Versatile, goal driven executive who is team oriented and company focused, known for rolling up my sleeves and leading by example. Broad experience in Sales, Marketing, Event Planning, Management, Recruitment and New Business Development.
Work History
Sabbatical
2 Years 3 Months
Self-employed | 05.2024 - Current
Took a sabbatical to work on health and rehabilitation.
Took time to help aging mother with health issues.
Remained with daughter during a high risk pregnancy and then with with her new baby.
Proven ability to learn quickly and adapt to new situations.
Self-motivated, with a strong sense of personal responsibility.
Director of Marketing Operations
7 Months
Lucet Advisors | 10.2023 - 05.2024
Developed marketing strategy to enhance brand visibility and engagement.
Analyzed market trends and consumer insights to inform strategic decision-making and positioning.
Mentored team members, fostering professional growth and ensuring alignment with organizational goals.
Collaborated with senior leadership to align marketing initiatives with overall business objectives.
Oversaw event planning efforts for trade shows, conferences, and other industry gatherings.
Boosted lead generation with innovative digital marketing campaigns.
Implemented CRM systems to enhance customer tracking capabilities.
Director of Career Exploration
2 Years 2 Months
Wealth Strategies Group | 09.2021 - 11.2023
Directed strategic initiatives to help streamline and organize the recruitment process in the office from concept to completion.
Started a new intern program within the company to bring new talent into the industry and our firm.
Boosted operational efficiency by using planner to put step by step phases into one location to make sure no candidate was missed in the process.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Developed detailed plans based on broad guidance and direction.
Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
Defined clear targets and objectives and communicated to other team members.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Director of Talent Acquisition
7 Months
Capstone Colorado – a MassMutual Firm | 11.2020 - 06.2021
MassMutual Colorado and Capstone Colorado merged after the retirement of MMCO's President. This resulted in a reorganization within the firm and my marketing responsibilities being moved to our office in Utah that heads up those efforts.
Led recruitment initiatives to attract experienced and inexperienced advisors and career changers into our firm and industry.
Continuing efforts to recruit experienced and inexperienced advisors and career changers into our firm and industry.
Attended career/job fairs to source and screen candidates for potential employment opportunities.
Conducted phone screening and first round interviews prior to moving candidates further into process. Stayed in process through all phases until offer was made. Accepted or declined.
Managed the contracting and licensing process for new hires to facilitate their onboarding experience.
Quarterbacking the contracting and licensing process for new hires.
Working with our entire team through all phases to make sure candidates felt a concierge aspect to being hired by our firm.
Management of our Salesforce Recruiter (CRM) seat to capture all data for new and prospective recruits.
Grew my digital presence in social media through compliant avenues to nearly 18,000 contacts.
Developed email campaigns and digital marketing strategies to engage prospective recruits using resources including CoPilot, Stem Flow, and LinkedIn Leads.
Worked with other recruiters and centers of influence to create a referral network for those of us looking to hire qualified and quality candidates in a variety of fields.
Executive Director – Marketing and Recruitment
1 Year 7 Months
MassMutual Colorado | 03.2019 - 10.2020
Managed two recruitment staff to achieve local growth goals through targeted leadership and support.
Led initiative to recruit new staff and advisors by actively engaging in hands-on efforts.
Supervised marketing interns, enhancing support for Financial Planning Department initiatives.
Director of Marketing
5 Years 6 Months
MassMutual Colorado | 09.2013 - 03.2019
Branding MassMutual within the Colorado market.
Annually, guide 60-70 new and experienced advisors in developing their practices by identifying ways to reach specific vertical markets to generate new business.
Facilitated recruitment and training of new and experienced advisors through a 14-week vertical marketing program, focusing on cross-selling techniques and tailored marketing strategies for each advisor's target market.
Executed company initiatives such as Pro-Advisor events to recruit new advisors and wrote a grant that secured a $25,000 Community Service Award for our President benefiting Jewish Family Services.
Assisted the Agency Compliance Director by handling all marketing compliance work to keep advisors' outreach programs within legal guidelines.
Conduct online marketing initiatives, sponsorship programs, email promotions and campaigns via social media sites.
Help advisors find new clients through networking and the generating of prospective client lists.
Collaborate with home office and outside vendors to create websites that conform to brand and company visual format.
Crafted marketing strategies to enhance competitive positioning against other companies in insurance products and planning services.
Assisted Agency Compliance Director by handling all Marketing compliance work ensure advisors' outreach programs are within legal guidelines.
Marketing and Visibility Consultant
10 Months
South Metro Denver Chamber of Commerce | 11.2012 - 09.2013
Cultivated connections within business community through strategic relationship building, fostering collaboration and growth among local businesses.
Seek and provide information to help companies determine their position in the marketplace. Helping them with their business planning, marketing, and strategies.
Facilitated submissions to the SBDC, supporting company growth, expansion, and securing first-time funding for new entrepreneurs.
Created connections within business community through the use of strategic relationship building allowing businesses to prosper by knowing one another.
Often helped them with work being submitted to the SBDC to continue to help with the growth and expansion of their companies or first-time funding for new Entrepreneurs.
Directed multiple groups in the chamber's programming and membership drives, such as the Centennial Business Coalition, the Southglenn Merchants Association, and the Events and Visitors Bureau.
