Bethany Lynn

• Manager and mentor to team members of various positions i.e. Sales Support, Graphic Designer, Marketing Specialist, Event Coordinator, Investment Analyst, Client Support
• Executed large- and small-scale client and prospect events as well as internal trainings and gatherings.
• Creating and keeping approximately $1 million budget for marketing department as well as keeping budget per event ranging from $500 to $250,000
• Executed all trade show logistics for sales team including booth selection, registration, sponsorships, ordering and shipping for booth, and coordinated offsite client/prospect dinners and events
• Scheduling meetings and calls for multiple team members including C-level executives
• Organized various types of team member appreciation events i.e. family picnic, casino night, paint your pet, cookies and cocktails, build your own terrarium
• Marketing Operations included:

- Created and oversaw execution of communications sent internally and externally

- Worked with Broker Dealer and Registered Investment Advisor to ensure all marketing pieces follow proper guidelines and followed process to get compliance approval.

- Use PowerPoint to create presentation decks, flyers, invitations, newsletters

• Sales Operations included:

- Create Investment Advisory Agreements and Addendums for new and current clients

- Process new clients

- Create sales pitch decks

- Kept track of all relevant data i.e. AUM, number of clients, number of plans, client numbers per industry.

- Assist RFP team with answers and data.

- Tracked client logo approvals

• Conversions (2012 - 2020):

- Assisted our clients through the process of moving their retirement plan to another provider. This included:

- attending all calls and meetings which included: kick- off calls, weekly calls, plan design calls, deconversion calls

- reviewed for accuracy: forms, marketing pieces, agreements, plan design, investment choices

- help keep track of deadlines

• Primary contact for trade show exhibitors for bi-annual trade shows representing approximately 200 companies and 1,000 exhibitors
• Responsible for project planning, database management, and overall execution of trade shows
• Directly involved in soliciting sponsorships for events
• Collaborated with show decorator to coordinate floor plan and logistics
• Showcased creative talent by crafting exhibitor manuals and events guides
• Selected security vendor via RFP process and designed security schedule
• Ensured compliance during events and mediated on-location vendor conflicts