Emily Osborne

I am a business-oriented individual, excited to apply my experience in marketing, management and event planning. I have worked in private banking, event planning, marketing and PR, and helped build a non-profit from the ground up. I believe that the combination of all those experiences gives a unique perspective in the industry.

As an individual, I am self-driven, responsible, organized, and reliable. I have been planning events my entire career and am able to manage both the bigger picture and the minute details that are needed for a successful event. I have planned many different types of fundraisers for nonprofits organizations as well as large conferences for financial planners that included golf outings, big producer awards dinners, keynote and panel speakers, and continued education sessions.

Having run a nonprofit on my own, I understand and appreciate the need to be budget conscious and can strategize ways to provide an excellent experience without going over budget.

I am adept at managing multiple stakeholders during the project management process and understand what is necessary to maintain a high-quality brand and provide an excellent customer experience.

Independent Event Planner

• Plans all event types such as fundraisers, donor appreciation events, sales conferences, staff events, client travel and entertainment, executive forums, board meetings, continuing education, and training events. 
• Develops the entire event strategy and logistical process within the broader brand and marketing strategy of the organization. Acts as the liaison between all internal and external stakeholders and administration. 
• Manages the budget and seeks ways to maximize the impact/return on investment while delivering an exceptional event experience.

Lead Tag, Better Today Director

• Founded a nonprofit organization to serve low-socioeconomic individuals working for a call center focused on the personal and professional development of its agents. 
• Legally established the nonprofit, managed all financials, organized board meetings, communications, and marketing items, distributed grants and loans, and maintained all records.
•  Created and implemented all programs and policies for Better Today including mentorship program, personal education programs, a grant/ loan program. Planned group outings for call center employees. 
• Managed the entire recruiting and hiring process from application to start date for each monthly new hire class. Initiated partnerships with multiple local nonprofits to attract applicant referrals.

Williams Financial Group, Marketing Director

• Planned multiple 3-day conferences for 300+ brokers which included continued education, panel discussions, keynote speakers, big producer dinners, awards presentations, and networking opportunities. Organized meals, travel and lodging arrangements and marketing pieces for the event. 
• Managed all branding and marketing for the broker dealer, including website, logos, and marketing materials. Created product pieces for brokers, clients and industry partners.
• Managed day-to-day marketing activities of the firm and the long-term marketing, advertising and public relations strategy with local advertising agencies, graphic designers, and printing companies.

Texas Christian University, graduated 2002

Bachelors of Business Administration Double Major: Marketing and eCommerce

Graduated Summa Cum Laude