Results-oriented, forward-thinking, and trusted communications and marketing professional bringing more than 8 years of wide-ranging experience executing measurable communication campaigns for companies across a wide variety of industries.
Revenue generation strategies
Retention and reactivation strategies
Competitive and strategic planning
Superior verbal and written communication skills
Strong customer relations
High level of accuracy
Strategic event planning
Client assessment and analysis
to Current Wells Fargo Institutional Retirement and Trust – Charlotte,
Responsible for working closely with clients to develop and implement retirement plan-level communication strategies to support the achievement of communication goals for 15 assigned clients.
Create solutions-oriented campaign themes and effective messaging using language, graphics, mediums, and marketing collateral appropriate for the targeted audience.
Analyze participant data to create effective and targeted communication and education strategies for clients that will improve client plan metrics by changing participant behaviors.
Cultivate and manage relationships with 15 assigned key clients, internal and external vendors and other organizational partners.
Provide proactive, strategic and consultative support for assigned clients.
Effectively communicate the Participant Services philosophy and suite of products to prospects in sales presentations utilizing PowerPoint and a variety of other marketing collateral to gain new business.
Manage client communication budgets.
to Current Branch Banking & Trust Co – Charlotte,
Work directly with new and existing retirement plan sponsors to develop customized communication plans to achieve specific goals for plan participation, average deferral rates, and asset allocation.
Conduct enrollment and investment education meetings designed to promote plan participation.
Participate in sales proposals to present participant communication services to prospective clients.
Assist with prospecting for new business opportunities, research and prepare fund comparisons, prepare proposal presentation materials, coordinate and facilitate "after the sale" activities.
Series 65 Licensed.
Completed ASPPA Retirement Plan Fundamentals certificate.
Client Relationship Associate12/2006
to 04/2007 The Vanguard Group – Charlotte,
Respond accurately and thoroughly to shareholder calls regarding investment product information and various account types ranging from Individual Retirement Accounts to Education Savings Accounts.
Discuss regulatory issues and taxation of mutual funds, client account information, processing procedures, and general investment needs with clients.
Position Vanguard mutual funds and other products to potential clients.
Series 6 & 63 Licensed.
Employee Benefits/Trust Associate10/2005
to 12/2006 Branch Banking & Trust Company – Charlotte,
Support Institutional Services consultants in maintaining top-tier Corporate Trust relationships by preparing investment and allocation review materials for 401(k) and Profit Sharing plans - including fund analysis spreadsheets, fund usage reports, and cost analysis spreadsheets.
Plan level and participant correspondence including product, legislative, and economic updates.
Open, structure, and monitor accounts ranging in size from $100,000 to $20 million in assets on an AddVantage system (by Sungard).
to 10/2005 First Legacy Homes – Waxhaw,
Create brochures, fact sheets, and other marketing tools for properties, accounts payable, employee payroll, help facilitate home building process by obtaining proper permits and other documents in a timely manner, work with lenders to maintain draw schedule, various secretarial duties, answer multi-line phone.
Bachelor of Science: Business Administration with a concentration in FinanceMay 2005University of North Carolina-
WilmingtonExtensive additional coursework in Marketing and Advertising, Mass Communications, and Communication Studies
Honors Cameron Executive Network Member (2003-2005)
Mentoring program for selected Cameron School of Business students
Studied Sports Marketing abroad in Manchester, England (Jun-Jul 2004)
Recipient of the Alpha Zeta Teaching Scholarship (May 2001)