Associate Manager of Communications, Marketing, and Events

• Nov 2022 - Present

Events and Volunteer Coordinator

• Jan 2022 - Nov 2022

Operations Coordinator

• 2019 - 2020

Sales Coordinator

• 2018 - 2019

• Utilize SalesForce.com to produce reports and execute sales team requests. • Create client investment portfolio reports using proprietary software. Input financial data to provide sales team with current and up to date information. • Manage marketing materials inventory ensuring readily available to advisors. • Run Morningstar portfolio snapshots and stock intersection for sales team and financial advisors. • Utilize SalesForce.com to produce reports and execute sales team requests. • Create client investment portfolio reports using proprietary software. Input financial data to provide sales team with current and up to date information. • Manage marketing materials inventory ensuring readily available to advisors. • Run Morningstar portfolio snapshots and stock intersection for sales team and financial advisors.

Assistant To Chief Executive Officer

• Jun 2017 - Aug 2017

- Selected to work alongside CEO and manage administrative communication due to demonstrated work ethic, familiarity with organization, and professional demeanor.- Oversaw CEO schedule in Outlook by maintaining contact with internal and external partners.- Fostered an ideal work environment for senior leadership to maximize efficiency. - Evaluated incoming requests from customers and employees and delegated responsibilities to senior leaders.

Special Events Intern

• May 2017 - Jun 2017

- Primarily using Excel, coordinated 70 sponsors and 150 golfers for Semi-Annual Golf outing with proceeds to support three local charities.- Planned and executed fundraising for event by contacting over 90 local businesses seeking donations through cold calling and written communication, in total raised more than $25,000.

Loan Documentation Intern

• Jun 2016 - Aug 2016

- As part of the lending team, assisted 2 loan processors in assembling the beginning documents for issuing a mortgage. - Contacted loan applicants to ensure necessary documentation to complete loans. - As part of the lending team, assisted 2 loan processors in assembling the beginning documents for issuing a mortgage. - Contacted loan applicants to ensure necessary documentation to complete loans.