Bio
Experience
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United States
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Financial Services
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700 & Above Employee
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Business Marketing, Customer Communications
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Aug 2015 - Present
Implements marketing campaigns by preparing marketing strategies, plans, and objectives; planning and organizing promotional presentations.Supports sales staff by providing sales data, market trends, forecasts, account analyses, new product information; relaying customer services requests.Plans meetings and trade shows by identifying, assembling, and coordinating requirements; establishing contacts; developing schedules and assignments; coordinating mailing lists.Monitors budgets by comparing and analyzing actual results with plans and forecasts.Manages promotional materials by coordinating requirements with graphics department; inventorying stock; placing orders; verifying receipt.Leads social media efforts and blog by creating and publishing content to promote thought leadership and industry expertise and enabling Sales with lead generationManage collateral and video projects including content collection, production/printing and inventory management.
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Executive Assistant, Sales and Marketing
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Aug 2011 - Aug 2015
Assists the sales department with marketing tasks, projects and goals, and planning and execution of marketing programs and eventsManages the preparation of RFP/RFI's and presentations.Plans, organizes and coordinates product displays for trade shows and events. Reserves accommodations for team. Coordinates shipping of show materials to event locations. Manages post-show activities (booth return, follow-ups, etc.).Assists members of the regional Marketing team, and colleagues in other offices as needed, in creating pitches and proposals to clients and prospects.Manages an extremely complex global calendar for three Chief Executives. Coordinates and arranges meetings and schedules within an extremely fast pace environment. Executes regular and continual review and prioritization of email, phone, text, and other forms of executive correspondence.
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Sales and Distribution Specialist
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Sep 2004 - Mar 2009
Provided producer support on product and marketing materials for Agency sales directors.Ensured home office accessibility for Agency producers in need of product and marketing information.Organized agent seminars, training meetings and appointments for sales directors.Coordinated and planned agen...
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Sales Coordinator
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Jan 2001 - Jan 2004
Answered customer inquiries generated via telephone, fax, e-mail, and from ECCH website.Produced case studies to fulfill orders.Assisted General Manager with special projects such as marketing campaigns, annual budgeting and planning processes, and market research.Planned details for board meetin...
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Education
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2012 - 2014Curry College
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1998 - 2000University of Massachusetts Boston
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Northeastern University
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