Experience

WRIGHT LOCKE FARM CONSERVANCY INC

• United States
• Farming
• 1 - 100 Employee

• Private Events Manager

  • Jul 2012 - Dec 2015

  Helped save a historical farm from being developed through fundraising and community awareness campaigns. Initiated the popular Family Farm Night Series for two seasons. Managed the events calendar and coordinated team coverage for private functions. Worked directly with clients to help plan their milestone occasion.



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President, Client Relations Associate

  • May 1999 - Sep 2001

  Boston. MA Orchestrated large-scale conferences and special events for securities brokers. Organized five video-conferences/webinars. Supervised the assignment of continuing education for Certified Financial Planners, and managed a CEO-driven outreach program involving senior-level portfolio managers.

• Marketing Assistant, Defined Contribution Request for Proposal Team

  • Mar 1998 - May 1999

  Boston Produced client-specific business proposals for defined contribution plans; coordinated marketing collateral materials for sales force; researched and compiled investment data for proposals; designed and produced presentations for prospective clients.

• Executive Administrative Assistant

  • Mar 1997 - Mar 1998

  Boston Oversaw scheduling, meeting coordination, calendar management, travel arrangements, project management, and records maintenance for Sales Consultant Team for Defined Benefit and Defined Contribution.