Trevor Stasik Branding, Project Management,
& Marketing

• Chaired 2024 Spectrum Awards; managed full lifecycle of event, led venue selection and negotiation, delivering prestigious Phoenix Art Museum for a prestige experience with 103 attendees; oversaw catering negotiations, sponsorship activations, signage and media production, ticketing through Eventbrite, writing and distributing press releases, social and email marketing campaign, and logistics of on-site experience; generated $24K+ revenue to support chapter operations.
   

• Led 23 judges in evaluating 113 brand marketing campaigns across 35 submission categories including CPG brand collateral, digital activations, and integrated campaigns for 2025 Spectrum Awards, tracking and communicating on scoring and tabulating winners, gaining deep exposure to consumer brand strategies, retail marketing tactics, and creative excellence benchmarks across industries.
   

• Produced weekly sales, submission and project status reporting and presentations for board and team to inform and align on Spectrum Awards event progress, utilizing Microsoft Excel and PowerPoint in reporting and presentation; with SharePoint, Google Sheets and Docs for additional team collaboration.
   

• Scheduled, communicated and coordinated creative content production by team of 7, leveraging project management platforms (ClickUp, Trello), collaboration software (SharePoint, Google Workspace), and AI tools (ChatGPT, Claude, Midjourney) to streamline creative workflows in delivery of social media, targeted email, and newsletter marketing campaigns.
   

• Built event landing pages in Wordpress and built registrations for ticket sales in Eventbrite to support member activations for upcoming events in alignment with brand guidelines.
   

• Performed site audit, utilized SEMRush to identify 171 pages missing meta descriptions and 118 pages without H1 Headings; interpret data & provide insights to the chapter on top 160 keywords.
   

• When additional support was required, directly designed social media graphics across 7 events using Adobe Illustrator, Photoshop and Midjourney AI for LinkedIn, Instagram, and Facebook; also wrote supplemental social and email copy, and took event photos for use in marketing.
   

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MindMax / Noodle, Stoneham, MA (Remote from Phoenix, AZ)

Brand Manager, 05/2024-07/2025

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• Led end-to-end execution of $1.5M three-phased university client educational program product launch, guided integrated marketing program from strategic planning, contracting & pricing and brief development through to creative production, paid media implementation, and campaign measurement, partnering with cross-functional teams across 8 departments and 4 external agencies to deliver market research reports, implement creative assets, and deploy Salesforce/Pardot integration with Slate CRM.
   

• Led strategic client meetings, presenting on enrollment and campaign performance reviews and budget allocation across Google Ads, Meta, and LinkedIn platforms, leveraging data-driven insights to optimize lead quality, enhance retargeting strategies, and deliver measurable improvements in campaign KPIs.
   

• Led 3-month market research project analyzing demand for new Nursing graduate degree and Epidemiology certificate programs, evaluating 240+ universities and thousands of students across internal/external sources using Excel (pivot tables, v-lookups). Conducted competitive analysis examining program pricing, duration, benefits, faculty expertise, and demographics. Synthesized findings using AI-assisted industry context to deliver strategic enrollment growth recommendations via two 60+ page advisory reports and leadership presentations to Deans.
   

• Managed budget up to $200,000 per month for ad spend, enrollment and marketing services, managed invoicing process across a portfolio of client partners, and influenced P&L ensuring adherence to financial targets.
   

• Oversaw strategic full funnel marketing projects for university client portfolios from planning stages to insight to execution, including strategic development, brief writing, production oversight, go-to-market execution, and post-campaign recaps. Managed client communications and project timelines while developing SOWs, content calendars, gantt charts and campaign deliverables across search, social, and email channels using Teamwork PM for cross-functional team coordination, driving alignment across matrixed teams and ensuring timely campaign execution.
   

• Provide portfolio level updates internally to CEO, CMO and department heads to support business objectives, reviewed and reported on client budget and performance KPIs, project scope and schedules, team capacity, and risks & mitigation plans.
   

• Engage and support MindMax marketing events, planning for UPCEA Annual and UPCEA SOLAR conferences, budgeting, briefing, and delegating work to prepare for training delivery, prospecting meetings, and utilized Teamwork PM tool for scheduling and coordination; Salesforce CRM and Google Sheets for tracking client interactions; coordinated digital activations and email campaign to boost event participation.
   

