Kalisse Evert
Marketing and Events Specialist at Greenwood Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Greenwood Capital
-
United States
-
Investment Management
-
1 - 100 Employee
-
Marketing and Events Specialist
-
Sep 2022 - Present
I am a one-stop shop for marketing at our firm. I handle everything from web copy, graphics, and videos to full social media campaigns and presentations. I also take the lead on our firm events. In particular, I love promoting local non-profits through sponsorships and fundraisers.Since everyone at a small firm wears a lot of hats, I also focus on supporting our wealth team and improving productivity through simple workflows and CRM usage.
-
-
Private Client Administrator
-
Sep 2019 - Aug 2022
I provided adaptable and efficient client service and account processing while supporting four advisors. I created new workflows to maximize productivity between the advisors, clients, and support staff. I also focused on transitioning to digital processes from physical paperwork while maintaining compliance with financial regulations. In addition, I updated our marketing practice to include email newsletters, website posts, and video updates. I created content and focused on improving design quality overall in our client communications. I also coordinated events, including pivoting from in-person client events to virtual offerings such as Zoom wine tastings and virtual seminars during the Covid-19 pandemic. Show less
-
-
-
Greenville County Animal Care
-
United States
-
Ranching
-
1 - 100 Employee
-
Foster Coordinator
-
Nov 2017 - Sep 2019
I coordinated the evaluation, placement, and care of high-risk animals including sick dogs, underage puppies, and neonatal kittens. In addition to providing care and assisting the veterinarians, I trained and coached new animal fosters and responded to emergency situations for animals in foster care. In addition, I created content such as videos, graphics, and training materials for social media. I also assisted with organizing and facilitating various events.
-
-
Adoption Counselor & Foster Coordinator
-
Jun 2017 - Nov 2017
I focused on providing beneficial matches for potential owners and their new pets by learning about the customer's individual needs and matching them to an animal who fit their lifestyle. I conversationally interviewed potential pet owners while sharing information on animal care and being open about potential behavioral challenges in various pets.
-
-
-
Northwestern Mutual
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Planning Specialist
-
Jan 2017 - May 2017
I assisted representatives with executing sales of insurance and financial products by completing required paperwork, communicating with clients, and prepping cases. I also processed applications and worked with the Home Office underwriting team to contact medical professionals, clients, and representatives in order to finalize product's sales cycle
-
-
Technology Coach
-
Jun 2016 - Dec 2016
I built relationships with financial representatives and staff to fully understand individual needs and mentored individuals in software technology and sales skills. I also planned classes using current curriculum to leverage software technologies as a productivity tool while providing support for application roll-outs, new releases, and other updates.
-
-
-
Rivertree Financial Planning, LLC
-
Jackson, MS
-
Social Media Consultant
-
Jan 2016 - May 2016
I created a complete social media marketing plan for the firm by researching key demographics and techniques, developing simple processes, and implementing the final plan through consistent posting. I also made sure that everything was in compliance to the financial adviser regulations set by FINRA . I created a complete social media marketing plan for the firm by researching key demographics and techniques, developing simple processes, and implementing the final plan through consistent posting. I also made sure that everything was in compliance to the financial adviser regulations set by FINRA .
-
-
-
Jones Walker LLP
-
United States
-
Law Practice
-
500 - 600 Employee
-
Marketing Intern
-
Jun 2015 - Nov 2015
- Assisted in planning and coordinating professional events, including receptions and large-scale firm sponsored activities - Wrote and edited articles and posts for publication both online and in print - Performed independent research and consolidated information for both clients and attorneys - Created and managed assorted databases, documents, and spreadsheets; and performed a variety of other administrative duties - Assisted in planning and coordinating professional events, including receptions and large-scale firm sponsored activities - Wrote and edited articles and posts for publication both online and in print - Performed independent research and consolidated information for both clients and attorneys - Created and managed assorted databases, documents, and spreadsheets; and performed a variety of other administrative duties
-
-
-
Office of the Governor - State of Mississippi
-
Jackson, MS
-
Communications Assistant
-
Jan 2014 - May 2015
- Assisted in drafting letters, speeches, and talking points for the Governor - Communicated with local media and individuals regarding events and news releases - Monitored and helped to design and disseminate Social Media content - Researched information and details for events and speeches - Assisted in drafting letters, speeches, and talking points for the Governor - Communicated with local media and individuals regarding events and news releases - Monitored and helped to design and disseminate Social Media content - Researched information and details for events and speeches
-
-
-
Office of the First Lady - State of Mississippi
-
Jackson, Mississippi Area
-
Staff Intern
-
Jan 2014 - May 2014
- Managed and organized the First Lady’s Read Across Mississippi program - Assisted in drafting letters, speeches, and talking points for the First Lady - Assisted in scheduling and organizational duties - Managed and organized the First Lady’s Read Across Mississippi program - Assisted in drafting letters, speeches, and talking points for the First Lady - Assisted in scheduling and organizational duties
-
-
-
Belhaven Career Services
-
Jackson, Mississippi Area
-
Public Relations and Logistics Student Assistant
-
Aug 2012 - May 2014
- Design lead on marketing campaigns, tasked to conceptualize and implement a range of promotional materials - Handled various communications, including working as department liaison and attending various organizational meetings - Assisted in planning and running events, including campus-wide graduate and career fairs - Design lead on marketing campaigns, tasked to conceptualize and implement a range of promotional materials - Handled various communications, including working as department liaison and attending various organizational meetings - Assisted in planning and running events, including campus-wide graduate and career fairs
-
-
-
Van Giessen Growers Inc.
-
Coaldale, Alberta, Canada
-
Office Manager and Administrative Assistant
-
Sep 2010 - Aug 2012
- Responsible for data import and record keeping - Handled computer maintenance and office upkeep - Communicated with clients and business partners interpersonally and electronically. - Helped maintain the On Farm Food Safety Program - Responsible for data import and record keeping - Handled computer maintenance and office upkeep - Communicated with clients and business partners interpersonally and electronically. - Helped maintain the On Farm Food Safety Program
-
-
Education
-
Belhaven University
Bachelor of Arts (B.A.), Communications, Public Relations