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Marketing
Communications and Client Services Projects
Managed
and supervised client communications and external marketing initiatives
related to bank mergers, office relocations
and closures
Developed
sales training products and presentations related
to product launches; online and print training tools
Edited
press releases, newsletter articles and print advertising
for banking, trust and investment products including mutual funds
Supervised
editing, production and distribution of quarterly investment and economic
reports for institutional and retail
clients
Directed
client relations and account management functions
for institutional retirement plans, endowments and foundations including
account acceptance, compliance reviews and
performance reports
Organized
international seminars and managed vendor
contracts, graphic design, direct mail and promotional activities
for book and video sales
Designed
and implemented marketing strategies to increase client base and enhance
image of financial institutions by internal and external marketing communications
and seminars
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