About Me
Marketing programs and business operations leader with 20+ years of experience across technology, financial services, banking, and public-sector environments. Leads enterprise marketing programs, executive and client-fac…
Marketing programs and business operations leader with 20+ years of experience across technology, financial services, banking, and public-sector environments. Leads enterprise marketing programs, executive and client-facing initiatives, events, webinars, stakeholder communications, vendor and contract workflows, CRM reporting, budgets, and process improvement. Generated $4M+ in annual influenced pipeline through a scaled global webinar program, reduced operating costs by $140K annually, and managed a $750K events budget within 3% variance. MBA with strong marketing, project management, financial-services, and digital marketing foundation.
Experience
Marketing Specialist, Events & Programs
<p>Led enterprise marketing program operations across business units, supporting executive engagement, AI/NAPS stakeholder programs, partner programs, customer webinars, and internal communications.</p><p> Scaled a global webinar program generating $4M+ in influenced pipeline annually; standardized intake, production, Salesforce tracking, and post-event workflows to improve reporting accuracy.</p><p> Partnered with sales, product, legal, partner marketing, and marketing stakeholders to secure content, approvals, speaker readiness, audience communications, and compliant execution.</p><p> Managed enterprise event calendars, activity trackers, and capacity-planning tools to prevent scheduling conflicts and improve leadership visibility into priorities and deliverables.</p><p> Reduced operational costs by $140K annually by redesigning branded-merchandise and fulfillment workflows, consolidating vendors, and creating rules-based approvals and batching.</p><p> Created program newsletters, stakeholder updates, timelines, performance summaries, and risk-focused communications to keep leadership and cross-functional teams aligned.</p><p> Supported integrated marketing operations through event/webinar execution, CRM reporting, process documentation, stakeholder follow-up, and continuous workflow improvement.</p>
Events & Tradeshow Manager / Marketing Lead (Assistant Vice President)
<p>Managed a $750K annual events budget across four business units, delivering executive client programs, economic updates, industry events, and national tradeshows within ≤3% variance.</p><p> Led end-to-end planning for business development events, including program objectives, venue/vendor coordination, run-of-show guides, event communications, materials, and post-event follow-up.</p><p> Negotiated vendor contracts and service agreements while maintaining alignment with bank policies, compliance standards, brand requirements, and operational risk controls.</p><p> Collaborated with marketing, compliance, sales, and business leaders to ensure accurate messaging, policy alignment, client readiness, and structured lead follow-up.</p><p> Developed checklist-driven standards and documented workflows to improve governance, execution consistency, and quality control across recurring programs.</p>
Lead Marketing Manager / Senior Associate
<p>Directed marketing programs for a major business line, including campaigns, client communications, webinars, events, and sales-enablement support aligned to enterprise strategy.</p><p> Launched webinar systems that reduced travel spend, expanded national client access, and supported accurate CRM tracking and reporting.</p><p> Coordinated priorities with sales, product, and compliance teams; tracked outcomes through CRM dashboards and documented reporting.</p><p> Produced internal newsletters and leadership updates summarizing campaign performance, client engagement, program timelines, and business priorities.</p>
Executive Assistant & Events Coordinator
<p>Supported senior executives with scheduling, stakeholder coordination, travel, meeting preparation, documentation, and confidential communications.</p><p> Assisted with large-scale events, community engagement programs, interdepartmental communications, and high-touch executive support in corporate and public-sector environments.</p>