Jennifer L. Tavella

203-***-**** adyxgb@r.postjobfree.com www.linkedin.com/in/jennifertavella

Strategic Marketing Coordinator Social Media Manager

Innovative and creative Strategic Marketing Coordinator and Social Media Manager with extensive experience imagining, creating, and bringing to life compelling digital marketing and advertising strategies for growth-oriented, high-net-worth brands. Generates storytelling and messaging to cut through the noise and inspire stakeholder conversations and action. Displays a deep passion for helping guide a buyer through all stages of their customer journey while building brand affinity and loyalty. Thrives when acting as a key ambassador and company advocate while growing communities both virtually and in-person through dynamic event planning. Recognized as a creative leader who can achieve consensus, deliver thought leadership, and realize and sustain a world-class social and editorial strategy that meets and exceeds goals and reflects a vibrant company culture.

Core Competencies

Leadership ~ Social Media Marketing & Management ~ Event Planning ~ Brand Building

Voice of the Brand ~ Cross-Functional Teams ~ Digital & Traditional Marketing ~ Culture Building

Research & Data Analysis ~ Editorial Strategy ~ Project Management ~ Marketing Best Practices

High-Net Worth Clients ~ Emotional IQ ~ Stakeholder Relationships ~ Community Outreach

Professional Experience

Cloudflare, Remote

Public Sector Events Marketing Coordinator 2023-Present

•Coordination of all events, campaigns, webinars for the Public Sector

•Uploading leads after an event and tracking ROI in SalesForce

•Submitting marketing contracts to legal

•Upkeeping marketing calendars

•Working directly with reps on pre and post event updates

•Content syndication campaigns, working with their different federal government vendors

•Working internally with product marketing and content teams

•Field marketing marketing campaigns

•Booth registration and outfitting for all in person and virtualTrade Shows

•Data entry, making sure any spend they’re accruing is being entered correctly into Coupa

TrinityPoint Wealth, Milford, Connecticut

Marketing Coordinator 2019 – 2022

Charged with serving in a dual role and engaging in both the coordination of Marketing initiatives and Client Relationship Management processes. Collaborated in the development and implementation of marketing and advertising campaigns, including branding, promotions, and events spanning print, direct mail, digital, social media, reputation management, and lead generation. Conducted marketing and industry research to be used in strategic efforts and content development while ensuring compliance.

•Tasked with managing the Facebook and LinkedIn accounts for the organization; coordinated the deployment of timely, relevant, and engaging content.

•Prepared and sent weekly email blasts and updates via Constant Contact; efforts allowed the office to remain top-of-mind with clients and prospects.

•Networked with other Centers of Influence (COIs) in the creation and implementation of brand building and reputation management efforts.

•Facilitated bi-weekly meetings involving the Marketing team and Upper Management; discussed and conveyed pertinent initiatives and events.

•Strategized with 6 cross-functional partners to drive and realize comprehensive marketing strategies.

•Uncovered and implemented creative marketing tools for utilization in company branding campaigns.

•Collaborated with the CEO in identifying opportunities for charitable donation and action; subsequently architected strategies and approaches for marketing the opportunities within the community and with stakeholders.

•Served as the Client Relationship Manager on behalf of the CEO of the organization.

•Partnered with a web designer to reboot and rebuild the company’s website; devised and communicated the vision for the site, ensuring alignment through the design process. The site was successfully launched in January 2022.

•Planned and facilitated all in-person and virtual events for clients, external stakeholders, COIs, and other key parties; handled all event coordination, vendor identification and management, and more.

Essex Financial, Essex, Connecticut

Registered Client Relationship Manager 2010 – 2019

Managed key client relationships and assisted firm Financial Advisors in the review of documentation and materials to ensure all transactions are issued correctly, timely, and comply with state and federal regulations. Built and maintained strategic client-facing relationships while also collaborating in a cross-functional manner with internal stakeholders, executive team members, and other critical parties.

•Provided concierge-style support to safeguard and sustain the client base of the firm.

•Placed trades on behalf of Advisors based upon their instructions, suggestions, and client proposals.

•Acted as a liaison to the executive team via strategic counsel in an effort to discuss issues that individuals experience around the office such as PTO suggestions, workplace conflict, and more. Results opened greater lines of communication between employees and leadership and created a more conducive business environment.

•Consulted with the CEO and CFO of the organization to discuss charitable giving opportunities that the firm could partake in to give back to the local community. In turn, served as the Founder of the company’s giving program, EFS Gives Back.

•Trained and mentored junior employees and colleagues; considered a positive influencer and coach on best practices by senior leadership.

•Engaged in prompt client service and delivered fast turnaround time on projects and day-to-day responsibilities; showcased high-quality follow up when interacting with customers and colleagues.

Vision Asset Management, Madison, Connecticut

Executive Administrative Assistant to the President 2006 – 2009

Recruited to serve as an executive liaison and manage all daily administrative and general office duties for firm leadership. Delivered effective customer service and relationship management while overseeing the handling of client records, correspondence, filing, reporting, and scheduling.

•Organized three individual office moves; coordinated and managed the transition, set up operations, and guaranteed no break in business functions or downtime.

•Tasked with the creation of the firm’s annual budget and evaluated operational expenses; assessed opportunities for savings and eliminated unnecessary overhead whenever possible.

•Ensured recordkeeping accuracy and chronicled all expenses; balanced the company’s financial records and guaranteed compliance with federal, state, and local regulations.

•Oversaw the handling of client account records while creating quarterly statements, year-end tax reports, and P&L reports.

•Managed operational functions for client brokerage accounts including the opening of new accounts through the verification of proper documentation, ongoing tracking of incoming transfers and deposits, client/third party fund dispersal requests, and trade and brokerage transaction confirmations.

•Designed and created all marketing collateral used by the firm; collaborated with printers and published advertisements used online in an effort to attract new clients.

•Supervised all scheduling activities for the firm’s president on a personal and business level; tracked calendars, updated daily tasks, and guaranteed follow through on all deadlines and responsibilities.

Professional Experience

Morgan Stanley, New Haven, Connecticut

Office Manager 2000 – 2003

Technological Proficiencies

Social Media ~ SalesForce ~ Marketo~ Coupa ~ Tableau ~ Constant Contact

MS Office ~ PowerPoint ~ QuickBooks

Education & Licensure

Notary Public, Current

State of Connecticut

Series 7 & 63, Current

Securities Exchange Commission

General Coursework, 1991 – 1993

Marist College, Poughkeepsie, New York

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