• Oversaw project teams in aligning assets to client brand identity, tone of voice and brand positioning, validating adherence across assigned client audience segment(s) and supervised creation of all brand assets with a keen lens on geotargeted needs and educational/category insights.
   

• Built a new brand guide to replace the one from 6 years prior, coordinated the team to develop new values, strategy and messaging templates to be used in presentations; updating color palette, fonts, icons, buttons, charts and diagrams; built out digital asset management framework, folder structure and naming conventions to optimize brand alignment. 
   

• Team player willing pitch in and contribute directly with projects related to marketing: industry research; designing static ads in Adobe Illustrator and video ads in Canva or Movavi Video editor, drafting copy, sending invoicing, etc.
   

• Collaborated with senior leadership and sales team to review to RFP requirements, identified RFP response questions, drafted follow-up to solicitor with responses, reviewed response replies and drafted proposals; after leadership made final decisions as to revisions and updates, submitted RFP proposals.
   

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Staples, Chandler, AZ

Print & Marketing Associate, 04/2024 - 09/2024

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• Manage and execute the high volume retail product development process from customer briefing to artwork development, costing/pricing, sampling, and final approval for thousands of custom products including books, prints, reports, labels, presentations, posters, greetings cards, invitations, business cards, printed fabric and vinyl banners and signs, directly responsible for over $26,000 in weekly departmental revenue.
   

• Produced and distributed weekly POG planner, SKU updates, signage, flyers, laminated posters and other in-store marketing promotion materials and followed up with assigned team members to ensure proper placement.
   

• Managed processing for shipping, returns, and drop-offs for thousands of UPS, Amazon, FedEx and other packages and deliveries.
   

• Leveraged tools PNI FlightDeck and Solution Builder to track orders and optimize workflow; ran in-house production orders, operating industrial copiers, poster printers, hydraulic cutters, card trimmers, coil and comb binders, laminators and other retail scale print production machinery.
   

• Delivered best-in-class customer experience to thousands of print, marketing and shipping clients, driving our operations to meet and exceed departmental retail satisfaction goals.
   

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PMI Phoenix Chapter, Phoenix, AZ
Brand Manager, 07/2023-05/2024

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• Developed and executed comprehensive 2024 brand marketing plan, coordinating with media, digital, creative, and program teams to inform key marketing campaigns and strategic planning analysis incorporating insights for future programs including eCommerce launch and 2024 Summit event.
   

• Created and facilitated strategic workshops on brand story and business analysis frameworks (SWOT, 5 Forces, PESTEL, VRIO) with marketing team, enhancing brand positioning capabilities and strengthening decision-making processes to differentiate PMI Phoenix brand in competitive market.
   

• Led end-to-end marketing collateral production for 2023 AZ PM Summit including 27 physical marketing materials (signage, wayfinding, flags, branded collateral) totaling $3,203; managed vendor relationships, quality control, ideation, design, printing coordination, and delivery while ensuring brand compliance and partner representation standards.
   

• Created layout and design of 25 page Project Management digital toolkit in Adobe InDesign, utilized Midjourney AI and Photoshop Generative Fill to create artwork and images, worked with writers and subject matter experts to develop content; and edited and proofread writing submissions. Published work was presented and shared with nearly 400 project managers at the AZ PM Summit and hosted on the event site, limited numbers were printed.
   

• Also for the 2023 AZ PM Summit, completed vendor pricing and analysis for purchasing 100 t-shirts and 400 swag bags for the AZ PM Summit event; delivered options and my recommendations to the Event Chair, and then processed ordering and delivery of collateral.
   

• Managed public relations for the AZ PM Summit 2023, copywriting and formatting the press release, submitting it for publication, getting the event picked up and published by 3 news wires and 5 regional news network sites.
   

• Researched eCommerce platform technology for scalability for future rollout to produce t-shirts and other branded merchandise to align with brand awareness and marketing strategies.
   

• Wrote outbound broadcast emails; for Summit event, segmented and out to hundreds of project managers across the state; for newsletters crafted member emails to reach, inform consideration and convert 4,884 subscribers on the chapter mailing list.
   

• Wrote compelling copy, designed graphics, and deployed on schedule via Buffer for 100+ social media posts on LinkedIn, Facebook and Instagram, ensuring messaging is aligned with campaign objectives, brand standards and partner/sponsor requirements.
   

