Name Address
Cell: Number Email
Senior-Level Marketing Communications Manager
Expertise in Identifying Business Strengths & Deficiencies and Implementing Effective Strategies
Create & Execute Training Methodologies - Formulate Effective Program Objectives
Conceive & Manage Promotional and Client Retention Campaigns
Communication & Training Competencies
§ Sales Literature Origination / § Web-Based Training & Instruction§ Presentation Development / § Project & Team Management
§ Website Creation and Editing / § Market Research & Analysis
§ Proposal Writing / § Program Evaluation & Enrichment
Performance Highlights
Educational Technology
§ Orchestrated and expanded education to all 15,000 TIAA-CREF institutional clients through state-of-the-art webinar series which successfully demonstrated company’s parity with competitors regarding investment options and performance levels yielding high attendance rate of nearly 20 percent.
Asset Retention Project Management
§ Managed and supported migration of $300 billion in managed assets, through database integration, by designing and executing Plan Sponsor Toolkit for early adaptors of company’s Open Plan Solutions, an enhanced retirement plan administration platform.
Leadership
§ Selected as Marketing Liaison to TIAA-CREF’s Advisory Council to identify human resource management business priorities, build thought leadership on retirement policy matters, and stimulate strategic project planning.
Business Development Strategies
§ Implement strategic marketing initiatives for the firm’s national real estate practice from management of a central transactional database, development of client-focused marketing material, to nominations for firm/attorney rankings in prominent legal directories.
Education
Fordham University Graduate School of Social Service, New York, NY – MSW, Social Work Research
St. John’s University, New York, NY, MBA Coursework – Finance, Marketing
Wellesley College, Wellesley, MA – BA, Dual Major: Urban Studies and Spanish; Minor in Economics
Research/Teaching Experience
St. John’s University, Queens, NY: Adjunct Instructor - Research Methods for Human Services – 2007
Professional Licenses
§ Financial Industry Regulatory Authority: Series, 6, 7, and 63
§ New York State Life Insurance Department: Life, Accident, and Health Insurance Agent
Career Development
Greenberg Traurig, LLP, New York, NY January 2008 – Present
Business Development Specialist
§ Support and cultivate business for national real estate practice, manage practice’s central transactional database, and build channels leading to effective solicitation of entries from attorneys, paralegals, and marketing managers.
§ Liaise with marketing managers and paralegals to track client representation issues; work in conjunction with practice development manager and lawyers to draft proposal content.
§ Manage proposal execution and delivery, summarize and edit deal descriptions, and maintain detailed procedures for win/loss analysis and reporting.
TIAA-CREF, New York, NY 1994 – 2007
Communications Manager (2004 – 2007)
§ Developed and implemented strategic, tactical marketing plans for B2B financial education programs designed to build client relationships and business development activities.
§ Managed all marketing channels with focus on lead generation, brand extension, and ROI improvement; created and managed campaigns to attract, increase, and retain client base.
§ Utilized state-of-the-art electronic technology to expand education to all 15,000 institutional clients; produced first webinar series providing updates to CFOs, CIOs, and HR Managers.
§ Wrote original content for presentations, field communication e-newsletter, sales support intranet site, plan sponsor web site, email announcements, and training manuals.
§ Oversaw process related to collateral development during all phases of vendor selection, design, legal/compliance review, internal communications, and distribution.
§ Managed teams comprised of subject matter experts, project managers, freelance writers, printers, e-commerce, and fulfillment professionals.
§ Prepared and directed budget forecasts across all campaigns; recommended efficiency enhancements.
Senior Communications Specialist (1997 – 2003)
§ Managed financial education sales support for Individual Client Services; maintained intranet website to host presentation content and meeting-support collateral.
§ Co-Author and instructor of Presenting with Class and New Consultant Training; both were instrumental in building sales force presentation skills and ensuring adherence to insurance and securities governing body regulations.
§ Wrote “canned” compliant event announcement copy for sales support content management system; streamlined compliance review and ordering process for financial education seminar and one-on-one counseling session invitations.
Individual Consultant (1994 – 1997)
§ Provided one-on-one counseling, handled information requests and conducted financial education seminars for clients and prospects, designed to achieve and maintain customer satisfaction, while increasing and retaining assets.
Awards & Recognition
§ Power Up Award; TIAA-CREF’s Tax-Smart Ways to Save and Invest financial education seminar.
§ “The Effects of Supervisor Training on Caseworker Engagement with Clients in the Foster Care Setting” [Masters Thesis]; listed in selected references of Children’s Rights and Children’s Defense Fund study, “Promoting Child Welfare Workforce Improvements through Federal Policy Changes”.
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