Summer Stephens
Chickamauga,GA
Summary
Proficient in Microsoft Office programs. I also have experience with customized CRMs and email creation programs such as Stensul, Constant Contact, Hootsuite, Hubspot, and Adobe. I have experience in Citrix ShareFile, Workfront, and Dropbox. Proficient in coding using HTML, particularly for applications like Marketo and WordPress. Able to handle multiple priorities and meet tight deadlines while maintaining quality of work. Proactive planner and problem solver who readily adapts to change; equally successful in team and self-directed settings; superior written and verbal communication skills.
Results-driven marketing professional with comprehensive experience in client management and strategic planning. Known for delivering impactful marketing campaigns and fostering strong team collaboration. Dependable and adaptable, skilled in project management and client communication.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Account Director
Zuzu Digital
04.2017 - Current
- Established trusted relationships with key stakeholders by providing consistent communication and exceptional service throughout the account lifecycle
- Built strong rapport with clients through regular check-ins, status updates, and proactive problem-solving approaches
- Quickly familiarizes self with the client brand and brand history
- Delivers measurable success by consistently meeting or exceeding client expectations, solidifying reputation as a reliable account partner.
- Coordinates internal resources for the perfect execution of projects
- Tracks project progress through project management software
- Clients I have worked with include CVS, American Express, Resy, Papa John’s Pizza and Hallmark
- My supervisor recognized me for the digital growth of the CVS Specialty and CVS Caremark brands due to our website redesign and outgoing communications
- Management consistently praised my quality and timeliness of reports, attention to detail, and exceptional customer service
Executive Assistant to Sales & Marketing Team
ESOP Partners
04.2015 - 03.2017
- Responded to incoming leads, vetted prospects, and booked appointments with appropriate sales reps
- Prepared proposals based on prospect’s needs
- Created a successful follow-up email template the team utilized to get cold leads back to the table
- Generated lead spreadsheet and weekly reports to help the team stay on target
- Helped create a more streamlined process for onboarding prospects
- Database administration of CRM and internal company files
- Created Hubspot email campaigns, blog posts, and social media posts
Chief Compliance Officer & Office Manager
Barnett and Company
02.2013 - 04.2015
- Enhanced regulatory compliance by developing and implementing comprehensive policies and procedures
- Negotiated contracts with vendors for more attractive offers
- Strategically planned for the growth of the company and coordinated staffing requirements
- Supervised and trained office staff
- Processed billing and accounts payable
- Assisted clients with inquiries relating to their investments and accounts
- I consistently encouraged and motivated the office team through staff meetings, personal meetings, and emails
Registered Senior Administrative Assistant to Branch Manager
Wells Fargo Advisors
12.2005 - 01.2013
- Company Overview: Wells Fargo Acquired Wachovia and A.G Edwards in 2009
- I assisted clients with the purchase of securities, asset movement, retirement services, investment banking, margin loans, gifting, and estate planning
- Gathered data to aid in client presentations and executive meetings
- Prepared reports, letters, memos, spreadsheets and other documents using Microsoft Office software
- Planned and scheduled meetings, conferences, teleconferences, and travel
- Planned and coordinated branch projects
- Oversaw other office personnel to ensure that all responsibilities were adequately being met
- Held weekly staff meetings to monitor the progress of projects
- Trained and instructed other personnel on the industry's rules, policies, procedures, and regulations
- Maintained industry knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
- Oversaw all regulatory files to ensure they complied with FINRA regulations
- Assisted with acquiring new clients and marketing
- Proficient in cashiering functions
- 2012 Board Member of the firm's Ambassador Board, which seeks ideas from a panel of handpicked support staff to develop new ways to improve procedures as a whole while still meeting FINRA regulations
Education
University of Tennessee
Chattanooga, TNSkills
- Proficient in Microsoft Office programs
- Skilled in Marketing Automation Platforms
- Proficient in coding using HTML, particularly for applications like Marketo and WordPress
- Able to handle multiple priorities and meet tight deadlines while maintaining quality of work
- Proactive planner and problem solver
- Equally successful in team and self-directed settings
- Superior written and verbal communication skills
- Customer relationship management
- Proficient in CRM Software
- Social media savvy
Certification
- Series 7, Formerly Licensed,
- Series 66, Formerly Licensed
Timeline
Account Director
Zuzu Digital
04.2017 - Current
Executive Assistant to Sales & Marketing Team
ESOP Partners
04.2015 - 03.2017
Chief Compliance Officer & Office Manager
Barnett and Company
02.2013 - 04.2015
Registered Senior Administrative Assistant to Branch Manager
Wells Fargo Advisors
12.2005 - 01.2013
University of Tennessee
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