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SMS Assist / Lessen, Scottsdale, AZ

Marketing Project Manager, 10/2023-01/2024

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• Owned post-merger rebranding initiative across 16 business units, conducting comprehensive brand audit of 500+ media, web, video and print assets to identify rebranding requirements; partnered with cross-functional leaders across 16 business units, and internal training team and support units to review and analyze assets to identify and validate assets in need of visual and copy content rebranding, capturing success criteria from team leaders, documenting those requirements, and building out plans for implementation, those assets audited included 392 Print, PDF, Word and PowerPoint documents, 86 Video and Interactive Content Multimedia, and 104 Web Platform, Software Tools and Business Applications.
   

• Managed execution on high-priority asset updates identified during audit, leveraging Asana and Wrike to track progress, working with creative team to update copy to align with new voice and messaging, and logos, fonts and colors matched to new brand guide.
   

• Provided strategic support and recommendations in rebranding reporting; building dashboards and providing weekly burndown charts; reporting out in design and marketing creative team meetings to help guide Directors and Decision-makers.
   

• Provided direct copy review and graphic design support on nearly 100 assets using Adobe Creative Suite and Microsoft Suite.

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ASU Enterprise Brand Strategy and Management, Tempe, AZ

Program Manager, Brand Academy, 01/2023-07/2023

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• Managed 84 projects to operationalize brand governance and architecture changes across ASU's Brand Guide platform, facilitating strategic meetings where policy decisions were made and coordinating cross-functional execution from decisions to ensure 21 schools, 30+ academic programs, and external partners understood how to properly use ASU's brand.
   

• Quarterbacked parallel workstreams for brand guideline updates including concurrent content development, asset design creation, editorial reviews, and technical deployment; managed complex dependencies using Wrike for scheduling, JIRA for developer coordination, Google workbooks for documentation, and Drupal 9 for direct implementation.
   

• For the Summer Camp 2023 experience, I built out registration in Stova/Aventri and the supporting page in the Brand Guide (https://brandguide.asu.edu/training-learning/summer-camp) to support 50+ sessions, 500 registrants, and over 100 speakers; supported event scheduling; provided review and proofing of training content; managed and ordered signage; and managed the catering vendor selection process.
   

• Updated and revised comprehensive brand training program, presenting on 5 virtual brand training sessions to 87 new creative staff across university; provided strategic perspective at brand management meetings to craft policy aligned to brand architectures and optimizing processes.
   

• Prepared and reviewed compelling written communications, promotional materials, instructional content and web assets critical to delivery of training to staff while aligning to brand standards for topics including the Trademark & Licensing training video series, ASU Event digital platform training, monthly Community Huddle email newsletters and in-person Community Brainstorm event.
   

• Coordinated with internal stakeholders to organize meetings, and write content to promote events over Slack, email and on the Brand Guide website to build and support communities of interest for Email, SEO, Google Marketing Platform (GMP), Video, Social Media, and Web services; facilitating meetings and providing a platform to align on messaging and storytelling.
   

• Partnered with cross-functional teams to develop workflow procedures and associated processes to optimize the Brand Guide update related to the UX design review process and also the photography review and approval process.
   

• Used Salesforce CRM on a daily basis to track and respond to day-to-day external Brand inquiries; ranging from complex trademark/logo approval requests to simpler questions about color or font.
   

• Working with UX research team on a digital marketing audit of the Brand Guide website; I pulled, reviewed, made recommendations, and implemented updates on over 100 pages to make CTAs more actionable; used Google Analytics 360 to better understand redirect traffic where additional updates might improve the experience of website visitors.

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AMA Boston Chapter, Boston, MA

Marketing Sponsorship Manager, 03/2022-04/2023
 

• Managed Account Based Marketing rollout, wrote ABM training curriculum, helped VP in building marketing plans to reach sponsors, determine pricing, wrote demand gen content for chapter blog and sponsor email marketing, worked on creative briefs, and researching New England businesses.
   

• Coordinated workflow using Trello and Basecamp, including tracking sponsor communication process, development of customer journey mapping, email and social content creation, creative briefs, production of ABM training curriculum and strategy reviews.
   

•  Worked with VP to develop the 2023 Go-to-Market strategy for Sponsorship Services and Ad Package Products, following 4 pillars of Leadership management, ABM & Relationship management, Communications management, and building out Innovation capabilities.
   

