PROFESSIONAL
EXPERIENCE
For
current activities, see Affiliations on Page 2
Ernst & Young – Supervising
Associate / Account Coordinator Jan. – Sept.
2011
Coordinated
3 major accounts supervised at E&Y’s chairman ($50 million in annual
revenue)
v Account Management:
ü Co-developed
account plans to include sales targets, service offerings, and client outreach
strategies.
ü Boosted
teamwork and sales revenues by coordinating account-team competition program.
Ø Sales Pipeline:
Coordinated $50 million in institutional business advisory and assurance sales.
Ø Structured Finance: Identified
un-reported and uncollected revenues by reconciling structured finance reports.
Ø Marketing Collateral: Deepened
client relations by developing new client account review decks.
Ø Research: Developed
organizational charts of client hierarchies to help account team in sales
strategies.
Ø Quality Assessment: Discovered
service gaps and dissatisfied client opinions by coordinating quality
assessment meetings.
Ø News Tracking: Alerted
senior partners on client mentions in Factiva and WSJ articles.
Ø Professional Development: Presented
to fellow account managers on the Foreign Account Tax Compliance Act (FATCA) legislative
mandates and how E&Y service offerings align to client’s needs.
Ø Contracts / Legal: Managed /
edited service contracts between E&Y and clientele.
Separated
from E&Y with severance package.
Thomson Reuters – Program Coordinator June – Oct. 2009
Managed client relations and marketing
operations for Thomson West’s Continuing Education programs.
Ø Competitive Intelligence:
Quickly acquired understanding of the industry and generated competitive intelligence
analyses on pricing and content of competitor products and recommended new
strategies.
Ø Website Management: Composed content of new sub-pages for on-line catalogue.
Ø Research:
Composed new
content from legal internet sources enhancing themes and topics of events.
Ø Project Management: Managed internal
relations between Sales, Marketing, Operations, and Event depts.
Ø Databases:
Created /
managed databases & calendars for Marketing and Events depts.
Staff
reductions downsized the NYC Thomson West Legal Education business unit.
Separated
with severance pay. References available.
Continued on
Page 2
Cowan Financial / MassMutual – Marketing & Business Development Agent July 2006 – May 2009
Generated sales leads for financial
advisor sales force.
v Acquired NASD Series 6
& 63 and NY State Life &
Health Insurance licenses.
Ø Marketing Writing:
Increased sales meetings by composing new sales scripts & product cover
letters for use with prospects (benefits managers, business owners, and
investors).
Ø Business Development:
Established
400+ B2B and B2C sales meetings for the sales force agents.
Ø Database Mgmt: Identified 25,000+
prospects from internet and Dun & Bradstreet sources assessing annual
sales, employee growth patterns, and credit profiles for sales targets.
Ø Legal Writing:
Composed internal service agreements between Compliance, Sales Force, and
Management.
2008
recession impacted sales. Resigned to accept position at Thomson Reuters. References
available.
Fashion Institute of Technology – Associate,
International Programs Aug. 2004 –
June 2005
Supported business and enrollment development and marketing,
events, and operations of study abroad programs.
Ø Legal Writing:
Increased revenues by restructuring
consulting service proposals / fee schedules for European and Asian
clientele (up to $200,000 per
contract).
Ø Website Mgmt:
Doubled customer response rates by composing new web content to market program
services.
Ø Event Mgmt:
Generated revenues of $10,000+ per event serving as coordinator of trade shows
and seminars.
Ø Marketing Writing:
Produced
enrollment and revenue presentations demonstrating the 2003 Iraq War impact.
Ø Database Mgmt:
Streamlined
relations and account reconciliation processes with clients and service
vendors.
Resigned
to transition career to the business sector to develop a better salary and
career track.
References
available.
Baruch
College – Graduate Assistant Feb. 2002 – Jan. 2004
Supported deans and directors in
public, media and donor outreach initiatives.
Ø Marketing Writing:
Aided fundraising by composing newsletter interviews and overseeing direct-mail
operations
Ø Event Mgmt:
Furthered public relations as deputy supervisor of lecture and panel debate
series.
Speaker highlights included: Ed Koch, Gifford Miller, and Ray Kelly. Time Warner Ch.75 featured events.
Ø Databases:
Eliminated out-of-date addresses by reviewing donor databases and mailing lists.
References
available.
EDUCATION:
v Masters- Higher Education Management, Baruch College (May
2004)
v Bachelors, History, Pace University, NYC (May 2000)
AFFILIATIONS:
International Association
of Business Communicators [NY Chapter]
– Co-chair Programming (2006 – 2011)
Treasurer
/ Secretary (2012)
v Doubled attendance
rates by enhancing on-line event advertisement design and content.
v Designed and produced
25 seminars on Investor Relations, Marketing, and Communications issues impacting
the financial, professional, consumer product and legal services industries.
v Recruited
senior managers as lecturers from:
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