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
years of professional experience
Work History
PrintMail Solutions
Marketing Coordinator / Events Manager
03.2025 - 09.2025
Job overview
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.
Merrill Lynch
Financial Advisor
11.2022 - 08.2024
Job overview
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.
Collaborated with Sales and Marketing teams to implement 4DX strategies and qualify leads.
ARC Risk and Compliance
Area Manager / Business Marketing Manager
04.2019 - 10.2022
Job overview
Managed lead generation via email campaigns, trade shows, phone outreach, and direct mail.
Supported sales operations with editing/proofreading of RFPs, SOWs, MSAs, and NDAs.
Promoted financial compliance services such as model validations, risk assessments, and remediation.
Grew the company presence exponentially in the small community bank and credit union space in the US.
PNC Bank
Financial Consultant
02.2017 - 03.2019
Job overview
Standardized internal procedures for shipping, travel booking, and budget management.
Achieved Series 7 and 66 Certification.
Pontera Solutions Inc.
Senior Marketing Associate
05.2015 - 01.2017
Job overview
Developed customized financial plans and initiated marketing campaigns to expand outreach.
Wegmans Food Markets
Service Area Manager
07.1994 - 09.2011
Job overview
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
University of Pennsylvania, Wharton School of Business
Philadelphia, PA
Bachelor of Science from Economics, Marketing
University Overview
Skills
Jira
Cvent
Zoom
Zoho
CRM
RainFocus
Microsoft Office
Outlook
Communications Management
Scheduling
Interdepartmental collaboration
Mondaycom
Google Workspace
Salesforce
Nutshell CRM
Confluence
Slack
Proofreading
Marketing collateral preparation
Adobe creative suite
Calendar management
Work Preference
Work Type
Full TimeContract Work
Location Preference
On-SiteRemoteHybrid
Timeline
Marketing Coordinator / Events Manager
PrintMail Solutions
03.2025 - 09.2025
Financial Advisor
Merrill Lynch
11.2022 - 08.2024
Area Manager / Business Marketing Manager
ARC Risk and Compliance
04.2019 - 10.2022
Financial Consultant
PNC Bank
02.2017 - 03.2019
Senior Marketing Associate
Pontera Solutions Inc.
05.2015 - 01.2017
Service Area Manager
Wegmans Food Markets
07.1994 - 09.2011
University of Pennsylvania, Wharton School of Business
Sr Software Engineer at P Square Toll Solutions India Pvt Ltd / Seeroo IT Solutions (P Square Solutions LLC – Contractor)Sr Software Engineer at P Square Toll Solutions India Pvt Ltd / Seeroo IT Solutions (P Square Solutions LLC – Contractor)