•  Utilized Adobe Creative Suite and Canva in designing graphics for targeted strategic postcard campaigns to raise AMA brand awareness in local marketing community, grow mindshare in current relationships, and draw in new potential sponsors.

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​Arizona Federal Credit Union, Phoenix, AZ

Sr. Project Manager, 08/2019-07/2022

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• Returned post-employment as a volunteer workshop facilitator for PMO Mentoring & Outreach Program (April 2024 & October 2025), training 90 professionals across two sessions on project management methodologies and use of AI in project management.
   

• Managed 241+ stakeholders across multiple organizations as one of 3 project managers executing Arizona's first credit union bank acquisition, overseeing brand refresh, system conversions and operational integration; used Smartsheet and oversaw workflows; responsible for delivering $269M Pinnacle Bank merger while meeting critical scope and timelines requirements.
   

• Led 7 customer journey mapping exercises with the marketing team, to improve new member onboarding; used consumer insights data, plus analytics pulled on search results and website traffic to facilitate marketing strategies. Website process improvements implemented based on discoveries and recommendations.
   

• Managed Business Credit Card product launch generating $350,000 in annual revenue growth, directing full marketing rollout including brand refresh, website updates, member communications, and branch contest while managing partner relationships, vendor transition and internal system validation.
   

• Collaborated with Creative Director to review, update and revise annual content calendar tracking and scheduling emails for marketing, public relations, social media and other membership experience communications.
   

• Navigated supply chain issues for server and switch procurement as part of a network refresh and data center move projects; developed and completed requests for proposals (RFP), requests for information (RFI), statements of work (SOW), assisted with negotiating and the technical and contract review process in connection with any new vendor relationships; using attention to detail to guide proposal reviews in purchasing.
   

• Successfully managed  and coordinated team of 5, along with 28 testers and approvers in reviewing, testing, and implementing Episys Release Projects over several 6 semi-annual testing cycles.
   

• Managed office closure projects for locations; leading included taking audit of inventory; scheduling and coordinating staff, equipment, and furniture relocation logistics; blueprint reviews; and handling contract cancellations; navigated internal systems and processes; ensured timely and consistent communication provided to internal business partners.
   

• Managed Mail Vendor Implementation project with new financial statement and mailing vendor as part of a significant multi-year contract; delivering on time; supported with scope control, schedule management, directing work, managing communications with vendor and stakeholders, and ensuring quality results.
   

• Managed Server & App Migration project; leveraged Scrum with biweekly sprints and daily standup meetings while leading team of 7 in migrating all data, members, applications and services from 25 old 2008 Windows servers to new servers and cloud services; and decommissioning the old servers; while working with vendors to negotiate timelines, SOWs, and resource availability; total cost of project including labor, upgrade/migration, licensing, hardware refresh and testing was approximately $275,000.

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PMI Phoenix Chapter, Phoenix, AZ

Vice President of External Relations (Board of Directors), 01/2019-03/2020

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• Managed and provided people development to External Relations department of 16 people; coaching my department in leadership, communications, partnership and educational efforts.
   

• As member of the Board of Directors, I provided guidance and decisioning for strategic direction of PMI Chapter of over 2,500 members.
   

• Completed Annual Operations Planning (AOP) and Budgeting to maintain the proper function of the department.
   

• Provided guidance and feedback during monthly tactical team meetings, and delivering monthly performance reports to Chapter Board of Directors; lead 5 teams: Sponsorship, B2B Corporate Outreach, Military Outreach, Community Outreach, Academic Outreach.
   

• Scheduled and facilitated regular calls and meetings with partners including Experis, TEKsystems, and KanbanZone.
   

• Co-lead and instructed a 35 hour PMP Bootcamp for military members from Luke Air Force Base; preparing them for the PMP Exam and their transition to civilian careers.
   

• Wrote content for social posts that supported the teams I was leading.
   

• Utilized Adobe Creative and Microsoft products to develop marketing materials to help develop materials to boost participation across teams, including brochures, flyers, email and social graphics.​​

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PMI Phoenix Chapter, Phoenix, AZ

Assistant Vice President of External Relations, 05/2018-12/2018

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• Promoted in January 2019 to VP of External Relations through election process.
   

• Led efforts to rewrite and update chapter sponsor agreements to document requirements, benefits, and consideration of corporate partners.
   

