Hard-working, self-starter that thrives in a dynamic environment. Calm under pressure, and nimble facing change, Iβm most excited whendeeply imbedded in a business, able to identify growth opportunities and produce tangible results.
As a creative thinker and doer, my MBAhas allowed me to apply my marketing and design skills learned in undergrad, to a larger business/management sensibility β combininghigh level business strategy and growth, with the insights and execution that are critical to differentiation and operational success.
Masters in Business Administration with a concentration in Management
Undergraduate degree in Business Administration concentrating in Marketing with a minor in Graphic Design
Upon this promotion, I intensely focused on identifying growth opportunities for theAdvisorsβ practice through the lens of our newly acquired technology, Advisor360.
Mastered Advisor360 software platform, and led courses and individual sessions on howto maximize productivity and profitability through strategic use of the software. Alsomanaged the program help desk providing customer support for users.
Worked with individual Advisors to identify CRM insights and revenue opportunitiesspecific to their clients’ needs and platform utilization.
Created revenue generating campaigns and boosted campaign participation by 166% toincrease business opportunities and to plan client events based on campaign analytics.
Led and implemented the sales process restructuring for our young Advisor program oncontacting their warm and cold market and book of business structure and organization.
I helped the Financial Advisors plan, create, and execute content and events that bring attention to the company’s unique, holistic approach to financial planning to life.
Designed marketing materials and worked with vendors to produce custom merchandise.
Planned and executed internal and external marketing events on both a corporate andindividual level managing budgets, vendor relationships, and client communication.
Developed social media content strategy, executing a 12-month content calendar acrossthe social media platforms boosting usage by 500% and websites at the corporate level andindividual Advisor level.
Harnessing my creativity and passion for cooking and baking, this business is an outlet to my passion for creating unique goods to fit taste and aesthetic demand for clients.
Created business goals, and projections, while conducting industry research to create acompetitively priced menu, vetted suppliers to secure quality, price-conscious materials.
Built a strong clientele base through self created website, business cards, word-of-mouthmarketing through referrals along with social media, reaching 10.1k accounts in one month.
Adapted products upon consumer demand and created seasonal specials to boost sales.
Created charts, data graphs, and excel spreadsheets based upon search engine optimizationresearch to assist development of project strategies.
Cold called potential clients, and tracked data to accomplish client recruitment goals.