- Advanced Planning Group - Team of former practicing trust and estate planning attorneys who educate ultrahigh
- Coach advisors and other specialist groups on Advanced Planning strategist's capabilities and expertise to help
- Coordinates all Marketing efforts for Advanced Planning Group both internal and external including, managing the development of public facing website with our creative partners and managing robust intellectual capital
- Participates in ongoing communication with leadership to ensure growth of team and our reach including our
- KPIs from client engagements
- Director and member of NextGen Talent Development Program. Also manages the rotational Graduate Training
- Program (GTP) Trainees and summer interns providing day to day tasks, and ongoing projects
M
M&T BANK
Banking Officer Sales Strategy Analyst Business Banking
Buffalo, NY, US
January 2019 - December 2021
L
LAB TO BEAUTY
Sales Training Event and Marketing Lead
Buffalo, NY, US
January 2018 - December 2020
Skills
Agile MethodologyBanking ServicesBrand ManagementBusiness AdministrationBusiness DevelopmentBusiness PlanningCalendar ManagementCommercial BankingCommunication SkillsConsultingCreativityCustomer ExperienceCustomer ServiceEstate PlanningEvent ManagementFranchising SkillsIntellectual CapitalKnowledge of FinanceLeadershipMarketingMaster of Business Administration (MBA)MentoringMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft WordOnline Transaction ProcessingPayroll ManagementPresentationsProfit-Based Sales TargetsRetail CommerceSalesSales StrategySocial MediaStrategic ThinkingStreamlineTableau (Software)Talent ManagementTeam WorkingWell-being and Personal Care