• Managed External Affiliates updates on the website for Sponsors and Outreach partners, updating links and descriptions to match with contracted agreements, updating sponsor submission/renewal packet forms, links to educational resources and events, and updated information on the site about industry groups (Agile/Scrum, Healthcare, Construction, Technology, Government).
   

• Provide support and back-up to the Vice-President of External Relations, attending board meetings, meeting with department personnel, and offering

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PMI Phoenix Chapter, Phoenix, AZ

Director Of Membership Services, 04/2017-05/2018

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• Promoted in May 2018 to AVP of External Relations.
   

• Assisted Marketing in writing content for social media on posts to help boost chapter membership.
   

• Worked as Project Manager in charge of the team that developed and successfully rolled out a Membership Recognition Program for the Chapter's nearly 2,500 members completed on time in March 2018.
   

• As Project Manager, successfully led the organization's Volunteer Appreciation Event in October 2017; I created the project proposal, project charter, location decision matrix, and communication plan; completed location research and received price quotes, worked collaboratively with membership team and Board of Directors to strategically bring the best volunteer experience to the event within scope and budget.
   

• Led the 2017 review, editing and revision process of the organization's Diversity & Inclusion Policy to meet modern standards in-line with other professional associations; stewarded through board approval process.

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Make-A-Wish America, Phoenix, AZ

Project Manager/Business Analyst, 09/2017-08/2019

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• Successfully managed World Wish Day marketing campaign in collaboration with partners including Disney and WWE, coordinating cross-functional teams for creative development of compelling print, digital, social campaign assets, production of Radio & TV PSAs, landing page development, and PR initiatives to communicate Make-A-Wish brand; plus child wish-granting; throughout the project I scheduled, communicated and coordinated team efforts; validated brand standards were maintained for our partners; delivered on-time and within budget of $267,500.
   

• Led a 14-member cross-functional team in the "Revisions Optimization" Lean initiative, guiding team through process mapping workshops, diagnosing root causes of excessive creative revisions and developing a comprehensive solution including a new standardized workflow, developing Service Level Agreements, and creating proofing checklists; resulting in a reduction in the average number of revisions from 19 down to 3, exceeding the target objective metrics and delivering the process improvements on-time and within budget of $16,574. As part of this project, created and delivered enterprise-wide training in partnership with Creative Services leadership on how to utilize and leverage Workfront for all project tracking, proofing, and revision management, thereby accelerating integrated campaign velocity and maximizing marketing ROI.
   

• Directed Make-A-Wish's flagship national conference in 2018, managing event production for 506 attendees over 3-day enterprise event including coordination of nearly 50 speakers, event communications, venue logistics, and attendee experience management.
   

• Directed the complex, cross-functional relocation of 200-person headquarters, managing a $200K budget and end-to-end logistics from inventory audit and IT infrastructure to vendor management and change communication. Successfully delivered the project on schedule by orchestrating all move-day activities and implementing detailed department-level checklists, culminating in a seamless transition with zero business disruption.
   

• Led a Lean Six Sigma green belt process improvement project to analyze airline miles to enhance chapter distribution effectiveness and provide process recommendations, included root cause analysis, reporting and analytics using v-lookup and pivot tables in Excel, resulting in savings of 4,532,252 airline miles equivalent to $61,225.84 in cost savings.
   

• Provided results oriented leadership as Project Manager on website refresh project for fundraising program, utilizing broad knowledge of PM processes and project life cycle methodologies. During the project I managed project execution to ensure adherence to budget, schedule, and scope; monitored and tracked project milestones and deliverables using a Kanban, assisted with setting up the bug ticket system, ensured UAT deadlines were met and held stand-up meetings to confer with project personnel to identify and resolve problems. As a result of the successful rollout, the increase in overall revenue for the fundraising program is 15-20% (target - $12M+) in FY19.
   

• Directed the strategy team’s LEAN Process Management Training National Conference Project, partnering with the master trainer in providing an overview of Continuous Improvement techniques and approaches to over 200 attendees; translating continuous improvement theory into actionable solutions for core business processes.
   

• Compiled, refreshed, and edited multiple 100+ PowerPoint decks titled the Business Unit Reviews, in which all business departments submitted documentation on the projects and initiatives they were working on over the fiscal year.

