Dynamic and results-oriented professional with a steadfast work ethic and excellent organizational skills. Known for achieving business results through effective project and people management, constructive conflict resolution, clear communication, quick and effective decision-making, teamwork, and skillful, creative problem-solving.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Head of Events, Americas
SCHRODERS
08.2015 - Current
Management of over 200 conferences and events inclusive of xxx proprietary events for clients in the Americas
Effective collaboration amongst senior stakeholders at the organization elevating our brand and overall event experience for clients. Enhancements such as implementation of LED walls, the use of vinyls and lightboxes to create messaging
Management of NA marketing budget consistently ensuring at budget YOY
Developed ROI tracking report on events which has since been rolled out globally
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Organized and detail-oriented with a strong work ethic.
Vice President, Office Manager
SUMMIT ADVISORS OF LONG ISLAND | STEFAN ASSOCIATES
11.2014 - 07.2015
Manage daily office flow and supervision of office staff
Implemented and managed budget for investment, accounting, and legal business related marketing
Served as liaison between investment and legal departments, ensuring timely delivery of client servicing needs across business
Created and implemented annual performance reviews for workforce
Assistant Vice President, Senior Meeting and Event Planner
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
10.2012 - 11.2014
Managed and coordinated planning and logistics for due diligence meetings with major wirehouses, RIAs, and independent focus firms to increase sales into 'Focus Funds'
Researched and negotiated venue contracts for all firm meetings, reducing costs by 20% and doubling client attendance
Established system to accurately monitor and track budget pre and post meeting
Worked in tandem with Marketing to create dedicated event website, on-line registration forms, and email tracking system
Coordinated with client home offices to obtain required financial advisor compliance approval and adhere to pre and post event firm specific protocol
Responsibilities included: maintenance of attendance lists, hotel rooming lists, travel arrangements for attendees and sales personnel, round trip ground transportation, negotiation of venue and audio visual contracts, and on-site coordination
Developed and implemented internal conference and regional client event follow-up process for sales force as a complement to our sales efforts
Utilized CRM system's reporting tools in order to analyze post due diligence and conference sales
Established detailed conference and due diligence budget and breakeven reporting analysis to determine costs year over year and aid in budget discussions with Senior Management
On-going collaboration with Marketing to create new booth design, promotional items, sales flyers, and product presentations
Responsible for all organized nationwide client events with portfolio managers and sales personnel
Assistant Vice President, Event Coordinator
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
05.2008 - 11.2014
Responsible for logistics related to due diligence meetings, regional, and national conferences including sponsorship relationships
Established and cultivated key relationships with hospitality and restaurant companies in major cities nationwide
Oversaw sales admin in conference, event, and due diligence coordination as needed
Assistant Vice President, Executive Assistant to Head of Distribution
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
08.2005 - 10.2012
full administrative duties as needed to support Head of Distribution sales efforts
Responsibilities included: calendar management for key stakeholders and the department; management of meetings and conference calls with portfolio management team and top financial advisers, travel management for executives
Executive Assistant to Senior Vice President and CFO
POLO RALPH LAUREN
11.2004 - 07.2005
Executive Assistant to CEO/President
NASSAU ASSET MANAGEMENT
08.1998 - 11.2004
Education
Bachelor of Arts - Psychology, Business Minor
LOYOLA UNIVERSITY
Baltimore, MD
05.1998
Skills
Microsoft Product Suite
Cvent
Salesforce
Notary public
Certification
FINRA Series 7
FINRA Series 63
Notary Public
References
available upon request
Middleinitial
J.
Timeline
Head of Events, Americas
SCHRODERS
08.2015 - Current
Vice President, Office Manager
SUMMIT ADVISORS OF LONG ISLAND | STEFAN ASSOCIATES
11.2014 - 07.2015
Assistant Vice President, Senior Meeting and Event Planner
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
10.2012 - 11.2014
Assistant Vice President, Event Coordinator
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
05.2008 - 11.2014
Assistant Vice President, Executive Assistant to Head of Distribution
FIRST EAGLE INVESTMENT MANAGEMENT, LLC
08.2005 - 10.2012
Executive Assistant to Senior Vice President and CFO
POLO RALPH LAUREN
11.2004 - 07.2005
Executive Assistant to CEO/President
NASSAU ASSET MANAGEMENT
08.1998 - 11.2004
Bachelor of Arts - Psychology, Business Minor
LOYOLA UNIVERSITY
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