Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Experienced and successful independent event planning consultant offering 15+ years in developing and planning corporate events focused on private banking, private equity and financial services including clients such as Court Square Capital, Associate for Corporate Growth 'ACG' Charlotte, Citi Private Bank and Ridgemont Equity Partners. Exceptionally organized professional who creates and develops marketing and event solutions that align directly with business objectives. Effective communicator with an eye for detail and a “big picture” approach to offer full-service event marketing strategic planning from conception to completion.

  • Event Planning and Logistics
  • Marketing and Communications
  • Contract Negotiations
  • Professional Client-facing Interaction
  • Event Staffing
  • Meeting Trends Proficiency
  • Vendor and Contract Negotiations
  • Vendor relationship management
  • Branding
  • Client meetings
  • Organization and Management
  • Financial Services and Private Equity
  • Meeting & Conference Planning
  • Investor Relations and senior leadership team relationship
  • Business Strategy
  • Menu & Decor Selections
  • Budget Management
  • Venue selection
  • Project oversight
Work History
09/2011 to Current EVENT PLANNING CONSULTANT Love, Bonito | Los Angeles, CA,
  • Partner with Investor Relations and/or head of Marketing and Fundraising to create and implement a sophisticated and unique client event marketing plan that aligns with their business strategy.
  • Coordinate all aspects of event planning from conception through completion including but not limited to contract negotiations, site inspections, event staffing, event communications, keynote speaker selection and post- event follow-up.
  • Plan and seamlessly execute clients' multi-day Annual Investors Meeting for over 200+ of their top investors, as well as their Advisory Board Meetings, CIO, CFO, Human Resource Professional and Sales Leaders conferences.
  • Continually research and generate the latest information to aide in securing appropriate keynote speakers, venue selections and monitoring all logistics to ensure consistency of quality.
  • Generate new and creative ideas for events to increase attendance, support the company’s reputation as a leader in the private equity market, and distinguish it from its competition.
  • Recommended workflow and budget improvements, resulting in 10-50% savings per event.
09/2011 to 05/2020 CORPORATE EVENT PLANNER Court Square Capital Partners | City, STATE,
  • Interviewed client to understand event scopes of work, establish budgets and determine timelines for venue selection, guest list finalization, and event execution.
  • Successfully executed both small and large-scale events designed to increase client participation and enhance firm's reputation as a sophisticated industry leader.
  • Worked closely with Investor Relations team on all event-related communications plans.
  • Promoted adherence to client-event requirements through effective delegation, prioritizing and management of entire event lifecycle, from concept to execution.
  • Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
  • Fulfilled contractual obligations, including communications, vendor coordination, schedule creation, budget administration and day of event coordination.
08/2015 to 07/2017 MARKETING SPECIALIST - North America Citi Private Bank | City, STATE,
  • Partnered with Global Market Managers to develop a marketing strategy that aligns with their regional business and deliver consistent high touch client experience through all marketing channels.
  • Coordinated and respond to all regional marketing requests and plan signature client events in order to create, build and maintain client relationships.
  • Research and generate unique events that elevate the client experience and distinguish the firm as premier private bank.
  • Established efficient and professional business relationships with various business partners within Citi and act as a trusted marketing resource.
  • Created and disseminated new marketing processes and templates to increase consistency and establish procedure and provide guidance among team members.
02/2003 to 02/2007 VICE PRESIDENT - Head of Global Events Citigroup Private Bank | City, STATE,
  • Managed a team of event marketing professionals to create unique events that aligned with our sector- strategy focus.
  • Coordinated and supervised 300+ global and domestic events per year, maintaining the highest level of excellence and quality for each event.
  • Initiated a global event team alliance with counterparts from around the world, elevating the level of communication among marketing professionals and creating a cohesive unit.
  • Trained and educated event planners on how to utilize our event processes to create consistency and efficiency for the U.S. and abroad.
  • Leveraged deep knowledge of Citigroup business units and broad understanding of Citi’s products and services.
Expected in 1997 Bachelor of Arts | English, Communications, Journalism Lehigh University, Bethlehem, PA GPA:

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