EXPERIENCE

Momentum Builder/Sales Mastery
Events & Marketing Director

I am a founding member of Momentum Builder and lead event strategy, marketing, and production of in-person events (largest attended by 700+ with 30+ sponsors), digital events (largest attended by 1,500+), and smaller curated experiences such as exclusive dinners and hands-on workshops.

• Direct the planning, marketing, and execution of large-scale national conferences and leadership events, overseeing attendee growth, sponsor revenue, and full event experience design

• Design interactive, high-energy experiences that foster community, connection, and fun, increasing attendee engagement, repeat attendance, and brand loyalty

• Drive sponsor acquisition strategy and oversee end-to-end fulfillment, ensuring every sponsor receives the full scope of contracted benefits while designing high-value exposure packages that increase retention and upsell opportunities

• Oversee creative direction across all touchpoints including branding, website design, event collateral, stage visuals, social campaigns, and merchandise

• Build and manage the complete marketing ecosystem including CRM architecture, websites, landing pages, email automation, ticket sales funnels, social media pages, and paid and organic campaigns

• Implement scalable operational systems and multi-platform integrations, balancing strategic growth initiatives with hands-on execution in a lean startup environment

• Lead cross-functional coordination with speakers, sponsors, executive leadership, vendors, and production teams to ensure seamless execution

Finance of America Mortgage > PRMG > Lower Mortgage
(The team I’m part of moved companies and stayed intact)
Divisional Marketing & Events Director

Lead marketing and event strategy for a regional mortgage sales team, partnering directly with sales leadership to drive business growth.

• Manage all divisional marketing strategies and execution, aligning initiatives with production goals

• Develop and execute multi-channel marketing campaigns for individual loan officers, translating business objectives into measurable outreach strategies

• Serve as primary marketing partner to sales leadership, providing strategic guidance and rapid execution

• Manage and optimize CRM platform, building automated email and direct mail campaigns, database segmentation strategies, task workflows, and performance tracking

• Plan and coordinate revenue-generating events including seminars/workshops, trade shows, sponsorship activations, and lunch & learns

• Produce marketing collateral including flyers, co-branded pieces, print ads, digital assets, and presentation materials that support loan officer prospecting and referral growth

• Build and maintain internal marketing resource platforms to streamline requests, educate sales teams on available services, and increase operational efficiency

• Oversee social media presence and content strategy, maintaining consistent visibility in local markets

• Collaborate with corporate marketing team to leverage national programs and maximize resources

• Ensure all marketing materials adhere to compliance standards within the industry

Freelance
Event Manager & Marketing Consultant

I assist companies with all their needs related to marketing. I've worked with companies in several industries including real estate, finance, event planning, catering, and lifestyle.

• Strategize and product various events including executive dinners, seminars, panels, incentive trips, company culture, and more

• Conceptualize and execute comprehensive rebranding strategy

• Adjust all collateral to ensure consistent branding throughout all medias

• Create and manage marketing campaigns/materials including websites, social media, email and print

• Update/maintain business and individual's social media accounts

• Manage comprehensive marketing campaign in CRM/email marketing platform

• Create ongoing direct mail campaigns to target specific markets

• Maintain database to ensure accurate targeting strategies

• Graphic design for various print and web collateral

Skyline Financial Corp. (Acquired by Finance of America Mortgage)
Vice President of Marketing, Corporate Office

• Lead conceptualization of various marketing campaigns for different teams & individuals

• Manage the implementation of marketing campaigns on a corporate, regional, and individual level

• Maximize the department's internal resources by strategically determining what vendor services to utilize

• Develop & maintain automated and self-service systems to support day-to-day marketing needs

• Increase utilization of department services and programs by creating effective internal communications

• Manage all marketing staff, delegate tasks, help staff with career growth, maintain team culture, etc.

• Coordinate all aspects of various events including sales team meetings, seminars, trade shows, appreciation events, internal culture, etc.

• Annual, quarterly, and per-event budgeting for all areas of the department's expenses, ensuring all expenses are properly documented and processed

• Implemented a comprehensive CRM and digital/email marketing system with automated campaigns, lead management and co-branded marketing solutions

• Increase social media presence, bringing the company from almost zero online presence to over 300 pages that were constantly updated

• Manage paid online advertising including SEO/SEM, Google AdWords, social media ads, and retargeting

• Conceptualize promotional videos and video campaigns and manage execution

• Graphic design and copywriting for various print and digital collateral

• Stay up-to-date on industry changes to ensure the company stays compliant in all marketing efforts

Rowe Cuisine Catering & Event Planning
Event Planner & Marketing Consultant

mypXpress Printing & Marketing Services
Marketing & Account Manager

EDUCATION

California State University, Northridge
Bachelor of Business Administration (BBA) w/ focus in Marketing
Master of Business Administration (MBA) w/ focus in Marketing & Management

COMPUTER SKILLS

• Event apps, registration platofrms, and webinar platforms (Extensive)

• CRM & marketing automation platforms (Extensive)

• Graphic design in Adobe Photoshop & Illustrator (Extensive)

• Email marketing systems such as MailChimp, Benchmark & Constant Contact (Extensive)

• PDF document editing and form building in Adobe Acrobat Pro (Extensive)

• Web design with site builders such as Squarespace and Wix (Extensive)

• Social Media - Facebook, Instagram, LinkedIn, YouTube, TikTok, X (Intermediate)

• AI tools - ChatGPT, Claude, Gemini, Notion, Poppy, Otter, Lovable, Synthesia, Firefly (Intermediate)

• Video editing with various online tools (Basic)

• HTML & CSS (Basic)

• SEO/SEM, Google AdWords, retargeting, etc. (Basic)

• Well-versed in several underutilized features of standard computer programs, improving efficiency in daily tasks

OTHER SKILLS/TRAITS

• Speed & efficiency; able to juggle multiple projects at once and complete tasks in a timely manner

• Strong organizational skills and attention to detail

• Adaptable; able to adjust to changing work environments

• Resourceful and self-sufficient; able to perform exceptionally with minimal supervision

• Able to prioritize tasks effectively and meet deadlines

• Excellent verbal and written communication skills

• Professional and personable attitude, able to work with all types of personalities

• Able to work after hours/weekends and travel when needed