Experience

STEWART

• United States
• Advertising Services
• 1 - 100 Employee

• President, Director of Marketing and Client Service

  • Jan 2014 - Present

• VP, Marketing and Client Service

  • 1985 - Present

  Design and manage sales activity for the company to promote its services to existing and prospective customers. Direct all account management activity in connection with the ongoing customer service duties of the company. Develop all marketing program analysis and planning for projects created and implemented by the company. Oversee business activities with regard to budgeting, planning, staffing and financial management of capital, cash and other resources. During this period, company has quadrupled gross revenue while reducing total employment and improving salary and benefit structure. Show less



Hilliard Lyons - A Baird Company

• United States
• Financial Services
• 300 - 400 Employee

• Registered Representative

  • 1980 - 1985

  Composed, initiated and implemented a direct calling program designed to attract retail customers for investment advice and assistance. Managed investment portfolios for individual and institutional investors acquired through direct sales program. Designed, marketed and taught first investing classes for women in the Louisville area. Composed, initiated and implemented a direct calling program designed to attract retail customers for investment advice and assistance. Managed investment portfolios for individual and institutional investors acquired through direct sales program. Designed, marketed and taught first investing classes for women in the Louisville area.



Warburg Pincus LLC

• United States
• Financial Services
• 700 & Above Employee

• Assistant to Investment Advisor

  • 1978 - 1980

  Implemented investment decisions of advisory group for a particular set of high profile accounts managed by firm. Analyzed accounts to determine proper position sizes for trades and entered orders with broker/dealers to fill positions. Covered cash through direct negotiations with broker/dealers for cash equivalents to maintain fully invested status on all accounts under management. Created and maintained a moving average tracking system for specific investment industry segments of interest to advisory group. Audited, summarized and reported on analysts' meetings for advisory group. Show less



Oppenheimer Industries, Inc.

• Assistant to the Northeast Sales Manager

  • 1978 - 1978

  Assisted in the marketing and management of land and cattle tax shelter programs designed and managed by the firm. Assisted in the marketing and management of land and cattle tax shelter programs designed and managed by the firm.