Head of Events and Sponsorships, North America

Allianz Global and Corporate Security, NY, NY

September 2016 – Present

  • Liase with CEO, Board Members and Executive Management to create and execute an event strategy plan which includes a cost-efficient hospitality execution and smart expense allocation.

  • Serve as Allianz Brand Ambassador helping develop strategic planning and messaging that helps support the achievement of revenue goals.

  • Manage on-site planning, operations and production of receptions, events, sponsorships and conference.

  • Manage annual financial budget for department.

  • Manage vendors and partners involved in the execution of events.

  • Manage execution of sponsorship programs, packages and deliverables

  • Work with team on development of new events and partnerships.

  • Collaborate with Compliance and Legal Departments.

  • Mentor and supervise the Event Coordinator.


Event Planner - Consultant

ETrade, NY, NY                              

January 2016 – March 2016

  • Executed event and site planning with lead Event Manager.

  • Planned events in attendance of up to 250+people.

  • Worked with vendors, contracts and submit invoices.


Marketing Manager - Events

HSBC Bank, NY, NY    

April 2015 – January 2016

  • Designed, oversaw & executed all events, including webinars, trade conferences and HSBC Proprietary events.

  • Acted as key point of contact with agencies.

  • Supported the direction of assets (invites, landing pages, ads, giveaways, etc.) in order to ensure legal & compliance approval.

  • Communicated event calendar to digital team to enable Eloqua planning.

  • Developed event content & communication strategy in conjunction with content/digital team.

  • Identified HSBC subject matter experts to act as speakers and/or event content contributors.

  • Briefed speakers on event topics to frame the discussion and ensured alignment with HSBC’s business goals/global capabilities.

  • Planned proprietary event topics to align with HSBC’s unique POV and value proposition in collaboration with the businesses.

  • Secured PR Support for events with HSBC Communications team.

  • Developed sales support strategy for events in conjunction with Marketing business partners (talking points, content available to RMs, RM outreach pre/post event).

  • Produced and deployed all event communications.

  • Managed events budget.


Event Supervisor

Canon, Melville, NY    

January 2011 – April 2015

  • Reported to Director of Marketing. Professionally worked with all levels in the organizational structure

  • Acted as consultant and liaison to Canon’s Marketing & Product division on event strategy, budget & execution of events.

  • Responsible for 350+ events, of which 10 were major industry shows.

  • Oversaw all conference and tradeshow logistics.

  • Oversaw and approved all hotel and vendor billing/reconciliation.

  • Managed annual budget of $18 million dollars.

  • Developed and implemented cost reduction strategies and industry best practices to reduce expenses and improve planning and delivery.

  • Evaluated and managed vendors, advertising agencies, event management companies, etc. to ensure that the company was receiving the best service at the best price.

  • Directed and supervised the research, recommendation and contracting of all future conference site locations. Periodically conducted RFP processes to compare conference vendors.

  • Managed a department of team members and freelancers to ensure that each conference/event was successfully executed.


Consultant, Global Event Marketer

J.P . Morgan Chase, New York, NY    

July 2010 – January 2011

Consultant, Event Planner

Ultramar Travel Management, Rochelle Park, NJ    

February 2010 – May 2010

Sr. Marketing Specialist

The TriZetto Group, Union, NJ    

April 2008 – October 2009

  • Planned and executed 25 trade shows, conferences, hosted client events and forums per year including the Annual National Meeting.

  • Managed and maintained venue selection, contract negotiation, vendor relationships, catering, audio/visual, entertainment, communications and logistics, all within budget guidelines.

  • Worked with others in marketing to plan and execute communications and promotions that drove attendance, inquiries to events.

  • Supervised design of trade show booth, exhibition plan and staffing at conferences.

  • Attended events as required, to ensure deliverables were being met.

  • Managed departmental and overall event/trade show budget, conducted cost analysis.

  • Reconciled expenses, evaluated and reported on the effectiveness of all events through ROI reporting.


Project Leader

UBS Investment Bank, New York, NY    

April 2007 – April 2008

  • Organized all conference and events logistics including venue search, contract negotiations, catering, flights, ground transportation, accommodations, audio/visual, staging, recordings and web casts.

  • Managed & fulfilled conference & event collateral including the design process.

  • Initiated and maintained web site related to conferences and events.

  • Managed client invitations, registrations and other conference and event administration.

  • Maintained speaker programs and liaisons.

  • Full on-site management of program.

  • Coordinated any related client entertainment, including golf, spa, dinners, site visits & spouse programs.

  • Prepared, managed and reconciled budgets for assigned conferences & events.

  • Created & submitted post event data analysis & reports of event for key stakeholders

Sr. Event Planner

The Clearing House, New York, NY    

January 2002 – April 2007

  • Managed annual trade show budget and program for 20-30 events across four business units.

  • Handled all areas of development and execution of various trade shows, board meetings, special events, and campaigns.

  • Oversaw all aspects of programs, i.e., site selection, hotel contracts, food and beverage menus, car service, rooming lists, registration information, agenda review and any other special requests for both speakers, board members and attendees.

  • Worked closely with outside service vendors.

  • Negotiated contracts with various vendors.

  • Assisted in development of new or revised marketing materials, e.g., promotional item giveaways, invitations, brochures, mailings, booth artwork, room drops and media kits in both print and electronic formats.

  • Developed and maintained budgets of all programs.


Other Experience: 

  • Meeting Coordinator, YouthStream Media Networks, New York, NY

  • Assistant Designer, Kate Spade Associate

  • Product Manager, Polo - Ralph Lauren Luggage Company



  • Fashion Institute of Technology, New York, N.Y . Bachelor of Science  (Marketing – International Trade)

  • New York University, New York, N.Y. Certificate in Meeting & Event Planning


Certified Meeting Planner

Certified Trade Show Marketer

Association Memberships:  MPI – Greater New York Chapter, COPE - Council for Protocol Executives