Organized grand openings for new businesses and served as master of ceremonies to introduce them to the community.
Marketing Coordinator
3 Years 11 Months
ATA Family Martial Arts | 12.2008 - 11.2012
Directed marketing initiatives focusing on acquiring new students and activating and retaining current students.
Moved our marketing efforts onto the social networking sites like Facebook, Foursquare and Twitter to stay in front of the marketing trends.
Work with Groupon, Daily Deals, Living Social, Colorado Kids, Denver Birthday Parties and other new “daily deal” and alternate advertising methods to get our name out to various markets within our identified demographics for potential new clients.
Implemented marketing strategies on social media platforms like Facebook, Foursquare, and Twitter to align with marketing trends.
Managed procurement of all items for sale online and in the studio.
Changed our Annual Holiday Sale from a week-long event grossing just over $6k in 2008 to grossing over $14k in just 4 hours in 2010.
Transformed Annual Holiday Sale from a week-long event generating $6k in 2008 to a single-day event generating $14k in just 4 hours in 2010.
Partner
11 Years 10 Months
Professional Event Services | 02.1997 - 12.2008
Led sales and marketing efforts for promotional products, collaborating with diverse clients to enhance their business visibility.
Negotiated terms with each company for their specific needs whether on a full website, ghost writing of articles or on their promotional product needs for events or employee incentives.
Wrote, copied and edited websites to enhance exposure in respective markets for a variety of clients.
Worked with outside vendors to handle aspects of my clients needs that were not in my area of expertise to implement, but assured they were handled to my clients' expectations and delivered without delays. Vendors included website designers, graphic artists, social media and trade show vendors.
Worked with outside vendors to handle aspects of my clients' needs that were not in my area of expertise to implement, but assured they were handled to my clients' expectations and delivered without delays. Vendors included website designers, graphic artists, social media and trade show vendors.
Marketing Manager
5 Years 5 Months
Janus Capital Group | 09.1991 - 02.1997
Marketing Manager for Women's Market, Children's Market, Service Center Marketing and Retirement Services.
Created and executed cross-selling programs for funds and products targeting existing shareholders.
Developed, managed, and implemented programs to cross-sell other funds and products to the current shareholder base, including distribution channels such as Charles Schwab and Fidelity.
Implemented all direct-mail efforts targeting current investors.
Tracked and analyzed the cost-effectiveness of all initiated programs.
Collaborated with Acquisition and Retention Project Managers to create comprehensive 12-month marketing plans.
Collaborated with Database Manager to define ideal recipients for marketing mailings.
Communicated all upcoming programs to the interdepartmental liaison.
Provided copywriting directions for all cross-sell programs.
Managed the activation budget.
Managed all budgets and marketing for the Retail Center and Janus Retirement Advantage Annuity Product.
Coordinated printing and mail services for all materials with the production manager.
Education
BA - Communications and Foreign Languages
University of Denver | Denver, CO
Member of Delta Zeta Sorority
Skills
Strategic Marketing
Lead Generation
Social Media Marketing
Content Optimization
Business Development
Positive Work Environment
Budget Oversight
Business Networking
Communication
Marketing Management
Leadership
Public Speaking
Vendor Management
Trade Shows and Events
Copywriting
Editing
Non-Profit Organizations
Office Programs
MS Office Suite
SalesForce
SalesForce Recruiter
Planner
FieldNet
Box
Coverpath
Gainfully
Okta
Office 365
Zoom
CoPilot
Certification
Life, Accident & Health AZ–CO
Previously Held
Series 6
Series 63
Interests
Golf
Taekwondo
Scrapbooking
Cooking
COMPANY HONOR
MassMutual Financial Group, March 2017 – March 2018, Nominated and selected as one of 8 (out of 257) for the National Agency Marketing Director Steering Committee for MassMutual Financial Group. This was the first year for a committee to be formed in this vein. The Steering Committee of Agency Marketing Directors works in partnership with the planning of the National Marketing calls and to contribute field insight, recommendations, and ideas for the content and agenda build-out. They serve as leaders in their regions to support the other Marketing Directors in terms of ideas and best practices. It is truly an honor being selected into this role to provide insight and help drive growth for all MassMutual offices across the country.
STRENGTHS FINDER
Below are my top five themes of talent, ranked in the order revealed by my responses to the Clifton StrengthsFinder.
Achiever
People who are especially talented in the Achiever theme have a great deal of stamina and work hard. They take great satisfaction from being busy and productive.
Communication
People who are especially talented in the Communication theme generally find it easy to put their thoughts into words. They are good conversationalists and presenters.
Positivity
People who are especially talented in the Positivity theme have an enthusiasm that is contagious. They are upbeat and can get others excited about what they are going to do.
Relater
People who are especially talented in the Relater theme enjoy close relationships with others. They find deep satisfaction in working hard with friends to achieve a goal.
Activator
People who are especially talented in the Activator theme can make things happen by turning thoughts into action. They are often impatient.
Community Service
Urban Peak Foundation, Urban Knight for Urban Nights, 2015-03, 2016-12, Urban Nights is a fashion show to benefit Urban Peak which is Colorado’s only non-profit organization to provide a full continuum of services for homeless youth including street outreach, a daytime drop-in center, shelter, case management, GED preparation and testing, employment counseling and placement, substance abuse/mental health counseling, housing and life skills development.