Experience

Würth Additive Group

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Marketing Manager

  • Jan 2023 - Present



The Wiser Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Director of Client Engagement

  • Jan 2018 - Sep 2022

  As the director of client engagement, I have my hands in all client-facing materials, tools, and strategies across marketing, branding, PR, and communications. I unearth avenues to boost the customer experience, and partner with the full scope of senior executives, ad agencies, and the firm ownership team to implement data-driven CRM strategies to jump-start revenue growth, modernize the brand, improve client relationship management, and advance digital communication policies. Impactfully, I drove a major transformation of marketing and branding tools and strategies to streamline client onboarding, reallocate marketing spend, rebrand and transform the welcome packet and practice website, and promote automation. ✓ Enabled prospecting increase from 10 to 300+ digital inquiries in a single year by overhauling the branding and language of client-facing materials, communications, and website (UX). ✓ Designed visual and creative content for client-centric events – managing 8 annual events prior to 2020. ✓ Drove change around digital communications and internal CRM policies to support business development and foster improved relationship management for client relations. ✓ Executed research project to examine the feedback and generate data from 2.8K client households to fuel changes in marketing, branding, communications, and PR. ✓ Reduced marketing budget from $230K to $57K with increases to client engagement KPIs and ROI, moving spend away from non-revenue-generating tactics. ✓ Transitioned key marketing functions in-house to safeguard branding message and presentation. ✓ Recognized with multiple corporate philanthropic awards and nominations including West Michigan’s Best and Brightest Companies to Work For award, Michigan’s Best and Brightest in Wellness nomination and Best and Brightest in the Nation award, and Kestra’s Practice of the Year award by transforming the corporate social responsibly program.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Practice Manager & Business Development Manager

  • Nov 2015 - Jan 2018

  On a mission to reinvigorate the business and set the company on a growth path, I led and elevated brand public relations, marketing, community presence, and client service across a 3-region statewide market. I served as a partner to senior executives in the development of strategies that aimed to elevate internal and external communications, branding and social media tactics, lead generation processes, and overarching business development practices with focus on customer experience, engagement, and retention. ✓ Enabled achievement of highest grossing year at ~$15M AUM, up from ~$3M, with ~300% increase in client acquisition. ✓ Built-up turnkey marketing operation by transforming and modernizing internal processes backed by leading best practices and benchmarkable tactics. ✓ Achieved #1 practice for social media presence and consumer engagement – national recognition by Ameriprise – consistently highlighted on Ameriprise corporate social media trainings for innovative ideas, consumer outreach strategies, and overall social media effectiveness. ✓ Spearheaded development and growth of corporate social responsibility programs to amplify PR awards and community donations – increasing brand awareness in the community. ✓ Brokedown barriers and surfaced internal pain points to build collaborative solutions, tools, and resources that impact customer experience while increasing internal skill sets.



Pacor Mortgage Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Manager

  • May 2014 - Nov 2015

  This role is where I realized my passion for the client experience. I joined the team to build innovative marketing strategies, surface new business opportunities, and cultivate strong referral networks and pipelines. ✓ Produced record-breaking $5M in sales, year 1. ✓ Increased referral marketing through leading marketing and business development tactics. Tapped to train and deploy best practices across the entire branch. ✓ Partnered with mortgage loan officers to overhaul marketing materials to increase sales and amplify branding.



Honigman Miller Schwartz and Cohn LLP

• United States
• Law Practice
• 200 - 300 Employee

• Intellectual Property Specialist

  • Aug 2012 - May 2014

  I served as a partner to legal counsel in the management of intellectual property cases. I worked to maintain strong client relationships while obtaining preliminary technical information for intellectual property assessment, monitoring deadlines for domestic and foreign patent activities, and managing multifaceted operations regarding the maintenance and protection of domestic and foreign patents. I served as a partner to legal counsel in the management of intellectual property cases. I worked to maintain strong client relationships while obtaining preliminary technical information for intellectual property assessment, monitoring deadlines for domestic and foreign patent activities, and managing multifaceted operations regarding the maintenance and protection of domestic and foreign patents.