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Capturing the Moment...
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MARKETING EVENT PROGRAMS
Branding Campaign ~ researched and conducted focus groups for brand positioning in marketplace, participated in the development of new logo/brand, and aided in the development of campaign launch for prominent financial services firms and former global legal firm.
Public Relations: Researched & Managed Annual Law Firm Chambers USA Submissions (15+ annual submissions), America’s Leading Lawyers For Business ~ result was the increase of six new practice areas being recognized and new “Leaders in the Industry”.
New Collateral Development and Website Development ~ materials developed for financial services; consumer logistics firm; business-to-business firms; and global law firms (managed content development, design, development & production for dozens of practice areas).
New Business Development ~ one example includes the creation of a direct marketing brochure to increase awareness post-merger for prominent law firm which led to a 30% response and 10% new business generation
Open House and Marketing Campaigns for entrepreneurial Wealth Management Investment Firm; USA Shipping & Logistics Firm
Unique Personal Celebrations & Multi-day Events ~ example includes Event for Executive’s Family & Friends in Palm Beach’s The Breakers Hotel in Palm Beach, Florida; Kiawah Island Golf Course & Resort in Kiawah, South Carolina; and other U.S. & Global Top-Rated Resorts
Corporate Retreats ~ managed annual retreat for 600 partners of newly merged law firm; managed practice group business development retreats; managed executive retreats
Tradeshows (ranging from 100 attendees to 20,000+)
New Product Campaign & Client Relationship Event ~ example includes ski event with former Olympians (Televised NBC, included community component, on-mountain branding, and hosted affluent clients, sales and executives)
Sales Incentive Programs
Service Recognition and Retirement Events for Prominent Executives and Billionaires
Annual Meetings & Executive Meetings
Guest Speaker Seminars and Events ~ developed educational, motivational and informational programs with guest speakers including, but not limited to, celebrity sports figure Billy Beane, Manager of the Oakland A’s Baseball Team and former Super Bowl Coach Dick Vermeil; Investment Legend Peter Lynch; Sir Ian Wilmut of University of Edinburgh (cloned the first mammal, Dolly the lamb); Philanthropic icon Former President Jimmy Carter; Robert Pozen, former MA Secretary of Economic Affairs and former Chairman of SEC Advisory Committee; and entertainment guests such as Harry Connick, Jr.; and more.
Seminars at Sea (Scandinavia & Russia Cruise and Alaska Cruise) ~ negotiated special pricing for preferred clients and targeted onboard audience for relationship building events, conducted seminars, and generated awareness for global mutual fund firm
2002 Winter Olympics Corporate Hospitality Programs
Special Exclusive Events: Evening with the Boston Pops ~ private performance, dinner & dancing with conductor Keith Lockhart, and a mini Pops orchestra for exclusive affluent clients; Wine Tasting with Conde Nast; Education & Golf with Brad Faxon, PGA Golfer
Online Brokerage New Product Launch ~ managed $40 million budget for national launch of new brokerage services; program achieved Silver Anvil Award
Awareness Campaign (financial services California Market Saturation and Online Brokerage Services) ~ managed third-party partnerships, created sweepstakes for lead generation; managed massive promotion using bus-wraps, advertisements, guerilla marketing and education “SWAT” teams, representative training, and client appreciation events
Seminars ~ global seminars with various speakers such as Suze Orman, Hugh Rice, Dick Vermeil, Peter Lynch, Head of the BBC, Various Legal Advisors, and Financial Services Investor Center Managers, Fund Analysts, Portfolio Managers
Fund Raisers ~ American Ireland Fund, MSPCA, Quincy (MA) Animal Shelter, Walk for Cancer
Philanthropy Events ~ included events with former President, Jimmy Carter for Charitable Gift Organization (Wellesley, MA & Palo Alto, CA)
Democratic National Convention (MA) & Republican National Convention (NY) ~ created and orchestrated corporate sponsorship activities, and government official and political lobbyist functions
Holiday Parties ~ targeted over 36,000 financial services employees and created interactive, high profile, entertaining events that were conducted over 12 cities nationwide (6 years consecutively)
Local Volunteer Programs ~ included Families in Need; Reading is Fundamental; Animal Welfare; Habitat for Humanity
Media Blitz’: Retirement Income Advantage Study (financial services firm); Baby Boomer Research Media Blitz Launch on Wall Street (financial services firm); 529 College Planning Blitz (financial services firm)
Corporate Sponsorship Multi-Day Programs ~ includes four years annually creating programs to host clients, educate and strengthen client relations while at unique venues such as the British Open Championship, US Open Championship, and Jumper Classic
Exclusive Educational Multi-Day Programs ~ the Annual Women in Construction event in Washington, DC (global law firm); Annual Construction & Infrastructure Summit (global law firm)
