Experience

• 

  Allocation Resource Group

  • Rye Brook, New York, United States

  • Director of Client Relations

    • Oct 2023 - Present
    • Rye Brook, New York, United States

    Sole support for founder and team of advisory firm. Service all client accounts utilizing the following - Atria, Pershing, AssetMark and more. Experienced working with Alternative Investments, Annuities, 529 Plans, 401Ks, Qualified and NonQualified accounts,Trusts

• 

  AMB Wealth

  • Thomasville, Georgia, United States

  • Wealth Associate

    • Oct 2021 - Sep 2023
    • Thomasville, Georgia, United States

    Moved to Stamford, CT September 2023 Sole provider of operational and client workflow support for founder of investment firm whose book is $300M + AUM. Manage calendars, board meetings, Detail FA fees and commissions for accuracy. Wells Fargo Clearing Service, Black Diamond, Create travel itineraries. Coordinate and create client presentations and quarterly reporting meetings in person and via Zoom. Ensure client accounts are funded for distributions. Annuity support, Insurance support. Work in detail with Chief Compliance Officer. Editor monthly newsletter. SIE completed.

• 

  Self.

  • Award-Winning Author, Speaker, Writer

    • 2012 - Aug 2023

    Biographer and writer, awarded 2018 Nautilus Book Awards, Silver Medal - Heroic JourneysBook: Beautiful Bodies - The Adventures of Malvina Hoffman published 2018Publications:Dance International MagazineFine Art Connoisseur MagazinePublic Statues and Sculptures (UK) Anthology - for release this summerMany articles showcasing home interiors for regional magazinesSpeaker:Throughout the US, in person and ZOOM, and via ZOOM in England.

• 

  The News Service of Florida ( City and State Florida)

  • Tallahassee, Florida

  • General Manager

    • Feb 2019 - Aug 2021
    • Tallahassee, Florida

    Paid subscription news wire service. Reported to the stakeholders, I managed P/L for the organization, sales and administration. I Increased customer retention in first year by 8% by providing better subscriber experiences despite the proliferation of our content by news aggregators. Implemented new procedures and upgraded user experience on website in collaboration with IT. I increased collections to manage our many aging accounts from 180+ to only a few clients with no more than 30 days aging. Leader in sales, exceeded revenue goals through new sales and retained subscriptions. Hunter - closer. Provided office management support to the newsroom, managing all technology, including laptops, phones and internet services. Successfully coordinated with partners and attorneys to end the theft of our content, Market was state and local political leaders, business leadership, lobbyists and associations. C-level decision makers. Experienced at opening new markets, lead generation, contract negotiation, customer service, collections. Managed, trained, and mentored the sales team; worked closely with the CFO to achieve financial goals.

• 

  Senior Life Insurance Company

  • Thomasville, Georgia

  • Marketing Copywriter Sales

    • Aug 2016 - Sep 2017
    • Thomasville, Georgia

    Created all written content for this national corporation. Wrote all digital content and helped create digital platforms, worked closely with graphic design to create content and design for promotional material, analyzed website copy using keyword searches and optimization. Team member with graphic design, IT; worked closely to create and execute marketing materials, websites under tight deadlines.

• 

  Covey Film Festival

  • Thomasville, GA

  • Co- Founder, Co- Chairman * Marketing and Communications, Events

    • Jan 2013 - Sep 2016
    • Thomasville, GA

    • Signature Non-Profit fundraiser. Volunteer position. Taken From Conception to Creation. Developed all initiatives for marketing plan• Completed Third Year with Record Crowds and Receipts• 10 day event brings in film industry speakers, stars and movies to Thomasville, Georgia with proceeds benefiting The Thomasville Community Resource Center. • Executed all written, print and online media. All marketing efforts created and written by Diane (Didi) Hoffman through the festival 2015. • All Public Relations/Communications managed and written by Diane (Didi) Hoffman. Created and managed all digital media platforms. Created all content related to festival • Created many events per year for the festival, bringing speakers and movies to the Festival.• Published articles in The Townie, Thomasville Scene Magazine, and Thomasville Magazine, mentioned in Garden & Gun.• Facebook and Twitter platforms created and managed by Diane (Didi) Hoffman 2012 through September 2015.

