senior marketing sales associate resume example with 20+ years of experience

(555) XXX-1000,
Montgomery Street, San Francisco, CA 94105
Career Focus
I am a marketing professional with managerial experience across many industries and business lines. My strong leadership and communication skills allow me to complete tasks and achieve milestones on time and correctly. My experience working on and leading teams reflects well on my ability to work with others both on a peer and a senior/junior level.
Summary of Skills
  • Strategic planning inclusive of a business plan, resource planning, creating and managing budgets, action planning
  • Team management, leading staff as individuals and in a team
  • Financial modeling, creating financial projections, pricing, revenue forecasting

  • Product development, product implementation
  • Social media marketing, marketing strategy, creating presentations, presenting presentations, campaign management, search engine optimization
West Chester University Of Pennsylvania , Expected in 2006 MBA : - GPA : West Chester University Of Pennsylvania MBA - 2003-2006
The Pennsylvania State University , Expected in 2006 MBA : finance and economics - GPA :
  • I graduated from W est Chester in 2006 with an MBA. I earned this degree at night school while fulfilling my full time responsibilities at Vanguard. My master's curriculum focused on many relevant concepts in finance and economics. Highlighted coursework included
  • Macro and micro-economics, financial modeling The Pennsylvania State University
, Expected in 2000 Bachelor's : Marketing - GPA :
  • Bachelor's Degree, Marketing - 1996-2000 B.S. in Marketing. Highlighted coursework included
  • High-Impact Email Marketing, Understanding Motivations & Behavior
Professional Experience
Adventist Health System - Senior Marketing Sales Associate
Wesley Chapel, FL, 08/2013 - Current
  • Materially involved in Creating the BW Global Macro Hedge Fund DDQ, pitchbook, fact card, quarterly commentary and client letter
  • In the process of creating similar material for the Global Enhanced Absolute Return hedge fund
  • Utilize eVestment to create quarterly competitive analysis of select products verses our competitors for use by sales
  • Prepare new business proposals (RFPs) for the Institutional Investments group
  • Prepare presentations for new business and consultant meetings
  • Customize new business presentation materials and competitive analysis
  • Work closely with the members of the sales and relationship management team
  • Work closely with the communications department to ensure accurate and timely preparation of marketing materials
  • Compile and document new business, consultant, and customer activities in the firm CRM system
  • Effectively communicate across all levels of the organization
  • Perform duties associated with ad hoc reporting and special projects
Time Warner Cable - Co-founder, Project Manager
Corpus Christi, TX, 08/2012 - 04/2013
  • Poollotto is a Pennsylvania-based startup and the world's first mobile lottery pooling platform. Poollotto is young, social, engaging and entertaining. I have worked with Poollotto to guide them to their company goals of creating the company's primary technological assets and intellectual property. Accomplishments
  • Invented numerous proprietary elements of the Poollotto technology including algorithms for lottery ticket pooling, fraud prevention and new lottery games
  • Worked with legal representation to successfully file provisional and utility patents on various proprietary technologies
  • Guided pooling system through successful testing and review by Gaming Labs, International
  • Handled all executive responsibilities at Poollotto including business development, product development, financial modeling, budgeting, pricing, securing strategic partners, and marketing
  • Lead all marketing and communications efforts as well as leading our social media campaign
  • Managed six employees including two graphic designers, three computer programmers, and one mathematician, as well as many contract employees
  • Lead all research efforts to understand player behavior and motivation
  • Successfully presented our concepts, ideas and products to the leaders of the two largest gaming vendors in the world, scores of lottery directors and officials, and key political officials that have considerable sway over the direction of state gaming
  • Successfully presented our products to both US and European gaming markets
Enterprise Rent-A-Car - Marketing Manager
Glen Allen, VA, 08/2008 - 08/2012
  • In this role I worked side-by-side with Vanguard's top thought leaders, capital market strategists and investment managers. In addition to being able to think with a creative marketing mind, I needed to have an in-depth understanding of the unique investment strategies of pensions and endowments & foundations, as well as a thorough knowledge of current economic conditions, and a complete understanding of Vanguard's approach to the capital markets. I managed a team of writers, designers, editors, legal aids, investment professionals and thought leaders. I handled all marketing and communications involving Vanguard's institutional pensions, and endowments & foundations business lines. This included creating and managing:
  • Campaign management
  • Promotional material
  • Marketing collateral
  • Annual, semi-annual, and quarterly marketing campaigns
  • Maintaining all material on the web involving pensions and endowments & foundations
  • Developing and measuring the success of all print and email campaigns
  • Video and webinar production that promoted Vanguard's pensions, and endowments & foundations business lines
  • Coordinating Request For Proposal responses for new business between our sales, legal, writing and investment teams. It was my responsibility to review the entire proposal for correctness and completeness