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Make-A-Wish America, Phoenix, AZ

Fundraising Research Data Analyst (Prospect Researcher), 04/2014-09/2017

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• Promoted in August 2019 to Project Manager / Business Analyst
   

• Utilized Nielsen/Claritas PRIZM for donor demographics segmentation and market research, translating consumer insights data into strategic recommendations that informed direct mail targeting efforts, localized brand positioning and improved fundraising campaign performance.
   

• As a knowledgeable collaborator that can multi-task, researched, analyzed and facilitated meetings of 16 development officers and staff, presenting research, donor data and analysis to management, strategized and worked collaboratively with development staff in ranking and prioritizing prospects for engagement and solicitation; collaborated regularly with development staff in order to gain an understanding of their goals and priorities and advise them about identification, engagement, solicitation, and stewardship strategies to maximize fundraising effectiveness.
   

• Scheduled, communicated and coordinated Development Department strategic initiatives to improve chapter engagement; managed a team of 11 on the DonorScape Chapter Training & Incentive analytics project; which increased chapter utilization of the DonorScape system, resulting in a 228% improvement in usage of this research tool over the prior year.
   

• Researched, interpreted, evaluated, and synthesized biographical and financial data on hundreds of individuals on a daily basis, utilizing public and confidential information and technological sources to achieve the most accurate wealth screening results; systems and sites include but are not limited to Raiser's Edge (Also known as Razors Edge), Lexis-Nexis, FDO, RelSci, NOZA, ResearchPoint, Equilar, Zillow (Real Estate Values), and DonorScape;.developed deep custom, individualized donor marketing profiles; presented information on major gifts prospects as assigned; provided decision support in donor portfolio management; exercised judgment in donor approach recommendations.
   

• Chaired Career Development Advancement Committee (2016-2017), led cross-functional team of 10 for HR conducting talent needs assessments and implementing organizational development initiatives including comprehensive review and update of employee competencies, job descriptions/profiles, and HR procedures across the enterprise.
   

• Effectively solved problems; mining and performing data analysis, pulling from in-house databases; completed the Actual-to-Goal Revenue Dashboard reports for the VP of Development and other management staff on a bi-weekly, weekly, and as-needed basis; providing multiple requested revisions, new calculations, and format changes by reviewing existing SOPs, capturing requirements from stakeholders, and executing on new changes.; utilized RFM calculations in Excel to determine a donor’s giving inclination, identified trends in donors, and classified interest and intent in planned giving versus major.
   

• Managed research projects of increasing complexity; putting together project proposals, project charters, gathering requirements, tracking progress, managing and measuring performance; ultimately providing analysis of demographic, financial, and philanthropic research; created reports, maps, and strategic resource presentations.
   

• I wrote content for guest posts, submitted for review, and published to the Wish Nation blog to help advertise the mission of the organization and promote fundraising with potential donors.
   

• Performed training webinars and also live in-person training on micro-targeted market research and wealth screening for 63 chapters across the United States; also writing and editing Prospect Research and Prospect Management SOPs and manuals.
   

• Reviewed data for thousands of prospects and donors called in the Thank You Contact Program, utilized Pivot Tables, charts, and graphs to analyze donors and their gift amounts, produced an attractive report to show changes in donations over time; presented my findings of the Thank You Contact Program in bi-annual presentations leadership demonstrating the effectiveness of the contact program.
   

• Assist in the review, purchasing decisions, budgeting, and procurement of 3rd party vendor technology in providing research services within budget considerations.
   

• Assisted in maintaining nearly 900,000 database records in Raiser’s Edge and promoting system integrity; met regularly with database administrator to validate process, fields used and accuracy of data intake.
   

• Completed numerous geotargeted market research reports, analyzing extensive levels of demographic, financial/business, and philanthropic data in the states of California, Florida, Texas, Massachusetts, Nevada, Michigan and Rhode Island; utilized Excel, PowerPoint, and MapPoint to develop deep report binders complete with charts, graphs, and localized wealth heat maps; created driving routes for optimized site visit for use by staff on successful fundraising consultations.

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Iron Mountain Veterans Resource Group, Collegeville, PA

Board Officer, 09/2012 - 03/2014

 

• Established the Veterans Resource Group; provided strategic perspective and decision-making for the ERG as the group grew to over 200 members; I determined mission and objectives; performed administration of all personnel records for the organization; reviewed new applications, maintained and tracked member files, sent new member communications, performed Survey Monkey member surveys, maintained email distribution lists, and assisted with recruiting new group members.
   

