Marketing & Communications Coordinator — Financial Services · Institutional Events · CRM & Content
I plan and market the moments that make financial and institutional brands memorable — from investor conferences to internal campaigns. My path here wasn't typical: I started in hospitality and event planning, then spent two and a half years coordinating events for the Institutional Limited Partners Association (ILPA), working with private equity investors and fund managers on a global stage. That experience now shapes how I approach marketing at MCAN Financial Group — every campaign and event gets the same attention to detail and stakeholder experience I learned running institutional programs.
Day to day, that means planning and executing client and institutional events end-to-end, building marketing campaigns with Salesforce to keep messaging consistent across channels, and creating content that makes financial and institutional topics genuinely readable.
Planning and executing marketing campaigns and client/corporate events, with Salesforce tracking engagement and results end to end. PLACEHOLDER — swap in a real campaign name and outcome once ready.
Coordinated logistics for the Institutional Limited Partners Association's global private equity conferences — vendors, budgets, registration, sponsorships, and on-site execution for institutional investors and fund managers. PLACEHOLDER — add a flagship event and its scale.
7+ years independently planning and executing events end to end — client relationships, vendors, budgets, and day-of logistics, building a repeat and referral client base along the way. PLACEHOLDER — add a signature event or client type.
Gallery placeholder — swap each card below for a real template thumbnail/screenshot from Salesforce campaigns or client/institutional communications, with a short description (audience, purpose, e.g. "Investor conference save-the-date, Salesforce").
Platform, purpose, and one line on the design approach.
Platform, purpose, and one line on the design approach.
Gallery placeholder for broader design work — event branding, on-site collateral, social graphics, or decks from ILPA/MCAN events or freelance clients. Same card pattern as above; swap in images once ready.
Client/project, medium, and a short description.
Client/project, medium, and a short description.