterly newsletter to 1,400+ clients and business contacts. • Increased customer engagement by 50%+ with targeted content. Show less • Launched marketing department from scratch. • Developed and executed all growth marketing, new business development, and communications strategies and activities. • Played a key role in the firm’s growth from $400M to $1.7B in assets under management in less than six years by building an in-house marketing department from the ground up. • Drove brand identity, content development, advertising, public relations, strategic partnerships, special events, digital marketing, and social… Show more • Launched marketing department from scratch. • Developed and executed all growth marketing, new business development, and communications strategies and activities. • Played a key role in the firm’s growth from $400M to $1.7B in assets under management in less than six years by building an in-house marketing department from the ground up. • Drove brand identity, content development, advertising, public relations, strategic partnerships, special events, digital marketing, and social media strategy. • Prepared and managed a $150K annual marketing budget. • Oversaw firm-wide rebrand from logo development to creative execution across all marketing material, channels and sales collateral. • Redesigned and launched company website, and managed creative and strategic development, user experience, beta testing, and analytics. • Launched “Women’s Initiative” series which garnered clients valued at $20M in assets and $300K in annual new business. • Developed and managed all aspects of two events targeting NY and LA markets by attracting sponsors and +150 attendees. • Designed and launched referral programs targeting influencers and industry counterparts. • Authored and disseminated quarterly newsletter to 1,400+ clients and business contacts. • Increased customer engagement by 50%+ with targeted content. Show less


SAC Capital Advisors
• United States
• Executive Offices
• TRADING FLOOR RESEARCH ASSISTANT

  • 2004 - 2008

United States Beverage
• United States
• Food and Beverage Services
• 1 - 100 Employee
• ASSISTANT BRAND MANAGER

  • 2003 - 2004