Bio
Experience
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Agency Marketing Director
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Baystate Financial
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Wellesley, MA
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Agency Marketing Director
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Jun 2012 - Present
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Wellesley, MA
Provide strategic marketing direction to firm and over 200 financial advisors throughout New England. Created initiatives to brand the firm and support financial advisors.● Provide marketing resources that align financial advisors with firm goals to help grow their business and achieve industry s...
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Morocco
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Financial Services
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400 - 500 Employee
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Marketing Director
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2008 - 2012
● Conducted market research and performed analysis of competitive intelligence identifying market opportunities ● Developed individualized marketing and communications programs for 271 financial advisors● Maintained company website and intranet site● Created marketing materials for internal departments and specific products● Planned, arranged and organized corporate meetings and events● Created marketing teams for specific industry markets● Developed and managed annual firm wide strategic planning and sales team action plans
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Marketing Coordinator
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2004 - 2008
● Assisted the Marketing Director with planning events, compiling data, revising and creating marketing materials and teaching marketing seminars● Supported the marketing needs of 160 advisors by planning their events and developing marketing materials ● Assisted in organizing community service projects and maintained community service bulletin board
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New England Financial, A MetLife Company
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Greater Boston Area
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Regional Marketing Consultant
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2001 - 2004
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Greater Boston Area
Served in a lead role to drive strategic direction for marketing initiatives and promote best practices across 20 New England Financial General Agency offices from Maine to Florida.● Responsible for developing marketing initiatives to assist in firm growth and increase market share through client...
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PGI- The Event & Communication Agency
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Boston, MA
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Sales Assistant /Event Coordinator
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1999 - 2001
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Boston, MA
Assisted Account Executives in developing and maintaining client relationships as they planned Boston based events for corporate clients and associations.● Designed and developed custom proposals for clients● Assisted Sales Team in the development of program costing and budgeting● Negotiated with...
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BTM Capital Corporation
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Boston, MA
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Funding Coordinator
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1997 - 1999
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Boston, MA
• Responsible for reviewing and auditing vehicle lease contracts
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Education
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1993 - 1997Boston College
Suggested Services
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