Sara Drake
Marketing Manager at Planning Alternatives- Claim this Profile
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Experience
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Planning Alternatives
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United States
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Financial Services
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1 - 100 Employee
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Marketing Manager
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May 2023 - Present
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Beacon Pointe
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United States
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Financial Services
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300 - 400 Employee
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Senior Marketing Associate
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Apr 2022 - May 2023
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Marketing & Communications Associate
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Jul 2019 - Apr 2022
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to… Show more Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
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Innovia Foundation
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Marketing Fellow
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Oct 2018 - May 2019
Help execute social media strategy that communicates Innovia Foundation’s mission via Facebook and Instagram Develop content showcasing donors, nonprofits and professional advisors to be used throughout different marketing tactics Write press releases to be distributed to local media and on company website Help execute social media strategy that communicates Innovia Foundation’s mission via Facebook and Instagram Develop content showcasing donors, nonprofits and professional advisors to be used throughout different marketing tactics Write press releases to be distributed to local media and on company website
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Synergy Properties
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Uganda
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Real Estate
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1 - 100 Employee
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Marketing Intern
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Feb 2018 - Feb 2019
Coordinated personalized marketing material with agents and manage in-house marketing materials. Maintained and strengthened social media presence such as Facebook, Instagram, LinkedIn, etc. through ad campaigns and regular posts Wrote and reviewed blog posts to increase public image and exposure. Promoted new listings and administered web integration across multiple platforms. Coordinated personalized marketing material with agents and manage in-house marketing materials. Maintained and strengthened social media presence such as Facebook, Instagram, LinkedIn, etc. through ad campaigns and regular posts Wrote and reviewed blog posts to increase public image and exposure. Promoted new listings and administered web integration across multiple platforms.
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Oakwood Worldwide
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United States
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1 - 100 Employee
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Global Communications Intern
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May 2018 - Aug 2018
Developed crisis communication templates for all Oakwood locations. Coordinated with marketing managers to engage B2B and B2C clientele through social media. Created external content style guidelines to help with on-boarding associates and copywriters. Developed crisis communication templates for all Oakwood locations. Coordinated with marketing managers to engage B2B and B2C clientele through social media. Created external content style guidelines to help with on-boarding associates and copywriters.
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Education
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Gonzaga University
Bachelor of the Arts (B.A.), Public Relations/ Spanish -
Saint Louis University Madrid