4/2007 - Present

Entry Level

• • Provide market research support to Marketing and Sales team for new business development efforts to aid in positioning strategies for market development. • Conduct research on investment consulting firms, trustee and employee benefit plans and other intermediaries that influence the investment decision-making process. • Develop market segmentation and sales allocation reports to aid team in understanding the marketplace dynamics and consumer target. • Involvement in re-branding efforts through collateral development and power point presentations. • Developed prospect database through integration of data using Money Market Directory, FreeErisa.com and internal sources to analyze clients and prospects asset allocation, strategy usage and market value. • Assist senior management in providing written and oral reports, communications and client services on marketing and sales efforts for the department.

2/2005 - 3/2007

The Bank of New York

Contractor / Freelance

• • Organized and coordinated marketing/sales campaigns for The Private Bank, Trust Services, Institutional Asset Management, Regional Commercial Banking and Community Development. • Wrote creative briefs, product sell sheets and participated in research to initiate marketing efforts. • Participated in event planning, product launches, direct mail campaigns and created journal ads. • Involvement in re-branding efforts and strategic market expansion for The Bank of NY business units. • Launched Risk Study Road Show marketing/sales campaign in both the US and International markets. • Coordinated and managed philanthropy efforts of The Bank, including events and sponsorships. • Developed events database to streamline and organize the event planning process.

2004

Master Degree

University of San Francisco

• MBA in Finance and International Business

2000

Bachelor Degree

Roanoke College

• BBA concentration Global Business