• Scheduled, organized, and moderated the Quarterly Meeting events via teleconference with guest speakers including Congressmen and former Generals, and up to 175 IMVETS ERG attendees.
   

• Wrote all organizational posts for our company’s newsletter and internal Blog; writing multiple articles telling the Veterans’ story of navigating professional life after service while working at Iron Mountain, generating buzz and excitement for upcoming events and for activities that the group was undertaking.

 

• Coordinated group efforts with the Employee Activities Committee, designed marketing posters and flyers with Photoshop for a charity fundraiser for the Philadelphia Veterans Comfort House; successfully generating over $1,500 in donations.
   

• Wrote magazine article, "Iron Mountain Cares About Veterans," published 11/11/2013 (page 101) in US Veterans Magazine, promoting the different ways the company supports Veterans in its organization.
   

• Managed Social Media exposure through the creation, curation, and moderation of a LinkedIn discussion group.

 

 

Iron Mountain, Collegeville, PA

PCS Records Management Specialist, 02/2012 - 03/2014

 

• Planned, and executed multi-part projects for hundreds of customers, reviewed thousands of detailed service and account maintenance requests, resolved problems, and fulfilled the needs of high net worth enterprise clients generating annual revenue of over $500k; used data to identify root cause issues, developed process improvement plans; scheduled meetings, obtained buy-in from team members, placed detailed orders, coordinated transportation of thousands of physical records, and secured media, boxes and files within limited time requirements.

 

• Directed 50+ staff for the Hertz Advantage Location Closure Project; managed the removal and shutdown of 62 shred units across 27 locations by gathering requirements from the project sponsor, breaking down deliverables into tasks, coordinating with transportation teams and site representatives, tracking project costs and status, communicating updates to stakeholders, and implementing requested changes throughout the project lifecycle.

 

• Delivered the Umpqua CREST Project over 4 months by assessing requirements, constraints, and assumptions with stakeholders, developing the work breakdown structure and project schedule, coordinating transportation teams and orders to manage thousands of records across 25+ branches in 4 Canadian provinces, tracking costs and progress, communicating regular status updates, implementing changes as requested, and securing final acceptance of all deliverables.
   

• I acted as the Editor for the Quarterly PCS Newsletter; I provided announcements and event briefs, collated article contributions, performed copy editing, and wrote content.
   

• Directed multiple sessions of online virtual training webinars for both Iron Mountain employees and clients on use of an online proprietary inventory management system.
   

• Developed Formal Business Review presentations by extracting data from Iron Mountain databases, organizing client inventory and sales information using Excel VLookups and Pivot Tables, creating visual charts and graphs in PowerPoint, and distributing finalized presentations to Account Managers through Salesforce to support client retention efforts and identify new business opportunities.
   

• Communicated with domestic and international customers using web-based live chat tools.
   

• Used Oracle to review and resolve invoicing / billing concerns for customers.
   

• Designed a Submission Book of 10 different styles of logos using Photoshop and Illustrator for the new Iron Mountain "Mountaineer of the Quarter" award.

 

• On a daily basis, generated and reviewed a report of orders completed for client Staples offices in Canada; processed data confirmation information into the Staples vendor portal, communicated follow-up directly with the Transportation district offices for any orders that were not completed in a timely manner.

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Ascensus, Dresher, PA
Retirements Account Executive, 10/2010 - 02/2012

 

• Served as primary contact for thousands of employers, plan administrators, payroll personnel, and financial advisors, resolving client issues including 401k deferrals, contracts research, adoption agreement options, ADP/ACP compliance testing, mutual fund allocations, participant census updates, and Form 5500 inquiries.
   

• Contributed to the Participant Services Education and Marketing Project by designing educational flyer templates using Adobe Photoshop and InDesign for distribution by the sales team to clients.
   

• Created training aids and quick reference guides for representatives to deliver rapid and accurate information during calls, covering topics from compliance deadlines to Form 5500 requirements.
   

• Conducted quality monitoring on quarterly Plan Monitor Reports that summarized participant statistics and financial activity within retirement plans.
   

• Tracked ongoing plan comments for the entire Merrill Lynch portfolio of over 3,800 retirement plans, monitoring statuses and notifying associates of current conditions.
   

• Generated personalized Excel reports using proprietary software and distributed results to over 25 associates to establish performance baselines and identify areas for improvement.

