Nan Pendleton
Summary
Strategic-thinking individual, experienced in wealth management and planning. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in a dynamic, fast-paced settings. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Collaborative, team-oriented approach, focused on partnering with coworkers to promote an engaging, empowering work culture. Knowledgeable and experienced in budgeting, vendor management and event production. Adept at working under pressure, adapting quickly to new situations and challenges to best enhance the outcome.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
R.W Baird
01.2021 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
Head of Agency
Quintessentially & Co.
12.2018 - 01.2021
- Improved brand recognition by developing and implementing comprehensive marketing strategies.
- Increased overall market share through the successful execution of targeted marketing campaigns.
- Streamlined internal communications for better team collaboration and project management.
- Managed cross-functional teams for efficient project completion and high-quality deliverables.
- Mentored junior team members towards professional growth, fostering a positive working environment.
- Completed and submitted monthly and yearly reports to support executive decision making.
- Oversaw 25-person marketing team, promoting continuous improvement, enhancing processes and reducing costs as head of highly efficient and profitable group.
Director, Integrated Marketing and Events
Endeavor Global Marketing, IMG
07.2016 - 12.2019
- Increased overall market share through the successful execution of targeted marketing campaigns.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Enhanced customer engagement with optimized content creation and social media management.
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Formed strategic partnerships and connected with potential clients to drive business development.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Director, Integrated Event Marketing
SoHo Experiential
04.2011 - 07.2016
- Developed comprehensive event marketing plans, incorporating traditional marketing methods alongside innovative digital tactics to achieve desired results.
- Coordinated cross-functional teams to ensure seamless collaboration in event planning and execution.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Delivered exceptional ROI by overseeing the end-to-end management of diverse event portfolios.
- Formed strategic partnerships and connected with potential clients to drive business development.
- Trained and guided team members to maintain high productivity and performance metrics.
- Coordinated with design and media teams to develop high-quality creative assets.
- Negotiated price and service with customers and vendors to decrease expenses and increase profits.
Education
Bachelor of Arts - Fine Arts
University of Southern Maine
Portland, ME06.2004
Skills
- Relationship building and Management
- Wealth Management, Retirement planning
- Integrated Strategic Marketing
- Business Development & Growth Initiatives
- Event Planning & Execution
- Staff training/Development & Performance Evaluation
- Critical Thinking
- Attention to Detail
- Strong Verbal and Written communication
- Budget Management
Certification
- Licensed Financial Advisor - 2021- Present
- SIE, Series 7 and Series 66
Timeline
Financial Advisor
R.W Baird
01.2021 - Current
Head of Agency
Quintessentially & Co.
12.2018 - 01.2021
Director, Integrated Marketing and Events
Endeavor Global Marketing, IMG
07.2016 - 12.2019
Director, Integrated Event Marketing
SoHo Experiential
04.2011 - 07.2016
Bachelor of Arts - Fine Arts
University of Southern Maine
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