Bio
Experience
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Boston College Jesuit Community Administrative Assistant
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thinkwellinc.com
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Boston, Massachusetts, United States
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Project Administrator & Communications Consultant
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2022 - Present
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Boston, Massachusetts, United States
• Leverage more than two decades of experience to help startups, nonprofits and corporations build their businesses, increase their visibility, and develop meaningful relationships with their audiences.• Provide project management expertise, helping clients to complete initiatives on time, on bud...
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ST. Timothy's Parish
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Norwood, MA
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Holiday Giving Tree Chairperson (Volunteer)
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2016 - Present
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Norwood, MA
• Serve over 500 local individuals in need; work with agencies, schools, shelters and parishioners to obtain requested gifts.• Organize, distribute and deliver more than 1,000 gifts to appropriated places.• Collaborate with staff and volunteers to expand program each year to meet the needs of ...
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Westwood Catholic (St. Margaret Mary and St. De...
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Westwood, Massachusetts, United States
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Administrative and Marketing Assistant
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2019 - 2022
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Westwood, Massachusetts, United States
• Managed the parish office, coordinated events, maintained parish databases, and created a volunteer directory to recruit volunteers for various committees and initiatives.• Wrote and produced weekly bulletin to inform parishioners of news and upcoming events.• Maintained parish websites and pro...
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Sheehan Elementary School
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Westwood, MA
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PTA Secretary & Special Events Volunteer
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2012 - 2020
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Westwood, MA
• Managed multiple projects including overseeing committees to develop and execute key events, initiatives and programs.• Built and expanded the school community by writing newsletters, social media posts, and website pages.• Recruited and managed volunteers to staff school-wide events.
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F-Squared Investments
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Wellesley, MA
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Marketing Director/Consultant
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2013 - 2014
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Wellesley, MA
• Helped grow and manage Advisor and Capital channels; selected to develop widely used marketing presentations, sales brochures and literature.• Co-created inhouse fulfillment systems for compliance and literature materials to pieces, updates, and delivery; systemized webinar invitation program, ...
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Clapboardtree Nursery School
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Westwood, MA
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Board Member, Fundraising Chairperson
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2011 - 2013
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Westwood, MA
• Led annual “Pumpkinfest” fundraiser which generated $10,000+ in profits annually, representing a 20%+ increase from prior years.• Oversaw core committees for volunteers, games/events, silent auction/raffle, and ticket sales.
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Marketing Consultant/Mutual Funds
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2007 - 2013
• Wrote and produced marketing material, sales brochures, direct mail and electronic communications for wholesalers, advisors, and investors; developed conference plans and segmentation campaigns.• Created sales tools and value-add materials for wholesalers and advisors including advisor CE and public seminars.• Served as Financial Planning Channel Director during team member’s parental leave; managed inventory audit and analysis, mentored personnel, and produced year-end reports.
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Channel Marketing Director/Variable Annuities
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2005 - 2007
• Oversaw marketing for Financial Planning Channel consisting of 65 wholesalers, generating $5+ billion in sales.• Managed the successful Million Dollar Producer campaign for the sales force, collaborated on national roadshow themes and promotions, led all marketing efforts for six annual due diligence meetings.• Developed and produced award-winning education and product-specific presentations and resources.
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Marketing Communications Director and Manger/U.S. College Savings
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2001 - 2005
• Ran day-to-day and long-term marketing for U.S. College Savings; managed $3+ million marketing budget. • Created online tracking system to monitor invoices for 529 marketing department.• Mentored and supervised two full-time employees, facilitated annual reviews, and set career development plans.• Led external communication and marketing agencies for branding initiatives and online and print material creations.• Supervised product relaunch due to merger/name change including communications, material updates of over 150 pieces and two website launches; reduced costs by creating an online system to track invoices.• Conducted training with pensions wholesalers and annuity specialists to increase product knowledge.
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Thomson Financial
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Boston, MA
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Marketing Communications Manager
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2000 - 2001
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Boston, MA
• Led RFP to hire advertising agency and supervised the creation of a company-wide communications platform consisting of print ads, online marketing and collateral to increase awareness by 10%.• Worked with agency to design, develop and produce a new corporate website.• Developed, negotiated and ...
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Fleet
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Boston, MA
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Marketing Manager, Specialist, Associate
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1998 - 2000
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Boston, MA
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Community Newspaper Company
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Needham, MA
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Promotions Coordinator
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Jun 1995 - Jan 1998
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Needham, MA
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Education
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1991 - 1995Boston College
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1998 - 2000Bentley College - Elkin B. McCallum Graduate School of Business
Suggested Services
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