Experience

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  Marriott international, inc (lodging industry)

  May 1997 - Apr 2001

  Concierge and guest services

  Assisted guests with reservations of local activities, restaurants and entertainmentManaged business center and business requestsManaged concierge lounge for executive level guestsAssisted sales and catering staff in satisfying group requestsCompleted room reservations via proprietary reservation softwareGreeted and assisted guests with check-in/check-out, room assignments and other guest requests

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  Ameriprise financial services, llc.

  Jun 2000 - Mar 2013

  Financial advisor at woodward & associates, a financial advisory practice of ameriprise financial

  -Presented complex recommendations and tailored strategies via presentations in the areas of retirement planning, education planning, wealth accumulation, asset allocation (including ROI tracking and discussions), tax management, protection planning and estate planning-Managed over $25 million in assets for 200 client groups-Responsible for the training and development of new advisors-Trained all support staff on procedures and processes-Provided on-going management of client relationships to review and adjust financial plan -Grew the market group advisor workforce through recruitment and the interview selection process-Covered initial consultations and strategy meetings for a team of 10 financial advisors-Provided training to advisors on a weekly basis which focuses on skill development, sales and marketing techniques, and product knowledge -Assisted advisors in analyzing the specifics of their businesses strengths, weaknesses, opportunities, and threats through proprietary -Leadership Suite software-Subject matter expert and internal educator of referral systems and planning software-Assisted district manager in running district meetings and sales call sessions-Provided case analysis to advisors in order to develop financial strategies for clients-Managed daily activities of office in leaderships absence-Advanced Advisor Group, Top performing first year advisor, Top performing second year advisor Show less

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  Blue ocean partners, llc

  Mar 2013 - Aug 2014

  Associate advisor

  -Comprehensive personal and business financial planning and strategy advisor-Implemented strategies for clients to achieve their financial goal in the areas of wealth management, retirement, education, tax efficiency, estate planning, insurance, and budgeting.-Managed Client Relationship Management (CRM) database of clients, vendors and wholesalers-Performed Human Resource functions such as medical insurance, benefits, license tracking and managing continuing education requirementLicenses: Chartered Life Planning Counselor (CRPC), Series 7, Series 66, Health, Life & Variable Annuity Show less

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  Hilton

  Aug 2014 - Jun 2020

  **Separated due to Covid-19**-Managed Brand projects for strategic development of repositioning projects such as Service Culture, Brand Standards, innovation, sustainability, Hilton Supply Management, Wellness, and operating supplies and equipment (OS&E)-Directed creation and delivery of Waldorf Astoria and Conrad collateral -Executed Pre-Opening and Brand Performance Support functions to include property requests and waivers-Established bench-marking goals, development strategies, planned branded events, acted as consumer facing brand representation and prepared monthly & yearly brand recaps Show less -Collaborated with key stakeholders across the Customer Organization for departmental meetings, on-site property training, brand immersions, ownership meetings, brand conferences, vendor presentations, programs and agendas to include contract negotiations-Created departmental reports and visual presentations-Increased internal & external brand internal communications by creating content for Waldorf Astoria and Conrad Brands and sharing across multiple communication channels-Facilitated Brand Hospitality training programs across Waldorf Astoria, Conrad and Canopy hotel brands Show less

  • Manager, Waldorf Astoria & Conrad Brand Management and Development

    Feb 2020 - Jun 2020

  • Coordinator, Luxury & Lifestyle Brands

    Mar 2018 - Feb 2020

  • Luxury & Lifestyle Brand Support

    Aug 2014 - Aug 2018
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  Cvent

  Oct 2020 - now

  -Serve as a point of contact for the customer on a single or multiple events, ranging in size or complexity-Act as the point of contact in managing all planning and Day Of aspects of the event through heavy engagement with the customer-Directly support and consult with customers on how to best leverage Cvent’s Virtual and Onsite Solutions functionality-Act as a liaison between supplier vendors and customers to quote, order, and manage event specific materials-Troubleshoot potential issues to ensure the customer’s success at their event virtually and/or onsite-Manage several concurrent projects of differing sizes and complexity-Help develop and improve upon internal processes specific to managing virtual, onsite, and hybrid projects-Identify and define product improvements and enhancements as they pertain to client needs and overall deployment-Configure event specific technology throughout the project lifecycle-Manage the Day Of implementation team virtual and/or onsite-Work with Finance on project costs Show less

  • Program Manager, Event 360 Professional Services

    Sept 2024 - now

  • Project Manager, Event 360 Professional Services

    Oct 2020 - Sept 2024