Audra Penny

• Drive optimization of enterprise marketing technology platforms (Salesforce Marketing Cloud Engagement & Seismic), enhancing campaign execution efficiency and increasing platform adoption across teams
• Lead multiple concurrent strategic initiatives, managing timelines, mitigating risks, and delivering consistent updates to stakeholders and senior leadership
• Transform complex data into executive-level dashboards and presentations, enabling data-driven decision-making and influencing business strategy
• Partner cross-functionally with Marketing, Product, IT, and Distribution teams to align digital initiatives with organizational objectives
• Evaluate and implement new platform capabilities and enhancements to improve marketing performance, scalability, and operational efficiency

Rotation 3 – Equitable’s Investment Management Group on The General Account Team

• Conducted in-depth competitive analysis on ESG and climate strategy, informing enterprise investment positioning and reporting direction
• Designed and implemented a centralized SharePoint repository, improving Principle of Responsible Investing (PRI) reporting workflows and enhancing data accessibility across team
• Document the General Account’s processes and procedures such as PRI reporting and Quarterly Business Review (QBR) process

Rotation 2 – The Innovation & Design Office on the Organizational Performance & Design Squad

• Developed and delivered high-impact presentations to senior leadership, supporting strategic initiatives and enterprise decision-making
• Conducted market and internal research to identify opportunities for enterprise-wide wellness and performance improvements
• Supported planning and execution of a department-wide strategic event, contributing to engagement and organizational alignment

Rotation 1 – The Individual Retirement Business Line on the Sales Engagement & Strategy Squad

• Identified inefficiencies in marketing and operational processes and implemented automation solutions, improving workflow efficiency
• Developed KPI dashboards to track Salesforce CRM adoption, enabling data-driven enhancements and increased user engagement
• Collaborated cross-functionally to deliver key initiatives, contributing to both execution and forward-looking strategic planning

• Managed portfolio of 120+ 401(k) client accounts, ensuring compliance with regulatory requirements and deadlines
• Led client-facing sessions guiding plan sponsors through 5500 tax processes, improving understanding and operational efficiency
• Monitored Not-in-good-order (NIGO) workflow pipelines, swiftly identified issues, and drove resolutions
• Provided operational support and contributed to team capacity management

• Managed relationships with 50+ financial advisors, supporting adoption and effective use of digital platforms and operational tools
• Developed and standardized SOP documentation, improving process consistency and operational efficiency across the team
• Delivered training across multiple systems (CRM, DocuSign, Orion, Schwab, TD Ameritrade), increasing user proficiency and platform utilization
• Led onboarding and training for new hires, accelerating ramp-up time and improving overall team performance