Summary
Overview
Work History
Education
Skills
Languages
Timeline
Lyndon Lewis

Lyndon Lewis

Hamilton Township,NJ

Summary

Strategic Event Marketing and Project Manager with 6+ years of experience leading high-impact campaigns, partnerships, and event programs across fintech, compliance, and financial services. Proven success in scaling event operations, optimizing lead generation, and driving measurable ROI through cross-functional collaboration and data-driven decision-making. Adept at managing budgets, CRM systems, and omni-channel marketing strategies. Known for transforming complex challenges into scalable solutions that elevate brand visibility and stakeholder engagement. Seasoned Marketing Coordinator knowledgeable about banking compliance, wealth management and food retail marketing. Excellent attention to detail and remarkable critical thinking skills. Proficient in developing and overseeing projects with focus on quality and efficiency. Seasoned Marketing Coordinator knowledgeable about . Excellent attention to detail and remarkable critical thinking skills. Proficient in developing and overseeing projects with focus on quality and efficiency.

Overview

31
31
years of professional experience

Work History

Marketing Coordinator / Events Manager

PrintMail Solutions
03.2025 - 09.2025
  • Executed conferences on time and within budget, refining logistics and approval workflows.
  • Created and monitored email campaigns using Nutshell CRM.
  • Negotiated vendor contracts and supported lead generation through KPI tracking.
  • Collaborated with Sales and Marketing teams to implement 4DX strategies and qualify leads.
  • Standardized internal procedures for shipping, travel booking, and budget management.

Partnerships Marketing / Events Manager

Pontera Solutions Inc.
11.2022 - 08.2024
  • Planned and executed all conferences and events for sales and enterprise teams in the fintech sector.
  • Launched Partnership Program with tutorials, co-branded collateral, and demo videos to support onboarding.
  • Coordinated quarterly stakeholder panels, resulting in partnerships with Dynasty, Shorehaven, and Focus Financial.
  • Scaled event operations from 22 events ($175K) in 2022 to 48 events ($500K) in 2024.
  • Built Monday.com templates to manage event logistics, team roles, budgets, and quarterly planning.
  • Developed corporate gifting infrastructure, transitioning to automated drop-shipping via swag.com.
  • Executed omni-channel campaigns with landing pages, QR codes, and targeted email outreach; improved engagement through A/B testing.
  • Integrated Hubspot and Salesforce data to track campaign ROI and re-engage stale leads.

Senior Marketing Associate

ARC Risk and Compliance
04.2019 - 10.2022
  • Managed lead generation via email campaigns, trade shows, phone outreach, and direct mail.
  • Supported sales operations with RFPs, SOWs, MSAs, and NDAs.
  • Promoted AML services including model validations, risk assessments, and remediation to domestic banks and credit unions.
  • Executed virtual and in-person events, increasing booth traffic by 30% year-over-year.

Financial Advisor

Merrill Lynch
02.2017 - 03.2019
  • Achieved Series 7 and 66 Certification.
  • Developed customized financial plans and initiated marketing campaigns to expand outreach.

Financial Consultant

PNC Bank
05.2015 - 01.2017
  • Led in-store marketing initiatives and served as business liaison for local enterprises.
  • Ranked #7 in 2016 for financial consultant sales revenue in the Mid-Atlantic region.

Area Manager / Business Marketing Manager

Wegmans Food Markets
07.1994 - 09.2011
  • Managed $1M+ sales/week operations across multiple departments and led regional marketing for business loyalty programs.
  • Drove catering sales through targeted campaigns and partnerships with local organizations.
  • Promoted Shoppers Club for Business across NJ markets, expanding catering program reach.

Education

Bachelor of Science - Economics, Marketing

University of Pennsylvania, Wharton School of Business, Philadelphia, PA
05.1990

Skills

  • Jira
  • Mondaycom
  • Cvent
  • Google Workspace
  • Zoom
  • Salesforce
  • Zoho CRM
  • Nutshell CRM
  • RainFocus
  • Confluence
  • Microsoft Office
  • Slack
  • Outlook
  • Proofreading
  • Communications management
  • Marketing collateral preparation
  • Scheduling
  • Adobe creative suite
  • Interdepartmental collaboration
  • Calendar management
  • Email blasts and newsletters

Languages

Spanish
Limited Working
French
Limited Working

Timeline

Marketing Coordinator / Events Manager - PrintMail Solutions
03.2025 - 09.2025
Partnerships Marketing / Events Manager - Pontera Solutions Inc.
11.2022 - 08.2024
Senior Marketing Associate - ARC Risk and Compliance
04.2019 - 10.2022
Financial Advisor - Merrill Lynch
02.2017 - 03.2019
Financial Consultant - PNC Bank
05.2015 - 01.2017
Area Manager / Business Marketing Manager - Wegmans Food Markets
07.1994 - 09.2011
University of Pennsylvania, Wharton School of Business - Bachelor of Science, Economics, Marketing
Lyndon Lewis