Experience

Newport

• United States
• Financial Services
• 700 & Above Employee

• Director, Participant Engagement

  • Nov 2020 - Present

• Senior Communications Consultant

  • Nov 2017 - Nov 2020



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Digital Marketing Consultant, Wholesale Social Media at Wells Fargo

  • Oct 2016 - Oct 2017

  Responsible for the overall social strategy for the Wholesale LOB, management of the dedicated B2B Twitter handle (publishing to reporting), and consulting on campaign content and social strategy.

• Marketing Program Manager, Institutional Retirement and Trust

  • Sep 2013 - Oct 2016

  Responsible for the strategy, development, and delivery of B2B marketing materials for the defined contribution and nonqualified plan programs. Worked closely with senior leadership, product, sales, creative services, and compliance to deliver targeted messaging to help IRT achieve annual sales goals.

• Marketing Consultant, Institutional Retirement and Trust

  • Nov 2008 - Aug 2013



SouthTrust Bank

• Retirement Business Development Officer

  • 1999 - 2005



BB&T

• United States
• Financial Services
• 700 & Above Employee

• Retirement Marketing Manager - AVP

  • Apr 1995 - Oct 1999