Competencies
BUSINESS PLANS: Conceive, design, deliver strategic and tactical plans for wide variety of needs.
WRITING and EDITORIAL: Superior writing, editorial, layout skills for creating newsletters, marketing & web content.
WEB-BASED MARKETING & CORPORATE COMMUNICATIONS: Proficiency leveraging and integrating corporate Intranet and Internet channels into B2C marketing campaigns, conferences, sponsorships and sales force education initiatives. Adapt and convert existing collateral materials for online access.
Expertise using:
- Adobe Acrobat (creating & managing pdf files)
- Microsoft Office
- streaming media
- web browsing and web publishing software
Strong Internet research skills.
STRATEGIC ALLIANCES and PARTNERSHIPS: Collaborate, cultivate internal/external strategic partnerships and alliances. Experience outsourcing, negotiating and managing external vendor relationships.
PRODUCT KNOWLEDGE:
Philanthropy
Wealth Management
Estate Planning
Personal Trust Services
Retirement Planning
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