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Targeted both offline and online consumers by designing multi-pronged, comprehensive marketing strategy.
Gathered, documented and modeled data to assess business trends.
Generated new business and referral clients in partnership with financial advisors.
Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
Created and optimized records management strategies to coordinate and protect information Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

Advocated for ways to streamline ongoing projects, prioritizing shorter turnaround times and consistent development quality.
Provided reports on aspects of ongoing projects such as interdepartmental synergy, redundancy, production bottlenecking and more.
Monitored ongoing projects for adherence to prescribed timelines, suggesting operational changes where needed.
Devised standardized project management documentation to streamline future management of repetitive projects.
Advocated for ways to streamline ongoing projects, prioritizing shorter turnaround times and consistent development quality

Collaborated with visual designers and analytic teams to generate insights on market trends and deliver customer-centric, data-driven solutions. Oversaw client and organizational teams throughout project lifecycles, supporting deliverable completion and troubleshooting obstacles.
Established relationships with client stakeholders, supporting rapid account growth and sustainable development.
Led client engagements and workstreams related to process improvements and operational analysis for customer-facing services and functions.