Experience

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  Commonwealth Financial Network

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director, Marketing Client Services

    • Sep 2022 - Present

  • Senior Marketing Manager

    • Sep 2021 - Sep 2022

  • Marketing Manager

    • Sep 2017 - Sep 2021

    Commonwealth Financial Network® is the largest privately held independent broker/dealer–RIA in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.

• 

  Santander Bank, N.A.

  • United States
  • Banking
  • 700 & Above Employee

  • Senior Campaign Manager

    • Jun 2015 - Sep 2017

    Established as the key liaison, in Marketing, collaborating with critical business partners and Center of Excellence to execute marketing campaigns that drives revenue for the bank targeting the Business Banking audience, ensuring flawless project management to ensure campaigns are on time and on budget.

  • Senior Account Executive

    • May 2013 - Jun 2015

    Responsible for developing and executing integrated campaign strategies for Corporate & Commercial Banking clients and prospects, which targeted companies with $25 million to $2 billion in annual revenue.

• 

  TIAA-CREF

  • Greater Boston Area

  • Account Manager - Contractor

    • Jan 2013 - May 2013
    • Greater Boston Area

    Managed direct mail, online Web and e-mail campaigns targeting asset management, wealth management and retirement plan audiences.

• 

  Standard & Poor's Financial Communications

  • Boston, MA

  • Account Manager

    • Sep 2002 - Nov 2012
    • Boston, MA

    Managed day-to-day client activities and served as the liaison between client and all internal groups (production, editorial, sales, design, legal, digital, Web, and finance).

• 

  Cambridge Carnival International

  • Cambridge, MA

  • Event Sponsor Coordinator

    • Jun 2002 - Sep 2002
    • Cambridge, MA

    Managed Cambridge Carnival Coporate Sponsor accounts.

• 

  Arnold Worldwide

  • United States
  • Advertising Services
  • 400 - 500 Employee

  • Account Executive

    • Mar 2001 - Feb 2002

    Managed national Yellow Pages advertising campaigns for various clients, including: AAA Full Circle Adoption, Aubuchon Hardware, and Garber Travel.

  • Account Executive

    • Feb 2000 - Mar 2001

    Responsible for managing the Massachusetts Department of Public Health - Mass Tobacco Control Program media campaigns.

• 

  FleetBoston Financial

  • Waltham, MA

  • Advertising Specialist

    • Dec 1997 - Feb 2000
    • Waltham, MA

    Responsible for implementation and management of communication programs such as print, radio, and branch merchandising for consumer and small-business clients in the bank's New England markets.

• 

  BankBoston

  • Waltham, MA

  • Advertising Specialist

    • 1996 - 1997
    • Waltham, MA

    Responsible for implementation and management of communication programs such as print, radio, and branch merchandising for consumer and small-business clients in the bank’s New England markets.