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Financial Services Event Planner

Location:
Yonkers, NY
Posted:
January 29, 2024

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Resume:

Belisa Vneshta

New York, NY 917-***-**** ad27fm@r.postjobfree.com LinkedIn

CORPORATE CONSULTANT AND EVENT PLANNER

Driven, innovative, and collaborative event planning professional with 19+ years of experience spanning retail banking management, financial services and event coordination. Proven ability to collaborate with internal and external business partners to successful outcomes, strong event protocol and production knowledge to provide best in class events. Demonstrated ability in driving business growth, customer satisfaction, and operational efficiency while maintaining a client-centric approach.

CORE COMPETENCIES

Event Planning & Coordination

High-Level Negotiation

Sales & Marketing Strategy

Budge Management

Stakeholder Engagement

Cross-Functional Team Leadership

Vendor Management

Process Improvement

Strategic Leadership

Business Growth

Risk Management & Compliance

Financial Analysis & Reporting

PROFESSIONAL EXPERIENCE

Freelance Event Planner BV CONSULTING AND EVENTS NEW YORK, NY 2018 – PRESENT

Client Network Expansion: Expanded business through word-of-mouth referrals; networked to uncover new engagements, leading to a 25% annual increase in client base. Developed a pipeline of high-profile events, enabling consistent revenue growth.

Budget Management & Reporting: Prepared comprehensive event budgets; provided detailed progress reports to clients. Enhanced financial transparency and accountability, ensuring projects remained within budget, leading to 95% client satisfaction.

Financial Coordination: Meticulously tracked event finances and invoicing, achieving a 100% accuracy rate. This diligence resulted in streamlined financial operations and reduced discrepancies, boosting client trust and repeat business.

Vendor Selection & Site Visits: Conducted extensive research, site visits, and secured top-tier vendors for events. This careful vetting process ensured a match with client expectations, elevating event quality and enhancing overall client satisfaction.

Negotiation & Vendor Liaison: Negotiated advantageous vendor contracts, balancing quality with budget constraints. These negotiations resulted in a 20% cost reduction on average per event, maximizing client value without compromising quality.

Contract Review & Advisement: Expertly reviewed and advised on vendor contracts, identifying and rectifying discrepancies. This attention to detail safeguarded clients against potential issues, reinforcing a reputation for reliability and thoroughness.

Community Banking Regional Manager & Vice President WELLS FARGO NEW YORK, NY 2011 – 2018

Top District Performance: Led district to consistent top performance in the Northeast Region. Surpassed performance goals, contributing to the region's overall success and setting new benchmarks in service excellence.

Denovo Branch Success: Championed the first Denovo branch opening in Manhattan; grew its deposit base from $0 to $43.5M in the first year, and to $124M within five years; opened four additional Denovos, reshaping the bank's regional footprint.

Investment Growth Leadership: Produced the highest investment growth for eight consecutive quarters, averaging $44M; highlighted the district's financial acumen and set a precedent for investment strategies across the company.

Employee Retention & Development: Achieved a 31.9% employee retention rate in 2016, the highest in the district. Fostered a culture of growth and development, leading to a 29.9% retention rate in 2017 and numerous internal promotions.

Pilot Program Implementation: Initiated and led 21 pilot programs, including Online Customer Needs Assessments and Teller System Conversion; improved processes and risk management, later adopted across the company's retail banking sector.

Process Improvement & Risk Control: Collaborated with branch teams to identify and implement process improvements and risk control measures; resulted in consistently high scores in internal audits, enhancing operational efficiency and compliance.

EARLIER EXPERIENCE

Branch Manager/ Licensed Financial Specialist WELLS FARGO NEW YORK, NEW YORK 2006 – 2011

Financial Representative SANTANDER BANK NEW YORK, NEW YORK 2004 – 2006

EDUCATION & PROFESSIONAL DEVELOPMENT

Bachelor of Arts in Political Science Fordham University New York, New York

TECHNICAL SKILLS

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) GSuite

AFFILIATIONS

Board of Directors & Treasurer, Bottomless Closet, New York, 2016 – 2018

Member, Toastmasters International, 2017 - 2018



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