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Delaware Investments, Philadelphia, PA

Mutual Fund Service Consultant, 06/2008 - 10/2010

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• Coordinated project to develop and design mutual fund educational materials (flyers, brochures, presentations) for customer service training use; worked with small team to identify and effectively explain features of 401k, IRA, and Roth IRA investment vehicles to clients and representatives; then used Photoshop and Microsoft Publisher to produce final designs for publication.
   

• Executed training initiatives for the QA team, creating monthly PowerPoint presentations and coaching employees on call handling, communication techniques, and technical terminology, enhancing team competency and service quality.
   

• Processed tens of thousands of accurate financial and maintenance transactions, including share purchases/redemptions/exchanges, address changes, and reinvestment option adjustments, ensuring seamless client account management.
   

• Managed 8,445+ customer interactions via phone, fax, and email, expertly responding to complex inquiries on fund performance, market conditions, 403(b) loans, tax implications, and procedures, consistently achieving high client satisfaction.
   

• Promoted to the exclusive TOPS Rep call queue, dedicated to servicing the firm's top sales representatives, based on demonstrated mutual fund knowledge, advanced system skills, and exceptional customer empathy.
   

• Recognized with three Employee of the Month awards (Dec 2008, Oct 2009, Feb 2010) and a Call of the Month award (May 2010) for exceeding performance expectations and contributing to projects like the QA presentation redesign.
   

• Authored professional correspondence (emails/letters) to clients, attorneys, and plan administrators regarding fund procedures and account information, supporting the Correspondence Department and ensuring regulatory and policy compliance.
   

• Aided Service Center charity initiatives, securing ticket donations from the Philadelphia Soul and Temple University Basketball valued at ~$400, contributing to a total of nearly $15,000 raised for local non-profits.
   

• Designed and delivered an interactive 15-minute team training session on 403(b) plans, incorporating custom newsletter-style handouts, incentives to encourage participation, and a timed crossword puzzle; praised by supervisors for exceptional engagement and clarity.
   

• Utilized advanced proficiency in financial systems (TA2000, DST Vision, AWD, Omnifund) to accurately execute thousands of transactions and resolve complex client account inquiries, played a key role in a critical software upgrade by performing comparative testing of the new Eagle Manager’s Desktop, meticulously documenting discrepancies in securities valuation and currency calculations to ensure a successful upgrade.
   

• Leveraged graphic design skills in Adobe Photoshop to develop a custom board game for a Quality Assurance incentive program; utilized craft supplies expertly to create a working physical prototype, following project parameters to enhance team engagement and performance tracking.

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OfficeMax, Fairless Hills, PA

Graphic Design, Print and Document Services Associate, 06/2003 - 06/2008

 

• Coordinate reprographic, custom large format and small format printing, computer graphic design, and other business media services for a high-volume department serving individuals and small businesses and generating $5K-$10K in weekly sales.
   

• Managed the production of over 3 million copies, prints, and blueprints by operating and maintaining a suite of advanced Xerox, Canon, and Ricoh digital printers and wide-format copiers, ensuring quality and timely order fulfillment.
   

• Consulted one-on-one with 10,000+ clients to assess needs, recommend solutions, and ensure a positive experience, expertly matching them with appropriate products and services from a complex service portfolio.
   

• Designed and produced 4,000+ custom marketing materials, including signs and flyers, utilizing Adobe Photoshop and Microsoft Publisher to enhance customer presentations and drive retail sales.
   

• Managed the fulfillment of specialized orders for corporate clients like Dietz & Watson and Johnson & Johnson, producing nearly 10,000 projects involving binding, folding, laminating, and precision hydraulic cutting.
   

• Administered all logistics for business card, stamp, and engraved award orders, managing thousands of transactions from consultation to delivery to guarantee complete customer satisfaction.
   

• Executed 100+ targeted direct mail campaigns by leveraging Microsoft Excel for data management and mail merge, streamlining the process for clients and ensuring postal compliance.
   

• Processed and tracked thousands of express shipments via Airborne Express and DHL, coordinating package weighing, labeling, and delivery confirmation.
   

• Conducted proactive follow-up calls on completed orders to verify satisfaction and immediately rectify any issues, reinforcing service quality and fostering client loyalty.
   

• Provided supplemental floor coverage, delivering exceptional customer service and efficiently processing cash and credit transactions to maintain store operational flow.

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