Director of Marketing November 2011 to CurrentPC Planning & Benefits, Inc － Simsbury, CT
Work closely with CEO on the design, implementation, and facilitation of company's annual marketing plan to develop brand portfolio objectives, strategies and technology to facilitate business unit growth.
Manage all aspects of business operations for independent financial advisor firm and involvement in community and business partnerships, such as Rotary, Chamber of Commerce, CT Energy Marketers Association, Captive Insurance Companies, and many more.
Redesigned and launched new corporate website, proprietary financial management solution, social media profiles and client newsletter distribution methods.
Planned and facilitated office-wide overhaul of an unsupported multi-business legacy phone system and office document solutions with new technology solutions, including VOIP.
Sales Representative April 2011 to November 2011Kyocera USA dba/DocuSource LLC － Middletown, CT
Managed direct sales, marketing and promotion of a robust suite of office solutions for 200+ client portfolio of small to mid-sized businesses throughout CT, MA, and RI.
Excelled in promoting client education and use of expansive array of onboard and add-on features to capture prolific leads and close sales.
Applied training and user demonstrations for Kyocera document solutions, Square9 content management solutions and Laserfishe document management software.
President's Club Award - Top Sales Performer in NE Region first month out of training.
Executive Assistant to President & CEO February 2008 to April 2011PC Planning & Benefits, Inc － Simsbury, CT
Led multi-tiered marketing operations for independent financial advisor firm.
Served as point person for agencies, business development contractors, legal and professional resources, technology suppliers and business support agencies.
Supported social media, email, CRM, Quickbooks, and all other office and business technology.
Fulfilled compliance and administrative requirements for Broker/Dealer, licensing and association memberships.
Account Executive February 2005 to October 2006FedEx Office － Bethesda, MD
Responsible for a diverse portfolio of over 300 key accounts - local and global clients Planned and executed marketing initiatives to support public image and sales growth working directly with the Chamber of Commerce, non-profit and government agencies Served as member of core management team, driving sales and production goals to realization Active in closing the U.S.
Government Printing Office contract and selected first in beta group President's Club Award; Took lowest branch to #1 in US (client satisfaction) in freshman year.
Marketing Coordinator and Special Projects Lead February 2004 to September 2004Physicians Practice － Baltimore, MD
Managed end-to-end advertisement and sponsor insert trafficking process for ten specialized publications, involving 200+ advertisers, 40+ sponsor partners, 12+ major pharmaceutical agencies, several public service agencies, and nearly 400 thousand print and email subscribers.
Wrote and edited copy for correspondence, newsletters and Web content directed at diverse audience of physicians, association sales collateral, online ads and mass e-mail and fax blasts.
Led company roll out and training for salesforce.com and various other office technologies.
Concurrently ran 40+ multi-channel campaigns, events and audio conferences.
Marketing Coordinator/Events and Speakers Bureau Manager November 2000 to April 2003TeleCommunication Systems, Inc － Annapolis, MD
Promoted within probationary period to join 3-person marketing team handling all 12 divisions in recognition of performance and quality of work (Hired as assistant for Net Apps division) Managed 45 company events for international conferences, technology and healthcare trade shows, speaking engagements and sales meetings Led six planning committees for key product launches and brand development over two years Aligned strategic partnerships with outside vendors, exhibition and technology suppliers Developed multi-level action plans to address client needs and internal restrictions.
Client Relations and Research Assistant February 1997 to October 2000Blackbaud － Daniels, SC
Produced 90% and higher overall client satisfaction rating for three years through client survey process, using various communication vehicles and user forums.
Surpassed inside sales team in sales of product add-on modules and extended services through inquiries initiated during client survey process.
Appointed by SVP to represent company at events, community activities and user forums.
Assisted in writing press releases, leading client tours and new staff training.
Accounts Receivable Specialist/Special Projects Lead May 1996 to September 1996Interactive Performance, Inc AT&T Collection Center － Charleston, SC
Surpassed daily performance and receivables goals on a regular basis.
Promoted in first month for outstanding performance to lead position.
Selected for upper-tier leader for frontline AR specialists in payment negotiations and conflict resolution matters.
Analyzed high risk accounts: fraud, high usage, and client research and recovery.
B.S. Degree : Communication StudiesTowson UniversityCommunication Studies
Active volunteer for 4H Club, Autism Speaks, and supporter of community-based programs