Elizabeth Gibson Email & Phone Number | - Planned and executed public relations strategy for 14 business entities - Wrote internal and external communications, being sensitive to private offerings regulations - Managed over 20 social media accounts - Coached sales and marketing managers for 14 business entities. - Review and approve retail communications - File materials with FINRA as necessary - Monitor social media activity company-wide - Update WSPs and internal policies for social media. - Created and implemented agency marketing strategy based on demographics, trends and product fit, and assisted agents with designing effective and compliant individual marketing plans to grow books of business and uncover cross-sales opportunities - Reviewed and approved correspondence and LinkedIn accounts, ensuring proper disclosures were included - Submitted sales materials, signature guarantee logs and marketing events to corporate compliance for review; followed up and ensured necessary changes were made - Reviewed emails sent by agents for compliance using electronic surveillance system (Zantaz), reviewed in-coming and out-going correspondence for branch, and recorded and addressed any issues - Communicated new and existing compliance regulations and marketing techniques to firm - Worked with corporate compliance to write and monitor supervisory plans to address and correct any audit findings - Submitted and followed up on individual compliance monitoring cases for supervision and escalation - Wrote and designed marketing materials including direct mail, advertisements, brochures and press releases - Maintained and wrote content for agency website. - Developed and maintained a client base through referrals, networking, direct marketing and cold calling - Designed and implemented goal-based financial plans for individuals’ and corporate clients’ investment and insurance needs using interviews, questionnaires and planning software. - Opened international bank accounts within the US and around the world through referrals, inbound calls and cold calls for high-net-worth clients - Adhered to FDIC Know Your Customer and Enhanced Due Diligence framework, participated in Anti-Money Laundering training for the PATRIOT Act, checked customer backgrounds using internet search engines, the Lexus-Nexus database, and OFAC and FATF lists.

Elizabeth Gibson

- Planned and executed public relations strategy for 14 business entities - Wrote internal and exter...
Washington, Washington, United States

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Elizabeth Gibson’s Email eweinberg@buffalo.nef.com

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Elizabeth Gibson’s Location Washington, Washington, United States

Elizabeth Gibson’s Current Industry E*TRADE Financial

Elizabeth Gibson’s Prior Industry The Hamister Group | New England Financial | AXA Advisors | HSBC

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Work Experience

E*TRADE Financial

Senior Advertising Review Principal (Social Media)

2014-01-01 00:00:00 - Present

The Hamister Group

Communications Manager

2012-07-01 00:00:00 - 2013-01-01 00:00:00

New England Financial

Marketing Coordinator

2007-08-01 00:00:00 - 2012-07-01 00:00:00

AXA Advisors

Financial Advisor

2006-07-01 00:00:00 - 2007-07-01 00:00:00

HSBC

International Account Manager

2004-10-01 00:00:00 - 2006-01-01 00:00:00

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FAQ About Elizabeth Gibson

Elizabeth Gibson is located at
Washington, Washington, United States

Elizabeth Gibson is a - Planned and executed public relations strategy for 14 business entities - Wrote internal and external communications, being sensitive to private offerings regulations - Managed over 20 social media accounts - Coached sales and marketing managers for 14 business entities. - Review and approve retail communications - File materials with FINRA as necessary - Monitor social media activity company-wide - Update WSPs and internal policies for social media. - Created and implemented agency marketing strategy based on demographics, trends and product fit, and assisted agents with designing effective and compliant individual marketing plans to grow books of business and uncover cross-sales opportunities - Reviewed and approved correspondence and LinkedIn accounts, ensuring proper disclosures were included - Submitted sales materials, signature guarantee logs and marketing events to corporate compliance for review; followed up and ensured necessary changes were made - Reviewed emails sent by agents for compliance using electronic surveillance system (Zantaz), reviewed in-coming and out-going correspondence for branch, and recorded and addressed any issues - Communicated new and existing compliance regulations and marketing techniques to firm - Worked with corporate compliance to write and monitor supervisory plans to address and correct any audit findings - Submitted and followed up on individual compliance monitoring cases for supervision and escalation - Wrote and designed marketing materials including direct mail, advertisements, brochures and press releases - Maintained and wrote content for agency website. - Developed and maintained a client base through referrals, networking, direct marketing and cold calling - Designed and implemented goal-based financial plans for individuals’ and corporate clients’ investment and insurance needs using interviews, questionnaires and planning software. - Opened international bank accounts within the US and around the world through referrals, inbound calls and cold calls for high-net-worth clients - Adhered to FDIC Know Your Customer and Enhanced Due Diligence framework, participated in Anti-Money Laundering training for the PATRIOT Act, checked customer backgrounds using internet search engines, the Lexus-Nexus database, and OFAC and FATF lists.