Experience

LifeTime Asset Management and LifeTime Tax Management

• United States
• Financial Services
• 1 - 100 Employee

• Operations Analyst

  • Nov 2020 - Present

  Raleigh, North Carolina, United States Securities Offered Through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the State of : AL, AR, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MD, MO, NC, NJ, NH, NY, NC, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment… Show more Securities Offered Through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the State of : AL, AR, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MD, MO, NC, NJ, NH, NY, NC, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Show less



Pathfinder Wealth Consulting

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Business Development

  • Nov 2009 - Nov 2020

  Cary, NC * Develop company marketing strategy and budget * Plan, promote and execute successful client events, both social and educational * Solicit, schedule and prepare materials for public speaking engagements with various organizations * Manage all print communications, from writing content to production to delivery of quarterly newsletters, white papers, promotional flyers and event invitations * Manage all online communications using Constant Contact email service * Maintain social… Show more * Develop company marketing strategy and budget * Plan, promote and execute successful client events, both social and educational * Solicit, schedule and prepare materials for public speaking engagements with various organizations * Manage all print communications, from writing content to production to delivery of quarterly newsletters, white papers, promotional flyers and event invitations * Manage all online communications using Constant Contact email service * Maintain social media sites with regular posts, events and photo uploads * Assisted with web site redesign, content writing and continued maintenance of site * Utilize CRM system for client & prospect tracking and reports * Communicate with compliance department to ensure all marketing efforts are within FINRA guidelines Additional skills include: * Director of first impressions * Office and vendor management * Prepare, process and track client paperwork and money movement Securities offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org . Keystone Financial Partners, 1255 Crescent Green, Suite 440, Cary, NC 27518, 919-463-0018. This communication is strictly intended for individuals residing in the states of NC. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html. Show less



Self Employed

• Independent Web Marketing Consultant

  • Nov 2004 - Jan 2010

  * Perform creative and regulatory content updates across a variety of web sites * Work with compliance and legals teams to ensure data is accurate and current * Coordinate with marketing team on cross-marketing promotions * Work with external vendors and contractors on development efforts



Denver Investment Advisors

• E-Commerce Manager

  • Aug 1998 - Apr 2004

  * Managed design, development and maintenance of four web sites * Coordinated with marketing team on cross-marketing campaigns and promotions * Created and implemented online advertising campaigns * Ensured a consistent marketing message across multiple media platforms * Managed relationships with external vendors and contractors for technical requirements and site development * Initiated lead generation programs and tracked conversion of prospects using ACT * Utilized… Show more * Managed design, development and maintenance of four web sites * Coordinated with marketing team on cross-marketing campaigns and promotions * Created and implemented online advertising campaigns * Ensured a consistent marketing message across multiple media platforms * Managed relationships with external vendors and contractors for technical requirements and site development * Initiated lead generation programs and tracked conversion of prospects using ACT * Utilized WebTrends to track web statistics for trend analysis and improve promotion successes * Launched electronic delivery and communications programs * Performed competitive analysis of industry leading web sites Show less



Thomson Financial

• Financial Services
• 500 - 600 Employee

• Marketing Coordinator

  • Apr 1995 - Jun 1998



SoftPro

• United States
• Software Development
• 300 - 400 Employee

• Sales Representative

  • May 1993 - Mar 1995