Patrick Gilbert

Greater New York City Area United States

Client Services Analyst

Finance / Banking / Insurance

Design, develop, and maintain all print and digital collateral to ensure that marketing and branding efforts are correct, consistent, and adhere to firm guidelines. Facilitate the preparation and distribution of internal and external communications, reports, press releases, and other deliverables. Coordinate and organize events, calls, presentations, educational seminars, web demos, meetings, and conferences. Input and update client and prospective information in Salesforce CRM and other databases. Lead initiative in responding to RFP and RFI requests with a specific focus on the accuracy, effectiveness, and warehousing of content. Conduct research and analysis to prepare industry c...