  • Managed a team that created all presentation materials relating to pensions and endowments & foundations to be used at industry conferences and Vanguard sponsored events by Vanguard's top thought leaders
  • Managed the event planning process that included budgeting and year-in-advance pre-planning. My responsibilities were to find potential events, coordinate the procurement process, and handle all logistical issues such as scheduling
  • SEO: I led Vanguard's keyword search optimization for pensions, endowment and foundations, and institutional asset management services. I made sure that relevant words were associated with each page, and that generic words that could be driving irrelevant traffic to the site were scrubbed.
  • SEM: I have experience with Google AdW ords. I created extremely short 25-35 character copy to promote Vanguard's pensions, endowment and foundations, and institutional asset management services, as well as the accompanying image ads.
  • Use of marketing messaging: First and foremost, I spent considerable time with Vanguard's executive management and sales leaders making sure that the real world application of our messaging was matching what was asked from us at concept meetings, and that with an always shifting market, the message that our executive leadership wanted to express had not changed, and if it had, then to update our messaging accordingly.
  • I maintained and updated the brand briefs of Vanguard's pensions, endowment and foundations, and institutional asset management services business lines. These briefs were updated yearly, approved by our executive management, and incorporated into all marketing collateral.
  • Incorporating data/marketing analytics: W orking with Vanguard's web services team and Google Analytics, I measured the effectiveness of our SEO/SEM campaigns. Additionally, I worked with internal and external research firms to create in-depth surveys revolving around the needs of endowments, and their awareness of Vanguard (and others) as institutional asset managers.
  • I used many internal applications as well as industry publications to monitor product, surveys and trends in the marketing.
  • Additionally, I looked to get our research and into industry publications such as Pensions & Investments and their accompanying conferences by promoting our white papers and thought leaders as lead pieces for the publications and events.
Iconma, L.L.C. - Financial Analyst
Katy, TX, 08/2005 - 08/2008
  • I managed the cash of the CMT (Cash Management Trust) fund, an in-house Vanguard money market. Responsibilities:
  • Pool all excess mutual fund, securities lending and projected transfer agency cash
  • Communicate the investible total to Fixed Income Group for securities trading
  • Facilitate the wire movements and reconciliation of the CMT investment
  • Manage and investigate large overdrafts in the funds
  • Create and implement solutions to mitigate overdrafts
  • Develop processes to avoid overdrafts in the future
  • Manage the late cash-flow into the CMT fund (via: late wire purchases, mergers and acquisitions, corporate actions, etc.)
  • Work with the Fixed Income Group to ensure the cash is invested into overnight repo's
  • Mapping money movements
Vanguard - Phone Representative
City, STATE, 08/2004 - 08/2005
As a Phone Associate, I provided service to our clients with retirement and retail accounts through directly managing their day-to-day inquiries.
Dorie Construction - Marketing Associate
City, STATE, 06/2000 - 08/2004
  • With Dorie I handled all marketing including:
  • Promotional brochures
  • Marketing collateral
  • Prospect outreach
Professional Affiliations
Campaign management
Managed a team that created all presentation materials relating to pensions and endowments & foundations to be used at industry conferences and Vanguard sponsored events by Vanguard's top thought leaders Social media marketing, marketing strategy, creating presentations, presenting presentations, campaign management, search engine optimization
Additional Information
Worked with legal representation to successfully file provisional and utility patents on various proprietary technologies
Marketing, Marketing Collateral, Promotional, Fixed Income, Associate, Sales, Budgeting, Ads, And Sales, Asset Management, Campaign Management, Capital Markets, Event Planning, Optimization, Procurement, Real World, Scheduling, Search Engine Marketing, Search Engine Optimization, Sem, Seo, Web Services, White Papers, Mba, Cash, Cash Management, Financial Analyst, Forecasting, Lending, Mapping, Mergers And Acquisitions, Mutual Fund, Reconciliation, Securities, Securities Lending, Securities Trading, Solutions, Topo, Trading, Transfer Agency, Competitive Analysis, Crm, Customer Relationship Management, Fact, Fact Erp, Marketing Sales, Proposals, Relationship Management, Sales And, Sales Associate, The Sales, Accounts Through, Clients, Retail, Retail Accounts, Retail Marketing, Financial Modeling, Algorithms, And Marketing, Business Development, File, Games, Intellectual Property, Patents, Pricing, Product Development, Project Manager, Testing, Transmissions, Budgets, Business Plan, Managerial, Marketing Strategy, Product Implementation, Search Engine, Social Media Marketing, Strategic Planning, Team Management, Finance, Micro-economics

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Resume Overview

School Attended

  • West Chester University Of Pennsylvania
  • The Pennsylvania State University

Job Titles Held:

  • Senior Marketing Sales Associate
  • Co-founder, Project Manager
  • Marketing Manager
  • Financial Analyst
  • Phone Representative
  • Marketing Associate


  • MBA
  • MBA
  • Bachelor's

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