Kalisse Evert

Marketing and Events Specialist at Greenwood Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Greenville, South Carolina, United States, US

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Experience

    • 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

    • 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.

    • 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.

    • 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 .

    • 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

    • 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

    • 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
    2012 - 2016

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