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Highly organized and strategic manager with extensive experience in the marketing and communications field. Areas of expertise include project management, ETF channel and product marketing, web and print content development, exceptional writing and editing skills, attention to detail, and understanding of compliance and FINRA guidelines.
Hired, trained and managed a team of marketing professionals, including empowering them and aiding in their career growth. Directed strategic initiatives to grow the Marketing department by developing 27 process flows, roles & responsibilities, identified tactical tasks hindering growth and initiated development plans to solve for existing gaps.
Promoted to ETF marketing management position within the fast growing ETF business unit, and managed a team of project managers and writers.
Increased process efficiency across ETF business unit through compliance enforcement and implementation of a new quality control system, including collaborating with Sr. Compliance Manager to develop and maintain library of risk disclosures, as well as training Product Strategy and Sales on new procedures.
Developed and executed effective project plans, calendars and timelines adhering to departmental processes. Project managed quarterly fact sheet updates, including quality control of all content, compliance changes, AP style, grammar and consistency. Improved QC web processes by implementing a training document, plan and timeline for sales, product development, marketing and compliance. Improved efficiency of quarterly updates by automating 130 ETF product fact sheets, improving time to market by 50%.
Managed mutual fund quarterly commentary, PowerPoint and fact sheet teams, including writing and editing. Promoted to position after demonstrating exemplary project management skills. Defined project deliverables and monitored status of tasks. Drafted action plans, timelines, and led meetings with Product Marketing, Product Managers and Design team to review project status and address prioritization, backlog, team progress and enforce deadlines.
Implemented marketing campaign for the Invesco 529 College Savings Plan in close collaboration with Design, Retirement and Compliance. Wrote and copyedited collateral, keeping voice and tone consistent over six media platforms, including digital and print outlets. Guided junior writer in creating college savings collateral by proofreading and reviewing all print and electronic content for grammar, tone, voice and creative quality.
High-achieving management professional with over 7 years of experience in financial services domain. I possess excellent project management, project coordination, business development, financial analytical skills and capabilities. An enthusiast keen on devising world class insights and cultivating strong relationships with business partners.
Detail-oriented professional who works effectively without supervision. Proficient in multitasking and maintaining a safe and efficient work area. 5 yrs experience in underground utility construction operating to include but not limited to mini excavator, backhoe and vac truck. 13 yrs experience reading schematics and prints for the installation of satellite antennas for government projects.
Enthusiastic natural leader and mentor. Accomplished professional with a diverse range of technical experience. Analytical thinker, well suited as a business/systems analyst adept at working in diverse environments. While my recent career accomplishments and educational achievements reflect a progression in Project Management, I'm driven by curiosity and learning.
Senior League Commissioner - Mile-Hi Bullseye Darts - 501(c)(3) Charitable Organization 05/2008 to 06/2018