ABOUT

• Conducted SWAT analysis.
• Established and led recon meetings.
• Provided mentorship and training to team members without formal marketing backgrounds.
• Developed marketing plans for Corporate, Banking, Credit Union and Health Care sectors.
• Sourced, hired, and led three freelancers and several agencies.
• Conducted a comprehensive website review.

Feedback received: 

• “Before you it wasn’t organized or fun at all as it seemed like there was a BIG disconnect between marketing and everyone else”
• “Basically, the job you are having to organize is merging all of the BFSG and MC things with the new items that were nonexistent almost before you came onboard. That is a HUGE mountain to climb and you’ve created an open – team environment and that’s the only way this is going to get done.”
• “You do so eloquently. I meant to compliment the way you handled that as well as it was stellar and I’d expect nothing less from someone so courteous and professional.”

• Created new messaging and brand architecture for marketing programs.
• Updated sales presentations and materials.
• Incorporated branding and thought leadership into Due Diligence materials.
• Developed press release templates and new formulas.
• Prepared logos for new programs.
• Established new brand guidelines.
• Created process checklists for various events.
• Led Advisor meetings, including presentations and logistics.

Feedback received: 

• “Wow, wow, wow! I just opened this and am literally blown away with what you and your team did with this. I have more slides to share and build out our sales support library. Super impressive!”
• “Let me say I REALLY LIKE what y’all have done.  Definitely GREAT stuff.”
• “THANKS…you should be proud.”
• “Y’all have done a FANTASTIC job.”
• “Don’t sell yourself short ma’am! You are the bomb."

• Led 70+ partnership meetings, securing referrals from senior care communities, hospitals, and centers.
• Forged strategic partnerships with senior care providers, expanding reach and market presence.
• Launched a lead generation program, boosting inquiries and driving measurable growth.
• Presented to clients, unlocking partnerships and high-value opportunities.
• Engaged stakeholders at industry conferences, enhancing relationships, resulting in network expansion.

Feedback received:

• "Thanks a million for all you do! Today's presentation was just tons of good information for the group and was very well presented and articulated. You're just marvelous, intelligent and the warmest soul I have ever met. Exceptional work."
• "Your booth was the most welcoming and professional I've seen at this year's industry events—it truly made an impact and brightened up the conference."
• "I want to take a moment to express how grateful I am for all you bring to our team and the community. Your warmth, compassion, and ability to touch the hearts of everyone you meet are gifts that truly set you apart."

• Developed a team survey program to assess needs regularly.
• Achieved Great Place to Work certification.
• Successfully conducted the first two-day all-staff training session with minimal disruption.
• Created 30+ low-cost/high ROI team benefits.
• Restructured new hire materials, branding, and onboarding presentations.
• Introduced processes and procedures for onboarding.
• Enhanced monthly team meetings based on survey results.
• Promoted high ROI programs like "Feats of Greatness."
• Developed turnkey materials for interested partners.
• Established a strong CSR presence on social media.
• Recruited advisors.

Feedback received:

• “Enjoyed the volunteer work and park clean up as a team. Keep the opportunities coming.”
• “You are a breath of fresh air”
• “Really appreciate all you are accomplishing for our team.”
• “I can’t say “thanks” or “I appreciate you more than you know” or “compliment the job you’re doing” to everyone with ears willing to listen enough.”
• “OUTSTANDING!”
• “You take your time with making the right decisions and you have been a wonderful mentor”
• “I have learned a lot from you.”