ADRIENNE FRANK
Greater Charlotte Area,NC
Summary
I am a strategic leader with a proven track record of curating and executing bespoke, high-impact client engagement experiences that deepen relationships and drive growth. I specialize in designing events that connect investors with thought leaders and portfolio managers to elevate firm differentiation and expand client investment engagement. Driven by a genuine passion for client experience and precise execution, I build distinctive, world-class event programs that reflect brand, culture, and investment philosophy.
Overview
17
17
years of professional experience
1
1
Certification
Work History
AVP, Strategic Event Lead, America's Client Marketing
Nuveen
Charlotte, NC
07.2022 - Current
- Lead strategy, content, and execution for 150+ client events annually across proprietary and third-party conferences, supporting institutional and wealth channels across the Americas.
- Design immersive and technology-enabled client engagement experiences that feel intentional, distinctive, and seamless, enhancing connection, confidence, and the overall investment evaluation experience.
- Build trusted relationships across senior leadership and global stakeholders to align capital-raise strategy, market demand, and platform constraints, enabling business-aligned client engagement and execution in complex, regulated, multi-affiliate environments.
- Act as a trusted thought partner to senior stakeholders to unlock solutions, influence decisions and enable progress beyond defined responsibilities.
- Secure executive and senior investment leader buy-in to partner on client events, articulating clear value propositions that drive participation, strengthen internal alignment, and support investment flows to priority strategies.
- Manage and allocate a $10M+ annual budget, balancing required strategic partnerships with discretionary investments while maintaining consistent financial discipline across multiple business lines and enhancing operational efficiency.
- Scaled event production by more than 250% since 2022 while preserving quality, client experience, and stakeholder satisfaction.
- Built and launched a first-of-its-kind enterprise event resource to improve transparency, reporting accuracy, and reduced costs through optimized planning.
- Lead vendor strategy and decision-making across 20+ third-party partners, expanding high-value relationships while rationalizing spend and ROI.
- Mentor and advise colleagues across regions, sharing expertise on Americas-specific market dynamics and execution best practices.
- Recognized by CMO nomination for high-potential leadership and development as a member of WIN: Women in Nuveen (2024)
Ultra High Net Work Client Event Specialist
The Vanguard Group, Inc.
Charlotte, NC
06.2018 - 07.2022
- Launched and scaled a division-wide virtual client engagement strategy to deepen relationships within the firm's highest-value client segment, supporting asset consolidation and advice adoption goals.
- Developed an “always-on” multi-channel content library and led end-to-end execution of virtual events, including client communications, webcast production, analytics, and targeted follow-up strategy.
- Partnered cross-functionally with senior leaders across client services, advice, marketing, compliance, and corporate communications to align priorities, secure buy-in, and establish standard work and best practices.
- Integrated new marketing and analytics tools to enable client-initiated sales actions and provide relationship managers with actionable viewership insights, improving funnel progression and book-of-business efficiency.
- Drove measurable process improvements and cost efficiencies, including reducing replay delivery time by 88% (expanding reach by 30%+) and negotiating third-party technology support at a 30% cost savings.
Financial Service Specialist / Agent Aspirant
State Farm - Jason Colvin & Maeghan McKenzie Agencies
Charlotte, NC
04.2013 - 02.2018
- Drove multi-line sales and client retention for a Chairman's Circle–qualified agency (top 3.9% nationally), strengthening household relationships through consultative financial services and cross-product solutions.
Event Specialist / Associate mybody Aesthetic Consultant
mybody, LLC
NC, SC, GA
07.2012 - 03.2013
- Supported the launch of an international aesthetic brand by designing and executing event-driven sales initiatives, educating consumers and providers, and partnering with leadership to adapt engagement strategy in a fast-changing start-up environment.
Event Coordinator
Charlotte Center City Partners
Charlotte, NC
01.2009 - 07.2012
- Led the strategic curation and delivery of high-profile civic and community events, translating organizational vision and stakeholder objectives into thoughtfully designed experiences while managing end-to-end execution across complex, multi-party environments.
- Built and sustained trusted relationships with executive stakeholders, municipal leaders, and third-party partners, while implementing a web-based platform that improved revenue recognition, real-time reporting, and operational transparency.
Education
B.S.B.A - Marketing
University of North Carolina At Charlotte
B.S. - Geography - Community and Regional Planning
University of North Carolina At Charlotte
Alpha Kappa Psi
Dale Carnegie: Effective Communication & Human Relations
Skills
- Strategic client engagement and experiential event design for institutional and wealth audiences
- Executive stakeholder partnership and influence within complex, regulated organizations
- End‑to‑end leadership of large‑scale, multi‑channel event and engagement programs
- Budget ownership, financial discipline, and ROI‑driven vendor and partner management
- Cross‑functional collaboration across marketing, investments, compliance, and operations
- Digital and virtual engagement strategy, including webcast production and performance analytics
- Process optimization, scalability, and operational efficiency improvement
- Client relationship management focused on growth, retention, and investment engagement
Certification
FINRA Series 7, 63 & 66
Timeline
AVP, Strategic Event Lead, America's Client Marketing
Nuveen
07.2022 - Current
Ultra High Net Work Client Event Specialist
The Vanguard Group, Inc.
06.2018 - 07.2022
Financial Service Specialist / Agent Aspirant
State Farm - Jason Colvin & Maeghan McKenzie Agencies
04.2013 - 02.2018
Event Specialist / Associate mybody Aesthetic Consultant
mybody, LLC
07.2012 - 03.2013
Event Coordinator
Charlotte Center City Partners
01.2009 - 07.2012
B.S.B.A - Marketing
University of North Carolina At Charlotte
B.S. - Geography - Community and Regional Planning
University of North Carolina At Charlotte
Alpha Kappa Psi
Dale Carnegie: Effective Communication & Human Relations