Resume

Experience & Expertise

With a Bachelor of Science in Human Development and Family Studies from Penn State University and a Master of Business Administration in Marketing from the University of Phoenix, I have cultivated a successful marketing career rooted in creativity and growth. My journey began at my family’s farm market, where I transformed our business into a thriving enterprise, honing my skills in marketing strategy and execution. I excel in crafting visually captivating marketing materials for the financial sector, making complex concepts engaging and accessible. Beyond work, I indulge in photography, literature, gardening, and exploring true crime and paranormal mysteries. Recognized for my creative talents, including website design, photography, and social media expertise, I am driven by a passion for visual and digital storytelling. Let’s connect to explore new opportunities where I can infuse creativity and strategic vision into our collaborative endeavors.

Education

Achievements

Client Relationship Analyst

June 2025 - Present

In my role at Morgan Stanley, I delivered exceptional client service while supporting advisors, streamlining operations, and contributing to the team's continued growth through business development, specialized investment expertise, and operational excellence.

Delivered Exceptional Client Service: Served as a trusted point of contact for high-net-worth clients, managing account servicing, resolving complex inquiries, and providing timely, personalized support to ensure a seamless client experience.

Strengthened Client Relationships: Partnered closely with Financial Advisors to build lasting client relationships through proactive communication, attention to detail, and exceptional service across all aspects of wealth management.

Managed Complex Operations: Executed account transactions, money movement requests, account maintenance, and operational workflows with precision while ensuring compliance with firm policies and regulatory requirements.

Alternative Investments Subject Matter Expert: Established myself as the team's subject matter expert for alternative investments, leveraging extensive knowledge of operational processes, compliance requirements, and administrative workflows to proactively guide advisors and clients through complex investment transactions.

Supported Business Development: Coordinated client appreciation events, educational seminars, and marketing initiatives while managing team communications, client outreach, and administrative operations that strengthened client engagement and supported business growth.

Drove Operational Excellence: Thrived in a fast-paced environment by balancing competing priorities, anticipating client needs, and continuously improving team processes to deliver exceptional service and operational efficiency.

My dedication to client service, continuous learning, and operational excellence allowed me to become a trusted resource for both clients and advisors while contributing to the overall success of the team.

Marketing Manager

May 2017 - Present

As Marketing Manager at my family’s business, Route 174 Roadside Market, I transformed a traditional farmer’s market into a thriving butcher shop, significantly boosting sales and market presence. Key achievements include:
Strategic Marketing: Crafted and executed marketing strategies that consistently increased annual sales, leveraging insights into company goals and target markets.
Digital Engagement: Led impactful social media campaigns, enhancing product and brand awareness. Developed and managed the store’s website, ensuring it served as a vital information hub.
Customer Connection: Maintained robust engagement through social media, email, and website updates, fostering customer loyalty.
Creative Design: Produced eye-catching marketing materials, including digital designs and graphics, broadening our reach and attracting new customers.
Vendor Relations: Built relationships with local small business owners, enriching our product offerings and distinguishing our market.
Expansion Support: Contributed to business growth plans and effectively communicated these to the community, generating excitement.
Operational Excellence: Gained comprehensive knowledge in running a small business, from purchasing to financial management, enhancing store efficiency and appeal.
Store Presentation: Ensured a welcoming shopping environment through meticulous store maintenance and display organization, prioritizing customer satisfaction.
My role was pivotal in leveraging marketing expertise to drive Route 174 Roadside Market’s growth and enhance customer engagement.

Director of Marketing & Communications

September 2019 - May 2025

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.

Digital Marketing Specialist

April 2019 - January 2022

In my role, I significantly boosted online engagement and streamlined communications, making notable contributions:
Boosted Social Media Engagement: Developed customized, engaging content for social media, significantly increasing user interaction through informative and entertaining posts.
Enhanced Website Usability: Updated website content and design for better navigation and user experience, ensuring information was current and accessible.
Leveraged Analytics for Insight: Utilized Google Analytics and social media insights to evaluate campaign effectiveness, guiding strategy adjustments with monthly reports.
Collaborated Across Departments: Worked on diverse projects with teams across departments, aiding in achieving the institution’s annual goals.
Created Engaging Office Spaces: Designed spaces like a community impact wall and a fitness room in the corporate office, boosting employee morale and well-being.
Implemented SEM Campaigns: Collaborated with vendors on Search Engine Marketing (SEM) campaigns, enhancing lead generation and digital presence.
Advanced Design Skills: Improved Adobe Suite skills, elevating the quality of marketing materials produced.
My efforts not only elevated our digital marketing initiatives but also fostered a positive internal culture, showcasing my dedication to comprehensive brand enhancement.

Owner & Subcontracted Marketing Manager

March 2019 - Present

Tailored marketing solutions for small businesses and corporations, specializing in social media management, content creation, graphic design, research, website design, and photography.
Demonstrated success in lead generation, customer loyalty, and executing effective marketing campaigns.
Trusted resource for clients, offering expert advice on social media and digital marketing strategies.
Immersed in client industries to create engaging content and drive impactful results.