Resume

I’ve had the privilege of steering narrative and fostering unparalleled growth through innovative marketing strategies for several Financial Advising brands. Here’s a snapshot of my contributions:
Orchestrated Integrated Marketing Initiatives: Led the strategic planning and execution of comprehensive marketing campaigns, including event management, public relations, social media, and communications, elevating brand presence and audience engagement for Conte Wealth Advisors, The Independent Grid, Drexel & Co Financial Planners, CGMA, & Central Penn Wealth Advisors.
Curated Engaging Client Experiences: Designed and implemented memorable client appreciation events and workshops, integrating innovative graphic design to bolster sales and social media strategies, resulting in increased client retention and brand loyalty.
Innovated Marketing Collateral: Created unique marketing materials and campaigns, utilizing data analytics to assess effectiveness and refine tactics, ensuring alignment with audience preferences and business objectives.
Managed Marketing Budgets: Developed a tactical marketing strategy with detailed budgets for the firm and individual advisors, presenting to executives and regularly revising to optimize financial resources and strategic goals.
Enhanced Firm’s Market Position: Directed a comprehensive marketing, communications, and public relations program that significantly improved the firm’s image and standing in the marketplace, showcasing a deep understanding of brand storytelling and audience connection.
Empowered Advisors with Best Practices: Provided exceptional support to advisors by conducting educational seminars on marketing best practices, improving their client engagement and personal brand development.
Executed Flawless Client Events: Managed the end-to-end process of advisor-specific client events, from initial concept to RSVP management and vendor coordination, ensuring seamless execution and strengthened client-advisor relationships.