Heather Bailey
Corporate Event Planner
Castle Rock,CO
Summary
Self-directed, highly organized, and detail-oriented event planner with over 15 years of experience creating strategic partnerships and passionate about executing exceptional events that achieve established goals. Experience with planning, budgeting and coordinating wide variety of both small-scale and large-scale events. Strong communicator and negotiator able to foster relationships with key stakeholders and vendors.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
Work History
Vice President, National Events
BNY Mellon Wealth Management
2021.07 - Current
- Manage one direct report, West Regional Marketing Events Manager (CA, NV, and WA)
- Lead Planner for coordination and successful execution of first annual ultra-high net worth client conference, Convene
- Solely responsible for managing strategic events in Central (CO, TX, IL, OH) and Mid-Atlantic (PA, DE, DC)
- Attribute to annual pipeline and ROI for each event (live, virtual, and hybrid)
- Liaison for Corporate National Partnerships (including San Francisco 49ers, Forbes, Bloomberg & Institutional Investor)
- Direct involvement of annual budget development and management
- High-value curated experiences for ultra-high net worth audiences including but not limited to: BNP Paribus Open, U.S Open (Pebble Beach), Super Bowl, Private Dining & Wine Tasting Experiences, Art Galleries, Major Keynote Events, Napa Valley Wine Auction, Private Hangar / Aviation Experiences, Formula 1
- Create and manage online registration sites and event apps through, Event Farm, Cvent & CrowdCompass
- Organize content creation, attendee briefing documents, and subject matter expert talking points & travel itineraries.
- Negotiate high-value contracts that maximize profitability while mitigating risks for the organization.
- Direct marketing strategies to increase brand awareness, generate leads, and grow market share within highly competitive industries.
- Increase company growth through collaboration with sales and marketing departments.
Assistant and Lead Wedding Planner
We Tie the Knots
2016.04 - 2022.12
- Assisted over 45 weddings in Colorado from 2016-2022
- Lead Planner for coordination and execution of 6 weddings in 2017
- Ability to create and design unique, luxury experiences for each and every wedding
- Responsible for vendor relationships and negotiation
- Increased referral business by consistently delivering exceptional customer service throughout the planning process.
- Oversaw setup and teardown procedures at venues while managing staff responsibilities during events.
- Streamlined vendor communication for seamless event coordination and timely execution.
Regional Marketing Events Manager
BNY Mellon Wealth Management
2018.05 - 2021.07
- Managed Strategic Events for Central (OH, IL, PA), and West (CO, CA, NV, WA) Regions
- Partnership with other marketing channels including brand, content, social media and PR
- End-to-end approach for execution of logistics for over 110+ events annually
- Excellent on-site execution experience
- Negotiate contracts and maintain vendor and internal stakeholder relationships
- Organize transportation, BEO's, audio visual, rooming lists, and manage/develop event agendas leading up to the event.
- Led cross-functional teams in execution of successful events, fostering collaboration and communication among all stakeholders.
- Continuously improved event processes based on post-event evaluations from both clients and participants.
- Increased client satisfaction by delivering tailored events that met their unique objectives and preferences.
- Prepared invitations to send out to guest lists.
Director, Jackson Event & Meeting Planning Group & Seminar Systems Unit
Jackson National Life Distributors LLC
2016.06 - 2018.05
- Managed ten direct reports who coordinated over 900+ events per year
- Lead Planner for coordination and execution of annual Jackson National Sales Meeting (over 550 attendees per year)
- Responsible for managing all logistics for over 30+ high-profile events in 2017; coordinated meetings with precision & care
- Research and book venues and third party speakers across country
- Direct oversight of $8 million dollar budget
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Manager of Operations, Seminar Systems Unit
Jackson National Life Distributors LLC
2011.09 - 2016.06
- Managed seven support specialists
- Coordinated logistics for executive due diligence, national, regional meetings, and roadshows
- Tracked approvals, registrations, travel itineraries and ground transportation for attendees
- In charge of meeting material approval through Compliance along with ordering and shipping meeting materials
- Maintained detailed records of sales, appointments and progress of the unit that resulted in consecutive record breaking years
- Routed and negotiated contracts through legal department
- Handled escalated or unusual situations.
