Role: Market Manager

Overview:
Planned and executed pop-up markets at special events, growing vendor participation from 5 vendors at the first event to 25 at a later event — managing everything from vendor recruitment to day-of logistics.

What I did:

• Developed a structured vendor process: application, approval, signed agreement, and fee collection, followed by ongoing communication leading up to the event, and on event day

• Recruited and onboarded vendors, scaling from 5 to 25 participants across events

• Managed event logistics, including layout measurements, vector maps, scheduling, cross-collaborative communication and setup managment

• Served as the main point of contact for vendors throughout planning, resolving questions and issues as they came up

Role: Development Coordinator, L&D

Overview:
Planned and coordinated a range of training sessions and district-wide events supporting financial advisors and new hires — managing everything from budget and logistics to on-the-day execution and stakeholder communication.

What I did:

New Hire Welcome Breakfast & Onboarding

• Planned and led a welcome breakfast for new hires, coordinating catering, welcome materials, and gifts

• Invited and coordinated senior advisors to speak at the event

• Built the onboarding presentation and new-hire schedule, and paired each new hire with a senior advisor for a shadow experience

• Managed all logistics — schedules, invitations, greeting new hires — and led the meeting and presentation

Quarterly Advisor Training Sessions

• Coordinated full-day training sessions at an off-site location, including invitations, attendance tracking, and team assignments

• Developed the training presentation and a case-study activity for advisor teams

• Managed a prize budget, projector/tech setup, and materials preparation

• Planned a celebration following each session, kept within budget, and ensured the day ran on schedule

Advisor Awards Ceremonies

• Built the awards presentation, updating rankings and performance numbers through weekly check-ins over a 2-month planning window

• Coordinated two guest speakers, including one traveling from out of town, plus catering and lunch reservations for speakers and executives

• Collaborated with regional and other district offices to coordinate invitations and attendance

• Arrived early to set up the venue and tech (projector, mic, speakers, presentation), led the event's opening, and kept the program on schedule throughout