Regional Growth Director and Mentor, Untapped Potential, Fairfield County, CT (Contract Position) 7 mos
Developed and expanded CT benefit corp on a social mission working to impact gender equity and diversity in the workforce
• Increased client growth by 30% per quarter
• Established Fairfield County market and collaborated with incubator partner to develop UP constituency
• Hosted virtual mock interview sessions and candidate-focused events
• Collaborated with regional influencers to promote the UP mission

Director, Marketing & Client Relationships, WHZWealth.com Wealth Advisors, Pomfret, CT 9 years
Boutique wealth management and financial planning firm with Broker Dealer, Commonwealth Financial Network
• Firm assets under management increased 300%+ during marketing director tenure.
• Grew client base via integrated B2C and B2B marketing initiatives as well as through COI development
• Modernized all brand content, images and video
• Launched an improved, interactive website increasing visitor session times and 45% more qualified prospects
• Conceptualized and executed budget-friendly, compliant email, direct mail and digital campaigns for segmented constituencies and analyzed KPI and ROI
• Promoted brand and services using traditional collateral, digital ad campaigns and social media content
• Co-created "Plan Well, Invest Well, Live Well" marketing concept still in use today in firm deliverables
• Leveraged media and multimedia to attract key audiences
• Executed high-touch, referrers-only thank you events, seminars to drive leads, and forged community alliances with C-Suite principals to drive professional referral network
• Supervised excellence in customer service execution from client service, admin staff and interns
• Developed training materials for marketing interns
• Created and edited RFP project drafts synthesizing stakeholder input and key facts
• Firm Voted “Best in Financial Services” for the region over multiple, consecutive years
• Selected as Marketing SME to present at National Symposium for Registered Representatives and Staff: “How to compliantly market a service brand and succeed in execution and budgeting”
• Licensed Real Estate Agent and Transition Coach/Mentor for HNW Clients
• Member, Quarterly Investment Committee

Account Director, Beverage & CPG Clients, Theo Marketing Agency, NY Metro/Fairfield, CT 3 years
Led strategic brand planning and execution of digital, social and web marketing programs for Pepperidge Farm
and Radeberger Gruppe, Germany’s largest brewery group.
• Directed accounts, enhanced agency-client relationships and managed the day-to-day client requests
• Developed email campaigns for targeted segments, streamlined CRM, increasing email readership by 65%
• Directed integrated marketing content creation
• Managed KPI and optimized data analysis
• Implemented local and national sweepstakes events

Retail Marketing Partner & Customer Experience Guide, Patagonia, Westport, CT 1 year
Hired to amplify and drive Patagonia’s brand-related, environmental corporate mission: “We’re in Business to Save our Home Planet”
• Managed social brand content, conceptualized email campaigns and developed events for Certified B-Corp, in collaboration with NYC Regional Managers and Patagonia Home Office Marketing team leaders
• Increased social following by 25%
• Improved store messaging reach and event frequency with not-for-profit diversity and inclusion-focused, environmental, conservation and/or community business partners organizations conservation and/or community business partners
• Helped evaluate and organize community grant recipients for Patagonia Action Works sustainability and conservation projects

Operations and Marketing Director, Savor Life Coaching, Pomfret, CT 2 years
• Developed website and marketing plan for lifestyle growth-mindset and coaching consultancy firm
• Created planned retention efforts, lead-generating content, database standards and brand collateral
• Developed video and static content for social and email campaigns


PRIOR ROLES IN CPG AGENCY MARKETING (5 years)

Senior Account Executive/Major Accounts, Creative Alliance, Westport, CT
Beverage & Technology (Guinness, Pepsi, Evian and AT&T)
Account Executive/Major Accounts, Market Growth Resources, Wilton, CT
Consumer Packaged Goods (Unilever - Dove, Caress and Sunlight)
Program Manager/Agency of Record Accounts, Ryan Partnership, Westport, CT
Consumer Packaged Goods (Unilever - Dove, Dixie Cups, Dunkin’ Donut and Western Union)