• Event Planning & Execution: Organized and executed fundraising events, including house parties and donor meetings, successfully raising over $3,000 per event. Managed logistics such as venue selection, guest lists, travel arrangements, and on-site coordination to ensure seamless event experiences and campaign success. • Cross-functional Collaboration: Coordinated with marketing, volunteers, and community leaders to ensure event messaging and goals were aligned with overall campaign strategy. Worked closely with influencers and key stakeholders to boost engagement and maximize attendance. • Stakeholder Engagement & Communication: Acted as the primary point of contact for event-related logistics and communication, ensuring clear and consistent messaging with attendees, vendors, and internal teams. • Vendor & Partner Management: Managed relationships with event vendors, ensuring high-quality execution of events. Negotiated contracts and managed timelines to meet event goals within budget.

• B2B Event Planning & Execution: Planned and executed the annual virtual China Advisory Board meeting with over 20 participants, overseeing all logistics, vendor coordination, brochure development, and contract negotiation. Managed both in-person and virtual components, ensuring seamless integration and engagement across 8 different locations. • Vendor Management & Budgeting: Managed relationships with 10+ vendors, negotiated contracts that resulted in a 40% cost reduction, and ensured cost-effective event production. Monitored event budgets of up to $100,000 and ensured proper financial management for each initiative. • Post-event Performance Tracking: Led post-event analysis by gathering qualitative feedback from over 100 participants, identifying key insights that contributed to improving the effectiveness and overall success of future events. • Global Event Coordination: Coordinated and led the annual global Chinese New Year Celebration with 200+ attendees, managing both in-person and virtual event components. Responsibilities included program development, budget oversight, gift bag creation, A/V testing, and catering coordination, ensuring a seamless event experience for all participants.

Promoted from Analyst (Product Marketing and Communication) • Leadership in Website Creation & Management: Led cross-functional meetings with internal and external stakeholders to create and launch new webpages for financial product offerings. Ensured webpages were up-to-date, aligned with product marketing strategies, and met the needs of both internal teams and clients. • B2B Content & Event Promotion: Developed and distributed weekly newsletters to 10,000+ financial advisors, sharing information about upcoming product-related conferences, town halls, and partnerships. Worked with product teams to ensure event details were aligned with campaign messaging. • Data-Driven Optimization: Analyzed performance metrics for email campaigns and web content, tracking open rates, click-through rates, and engagement. Used insights to refine future promotional efforts, achieving a 30% increase in open rates and 102% increase in click-through rates for newsletters.