Seminar Support Specialist, Seminar Systems Unit
Jackson National Life Distributors LLC
2009.11 - 2011.09
- Managed over 114 seminars at one time, the highest in the department and Jackson's history
- Expanded Curian's utilization to almost double within the first quarter of 2011 compared to 2010
- Worked with Jackson Wholesalers and Financial advisors to plan and execute seminars while still maintaining quarterly goals
- Enhanced relationships with both external wholesalers and advisors
- Acted as a liaison between the wholesalers, advisors and our mailing vendors
- Presented at various Professional Development Unit New Hire Trainings
- Created the continuity book and process for the advisor seminars within the Seminar Systems Unit.
Market Research and Development Intern
Jackson National Life Distributors LLC
2009.07 - 2009.11
- Compiled & analyzed sales tracking reports and trends in order to observe gaps in specific territories
- Developed strategic selling plans for mutual funds, variable annuities, and fixed annuity product line
- Acted as a liaison between External and Internal Wholesalers daily to assist in the drive of sales
- Performed market studies, which were used to implement new strategies across multiple channels.
Intern/Management Trainee
Enterprise Rent-A-Car
2008.05 - 2008.08
- Developed excellent customer service by interacting with various types of patrons
- Balanced sales skills and promoted new ideas within the company
- Provided ongoing support in business by marketing to new businesses and current business partners locally.
- Established open lines of communication with managers regarding employee growth opportunities after completing the program.
- Shadowed senior team members to learn all related jobs and tasks.
Education
Bachelor of Arts - Business Administration And Marketing
Azusa Pacific University
Azusa, CA 2005.09 - 2009.05
Skills
Exceptional interpersonal skills
Core Skills Strengths
- Organized
- Detail Oriented
- Highly Self-Motivated
- Relationship Management Skills
- Operations Management
- Excellent Time Management Skills
- Adaptable
- Solid Negotiation Skills
- Experience & Success Working with Executive Management
- Strong Verbal & Written Communication Skills
- Project Management Skills
- Collaborator
- Results Driven
- Available for Travel
Licenses Professional Skills
- Series 6
- Certified Fund Specialist Designation
- Proficient in Microsoft Office: Outlook, Excel, Word, Teams & PowerPoint
- Salesforce.com
- Cvent
- Concur
- Tableau
- AirTable
- Virtual Platforms: BrightTALK, GoToMeetings, Zoom, WebEx, ON24
- CMP Designation in progress
References Available
True
Activities
- FCS (Financial Communications Society) Bronze Award Winner, Event Marketing Consumer Retail In-House for Convene - 05/01/23
- February 2018 Associate of the Month with Jackson - 02/01/18
- Presidents Council with Jackson - 01/01/11 - 12/01/11
- Cum Laude Honors Graduate - 2009
- Junior Achievement Program Volunteer - 2008
- Business Internship with Azusa Pacific University - 2006-2008
Timeline
Vice President, National Events
BNY Mellon Wealth Management
2021.07 - Current
Regional Marketing Events Manager
BNY Mellon Wealth Management
2018.05 - 2021.07
Director, Jackson Event & Meeting Planning Group & Seminar Systems Unit
Jackson National Life Distributors LLC
2016.06 - 2018.05
Assistant and Lead Wedding Planner
We Tie the Knots
2016.04 - 2022.12
Manager of Operations, Seminar Systems Unit
Jackson National Life Distributors LLC
2011.09 - 2016.06
Seminar Support Specialist, Seminar Systems Unit
Jackson National Life Distributors LLC
2009.11 - 2011.09
Market Research and Development Intern
Jackson National Life Distributors LLC
2009.07 - 2009.11
Intern/Management Trainee
Enterprise Rent-A-Car
2008.05 - 2008.08
Bachelor of Arts - Business Administration And Marketing
Azusa Pacific University
2005.09 - 2009.05
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