DORI SOMMERMAN

Freehold, NJ 732-***-****

www.linkedin.com/in/dori-sommerman adgdo4@r.postjobfree.com MARKETING AND EVENTS

Dynamic and results-driven marketing professional who is detailed oriented with ability to perform under pressure Strong relationship skills and a service-oriented personality. Positive, energetic and reliable. Core competencies include multi-tasking and problem-solving skills, attention to detail, supporting a team-oriented approach, responding quickly to information requests as appropriate and handling demands of work peaks AREAS OF EXPERTISE

Salesforce Administrator

Pardot Administrator

Marketing Strategy

Event Planning

Client Experience

WordPress

PROFESSIONAL EXPERIENCE

REFINITIV (FORMERLY SCIVANTAGE), Jersey City, NJ 2020 - 2020 Performance Manager

• Transitioned all Scivantage products into the Refinitiv Wealth brand strategy after company acquisition

• Designed and executed internal knowledge pages to educate sales teams

• Organized and distributed Tax Developments & Insights newsletter

• Coordinated Financial Information Forum Tax Reporting Working Group SCIVANTAGE, Jersey City, NJ 2016 - 2020

Director of Marketing

Sales & Marketing Support

• Created and led sales communication for prospects and existing client campaigns, email marketing campaigns, sales/client presentations and social media

• Implemented and led martech ecosystem- Zoominfo/Discover Org, Salesforce, Pardot PathFactory, Webex, Microsoft Teams and Sigstr

• Salesforce Administrator

• Website Administrator (WordPress)

• Took care of finding awards for wealth and tax solutions. Awards include: BISA Innovation Technology Award- won three times in a row. Wealth Management Industry Awards was a finalist three years in a row

• Corporate Event Planning

• Organized events including coordination of trade show presence (six tradeshows per year) and follow-up, client working groups, Senior Management town hall meetings and all internal corporate meetings/events

• Managed Annual Client Conference (60+ attendees); responsibilities include, building event website using WordPress, developing agenda with Senior Management, managing event logistics (hotels, registration, signage etc.) and organizing conference on-site

DORI SOMMERMAN adgdo4@r.postjobfree.com PAGE 2

STATE STREET GLOBAL EXCHANGE, Princeton, NJ 2012 - 2016 Marketing Manager, Assistant Vice President

Global Sales & Marketing Support

• Built and led sales communication for prospects and existing client campaigns including email marketing campaigns, sales presentations, client case studies and social media

• Defined and implemented department wide process to ensure company compliance policies were consistently and efficiently adhered to

• Managed company website. Coordinated SEO efforts to generate more traffic to website

• Co-lead on company rebranding project

• Corporate Event Planning

• Managed global events including coordination of trade show presence and follow-up, client user forums

(Domestic and International), Senior Management town hall meetings and all internal meetings

• Coordinated Annual Client Conference (300+ attendees); responsibilities include, building event website using Cvent, developing agenda with Senior Management, leading event logistics (hotels, registration, signage etc.) and organizing conference on-site

PRINCETON FINANCIAL SYSTEMS (A STATE STREET COMPANY) Princeton, NJ 1998 - 2012 Administrative Assistant

• Support for Various Business Groups

• PFS Continuing Education

o Created schedule

o Registration

• Corporate Compliance

o Disaster Recovery Team

• Company Travel Liaison

• Legal (Backup Capacity)

EDUCATION

Associates Degree Marketing Program, Brookdale Community College, Lincroft, NJ Certificate Executive Secretarial Program, The Stuart School of Business, Wall Township, NJ PROFESSIONAL ACHIEVEMENTS

• Co-lead management and administration of Marketing, Sales and Relationship platform

• Successfully implemented Salesforce for sales and marketing

• Recipient of Excellence in Action Award

• Recipient of Exceptional Service Award

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