Allyson Moore

Marketing Intern @Envisage Wealth, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc

Columbus, OH, US

During my internship at Envisage Wealth, I have had the opportunity to take on a dynamic role that combined event planning, client engagement, and brand marketing. I was responsible for planning and executing a variety of events, where I managed budgets, sourced vendors, and created marketing materials such as invitations, signage, and mailings. This allowed me to not only drive event engagement but also ensure every detail contributed to a seamless guest experience.In addition to events, I led a complete rehaul of the company’s client gifting program. I closely tracked expenses to stay within budget and elevated the program by incorporating personalized, handwritten notes, which enhanced relationships and reinforced the company’s client-first values.I also played a key role in designing digital media assets that aligned with the company’s brand identity. I collaborated with professional printers and managed the distribution of materials to hundreds of clients, helping to build and maintain a strong and consistent brand presence.