Replay – November Impact Collaborative Investing in Her Financial Future: Gender-Focused Tools for Wealth Building and Retirement

As an accomplished professional with a rich and diverse background in finance and asset management, I bring a wealth of experience to the table. Currently serving as the VP of Event & Marketing for GAMMA INTERNATIONAL BANK, I embrace a role that demands curiosity, knowledge-seeking, and creativity. My mission is to provide unwavering support to our entrepreneurial team, enabling them to execute their vision through strategically crafted events and metric-driven marketing campaigns.

With a foundation rooted in finance, trading, and asset management, I thrive on taking on multiple responsibilities and continually challenging myself to gain further expertise in my Marketing role. My strategic mindset and positive attitude serve as catalysts in driving the success of our team and organization.

Within my role, I wear many hats. I meticulously oversee the curation of events, from sourcing appropriate speakers and panelists to finding the best venues and catering options, all while staying within budget constraints. My knack for research and smart promotion ensures that our events resonate with our target audience. Additionally, I embrace the role of guiding and managing junior event coordinators in both the United States and the Dominican Republic.

My skill set encompasses a wide array of competencies, including event planning, web marketing, executive support, online marketing, web content management, project management, project coordinating, strategic marketing, strategic planning, budget management, vendor management, and internal employee marketing.

Additionally, I have a deep-seated passion for giving back to the community. I am enthusiastic about volunteering at nonprofits, where I can teach financial classes in both Spanish and English. It’s my way of sharing knowledge and contributing to financial literacy among those who can benefit most.

Before my current role, I served as an Assistant VP, Bilingual Business Development Officer at PNC Institutional Asset Management in Fort Lauderdale, FL. Here, I consulted with prospects to identify their unique needs and provided tailored investment solutions across various sectors, including nonprofits, corporate, Defined Benefit, and Defined Contribution plans. My responsibilities included organizing community development events, cultivating leads, and collaborating with partners to generate interest and close sales.

My tenure at PNC also saw me in the position of Assistant VP, Bilingual Sr. Employee Education Consultant. In this role, I conducted retirement plan participant education presentations in both Spanish and English, working with clients to develop financial education campaigns and increase employee participation and deferrals.

I’m also proud of my contributions as a Bilingual Human Resource Specialist and Plan Advisor at Holy Cross Hospital, Trinity Health. Here, I managed onboarding and recruitment procedures for new employees, ensuring a seamless transition into the organization. I used HireRight and Equifax background check systems, orchestrated community events, and played a pivotal role in addressing inquiries about retirement plans. My proficiency with systems like WORKDAY, experience in creating presentations and videos, and ability to serve as a liaison between various departments underscore my dedication to efficient, effective, and well-rounded support in the HR realm.

Overall, my career journey has equipped me with a diverse skill set, an unwavering commitment to excellence, and a passion for contributing positively to the success of my team and organization. I look forward to exploring opportunities where I can leverage my expertise to make a meaningful impact.