• 

  Kevin's Fine Outdoor Gear & Apparel. Kevin’s Catalog

  • Thomasville , GA

  • Digital Marketing, Copywriter

    • Jun 2013 - Dec 2014
    • Thomasville , GA

    Created and managed digital media content and communications for Kevin's Fine Outdoor Gear & Apparel catalog with over one million readers. Fast-paced, quick deadlines www.kevinscatalog.com , Daily management of Facebook, Instagram, twitter and google + platforms. Copy Writer for Kevin's Bi-Annual Catalog with over one million circulationBlogger for Kevin's Catalog http://kevinscatalog.wordpress.com/ through May 2014Published articles - Sporting Classics Daily

• 

  Thomasville Center of the Arts

  • Thomasville, GA

  • Administration Manager

    • Sep 2012 - Jun 2013
    • Thomasville, GA

    Managed all administrative tasks, AP/AR, Correspondence, facility rentals and events. Helped with the organization of core fundraising events throughout the year - Plantation Wildlife Arts Festival and Due South

• 

  Sustained Style For The Home

  • Palm Beach Gardens, FL

  • Owner Furniture Retail Store

    • Feb 2010 - Feb 2012
    • Palm Beach Gardens, FL

    Created, developed and implemented business plan for high end furniture consignment store with emphasis on sustainability, reclaimed, recycled and reuse of furniture and home accents. Also carried organic fabrics, chemical free. Target market interior design trade. Handled all phases of business, procurement, merchandising, marketing, advertising, back off AR/ AP. Developed web based marketing strategy including website, twitter, facebook, google ads, Linkedin, video (you tube). Closed store to move to Thomasville, GA.

• 

  Sauder Education

  • Florida

  • Manufacturer's Representative (Sales) - Contract Furniture

    • Feb 2008 - Feb 2009
    • Florida

    Pioneered new territory for high-end contract furniture, education market. Travel 80%, trade shows and developed relationships with interior designers, architects, college and university decision makers. Left to care take aging parent until 2010.

• 

  Purple Parrot Furniture

  • Jacksonville, Florida Area

  • Interior Design Consultant (Sales)

    • Jan 2007 - Jan 2008
    • Jacksonville, Florida Area

    Sales and design for retail furniture showroom. All aspects of furniture/home accent sales, ordering, tracking and installation to customer's satisfaction. Store was sold and soon closed.

• 

  SDG & Associates

  • North Florida

  • Manufacturer's Representative (Sales) - Furniture, North Florida, High Point

    • Jan 2006 - Jan 2007
    • North Florida

    Represented over 10 lines of home furnishings to retail and A&D trade throughout North Florida. Worked at the High Point market representing Weiman Furniture(Vladimir Kagan) Regency House and Brownstone Furniture. Furniture industry was in deep recession, most of my accounts went out of business in North Florida territory.

• 

  Sapphire Interiors

  • Greater Philadelphia Area

  • Owner - Interior Design, Concierge Service for Philadelphia Marketplace Design Center

    • Jun 2004 - Oct 2005
    • Greater Philadelphia Area

    Self Employed. Liaison between 40 high-end showrooms and fabric houses and buying public to assist in purchases in the Marketplace Design Center. Handled every facet of the sale, from marketing, design, specifying, order, coordination of fabric and manufacturer, shipping and successful delivery. AP/AR.

• 

  Baker Knapp and Tubbs

  • Greater Philadelphia Area

  • Account Manager - Furniture and Home Accents to the Trade: Philadelphia Marketplace Design Center

    • Jul 2002 - Sep 2003
    • Greater Philadelphia Area

    Worked with over 200 Interior Design clients, helped with specifying and ordering from over 40 high end product lines including Stickley, Karges, Hancock and Moore

• 

  King's Walk

  • Malvern, PA

  • Owner Furniture Store

    • Jan 1998 - Jul 2000
    • Malvern, PA

    Retail Home Accent Store taken from conception to reality. handled all phases of retail organization. Purchasing, merchandising, sales, distribution, delivery, AP/AR, marketing, advertising.

• 

  Corporate Interiors

  • Trooper, PA

  • Account Manager - Interior Design and Sales

    • Jan 1996 - Dec 1997
    • Trooper, PA

    Interior Design for commercial accounts. Responsible for opening new markets, major account - Merck Pharmaceutical campus in West Point, PA. Was ergonomic liaison for Merck and Steelcase dealership.Steelcase distributor representing over 30 lines of contract furniture and accessories. Responsible for interior design and implementation of clients commercial businesses. Followed LEED specifications of A&D team. Attended NeoCon Chicago.

• 

  AT&T/Southern Bell

  • Ft.Lauderdale/Miami

  • Technical Consultant/ Account Executive

    • Jan 1980 - May 1986
    • Ft.Lauderdale/Miami

    In depth training in technology and design. Designed and then sold complex telecom systems. One of the first women hired in Southern Bell Marketing, then promoted to Technical Consultant for large systems/Manufacturing Sector. Two years of technical training + experience, was moved to AT&T with breakup of The Bell System. Account Executive, Small Business in Ft. Lauderdale, Florida, awarded Outstanding Salesperson at AT&T Sales School - remained with AT&T until move to Maryland.